Zoom is a go-to for video meetings, and a native Zoom integration is on our roadmap. It's not built yet — but you can already use Zoom as a meeting location for AI agent bookings, and you can push call data into Zoom Chat with Zapier.
Coming soon
A standalone Zoom integration is in development. Today, Zoom shows up in dialnote only as a meeting location for calendar bookings — there's no separate Zoom connect screen yet.
What it'll do later#
The native integration will let you log Zoom meetings alongside dialnote calls so your full communication history sits in one timeline, and post AI call summaries to a Zoom Chat channel after each call. We'll update this page when it ships.
Use Zoom for AI agent meetings today#
If your AI voice agents book meetings through Calendly or Cal.com, Zoom can be the meeting location. When a caller asks to schedule, the agent books the event and the calendar provider attaches the Zoom link.
Here's the setup:
- Connect Zoom as a location in your Calendly or Cal.com account.
- Create (or pick) an event type that uses Zoom as its location.
- In dialnote, open your AI agent, go to the Actions step, and add a Book Meeting action.
- Select your connected scheduling account and that event type.
The agent's Meeting Location is a single-select dropdown pulled from the event type's configured locations, and it preselects the event type's first location, so pick Zoom there if it isn't already selected. See the calendar integrations guide for the full flow.
Push call data to Zoom Chat with Zapier#
Want call activity to land in a Zoom Chat channel? Use Zapier.
- Ask an admin to create a full-access API key in Settings → API Keys (it starts with
dn_live_), and copy it. - In Zapier, create a Zap with dialnote as the trigger app.
- Pick a trigger: New Call Log or New Call Recording.
- Choose Zoom as the action app and Send Chat Message.
- Map the fields you want. New Call Log has caller names, numbers, call status, duration, and the recording link. New Call Recording has numbers, duration, the recording link, and the transcription summary.
Pro tip
Run separate Zaps for different cases — one posting missed calls to a team channel, another sending completed-call summaries to a manager. See the Zapier guide for details.
What's Next#
- Communication tools overview — see all planned and available integrations
- Calendar integrations — connect Calendly or Cal.com for agent bookings
- Zapier integration — the two call triggers and how to wire them
- Custom webhooks — push call data to any endpoint, including your own Zoom middleware
The full list of tools dialnote connects to is on the integrations page.