> ## 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 three narrow Zoom permissions. It creates meetings you ask for, deletes only a newly created meeting when the matching calendar event fails, and reads your Zoom user and account IDs once so it can remove the correct connection if you uninstall Caretta.
</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 permissions">
    Sign in to Zoom if prompted. Review the requested permissions 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
* no attendee details.

Caretta does not send attendee email addresses to Zoom. It creates the scheduled meeting under the Zoom user who authorised the connection. Your Zoom account defaults control the meeting's security settings, including waiting-room and join-before-host behaviour.

## Permission and data use

| Item                            | How Caretta uses it                                                                                                                                                                             |
| ------------------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| `meeting:write:meeting`         | Creates the scheduled Zoom meeting you request through Caretta.                                                                                                                                 |
| `meeting:delete:meeting`        | Deletes only the new Zoom meeting if Google Calendar definitively fails to create the matching invitation. This prevents an orphaned meeting.                                                   |
| `user:read:user`                | Calls Zoom's current-user endpoint once after authorisation. Caretta keeps only the Zoom user ID and account ID so an `app_deauthorized` notification removes the correct Caretta token record. |
| 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 keep your Zoom name or email from the current-user response. It does not list or read your existing meetings, recordings, transcripts, participants, or chats.

## 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 asks Zoom to revoke the grant, then deletes the stored Zoom connection tokens. If Zoom does not confirm revocation, Caretta reports the failure instead of showing a false success.
  </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. Zoom sends Caretta a signed `app_deauthorized` notification, which Caretta uses to delete the matching stored token record.

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>