Video & Meetings

Zoom

Auto-generate a meeting link when you schedule a client call.

AvailableOAuthPaid Add-On

Zoom publishes a public OAuth API (Zoom Meetings API) for creating and managing meetings.

How the connection works

You connect with a secure OAuth sign-in — TPP never sees or stores your password for this service.

What syncs

Data permissions your firm controls

Ready to connect.

Zoom connects from inside TPP once your firm signs up — no separate setup outside the app.

Auto-generate a Teams link when you schedule a client call.

Auto-generate a Meet link when you schedule a client call.