Zoom Integration Guide
Psynamica is a CRM platform for psychologists. The Zoom integration automatically creates Zoom meetings for therapy sessions.
Adding the Zoom Integration
Prerequisites:
- An active Psynamica account (sign up at app.psynamica.ru)
- A Zoom account (free or paid)
Step-by-step instructions:
- Sign in to your Psynamica account at app.psynamica.ru/login.
- In the left sidebar, click Integrations (Интеграции).
- Find the Video calls (Видеозвонки) section.
- On the Zoom card, click the Connect (Подключить) button.
- You will be redirected to Zoom's authorization page.
- Sign in to your Zoom account if you are not already signed in.
- Review the requested permissions (create, update, and delete meetings) and click Allow.
- You will be redirected back to Psynamica. The Zoom card will now show a Connected (Подключён) badge.
Troubleshooting:
- If you see an error after authorization, ensure your Zoom account has permission to create meetings.
- If the redirect fails, try again in an incognito browser window.
- For further help, email support@psynamica.ru.
Using the Zoom Integration
Once connected, Zoom becomes your default video provider for therapy sessions. Each new booking automatically generates a unique Zoom meeting.
Creating a session with a Zoom meeting:
- In the left sidebar, click Bookings (Записи).
- Click the + New booking (+ Новая запись) button.
- Select a client, service, date, and time slot.
- Click Create (Создать).
- The session page will display the Zoom meeting link automatically.
- The same link is sent to the client via email and shown in the client's booking confirmation.
Joining a session:
- Open the session page in Psynamica.
- Click the Join (Присоединиться) button next to the Zoom link.
- The Zoom meeting will open in a new tab or in the Zoom desktop app.
Rescheduling and cancellation:
- When you reschedule a booking, the Zoom meeting time is updated automatically.
- When you cancel a booking, the corresponding Zoom meeting is deleted.
Removing the Zoom Integration
You can disconnect Zoom at any time from your Psynamica account.
Step-by-step instructions:
- Sign in to your Psynamica account.
- Go to Integrations (Интеграции) in the left sidebar.
- Find the Zoom card in the Video calls section.
- Click the Disconnect (Отключить) button.
- Confirm the action.
What happens after disconnecting:
- Your OAuth tokens are immediately deleted from our database.
- No further API calls to Zoom will be made on your behalf.
- Existing Zoom meeting links for past sessions will continue to work in Zoom (they are managed by Zoom, not Psynamica).
- Future sessions will use Psynamica's built-in video room instead of Zoom (unless you connect another video provider).
Removing the app from your Zoom account:
You can also remove Psynamica from your Zoom account directly:
- Sign in to your Zoom Marketplace account at marketplace.zoom.us.
- Go to Manage > Added Apps.
- Find Psynamica in the list and click Remove.
When you remove the app from Zoom, Zoom sends a deauthorization notification to Psynamica, and we delete your stored credentials within 24 hours.
Data and Security
- OAuth scope used:
meeting:write:meeting(create, update, delete meetings). - Token storage: OAuth access and refresh tokens are encrypted at rest with AES-256-CBC in our PostgreSQL database.
- Transport security: All API calls use HTTPS / TLS 1.3.
- Data accessed: only meeting metadata (title, time, duration, join URL). We do not access recordings, chat history, or participant lists.
- Data retention: tokens are kept while the integration is active and deleted within 24 hours of disconnection.
Support
For technical questions about the Zoom integration, contact us at support@psynamica.ru.
Response time: within 1 business day (Mon–Fri, 10:00–19:00 MSK).
See our contacts page for more support options.