> ## Documentation Index
> Fetch the complete documentation index at: https://www.caretta.so/docs/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect Zoom to Caretta

> Let Caretta create Zoom meeting links for calendar invitations on your behalf.

Connect your Zoom account to let Caretta create a scheduled Zoom meeting when you send a calendar invitation. Caretta adds the Zoom join link to the invitation so attendees can join from their calendar.

<Info>
  Caretta requests one Zoom permission: **Create, edit, and delete your Zoom meetings** (`meeting:write:meeting`). Caretta currently uses it only to create scheduled meetings for invitations you choose to send.
</Info>

## Before you connect

You need:

* a Caretta account;
* a Zoom account that can schedule meetings; and
* permission from your Zoom administrator if your organisation requires app approval.

Caretta sends the calendar invitation through your connected Google Calendar. Make sure Google Calendar write access is enabled when Caretta prompts you.

## Add Caretta to Zoom

<Steps>
  <Step title="Open Caretta integrations">
    In Caretta, open **Settings → Integrations** and find **Zoom**.
  </Step>

  <Step title="Start the connection">
    Select **Connect**. Caretta opens Zoom's secure authorisation page.
  </Step>

  <Step title="Review the permission">
    Sign in to Zoom if prompted. Review the requested meeting permission and select **Allow**.

    If Zoom shows an administrator approval message, request approval from your Zoom account administrator and repeat the connection after it is approved.
  </Step>

  <Step title="Return to Caretta">
    Zoom redirects you to Caretta. The Zoom card shows that your account is connected.
  </Step>
</Steps>

<Warning>
  Always start from **Settings → Integrations → Zoom**. Do not open or share a raw Zoom authorisation URL; Caretta creates a short-lived, signed connection request for your account.
</Warning>

## Use Zoom meeting links

<Steps>
  <Step title="Enable calendar invitations">
    Open **Settings → Buttons** and turn on **Send Calendar Invites**.
  </Step>

  <Step title="Choose Zoom">
    Under **Meeting link platform**, select **Zoom**. If Caretta asks for Google Calendar write access, complete that connection too.
  </Step>

  <Step title="Send an invitation">
    Use Caretta's calendar invitation action after a call. Enter the title, time, and attendees, then send the invitation.
  </Step>

  <Step title="Share the generated link">
    Caretta creates a scheduled meeting in your Zoom account and places the returned join URL in the calendar event's location and invitation details.
  </Step>
</Steps>

The meeting appears in your Zoom account and can be managed there like any other scheduled Zoom meeting.

## What Caretta sends to Zoom

When you send an invitation with Zoom selected, Caretta sends:

* the meeting title;
* start time and time zone;
* duration; and
* invitee email addresses.

Caretta creates a scheduled meeting under the Zoom user who authorised the connection. The generated meeting allows attendees to join before the host and does not use a waiting room.

## Permission and data use

| Item                            | How Caretta uses it                                                                  |
| ------------------------------- | ------------------------------------------------------------------------------------ |
| `meeting:write:meeting`         | Creates the scheduled Zoom meeting requested through Caretta.                        |
| OAuth access and refresh tokens | Keeps your Zoom connection working without asking you to authorise every invitation. |
| Zoom join URL                   | Adds the meeting link to the calendar invitation.                                    |

Caretta does not request permission to read your Zoom profile, list your existing meetings, access recordings, read transcripts, or join meetings.

## Disconnect or remove Caretta

### Disconnect in Caretta

<Steps>
  <Step title="Open integrations">
    In Caretta, open **Settings → Integrations**.
  </Step>

  <Step title="Disconnect Zoom">
    Find **Zoom** and select **Disconnect**. Caretta deletes the stored Zoom connection tokens and stops creating Zoom links.
  </Step>

  <Step title="Choose another platform">
    If **Send Calendar Invites** remains enabled, choose another meeting link platform under **Settings → Buttons**.
  </Step>
</Steps>

### Remove the app in Zoom

You can also revoke Caretta from Zoom:

<Steps>
  <Step title="Open Added Apps">
    Sign in to the [Zoom App Marketplace](https://marketplace.zoom.us/), select **Manage**, then open **Added Apps**.
  </Step>

  <Step title="Find Caretta">
    Select Caretta from the list of apps connected to your Zoom account.
  </Step>

  <Step title="Remove the app">
    Select **Remove**, choose a reason if Zoom asks, and confirm.
  </Step>
</Steps>

Removing Caretta in Zoom revokes its Zoom access. To avoid showing a stale connection in Caretta, also use **Settings → Integrations → Zoom → Disconnect**.

If an administrator added Caretta for your organisation, the administrator can remove it for individual users or the whole account from **Manage → Apps on Account → Added Apps**. See [Zoom's app management guide](https://support.zoom.com/hc/en/article?id=zm_kb\&sysparm_article=KB0060122).

## Troubleshooting

<AccordionGroup>
  <Accordion title="Zoom says the app needs administrator approval">
    Your Zoom account restricts user-managed apps. Ask a Zoom account owner or administrator to approve Caretta, then return to **Settings → Integrations** and select **Connect** again.
  </Accordion>

  <Accordion title="Caretta asks me to reconnect Zoom">
    The Zoom token may have expired or been revoked. Select **Reconnect Zoom** in **Settings → Buttons**, or disconnect and reconnect Zoom from **Settings → Integrations**.
  </Accordion>

  <Accordion title="The invitation was created without a Zoom link">
    Confirm that **Send Calendar Invites** is enabled, **Meeting link platform** is set to **Zoom**, and both Zoom and Google Calendar are connected. Reconnect Zoom and retry if Caretta reports that it could not create a meeting link.
  </Accordion>

  <Accordion title="I removed Caretta in Zoom but Caretta still says connected">
    Open **Settings → Integrations** in Caretta and select **Disconnect**. Connect again only if you want Caretta to create new Zoom meetings.
  </Accordion>
</AccordionGroup>
