Asite + Zoom Integration

This article helps you understand how to start a Zoom meeting from within Asite.

Updated over a week ago

Together, Asite and Zoom enable real-time collaboration on shared content to help project teams when working remotely or away from their projects.

The Zoom integration will allow you to start a meeting from Asite platform.

Asite platform users will be able to start Zoom meetings - facilitating instant collaboration - and schedule meetings with other team members or stakeholders.

Meeting recipients can join Zoom meetings or calls on their Zoom App without logging into the Asite platform, allowing for seamless information sharing throughout the entire supply chain.

Salient features of Zoom integration in the Asite platform

Real-time collaboration – Whether you’re looking at your project documents or a relevant form, you can instantly start a Zoom meeting directly from the Asite Platform without having to switch over to the Zoom App.

Improve team communication and improve efficiency – Easily share screens and project information from the Asite platform with third party members.

The Asite and Zoom integration allows you to:

  • Create and join Zoom meetings directly from Asite

  • Instantly start a new Zoom meeting while viewing a file or a form

  • Use all available Zoom specific features once connected

  • Set meeting title automatically based on the file title or form title

Click on the relevant link below:


Installation of Asite on Zoom App Marketplace

Prerequisites: An active Asite subscription account & An active Zoom account (Free or Paid)

Below are the steps to install Zoom in your Asite account:

1. To install Zoom meeting app, simply login to your Asite subscription account by going to https://www.asite.com/login-home using your login details.

2. Upon successful authentication, you will be navigated to the Asite Dashboard.

3. Click on camera icon available in the header section (top right corner).

Note: This icon will be available at the same place throughout the application to create a meeting.

4. Select 'Start Zoom Meeting' to continue.

5. You will be navigated to Zoom's login page in a new browser tab. Enter required Zoom login credentials and sign in.

Note: Signing in to Zoom is only required once to initiate a meeting.

6. Once successfully signed in to Zoom, you will be asked to authorize the Asite app to access your Zoom account as shown in below screenshot:

Note: Authorizing is only required once to initiate a meeting.

7. Click 'Authorize' to complete the installation.

8. You will be able confirm the installation by navigating to the Zoom App Marketplace in your Zoom account.

9. Click Manage > Installed Apps or search for the Asite app.

10. The Asite app appears in the list confirming the installation.


Start a Zoom meeting from Asite

There are three ways to start a Zoom meeting from Asite. Click on the relevant link below:


Start a Zoom meeting from Asite Application

2. Upon successful login, you will be navigated to the Asite Dashboard.

3. Click on camera icon available in the header section (top right corner).

Note: This icon will be available at the same place throughout the application to create a meeting.

4. Select 'Start Zoom Meeting' to continue.

5. A new browser window will appear upon click of the meeting icon, navigating you to the Zoom login page.

Note: Signing in to Zoom is only required once to initiate a meeting, unless browser cache data is not cleared.

6. Enter your Zoom login credentials to continue logging in to your Zoom account.

7. Once successfully logged in, your browser will prompt you to open Zoom Meetings.

In case Asite app is not yet installed on your Zoom Marketplace, you need to follow the steps for Installation of Asite on Zoom App Marketplace first.

8. Click ‘Open Zoom Meetings’ to continue.

9. A new meeting page will be opened with a meeting title 'Asite Meeting'.

10. Here, you can invite other users using your email account, share your screen with the meeting participants, make an audio or video call and use all other features as available in your Zoom account. This enables you to start a discussion on your project topics or any topic relevant to the file or form, as mentioned in the meeting subject.

11. All invited users will receive an email invitation from Zoom with meeting details, link and credentials required to join the meeting as applicable.


Start a Zoom meeting from Asite File Viewer

2. Upon successful login, you will be navigated to the Asite Dashboard.

3. Go to Files area.

4. Click the name of the file for which meeting needs to be initiated.

5. The file will open in viewer.

6. Click on camera icon available in the header section (top right corner).

7. Select 'Start Zoom Meeting' to continue.

8. A new browser window will appear upon click of the meeting icon, navigating you to the Zoom login page.

Note: Signing in to Zoom is only required once to initiate a meeting, unless browser cache data is not cleared.

