Workflow nodes available in ZoomMate

This article lists the workflow nodes available in ZoomMate and describes how each node can be used to build automated workflows across Zoom Workplace and supported third-party applications.

In addition, learn how to use agentic workflows with ZoomMate to streamline tasks, automate processes, and enhance productivity through intelligent workflow automation.

Requirements for using workflow nodes in ZoomMate

Available Workflow Nodes

Trigger nodes

Trigger nodes define when your workflow starts, whether by manual button click, scheduled time, meeting event, chat activity, or RSS feed update.

Node name	Description	Fields that can be managed
Manually start	Manually starts a workflow with a button click	N/A
Fill out a form	Starts a workflow once a user submits a form	Form fields
Zoom Meeting event	Starts a workflow when a meeting event occurs	Meeting event type Which meetings to monitor Time to offset
Zoom Chat event	Starts a workflow when a chat event occurs	Operation
My Notes event - Note generated	Trigger when a new note is generated in My Notes, including when a note is regenerated if users select to apply a different summary template in My Notes.	Meeting summary template: use the default value to get the summary note directly from My Notes, or select a different one to regenerate the summary note using the selected template.
My Notes event - Transcript generated	Trigger when a transcript is generated for a My Notes note.	Meeting summary template: Select the template to generate a summary from the transcript.
From webhook	Starts the workflow when a new event is triggered from an external app or service via a webhook, utilizing defined variables	Your webhook URL Variables Key Data type Input format
When link is clicked	Starts the workflow when someone clicks on a link.	Access Zoom chat message Preview in Zoom chat Your URL will be ready after you fill in the required fields
Custom schedule	Starts a workflow according to a predefined schedule (can be manually configured or generated from a prompt)	Frequency Starts on Time zone
Zoom Phone event	Starts a workflow when a phone event occurs	When a call has ended When a call is missed When fax is received When SMS is received When voicemail is received
RSS feed	When a new item is published to an RSS feed	Feed URL How often to check for new items

Additional notes for using webhooks

AI powered nodes

AI powered nodes leverage artificial intelligence to process, analyze, and transform data within your workflows, enabling intelligent content generation, structured data extraction, and natural language-based decision-making.

Node name	Description	Fields that can be managed
Resource search	Evaluates conditions using natural language logic	Value Condition
Web search	Perform a web search with selected search engine.	Query
AI Reasoning	Interprets both system-level and task-level instructions to autonomously reason, retrieve data, and execute actions using connected tools, skills, and knowledge sources	Task prompt Attach files Toolsets* Skills Max steps Output Schema Name Type Description Is Array
LLM	Generates content using a large language model based on your instructions. Supports summarization, information extraction, and content generation.	Task Prompt Outputs
Extract data	AI interaction node for processing prompts and generating responses with extract json data	Content to Extract From Additional Context Data
AI filter	Evaluates conditions using natural language logic	Value Condition

The Zoom app tool sets and web search tool are selected in the Reasoning node by default. Users can select additional third-party app tool sets approved by their admins, or unselect any tool set.

How to add custom skills in AI reasoning

Flow control nodes

Flow control nodes provide additional actions to help manage flow and output of a workflow, including creating action-based loops, adding condition-based routing and output, and managing the workflow's final output.

Node name	Description	Fields that can be managed
Loop	Loops an action-based node	Node
Condition	Establishes a condition to enable the output to follow various paths. Users can turn on AI Condition in this node to describe the condition in natural language.	AI Condition Condition name
Output	Ends a workflow with a specified output	Key Value

More Tool nodes

Tool nodes that provide additional actions, including searching resources, performing web queries, and sending notifications via SMS/voice messages.

