Zoom + PagerDuty Integration Benefits

• Responders can quickly create on-demand Zoom meetings with the click of a button from a PagerDuty incident.
• Response Plays can create on-demand Zoom meetings and attach them to incidents.

Requirements

To Configure the Integration

In PagerDuty:

Users with Admin/Global Admin or Account Owner roles can configure the integration.

In Zoom:
Users with administrator permissions can configure the integration.

To Use the Integration

PagerDuty users with a Responder role or higher can create Zoom meetings via incidents.

How it Works

• On a PagerDuty incident, responders can create an incident-specific Zoom ID by clicking a link or they can optionally run a pre-configured Response Play. This information is sent as an event to AWS Lambda, which transforms it to a Zoom-compatible format and it creates a meeting ID. Note: The meeting ID is incident-specific and cannot be used for other incidents.
• Once the meeting ID has been created, this information is sent back through the same Lambda to PagerDuty, creating a conference bridge with the meeting ID information.
• Responders can join the Zoom conference bridge directly from the incident in the web app and mobile app, via conference bridge notifications, or they can use One Touch to Join.

Integration Walkthrough

In Zoom

1. Install the PagerDuty application in your Zoom account.
2. You will see the following authorization screen. Click Allow.

3. If prompted, sign into your PagerDuty account. Please read Log In to PagerDuty for more information about logging in to your PagerDuty account.

4. After successfully installing the integration, you should see a confirmation message in your browser.

Using the Integration

Create a Zoom Meeting Manually

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Required User Permissions

Users with a Responder role and higher can create Zoom conference bridges.

1. In PagerDuty, click an incident’s title to view the incident details screen.
2. Next to Conference Zoom, click Create Zoom Meeting. The new meeting ID will automatically populate.
3. Responders can now click this meeting link from the incident in the web app, mobile app or via conference bridge notifications and One Touch to Join.

Create a Zoom Conference Bridge Response Play

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Availability

Response Plays are available on Business and Digital Operations plans. Please contact our Sales Team if you would like to upgrade to a plan with this feature.

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Required User Permissions

Manager, Global Admin or Account Owner base roles can create response plays. At this time, Team-based roles do not have the ability to grant Response Play creation access to other users without these base roles.

1. Navigate to Automation Response Plays and click + New Response Play.
2. Enter a Name, such as Add Zoom Conference Bridge and Description. Under What should happen when this play runs?, check the Add a conference bridge checkbox and select Meet with Zoom. Enter any other preferred settings.
   • Note: If you would like anyone to be able to create Zoom meetings via this Response Play, ensure that you select All incident responders under Who can run this play on demand?.
3. Click Create Play.

Run a Zoom Conference Bridge Response Play

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Required User Permissions

All roles, with the exception of Limited and Full Stakeholders, can run response plays on incidents.

1. Once the Zoom conference bridge Response Play has been configured (see instructions above), click an incident’s title to view the incident details screen.
2. Click Run a Play and select the Zoom conference bridge Response Play from the previous step.

Once run, the Zoom meeting ID will be automatically populated in the incident details next to the Conference heading.

Enable Zoom Settings for Optimal Use

By default, when responders create Zoom meetings from incidents, the integration will check to see if the responder's PagerDuty email matches their Zoom email. If it does, it will create the Zoom meeting ID on their account. If the email does not match, the meeting ID will be created on the Zoom account of the administrator who configured the integration.

If the account where the Zoom meeting ID is created does not have Join before host enabled for both the Account and Group level, other users will not be able to join the meeting until this administrator joins as the host. Please read Zoom's documentation on how to enable Join before host on both the Account level and the Group level.

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Recommended Settings for Optimal Use

• Join before host on Account and Group Level.
• Anyone can record.
• Anyone can share screen.

Uninstall the Integration

To uninstall the PagerDuty Zoom application, users must perform the uninstall through the Zoom Marketplace. When the Zoom app is uninstalled, all authorization tokens will be deleted and users will no longer be able to create Zoom meetings from PagerDuty.

1. Log in to your Zoom account and navigate to the Zoom App Marketplace.
2. Search and select the PagerDuty app. Select Manage in the left side panel, then click Remove next to the Remove the app section.

FAQ

Can I link more than one PagerDuty account to the same Zoom account?

Why don’t I see a telephone number attached to the PagerDuty incident for my Zoom meeting?