9. Enter your Zoom login credentials to continue logging in to your Zoom account.

10. Once successfully logged in, your browser will prompt you to open Zoom Meetings.

In case Asite app is not yet installed on your Zoom Marketplace, you need to follow the steps for Installation of Asite on Zoom App Marketplace first.

11. Click ‘Open Zoom Meetings’ to continue.

12. A new meeting page will be opened with a meeting title: Asite Meeting: <Document Reference>

13. Here, you can invite other users using your email account, share your screen with the meeting participants, make an audio or video call and use all other features as available in your Zoom account. This enables you to start a discussion on your project topics or any topic relevant to the file, as mentioned in the meeting subject.

14. All invited users will receive an email invitation from Zoom with meeting details, link and credentials required to join the meeting as applicable.


Start a Zoom meeting from Asite Form Viewer

2. Upon successful login, you will be navigated to the Asite Dashboard.

3. Go to 'Project Forms' area.

4. Click the form id / form title for which meeting is to be initiated.

5. The form will open in viewer.

6. Click on video call icon available in the header section (top right corner).

7. Select 'Start Zoom Meeting' to continue.

8. A new browser window will appear upon click of the meeting icon, navigating you to the Zoom login page.

Note: Signing in to Zoom is only required once to initiate a meeting, unless browser cache data is not cleared.

9. Enter your Zoom login credentials to continue logging in to your Zoom account.

10. Once successfully logged in, your browser will prompt you to open Zoom Meetings.

In case Asite app is not yet installed on your Zoom Marketplace, you need to follow the steps for Installation of Asite on Zoom App Marketplace first.

11. Click ‘Open Zoom Meetings’ to continue.

12. A new meeting page will be opened with a meeting title: Asite Meeting: <Form Title>

13. Here, you can invite other users using your email account, share your screen with the meeting participants, make an audio or video call and use all other features as available in your Zoom account. This enables you to start a discussion on your project topics or any topic relevant to the form, as mentioned in the meeting subject.

14. All invited users will receive an email invitation from Zoom with meeting details, link and credentials required to join the meeting as applicable.


Uninstall Asite from Zoom App Marketplace

Below are the steps to uninstall Zoom meeting app from your Asite account:

1. Login to your Zoom Account and navigate to the Zoom App Marketplace.

2. Click Manage > Installed Apps or search for the Asite App.

3. Click the Asite App.

4. Click Uninstall.

Note: We don't store any user data while integrating with Zoom.


Troubleshooting

Problem Statement - User is not getting Zoom login page.
User doesn't have permission to install other app in their system. Please contact your IT administrator.

Problem Statement - Every time system asks to login into Zoom
Cookies are stored in your browser cache. To avoid logging in again and again, remember not to clear cookies unless required.

Problem Statement – Zoom icon to initiate a meeting is not appearing in Asite platform
Please contact Asite support - https://www.asite.com/contact-support

Problem Statement - Once raising a meeting not able to navigate to Zoom request page

Allow popup for the browser. For that follow steps - Open browser > Setting > Allow popup

401 Not authorised error appears

This happens in case of session time out on Asite platform. Please re-login into Asite.


Link to Test Plan:

Contact Support: What you need

Hours of Support Team - 24 x 7 (365 days)

1st Response SLA: NA

Link to create a support case - https://www.asite.com/contact-support

Link to Zoom IM - Live Customer Support Channel - NA

Support Phone Number:

  • EMEA: +44 (0) 345 130 5550

  • USA: +1 (855) 274-8343

  • Australia: +61 1800 661 752

  • India: +91 (0)79 4021 1900

  • South Africa: +27 (0)800 999 040

  • Hong Kong: +852 800 967 879


Check: FAQs


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