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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

Setting Up the Zoom Connector​

Prerequisites​

  • Zoom admin access
  • Harness Project Admin role

Step-by-Step Setup​

  1. Navigate to Account Settings → Connectors
  2. Click + Add Connector
  3. Select Zoom
  4. Enter a connector name in the format: [Organization Name] - Zoom Connector
  5. In the Authorization step:
    • Choose between OAuth (recommended) or Account ID and Secret (default)
    • For OAuth: Click "Sign in with Zoom" and authorize access
  6. For Connectivity Mode:
    • Verify "Connect through the Harness Platform" is selected
    • Click Continue
  7. Complete the setup process

Required Permissions​

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

Using the Zoom Connector​

Creating a Zoom Meeting Runbook​

  1. Create a new runbook or edit an existing one
  2. Add a new Action
  3. From the Action Picker, select Create Zoom Meeting
  4. No additional configuration is required - the default Zoom connector will be used

Executing the Runbook​

  1. Open an existing incident or create a new one
  2. Navigate to the Runbooks tab
  3. Click Execute a Runbook
  4. Select your runbook with the Zoom meeting action
  5. Click the run/play icon to execute
  6. View the results in the incident timeline

Disabling the Connector​

  1. Navigate to Account Settings → Connectors
  2. Locate your Zoom connector
  3. Click the three dots menu
  4. Select Delete
  5. Confirm the deletion

Using Zoom in Runbooks​

Available Actions​

Create Incident Bridge​

When adding a Zoom action to your runbook, you can configure:

  • Meeting Topic (e.g., "P1 Incident - [service name]")
  • Meeting Agenda
  • Meeting Settings:
    • Allow participants to join before host
    • Enable/disable waiting room
    • Set up automatic cloud recording

Schedule Follow-up Meeting​

You can schedule follow-up meetings by configuring:

  • Meeting Topic
  • Start Time (can use incident resolution time + offset)
  • Duration
  • Participant List (can include incident owner and team members)

Update Existing Meeting​

Modify meeting settings such as:

  • Enable/disable breakout rooms
  • Add or remove participants
  • Update meeting security settings
  • Modify recording settings

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

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​