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Zoom Integration for Runbooks

Harness Incident Response integrates with Zoom through a Connector-based approach, enabling automated meeting management for incident response.

Overview​

Zoom integration enables your runbooks to:

  • Create incident bridges automatically
  • Schedule follow-up meetings
  • Manage participant access
  • Share meeting recordings
  • Track attendance

Connector-Based Integration​

Prerequisites​

  • Zoom admin access
  • OAuth credentials
  • Harness Project Admin role

Setup Steps​

  1. Navigate to Settings → Connectors
  2. Click + New Connector
  3. Select Zoom
  4. Configure OAuth:
    • Client ID
    • Client Secret
    • Account-level token
  5. Test connection

Required Permissions​

  • Meeting:Write
  • Recording:Read
  • User:Read
  • Group:Read

Using Zoom in Runbooks​

Create Incident Bridge​

- Action Type: Zoom
  Operation: Create Meeting
  Topic: "P1 Incident - [incident.service]"
  Agenda: "Incident Response Bridge for [incident.id]"
  Settings:
    JoinBeforeHost: true
    WaitingRoom: false
    AutoRecording: "cloud"

Schedule Follow-up​

- Action Type: Zoom
  Operation: Schedule Meeting
  Topic: "Incident [incident.id] Review"
  StartTime: "[incident.resolved_time + 1 day]"
  Duration: 30
  Participants: ["@incident.owner", "@incident.team"]

Update Meeting​

- Action Type: Zoom
  Operation: Update Meeting
  MeetingId: "[zoom.meeting_id]"
  Settings:
    EnableBreakout: true
    Rooms:
      - Name: "Technical Discussion"
      - Name: "Stakeholder Updates"

Best Practices​

Meeting Setup​

  • Use consistent naming
  • Enable auto-recording
  • Configure waiting rooms appropriately
  • Set proper security settings

Participant Management​

  • Control host privileges
  • Manage waiting room
  • Set up co-hosts
  • Configure breakout rooms

Recording Management​

  • Set retention policies
  • Configure sharing settings
  • Manage access controls
  • Archive important meetings

Common Use Cases​

Incident Response​

  1. Create immediate bridge
  2. Add response team
  3. Enable recording
  4. Share meeting link

Status Updates​

  1. Schedule regular updates
  2. Invite stakeholders
  3. Prepare agenda
  4. Share previous recording

Post-Incident Review​

  1. Schedule retrospective
  2. Invite participants
  3. Share incident timeline
  4. Record discussions

Troubleshooting​

Common Issues​

  1. Authentication Failures

    • Verify OAuth tokens
    • Check permissions
    • Confirm account access

  2. Meeting Creation Errors

    • Check scheduling conflicts
    • Verify user limits
    • Confirm host rights

  3. Recording Issues

    • Check storage space
    • Verify permissions
    • Confirm settings

Next Steps​