How to use Zoom Team Chat for monday

Zoom Team Chat for monday is a one-way (outbound) bridge from monday.com to Zoom Team Chat. When work moves on a board, it posts a clean, color-coded card straight into the Zoom channel your team already lives in, with a one-click deep-link back to the exact item in monday. Notification rules, scheduled digests, and deadline/SLA reminders all flow the same way — all configured from one settings page, with nothing to host or run yourself, and no Zoom OAuth or security review to set up. The quick start gets you live in a few minutes; the rest of this page is a complete reference for every feature.

1. Before you start

  • A monday.com account where you can install apps — you'll be the admin who connects and configures everything.
  • A Zoom Team Chat channel you can post to, set up in the Zoom desktop app — you'll connect it with Zoom's free Incoming Webhook chatbot.
  • About a few minutes for the first working setup.
There's nothing to install on a server and no code to write, and there's no Zoom OAuth or Zoom security review — the app uses Zoom's pre-approved Incoming Webhook. The app runs on monday's infrastructure; you only click through a setup page. Connecting is free — paid features are optional (see Plans & billing).

2. Quick start (a few minutes)

The shortest path from install to a working setup:

  1. Install Zoom Team Chat for monday from the monday.com Marketplace and approve the permissions (this grants the monday OAuth admin token the app uses to read boards and register webhooks).
  2. Open the app's settings in monday — right after installing it opens automatically, or reopen it any time from Installed apps → Zoom Team Chat for monday → Use app. It opens on the Overview tab.
  3. Go to the Account tab and connect a Zoom channel: in the Zoom desktop app open your Team Chat channel, run /inc connect pluginpro, and paste the bot's reply into the Connect Zoom smart-paste box. The channel now appears in your channel list as the Default.
  4. Click Send test on that channel to confirm a card lands in Zoom.
  5. Turn on one feature to see it work — on the Notifications tab, add a rule (board + trigger + channel) → change something on that board and watch the card appear in Zoom.

That's it. The sections below explain each feature in full.

3. Install & open the settings

Install the app from the monday.com Marketplace. Installing and authorizing are separate steps: when prompted, review and approve the requested permissions — the app uses them to read the boards you choose and to manage the webhooks that drive notifications. monday's OAuth grant is what lets the app act on your account (it mints the admin token the app stores, encrypted), so the app needs that authorization to read your boards, and you may be asked to confirm the install as well as authorize it.

There are two ways to open the app's settings. The easiest is first:

  1. Right after installing, monday takes you straight into the app — its configured onboarding starting point. To reopen it any time, open the Marketplace, click Installed apps (top-right of the marketplace modal), select Zoom Team Chat for monday, then click Use app (top-right). It opens on the Overview tab.
  2. Alternatively, click your avatar photo (top-right) → AdministrationAdmin appsZoom Team Chat for monday - Settings.

Either way, it opens on the Overview tab, which shows your connection state and channel count, with a button to jump to the Account tab to connect Zoom or manage channels.

If a board list ever looks empty, or you see a “Reconnect monday” prompt, your authorization needs refreshing — reconnect monday and reload. monday OAuth grants don't expire on their own, so this only happens after a reinstall or if access was revoked.

4. Connect a Zoom channel

Connecting Zoom happens on the Account tab — the single management surface for channels. The app delivers cards through Zoom's free Incoming Webhook chatbot, so each channel is connected once, by hand, with its own webhook:

  1. Add Zoom's Incoming Webhook app (one-time). In the Zoom desktop app, open the Team Chat tab, find the Apps section and click the menu on the right → Add App, then search for Incoming Webhook and install it. (Requires admin rights and a paid Zoom plan.)
  2. In the Zoom desktop app (this does not work in Zoom web chat — it silently fails), open the Team Chat channel you want cards posted to.
  3. In that channel, run /inc connect pluginpro. The Incoming Webhook bot replies with an Endpoint URL and a Verification Token for that channel.
  4. Back in the app's Connect Zoom panel, paste the whole bot reply into the smart-paste box — the app extracts the URL, token, and channel name for you. (If you'd rather, use Enter manually to type the three fields yourself.)
  5. The channel is added to your channel list. Click Send test to round-trip a real card and confirm it works.
Each Zoom Incoming Webhook is per-channel — running /inc connect in a channel yields that channel's own URL and token. So the connection is a list of channels, not a single global webhook. Connect one channel to start; add more any time.

