Integrations
How do I install the Zoom app?
Last Updated: August 28, 2026Connect a Zoom account at the organization level so authorized meeting editors can create and link Zoom meetings from BoardSite. Before you begin: You need a Zoom account and BoardSite’s Manage integrations permission. Confirm that you are working in the correct BoardSite organization before connecting. Connect Zoom Sign in to BoardSite and select the organization…
How do I uninstall the Zoom app?
Last Updated: August 28, 2026Disconnecting Zoom revokes BoardSite’s organization-level Zoom authorization and removes the saved connection. Existing BoardSite meeting content is retained. Before you begin: You need the Manage integrations permission. Confirm the active BoardSite organization because the action affects everyone using that organization’s Zoom connection. Disconnect Zoom in BoardSite Open Organization → Integrations. Find the Zoom card, which…
How do I use the Zoom app with BoardSite?
Last Updated: August 28, 2026After an administrator connects Zoom, meeting editors can let BoardSite create a Zoom meeting automatically or attach an existing Zoom meeting manually. Before you begin: Automatic creation requires an active organization-level Zoom connection. Manual links do not require the integration. Automatically create Zoom for a new meeting Open Meetings → Upcoming and select Add Event….
How do I connect an AI assistant to BoardSite with MCP?
Last Updated: August 28, 2026BoardSite’s Model Context Protocol (MCP) integration lets supported AI assistants query BoardSite data according to the API key’s scopes and the connected user’s access. Creating and managing MCP credentials requires a separate permission even when Integration Management is visible. Before you connect Confirm that MCP is enabled for the organization and that you are authorized…
How do I manage BoardSite integrations?
Last Updated: August 28, 2026Integration Management shows which external services are available to the organization and whether each connection is active. It is available only when the user’s role includes integration-management permission. Open Integration Management Open Organization. Select Integrations. Review each provider’s status and listed capabilities. Connect or review a provider Dropbox: file storage; a connected account can be…
How do I subscribe to my BoardSite calendar?
Last Updated: August 28, 2026Your personal BoardSite calendar subscription keeps supported BoardSite events visible in a calendar application through a private subscription URL. Copy the subscription URL Open Organization and select Integrations. Find Calendar Subscription. Select Copy beside the subscription URL. In your calendar application, add a subscribed calendar or calendar from URL. Paste the URL and finish the…