Learn how to embed Zoom Whiteboards directly in Coda, including how to install the Zoom Whiteboard Pack.
Zoom Whiteboard provides a collaboration space where individuals and teams can come together, brainstorm, and learn. By integrating with Coda, you can embed a Zoom Whiteboard directly in a Coda doc. This allows your team to view and even edit the Whiteboard right alongside their other work. You can also use the Zoom Whiteboard Pack to create rich card links to your Whiteboards. Continue reading to learn how to embed and link Zoom Whiteboards in your doc.
ℹ️ Note that Coda offers several Zoom Packs, including Zoom, Zoom Admin, and Zoom Whiteboard. The following article will specifically focus on Zoom Whiteboard.
Within this article, you’ll find...
Install Zoom Whiteboard Embed app from Zoom
Before getting started with the Zoom Whiteboard Pack in Coda, you will need to first need to install the Zoom Whiteboard Embed app from the Zoom Marketplace. This Embed app allows you to start embedding whiteboards in external apps. To complete this, head over to Zoom and follow these steps:
Sign in to the Zoom App Marketplace as an admin or owner.
Search for and select Zoom Whiteboard Embed.
To the right of Approve app, toggle the switch to approve the app.
The app authorization page will be displayed, providing details on required app permissions.Decide whether you’d like to enable it for all users on your account for specific users.
Click Save.
For more details on this step, check out this article from Zoom.
Start embedding Zoom Whiteboards in Coda
Once you’ve installed the Zoom Whiteboard Embed app within Zoom, you can start embedding and linking Whiteboards in Coda.
First, you will need to grab either the URL or the embed code of the Whiteboard in Zoom. To copy the embed code, click on Share then, Get embed code, and copy the iframe code provided.
💡 Note that if you use the embed code, you will only be able to display the Whiteboard in Coda as an embed. If you copy the URL of the Whiteboard instead, you have more options for how it is displayed in Coda - including an embed, a rich link, and more.
Create an editable embed
To create an editable embed of your Zoom Whiteboard, follow these steps:
Paste your copied URL or embed code (from Whiteboard) onto the page of your Coda doc
If you pasted the URL, a Display as menu will appear. From the options, choose Embed.
If you pasted the embed code from Whiteboard, just hit space or enter on your keyboard, and it will automatically be displayed as an embed.
You may then be prompted to sign in to Zoom, to ensure you have the appropriate permissions to view the Whiteboard. Click Login to begin, then follow the prompts to sign in to your Zoom account.
Once you’ve completed the sign in process, you will see your live embed on the page. You can zoom in, scroll, edit, comment, and even share the Whiteboard - directly from Coda. Your editing and commenting abilities will match whatever permissions you've been granted in Zoom.
📣 For more information on embedding content in Coda docs - including some useful troubleshooting tips - check out this article.
Create a rich card link
To create a rich card link to your Whiteboard, follow the steps below:
First, ensure that you’ve copied the URL of the Whiteboard (rather than the embed code). Then paste this URL into a new link of a Coda doc.
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A Display as menu will appear. From the options, choose Packs cards.
Note that if you’ve already installed the Zoom Whiteboard Pack in your doc, you will already see Zoom Whiteboard as an option and can select it directly.
Select the Whiteboard option.
If you haven’t yet installed the Zoom Whiteboard Pack in your doc, you will see a prompt to Connect to Zoom Whiteboard. Click this button to connect.
Then click Sign in with Zoom Whiteboard.
On the following screen, click Allow to confirm the connection.
Finally, back in Coda, click Complete setup to finalize.
That’s it! You will now be able to see your rich card in action. If you need to modify the card, hover over it and click on the three vertical dots in the upper right corner. Here you can change the Display as options or the Settings for the card. Settings include the Zoom account used to display the card, as well as the underlying URL.
📣 If you need a refresher or have any questions on connecting to Pack accounts, check out this article.
FAQs
Can I embed a Zoom Whiteboard in Coda without installing the Pack?
Yes - you can embed a Zoom Whiteboard in Coda without installing a Pack, using Coda’s standard embed feature. The Whiteboard will even be editable from Coda. Check out the section above for instructions on embedding your Whiteboard.
Note that the Zoom Whiteboard Pack is only needed for creating rich Pack cards.
How much does the Zoom Whiteboard Pack cost?
The Zoom Whiteboard Pack is included at no extra charge to all Coda customers. Check out the Pack details and documentation here.
Should I copy the URL or the embed code from Zoom Whiteboard?
This depends on how you want to display the Whiteboard in Coda. If you want to create a rich Pack card, that links to the Whiteboard, you will need to copy the URL. If you want to create a live embed of the Whiteboard, you can copy either the embed code or the URL.