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Zoom is one of the best-known video conferencing services. With the integration, anny automatically schedules Zoom meetings for your bookings and distributes the invite links, without you having to create appointments in Zoom manually. With Zoom you can, inside anny:
  • Automatically create a Zoom meeting for every booking of a resource
  • Automatically distribute the join link, meeting ID, and password to your customers
  • Decide per resource which Zoom user hosts the meeting
The integration is worthwhile for anyone who runs appointments online, for example consultations, coaching, office hours, or online courses.

Typical use cases

How the Zoom connection works

The connection is established via the Zoom login: in anny you click Authorize, sign in to Zoom, and allow anny access to your Zoom account. An API key is not needed. With Test connection you can check at any time whether the connection is in place. anny accesses only two things: the user list of your Zoom account (for choosing hosts) and the meetings anny itself creates for bookings. Existing meetings and settings of your Zoom account remain untouched. Here is how it works for a booking:
  1. A booking comes in for a linked resource.
  2. anny creates a scheduled Zoom meeting for the stored meeting host. Title, start, and duration come from the booking, the time zone from the resource.
  3. Customers receive the join link automatically: as a Join Zoom meeting button in the booking email (including Zoom ID and password), in the calendar entry, and in the booking details. Logged-in team members see Start Zoom meeting there instead.
  4. If the booking is rescheduled, anny updates the meeting. If it is cancelled, declined, or deleted, anny also deletes the Zoom meeting.
If you revoke the authorization or it expires, anny can no longer create, update, or delete meetings. In that case, the people responsible in your organization receive the email “The Zoom integration has an error” and you have to sign in again via Authorize.

Connect Zoom

Requirements

Before you connect Zoom, make sure you have the following:
  • An active Zoom account with the users who should host meetings
  • The permission to authorize apps in this Zoom account
  • Admin rights in your anny account

Set up the connection

1

Authorize

Open Integrations from the menu bar, add the Zoom integration, and click Authorize in the Authentication section. Sign in to Zoom and confirm the access for anny. With Test connection you check whether sign-in was successful.
2

Configure

In the Zoom settings, define which resources get meetings:
  1. Click Add to create a new Zoom connection.
  2. Under Choose the resource, select the resource (for example, Consultation Room 1).
  3. Optional: limit the connection to specific booking options via Select booking options. Without a selection, it applies to All booking options.
  4. Under Choose the meeting host, select the Zoom user for whom the meetings are created.
  5. Confirm the connection and repeat the steps for further resources.
3

Activate

Activate the integration via the toggle in the top right.
Once the integration is active, anny automatically creates a Zoom meeting for every new booking of a linked resource and distributes the links.
Test the integration with a test booking: book a linked resource and check whether the booking confirmation contains the Join Zoom meeting button and whether the meeting appears in the host’s Zoom account.

Settings & options

The Zoom connections can only be edited while the integration is deactivated. Turn the toggle off briefly before making changes, then back on.

Limitations

The Zoom integration does not support:
  • Inheritance to sub-resources: A Zoom connection applies only to the chosen resource. Bookings of its sub-resources get no meeting; connect sub-resources individually.
  • Meetings for existing bookings: When you activate the integration, no meetings are created retroactively for bookings that already exist.
  • Meeting options from anny: anny only sets the title, time, duration, and time zone. Password, waiting room, and other options are determined by the settings of your Zoom account.
  • Meeting reminders: anny does not send separate reminder emails before the meeting starts.
  • Meetings for blockers: Internal blocker bookings never get a Zoom meeting.

Disconnecting

If you deactivate the integration, anny no longer creates new meetings. Existing Zoom meetings remain, but are no longer updated or deleted, even if the associated booking is rescheduled or cancelled. When you delete it, a dialog opens with instructions on how to also remove the anny app from your Zoom account (Zoom Marketplace), or you choose Remove from anny only. Already created meetings remain in your Zoom account. If you uninstall anny directly in the Zoom Marketplace, the integration is also removed automatically in anny.
You can do both under Integrations: deactivate via the toggle in the top right, delete via the three dotsDelete.

FAQ

The Zoom user you stored as the meeting host in the Zoom connection. They start the meeting via the Start Zoom meeting link in the booking; customers join via the join link.
For a reschedule, anny automatically updates the Zoom meeting to the new time. If the booking is cancelled, declined, or deleted, anny also deletes the Zoom meeting.
Yes. In the Zoom connection, select the desired booking options under Select booking options. Without a selection, the connection applies to All booking options.
The Zoom connections are locked while the integration is active. Deactivate it briefly via the toggle, make the changes, and activate it again.

Troubleshooting

Usually a matching Zoom connection is missing or the integration was deactivated at the time of booking. Check whether the toggle is active, whether a Zoom connection exists for the booked resource, and whether the booked booking option is selected in the connection. Note: sub-resources need their own connection.
The authorization has expired or was revoked; anny can no longer manage meetings. Open the integration under Integrations and sign in to Zoom again via Authorize.
The user list is cached for a few minutes. Wait a moment and reload the page. Also check whether the person is set up in the connected Zoom account; you can also search by email address in the selection.