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Apex Suite AI Meeting Integration

User guide for connecting Zoom and managing meeting links

Purpose

Connect your Zoom account to Apex Suite AI to create and manage attendee-safe Zoom meeting links from Calendar & Daily Tasks. This guide covers connection, event scheduling, updates, removal, and support.

Before You Begin

  • Use an active Apex Suite account.
  • Use a Zoom account that you are authorized to connect.
  • Set the event date, time, and time zone carefully before saving a Zoom-format event.

Connect Your Zoom Account

  1. Sign in to Apex Suite.
  2. Select My Settings in the left navigation, then open My Social Connections.
  3. Find the Zoom row and select Connect Zoom Account.
  4. Sign in to Zoom if prompted, review the requested access, and approve the connection.
  5. After Zoom returns you to ApexSuite, confirm the Zoom row shows Connected.
Zoom connected in ApexSuite My Social Connections.
Zoom connected in My Social Connections.

You can also connect or disconnect Zoom from the Link My Calendar section in Calendar & Daily Tasks.

Create a Zoom Meeting From an Event

  1. Open Calendar & Daily Tasks.
  2. Select Manage/Add Events, then select Create New Event.
  3. Enter the event title, date, time, time zone, and any other event details.
  4. Under Meeting Format, choose Zoom.
  5. Leave Paste meeting link here empty. ApexSuite will create a Zoom meeting and save its attendee join link
    when the event is saved.
  6. Select Schedule Event.
Use the Meeting Format selector to choose Zoom, then leave the meeting-link field empty.
Use the Meeting Format selector to choose Zoom, then leave the meeting-link field empty.

Access the Meeting

Open the saved event in Apex Suite and select Join to open its Zoom meeting link. The meeting also appears under upcoming meetings in the connected Zoom account.

A scheduled Zoom-format event in ApexSuite Calendar & Daily Tasks.
A scheduled Zoom-format event in ApexSuite Calendar & Daily Tasks.
Select Join from the saved event to open the meeting link.
Select Join from the saved event to open the meeting link.

Update or Cancel a Linked Meeting

  • Edit an Apex Suite event that uses the Zoom meeting format to update its linked Zoom meeting.
  • Delete a Zoom-format Apex Suite event to cancel the Apex Suite-managed Zoom meeting.
  • Changing a Zoom-format event to another meeting format stops using the linked Zoom meeting.
  • If you paste a meeting link manually, Apex Suite preserves it and does not overwrite it with an automatically created Zoom link.

Disconnect Zoom

  1. Open My Settings, then My Social Connections.
  2. Find the connected Zoom row and select Disconnect.
  3. Confirm the disconnect.

Disconnecting stops ApexSuite from creating or managing future Zoom meeting links for that account. Existing Zoom links on Apex Suite calendar events are not removed, and existing Zoom meetings are not automaticallycancelled. You can reconnect later.

Remove the App From Zoom

  1. Sign in to the Zoom App Marketplace.
  2. Open Manage, then Added Apps.
  3. Find Apex Suite Meeting Integration and select Remove.
  4. Confirm removal in Zoom.

After Zoom deauthorizes the app, Apex Suite stops future Zoom actions for that connection. Reconnect the integration in ApexSuite before creating or managing additional Zoom meetings.

Connection Data

While Zoom is connected, Apex Suite stores encrypted Zoom access and refresh tokens and the minimum connection metadata needed to create, update, cancel, and manage Zoom meetings. Browser users never receive raw tokens. When you disconnect or remove the app in Zoom, Apex Suite marks the connection disconnected and future Zoom actions require a new connection.

Troubleshooting

I cannot connect Zoom. Confirm you are signed in to Apex Suite and that the Zoom account can authorize third-party apps. Retry from My Settings > My Social Connections.

A Zoom link was not created. Confirm Zoom shows Connected, the event Meeting Format is Zoom, and the meeting-link field was left empty. Save the event again after reconnecting Zoom if needed.

The meeting time is incorrect. Edit the Apex Suite event and confirm its date, time, and selected time zone before saving.