Node name	Description	Fields that can be managed
Form	Generate a survey form submission	Form title Who can use this form Member of specified channels Specified users select channel Form fields
File converter	Convert a file or a source variable to another file type, including .docx, .pdf and .md.	Source: Choose a variable Search or upload a resource/file Convert to file type Converted file name Allow file to be downloaded: turn on this option to get a downloadable File URL. Otherwise, the File URL output variable in this node will generate a URL that is only accessible within the workflow.
Custom script	Insert and run custom Python in your workflow. Code runs in a secure sandbox. The value it returns is mapped to your outputs variables.	Generate or edit with prompt Code editor Script Input Variables: Name Type Required Value to bind Script Output Variables: Name Type Required
HTML page	Build a HTML template to reuse for every workflow runs. At run time, the node injects upstream data, renders the page, and publishes it as a shareable URL.	Generate or edit with prompt Template Preview Template HTML editor Variable used in HTML Template Name Type Required Value to bind
HTTP request	Sends an HTTP request to any web service and returns the response to later nodes. You provide a method, URL, and optional headers, query parameters, and body; the node sends the request through a secure outbound proxy and hands back a response object.	Method URL Query parameters Headers Body type Body Timeout Credential Retry on/off Retry count Retry interval Default value on failure
Send SMS message	Sends a voice message to your phone number*	Phone number Message template Variables
Web crawler	An automated bot that systematically browses and indexes designated websites for content.	Start URL Crawl depth URL prefix for crawling

Messages can only be sent to the phone number designated in your Zoom Profile.
Messages are limited to 250 SMS messages/user/month.

For HTTP request node:
The URL is required and must start with http:// or https://.
Supported methods are GET, POST, PUT, DELETE, PATCH, HEAD, and OPTIONS (defaults to GET).
Body type can be NONE, JSON, FORM, TEXT, or RAW, and is ignored for GET and HEAD requests.
Timeout defaults to 10 seconds and cannot exceed 60 seconds.
Retry count and retry interval are each capped at 5.
Response bodies larger than 1 MB are rejected and the node returns an error instead of the body.
Anywhere in the URL, headers, or body you can insert a workflow variable using a placeholder such as $userId or ${orderId}; the node fills these in from the workflow's data before sending.

HTTP request nodes

Field	Meaning
`success`	`true` if the status code was 2xx, otherwise `false`
`status_code`	The HTTP status code (for example, `200` or `404`)
`body`	The response body as text
`headers`	The response headers
`error`	An error message (present only when something went wrong)

5xx responses are treated as failures and will trigger a retry when retries are turned on.
Responses larger than 1 MB are rejected — the node returns an error instead of the body.
body is always returned as text (a string), even for JSON. Parse it in a later node if you need individual fields.
If the call fails and you set a Default value on failure, that value is returned as the body so the workflow can continue instead of erroring out.

Body types

Type	What you provide	Header the node adds
None	nothing	(no auth header)
Bearer	token	`Authorization: Bearer <token>`
Basic	username + password	`Authorization: Basic <base64 user:pass>`
Custom	header name + header value

Zoom Chat nodes

Chat nodes enable you to create, manage, and interact with Zoom Chat within your workflows, whether by sending messages to channels, retrieving message history, creating new channels, or managing channel memberships.

Node name	Description	Fields that can be managed
Get a channel	Retrieves a channel	Select channel
Get messages	Retrieves the message history from a channel	Select channel Time
Reply to a message	Sends a reply to a message within a message thread	Reply to message The message content to send
Send a message to a channel	Sends a message in a channel	Select channel Markdown message content
Send a direct message	Sends a direct message to another user	Select members Message
Create a channel	Creates a new chat channel	Channel name Channel description Channel type Members to add
Add people to the channel	Adds new members to a channel	Select channel Members to add
Add channel mention group members	Adds channel members to a mention group	Action approval Channel Mention group User IDs
Add contact	Sends an invitation to a new contact	Action approval Invitee email Message
Create channel mention groups	Creates a new mention group within a channel	Action approval Channel Mention group name Description
Delete channel mention groups	Deletes a mention group from a channel	Action approval Channel
Fetch channel metadata	Retrieves a channel's metadata	Chat session
Fetch inactive channel	Retrieves channels that are inactive	Timestamp
Fetch message mentions me	Retrieves messages where you have been mentioned	Session Include deep link Limit Sort order Start timestamp End timestamp
Fetch message replies	Retrieves new message replies	Sessions Session Limit Sort Message timestamp Reply start timestamp Reply end timestamp
Fetch session metadata	Retrieves a chat session's metadata	Chat session
Fetch session tab	Retrieves the resource tabs for a chat or channel	Session
Get channel members	Retrieves the members for a channel	Channel Member Member name Page size
Get channel mention group members	Retrieves the members for a mention group	Channel Mention group
Get channel mention groups	Retrieves the mention groups for a channel	Channel
Get message deep links	Retrieves the deep links for a message	Sessions Session Message Message timestamp
Get messages	Retrieves the message history for a channel	Select channel Time
Get session deep links	Retrieves the deep links for a session	Session
Get user folders	Retrieves the user's chat folders	N/A
Leave channel	Leaves a chat channel	Action approval Channel
List recent sessions	List the user's recent chat sessions	N/A
List sent messages	Lists the user's sent messages	Start timestamp End timestamp
List unread messages	Lists the user's unread messages	Sessions
Remove channel mention group members	Deletes a mention group from a channel	Action approval Channel Mention group User IDs
Search contacts	Searches the user's contacts	Search key
Update channel	Updates a channel	Action approval Channel Channel name Channel type Post message permission Mention all permission New members can see previous messages and files
Update channel archive status	Updates the archive status for a channel	Action approval Action Channel ID(s)
Update channel mute status	Updates the notification settings for a channel	Action approval Action Channel ID(s)
Update message	Updates (edit) the content of a chat message	Action approval Chat session Message Message content Message format

