Perfex Zoom Meeting Module 19 June 2024

Perfex Zoom Meeting Module​

Note Please note that this is not a standalone script, it requires PerfexCRM installed, as this is just a module for PerfexCRM.

Features​

Single Zoom account that can be used by Admin member to create zoom meetings

Other Supported Features
Admin Features

1. Admin can create meetings
2. Admin can view meetings
3. Admin can delete meetings

StaffUI

1. Can view a list of meetings generated by Admin

Supported Languages​

• English
• Chinese
• French
• German
• Portuguese
• Russian

Installation Details​

Download the purchase zip folder then browse to Setup-Modules in perfexcrm installation and upload the zip folder using modules screen.

After logged in you will find the Zoom Menu in left sidebar in Adminpanel.

Sign in to the Zoom Marketplace:​

1. Visit the Zoom Marketplace Developer Portal and sign in using your Zoom account.

Create a New OAuth App:​

1. Click on “My Apps” in the top-right corner.

2. Click the “Create” button to create a new OAuth app.

Configure the OAuth App:​

Basic Information:​

1. Fill in the “Name” and “Description” fields for your OAuth app.

2. Set the “Development Redirect URL” to a URL on your development server where Zoom will redirect users after they authorize your app. This can be something like https://yourapp.com/perfex/admin/zoom_meetings/authorized.

2. Set the “Allowed List URL” to a URL on your development server where Zoom will redirect users after they authorize your app. This can be something like https://yourapp.com/perfex/admin/zoom_meetings/authorized.

Scopes:​

1. Under “Scopes,” add the following scopes to your app:

• View your meetings /meeting:read
• Get a meeting’s encoded SIP URI /meeting:read:sip_dialing
• View and manage your meetings /meeting:write
• View your user information /user:read
• View and manage your user information /user:write
• View user info /user_info:read
• View user’s zak token /user_zak:read

Save and Continue:​

After configuring the basic information and scopes, click the “Save and Continue” button.

Redirect URL:​

1. Under the “App Credentials” section, you’ll find your “Client ID” and “Client Secret.” These will be used to authenticate your app.

2. In the “Redirect URL for OAuth” field, set the URL where users will be redirected after they authorize your app. This should match the “Development Redirect URL” you specified earlier. Make sure it’s a secure URL (HTTPS).

Whitelist Your Redirect URL:​

1. In the “Whitelist URL” section, add the Redirect URL you’ve specified. This ensures that Zoom will allow redirects to your specified URL.

2. Click the “Add” button to whitelist the URL.

App Review:​

If you plan to publish your app on the Zoom Marketplace, you will need to complete the App Review process. This involves providing information about your app, privacy policy, terms of service, and more. If you’re only using the app for personal or internal use, you can skip this step.

Save and Submit:​

After configuring everything, click the “Save and Submit” button to save your OAuth app.