FinDash Docs · Reviewed 2026-08-09
Zoom Integration
Request Zoom enablement for automatic meeting links and AI meeting transcription.
What is the Zoom Integration?
The Zoom integration connects your Zoom account to FinDash after enablement, enabling automatic meeting link generation when scheduling appointments and AI-powered meeting transcription via the Notetaker feature.
Adding the Integration
Zoom availability depends on firm configuration, Zoom account permissions, and feature enablement. If the connection controls are not available in settings, firm admins can email hello@findash.ai to request enablement. After connection, the card shows the connected Zoom account and status.
How to Use Zoom in FinDash
After Zoom is enabled and connected, use Zoom in two ways: (1) Scheduler links: in scheduler settings, choose conferencing provider "Auto (Zoom)" or "Zoom Meeting" so new bookings get Zoom links. (2) Manual creation: from the Zoom Integration section, use Create Meeting to generate an instant meeting link. Connected firms can also review synced Zoom meetings and, if licensed, Zoom Phone call history.
AI Notetaker
The AI Notetaker can join your Zoom meetings to automatically record, transcribe, and generate AI summaries. Enable it per-meeting or set it to auto-join all meetings. The notetaker appears as a visible participant named "FinDash Notetaker."
Calendar Meeting Links
FinDash can create Zoom meetings and attach meeting links to supported calendar events. Calendar connection and event syncing are configured separately from Zoom; connecting Zoom alone does not connect a Google or Microsoft calendar.
Zoom Phone (Optional)
If you have a Zoom Phone license, call history and recordings can be synced to FinDash for comprehensive communication tracking.
Removing the Integration
Option A (from FinDash): Firm admin goes to Firm Settings → Phone & Messaging → Zoom Integration, clicks "Disconnect," then confirms. Option B (from Zoom Marketplace): go to marketplace.zoom.us → Manage → Added Apps → FinDash → Remove. Both paths remove FinDash's ability to access Zoom for future sync and meeting creation.
Data Handling
When disconnected, FinDash deletes stored Zoom tokens/configuration and stops creating or syncing new Zoom data. Existing records already synced in FinDash, such as prior meeting metadata, transcripts, or phone history, are retained unless you delete them. To request full data deletion, email hello@findash.ai.
Troubleshooting
Authorization failed or token expired: email hello@findash.ai so FinDash can review the firm's Zoom enablement. AI Notetaker not joining: Verify it's enabled for the meeting and check your Zoom waiting room settings.
Step by step
- Open Zoom Settings: Go to Firm Settings → Phone & Messaging
- Request Enablement: Email hello@findash.ai from the Zoom section to request firm enablement
- FinDash Enables Zoom: FinDash will confirm when Zoom can be connected for your firm
- Verify and Use: Confirm status is connected, then choose Zoom as conferencing provider in Scheduler settings
Open this guide in FinDash Docs