5. Managing channels & the default

Your connected channels live in a registry on the Account tab. For each channel you can:

  • Send test — post a real card to confirm the connection (a confidence check, not a gate).
  • Rename it inline, so the channel reads clearly in the rule/digest/deadline pickers.
  • Make default — the Default channel is where any rule, digest or reminder set to “Default channel” delivers. Exactly one channel is the default.
  • Remove it — a confirm step warns you if any rules, digests or reminders still point at it.
Removing a channel here only forgets its URL and token in the app — the Zoom-side connection persists (Zoom's Incoming Webhook has no delete API). Re-running /inc connect in that channel returns “Connection already exists”; you can use /inc configure in Zoom to copy the existing URL and token back, or /inc disconnect to reset it.

6. The settings page, tab by tab

Everything is configured from a handful of tabs. Turn on only what you want — nothing runs until you enable it.

TabWhat it's for
OverviewConnection status and channel count, with a button to connect Zoom or manage channels on Account.
NotificationsRules that post monday board changes into a Zoom channel.
DigestsScheduled daily/weekly board summaries.
DeadlinesDue-date and SLA reminders.
AccountConnect & manage Zoom channels (the default), and the time-zone setting.

7. Notification rules

On the Notifications tab, add a rule that posts monday board changes to a Zoom channel. Each rule is trigger → filter → action:

Triggers

TriggerFires when…
Item createda new item is added to the board.
Column changeda column value changes — status, people, dropdown, date, text, any column.
Item movedan item moves to another group or board.
Update postedsomeone adds an update/comment on an item.
Item deletedan item is deleted.

Filters

Every rule targets one board (required) and can be narrowed to a group. For Column changed, you can also pick the exact column and even require a specific previous → new value (for status/dropdown columns) so the rule only fires on the change you care about.

Actions

  • Post a card to a Zoom channel — pick one from your connected channels, or leave it on Default channel to deliver to whichever channel is marked default.
  • Control the message with a template. Leave it blank to use a sensible default per trigger, or write your own using tokens such as {item.name}, {item.url}, {board.name}, {group.name}, {column.title}, {value.previous}, {value.new}, {update.body} and {changed_by}. The template becomes the headline (the “what changed” line); the default for a column change encodes from → to.
Add as many rules as you need — unlimited, and included on every plan (each can watch a different board). Rules act on changes made after the rule exists — they don't replay past activity.

8. The cards & deep-links

Cards are delivered to Zoom as rich format=full messages. A card shows the item's reference and name in a colored head, a sub-head naming the trigger or column, the headline from your template, and a details section — Status, Assignee, Priority and Due — followed by a clickable deep-link back to the exact item in monday.

Status changes get a color-coded sidebar drawn from monday's own palette: done is green, blocked is red, in-progress is amber, and anything else is the default blue. Priority and a due/deadline date are detected automatically and shown when the board has them. Because emphasis is rendered through Zoom's card styling (bold/color), it always renders cleanly — no stray formatting characters.

9. Scheduled digests

On the Digests tab, schedule a recurring board summary to a Zoom channel so the team stays aligned without status meetings. Choose daily or weekly, the hour (and weekday, if weekly), the board and the Zoom channel, and which sections to include:

  • New and Done items for the period.
  • Overdue (when you point it at a date column), Unassigned, and Stale items not touched in N days.
  • One section per status you select.

Each line links straight to the item, and the digest posts once per scheduled period.