When the node runs, it looks up the credential and merges its header into your request. If the credential header and one of your own headers have the same name, the credential header wins

Zoom Mail nodes

Mail nodes enable you to send email, search threads, get attachments, and other email workflows.

Node name	Description	Fields that can be managed
Get attachment	Gets an email attachment	Message ID Attachment ID Type
Get email	Gets an email	Message ID
Search threads	Searches email threads	Query Page Size Include Spam Trash
Send email	Sends an email. Note: the message will be sent in standard email without encryption.	From To Subject Text Body HTML Body CC BCC

To use these nodes, users must have a valid Zoom Mail access or license, and Zoom Mail’s end-to-end encryption setting must be disabled. Zoom Mail service encryption settings may affect the availability of certain Zoom Mail features and impose specific limitations.

Zoom Meeting nodes

Meeting nodes enable you to create, manage, and interact with Zoom meetings within your workflows, whether by scheduling new meetings, updating existing ones, canceling scheduled sessions, or sending messages to meeting participants.

Node name	Description	Fields that can be managed
Create a meeting	Creates a new meeting	Select meeting Meeting description Invitees Starts on Duration Timezone
Update a meeting	Update the details for a previously scheduled meeting	Select meeting Meeting name Meeting description Invitees Starts on Duration Timezone
Cancel a meeting	Cancels a previously scheduled meeting	Select meeting
Send a message to the meeting	Sends a message to the meeting chat Note: Sends a message to a meeting chat when the meeting is ongoing. To send a message for an ended meeting chat, use the node in Zoom Chat.	Select meeting Message text Who can view this message

Zoom Task nodes

Task nodes enable you to create, manage, and interact with Zoom Tasks within your workflows, whether by creating new tasks, updating existing ones, assigning tasks to team members, or tracking task completion status.

Node name	Description	Fields that can be managed
Create a task	Creates a new Zoom Task	Title Description Priority Due Date Assignee
Update a task	Updates an existing Zoom Task	Title Description Priority Status

Zoom Canvas nodes

Canvas nodes enable you to create, update, share, and retrieve Zoom Canvas (formerly Zoom Docs) within your workflows, allowing you to automate document management and collaboration tasks.

Node name	Description	Fields that can be managed
Create a doc	Creates a new doc	Location Title of a new document Content
Update a doc	Updates a new doc	Select doc Content
Share a doc	Shares a doc	Select doc Share to Share to user Role Send notification Send chat message
Get a doc	Retrieves info for a doc	Select doc

Zoom Phone nodes

Using these nodes requires a valid Zoom Phone license.

Node name	Description	Fields that can be managed
Check if an outbound call was made	Checks whether the workflow creator has made an outbound call to a phone number after a given time.	To phone number: Only accept the phone number that the workflow creator made Call time after: Use this with the call timestamp or voicemail timestamp variable from Zoom Phone event trigger
Get voicemail read status	Checks whether a voicemail has been read.	Voicemail ID
Send SMS via Zoom Phone	Send an SMS message from a Zoom Phone number to one recipient.	From To (only users' Zoom Phone number and variables from other Zoom Phone nodes can be used in this field) Message
Share voicemail	Forward a voicemail to another extension.	Voicemail ID Recipient extension number: Extension number of the recipient within the same organization.