I cannot join the meeting. Open the event in Apex Suite and select Join. If the event uses a manually pasted link, verify that link is valid.

Support

For help, visit https://preview-wordpress.apexsuiteai.com/support/ or email [email protected].

 

Messaging Infrastructure

One-Time Setup Fee

$

247

.99

Required per business. Covers the onboarding work to get your messaging system properly set up — intake, brand registration submission with the carriers, phone number provisioning, and infrastructure configuration. With new industry compliance requirements taking effect, this setup ensures your system is built to the latest standards from day one.

What’s included:

  • A2P 10DLC brand and campaign registration submitted on your behalf
  • Dedicated SMS-enabled local phone number
  • Professional email sending infrastructure
  • Pre-built campaign templates (promotions, reminders, follow-ups)
  • Real-time usage dashboard with alerts
  • Ongoing compliance monitoring and support
  • Hosted privacy policy and terms templates (if you don’t have your own) with carrier-compliant SMS opt-in language built in

Base Mode

For individuals and small businesses getting started with compliant messaging.

$

79

.99

per month

Upgrade
  • 2,000 emails per month
  • 200 SMS segments per month
  • 1 messaging campaign
  • 1 dedicated local SMS-enabled phone number

Optional: +1 additional campaign for $24.99 / month (max 2 total)

Most Popular

Pro Mode

For growing businesses running consistent outreach across multiple messaging use-cases like promotions, reminders, and follow-ups.

$

149

.99

per month

Upgrade
  • 5,000 emails per month
  • 750 SMS segments per month
  • 2 messaging campaigns
  • 1 dedicated local SMS-enabled phone number

Optional: Up to +2 additional campaigns for $24.99 / month each (max 4 total)

Command Mode

For established businesses with large contact lists and higher message volume that need infrastructure built for scale.

$

299

.99

per month

Upgrade
  • 15,000 emails per month
  • 2,000 SMS segments per month
  • 3 messaging campaigns
  • 2 dedicated local SMS-enabled phone numbers

Optional: Up to +3 additional campaigns for $24.99 / month each (max 6 total)

Base Mode

For individuals and small businesses getting started with compliant messaging.

$

799

.90

per year

Includes 2 months free

Upgrade
  • 2,000 emails per month
  • 200 SMS segments per month
  • 1 messaging campaign
  • 1 dedicated local SMS-enabled phone number

Optional: +1 additional campaign for $24.99 / month (max 2 total)

Most Popular

Pro Mode

For growing businesses running consistent outreach across multiple messaging use-cases like promotions, reminders, and follow-ups.

$

1,499

.90

per year

Includes 2 months free

Upgrade
  • 5,000 emails per month
  • 750 SMS segments per month
  • 2 messaging campaigns
  • 1 dedicated local SMS-enabled phone number

Optional: Up to +2 additional campaigns for $24.99 / month each (max 4 total)

Command Mode

For established businesses with large contact lists and higher message volume that need infrastructure built for scale.

$

2,999

.90

per year

Includes 2 months free

Upgrade
  • 15,000 emails per month
  • 2,000 SMS segments per month
  • 3 messaging campaigns
  • 2 dedicated local SMS-enabled phone numbers

Optional: Up to +3 additional campaigns for $24.99 / month each (max 6 total)

Timeline to send:
Your phone number is provisioned quickly. Carrier review for A2P 10DLC takes approximately 1–4 weeks for full approval. However, some registrations may require additional vetting, documentation, or carrier review depending on the nature of the business, messaging use case, industry category, campaign type, or overall compliance requirements — this window is set by US telecom carriers and applies to every messaging platform, not just Apex Suite. Toll-Free verification (when applicable) takes on average 3–7 days. We’ll keep you updated through every step inside your dashboard.

Want more volume? Add a boost anytime. (Purchase in APP)

  • Email Boost — +2,000 emails for $19.99/month
Purchase in APP
  • SMS Boost — +500 SMS segments for $39.99/month
Purchase in APP
  • Campaign Boost — +1 additional messaging campaign for $24.99 / month
Purchase in APP
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