A digest needs an explicit Zoom channel. If you pick “Default channel”, the app resolves it to the real default channel when you save — so make sure a default channel is set before scheduling.

10. Deadlines & SLA reminders

On the Deadlines tab, get ahead of due dates. A reminder works in one of two modes:

  • Due date — point it at a date column; it warns a configurable number of lead hours before items are due, and again once they're overdue.
  • Time in status (SLA) — track how long items sit in a chosen status and warn as they approach a target number of hours.

Pick the Zoom channel and choose whether to include items that are already overdue. Each item is reminded once per phase (due-soon, overdue) and re-arms if it changes — no repeat spam. Like digests, a reminder needs an explicit channel; “Default channel” is resolved to the real default at save.

11. What's not in this version

This version is a focused one-way (outbound) notifier: monday → Zoom Team Chat. By design it does not include:

  • Action buttons on cards (Assign / Change status) — the Incoming Webhook gets no callbacks.
  • Two-way sync — nothing flows from Zoom back into monday; the app never reads Zoom messages.
  • Slash commands and @mentions driven by the app, and threaded reply sync.

Those require a Zoom custom chatbot and Zoom's security review, and are planned for a future v2. The trade-off is what makes setup so light: no Zoom OAuth, no security review, no inbound endpoint.

12. Plans & billing

Every feature is included in every plan — notification rules, scheduled digests, and deadline & SLA reminders are all available whether you're on the free tier or paid. You only pay as your monday team grows, and billing is native on monday, never on Zoom — subscriptions are managed and billed securely through the monday.com Marketplace (monday handles tax and payment). See the pricing page for the full seat ladder and the trial.

  • Free for up to 2 monday seats — the whole app (rules, digests, deadlines), with no time limit.
  • Beyond 2 seats — simple per-seat pricing (from $4/month), with a 14-day free trial on paid plans and a discount for annual billing.

Pricing is per monday seat, not by activity, so a busy board never surprises you. Set and manage your subscription in monday — see pricing.

13. Troubleshooting

  • /inc connect does nothing / no bot reply — you're likely in Zoom web chat, where it silently fails. Use the Zoom desktop app.
  • Board lists are empty in the settings — your monday authorization needs refreshing. Reconnect monday and reload.
  • Nothing is posting to Zoom — confirm at least one channel is connected (Overview shows the count) and click Send test on it. For a notification rule, check it's enabled and that its board and trigger match a change you actually made (rules don't fire on past changes).
  • A digest or reminder never fires — make sure a default channel is set (or pick an explicit channel), and re-save the digest/reminder so it resolves a real channel.
  • /inc connect says “Connection already exists” — the channel was connected before. Use /inc configure in Zoom to copy the URL and token back, then re-add it here; or /inc disconnect to reset.
  • A feature asks you to subscribe — every feature is included in every plan, so this just means your account needs an active subscription (you're past the free 2-seat tier, or a trial ended). Manage your plan in monday — see pricing.

14. Uninstalling & data removal

Uninstalling the app from monday.com removes everything the app stores about your account, automatically and immediately:

  • Your connected Zoom channels — including each channel's webhook URL and verification token, so the app can no longer post anywhere.
  • All notification rules, digests and deadline reminders.
  • Your monday authorization and the board webhooks the app registered.

Nothing is retained, so a later reinstall starts completely clean — you authorize monday and connect your Zoom channels again from scratch.

One step happens on Zoom's side: the connection you created in Zoom belongs to Zoom's own Incoming Webhook app, not to us — Zoom offers no way for an outside app to remove it, so it stays listed in your channel until you remove it there. To clear it, open the channel in the Zoom desktop app and run /inc disconnect pluginpro. It's optional: once the app is uninstalled we no longer hold that channel's URL or token, so nothing can be posted through it.

15. Get help

Stuck, or have a question? Reach PluginPro by email at konrad@pluginpro.io. See also our Support page, Privacy Policy and Terms of Service.