Zoom Workspace nodes

Using these nodes requires a valid Zoom Workspace license.

Node name	Description	Fields that can be managed
Create reservation	Create a workspace reservation	Workspace Route Key Start Time End Time Time Zone Workspace ID Delegate User ID Meeting ID
Delete workspace reservation	Deletes a workspace reservation	Reservation Event ID Workspace ID Route Account ID
List meetings	List meetings in a time range	Start Time End Time Time Zone
List workspace reservation	List workspace reservations in a time range	Start Time End Time Time Zone User IDs
List workspaces	Lists available workspaces based on the filter rules	Workspace Route Key Location ID Location Account ID Filter Rule:: Workspace Type Minimum Capacity Maximum Capacity Required Asset IDs Optional Asset IDs Availability Check Nearby Workspace ID Result Size
Search workspace user	Searches workspace users by name	User Name
Search workspaces	Searches workspaces by ID or name	Workspace ID Workspace Name Workspace Type
Update workspace reservation	Update a workspace reservation time	Reservation Event ID Workspace ID Start Time End Time Time Zone Route Account ID
Update workspace reservation	Update a workspace reservation time	Reservation Event ID Workspace ID Start Time End Time Time Zone Route Account ID

Third-party nodes

Third-party nodes enable you to integrate external applications and services into your Zoom workflows, whether by connecting to CRM systems like Salesforce, project management tools like Jira, communication platforms like Slack, or productivity suites like Google Workspace and Microsoft 365.

Access to all these third-party connectors would require ZoomMate license, except Send Email in Gmail and Outlook which is available unlimited to all paid users (including ZWP paid users).

Third-party Integration	Description
Confluence	Collaborate on documentation and knowledge management. Learn more about using Confluence nodes in workflows.
Gmail	Enable AI‑driven email automation.
Google Calendar	Manage scheduling and event automation. Learn more about using Google Calendar nodes in workflows.
Google Docs	Automate document creation and updates. Learn more about using Google Docs nodes in workflows.
Google Drive	Store, organize, and share files securely. Learn more about using Google Drive.
Google Drive for Organization	Securely store, manage, and share organizational files. Learn more about configuring the Google Drive for Organization.
Google Sheets	Automate spreadsheet updates and reporting. Learn more about using Google Sheets nodes in workflows.
Jira	Automate issue tracking and project management. Learn more about using Jira nodes in workflows.
Microsoft OneDrive	Store, manage, and share files securely. Learn more about using Microsoft OneDrive.
Microsoft Outlook	Integrate Microsoft 365 email and calendar workflows.
OneDrive for Organization	Securely store, manage, and share organizational files. Learn more about using OneDrive for Organization.
Salesforce	Connect CRM data to automate sales and customer workflows. Learn more about using Salesforce nodes in workflows.
ServiceNow	Manage and automate IT services, operations, and workflows. Learn more about using ServiceNow nodes in workflows.
Slack	Integrate Slack messaging into Zoom workflows for cross‑platform collaboration. Learn more about using Slack nodes in workflows.
Snowflake	Access and manage Snowflake. Learn more about using Snowflake with ZoomMate and Zoom Virtual Agent.
Workday	Integrate HR and talent workflows. Learn more about using Workday nodes in workflows.

Workflow nodes available in ZoomMate

Requirements for using workflow nodes in ZoomMate

Table of Contents

Available Workflow Nodes

Trigger nodes

Additional notes for using webhooks

AI powered nodes

How to add custom skills in AI reasoning

Flow control nodes

More Tool nodes

HTTP request nodes

Body types

Validate and test the HTTP request node before running

Authentication with credentials

Zoom Chat nodes

Zoom Mail nodes

Zoom Meeting nodes

Zoom Task nodes

Zoom Canvas nodes

Zoom Phone nodes

Zoom Workspace nodes

Third-party nodes