← Zoom + Outseta integrations

Add Deal with Outseta API on Meeting Started (Instant) from Zoom API

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Meeting Started (Instant) from the Zoom API
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Add Deal with the Outseta API
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Getting Started

This integration creates a workflow with a Zoom trigger and Outseta action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the Meeting Started (Instant) trigger
    1. Connect your Zoom account
    2. Configure apphook
  3. Configure the Add Deal action
    1. Connect your Outseta account
    2. Configure Name
    3. Select a Deal Pipeline Stage
    4. Optional- Configure Amount
    5. Optional- Select a Person
    6. Optional- Select a Account
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger

Description:Emit new event each time a meeting starts where you're the host
Version:0.1.4
Key:zoom-meeting-started

Zoom Overview

The Zoom API lets you tap into a rich set of functionalities to enhance the video conferencing experience within your own app or workflow. With the Zoom API on Pipedream, you can automatically create meetings, manage users, send meeting notifications, and more, orchestrating these actions within a broader automation. This allows for seamless integration with other services, enabling both data collection and action triggers based on Zoom events.

Pipedream workflows allow you to run any Node.js code that connects to the Zoom API. Just create a new workflow, then add prebuilt Zoom actions (create a meeting, send a chat message, etc.) or write your own code. These workflows can be triggered by HTTP requests, timers, email, or on any app-based event (new tweets, a Github PR, Zoom events, etc).

Trigger Code

import common from "../common/common.mjs";
import constants from "../common/constants.mjs";

export default {
  ...common,
  key: "zoom-meeting-started",
  name: "Meeting Started (Instant)",
  description: "Emit new event each time a meeting starts where you're the host",
  version: "0.1.4",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    // eslint-disable-next-line pipedream/props-label, pipedream/props-description
    apphook: {
      type: "$.interface.apphook",
      appProp: "app",
      eventNames() {
        return [
          constants.CUSTOM_EVENT_TYPES.MEETING_STARTED,
        ];
      },
    },
  },
  hooks: {
    async deploy() {
      const { meetings } = await this.app.listMeetings({
        params: {
          page_size: 25,
          type: "previous_meetings",
        },
      });
      if (!meetings || meetings.length === 0) {
        return;
      }
      const objects = this.sortByDate(meetings, "start_time");
      for (const object of objects) {
        const startTime = Date.parse(object.start_time);
        if (startTime < Date.now()) {
          this.emitEvent({
            object,
            time_stamp: Date.now(),
          }, object);
        }
      }
    },
  },
  methods: {
    ...common.methods,
    emitEvent(payload, object) {
      const meta = this.generateMeta(object);
      this.$emit({
        event: constants.CUSTOM_EVENT_TYPES.MEETING_STARTED,
        payload,
      }, meta);
    },
    generateMeta(object) {
      return {
        id: object.uuid,
        summary: `Meeting ${object.topic} started`,
        ts: +new Date(object.start_time),
      };
    },
  },
};

Trigger Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.
LabelPropTypeDescription
ZoomappappThis component uses the Zoom app.
apphook$.interface.apphook

Trigger Authentication

Zoom uses OAuth authentication. When you connect your Zoom account, Pipedream will open a popup window where you can sign into Zoom and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoom API.

Pipedream requests the following authorization scopes when you connect your account:

About Zoom

Zoom is the leader in modern enterprise video communications, with an easy, reliable cloud platform for video and audio conferencing, chat, and webinars.

Action

Description:Add a new deal record to CRM. [See the documentation](https://documenter.getpostman.com/view/3613332/outseta-rest-api-v1/7TNfr6k#115dec74-85a4-f825-ff76-f12adddb652c)
Version:0.0.1
Key:outseta-add-deal

Outseta Overview

The Outseta API provides a versatile set of endpoints for interacting with a company's CRM, subscription billing, customer support, and email marketing functionalities. With this API on Pipedream, you can automate tasks, synchronize data across platforms, and build powerful workflows that cater to various aspects of SaaS business operations. Pipedream's serverless execution model enables integrating Outseta's services with numerous other apps without managing infrastructure, focusing on logic and efficiency.

Action Code

import app from "../../outseta.app.mjs";

export default {
  key: "outseta-add-deal",
  name: "Add Deal",
  description: "Add a new deal record to CRM. [See the documentation](https://documenter.getpostman.com/view/3613332/outseta-rest-api-v1/7TNfr6k#115dec74-85a4-f825-ff76-f12adddb652c)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    name: {
      type: "string",
      label: "Name",
      description: "The name of the deal to be added",
    },
    dealPipelineStage: {
      propDefinition: [
        app,
        "dealPipelineStage",
      ],
    },
    amount: {
      type: "integer",
      label: "Amount",
      description: "Deal's amount",
      optional: true,
    },
    dealPeople: {
      propDefinition: [
        app,
        "person",
      ],
      optional: true,
    },
    account: {
      propDefinition: [
        app,
        "account",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      Name: this.name,
      DealPipelineStage: {
        Uid: this.dealPipelineStage,
      },
      Amount: this.amount,
      Account: this.account && {
        Uid: this.account,
      },
      DealPeople: this.dealPeople && [
        {
          Person: {
            Uid: this.dealPeople,
          },
        },
      ],
    };

    const response = await this.app.addDeal({
      $,
      data,
    });

    $.export("$summary", `Successfully added a deal with UID: ${response.Uid}`);
    return response;
  },
};

Action Configuration

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

LabelPropTypeDescription
OutsetaappappThis component uses the Outseta app.
Namenamestring

The name of the deal to be added

Deal Pipeline StagedealPipelineStagestringSelect a value from the drop down menu.
Amountamountinteger

Deal's amount

PersondealPeoplestringSelect a value from the drop down menu.
AccountaccountstringSelect a value from the drop down menu.

Action Authentication

Outseta uses API keys for authentication. When you connect your Outseta account, Pipedream securely stores the keys so you can easily authenticate to Outseta APIs in both code and no-code steps.

To retrieve your API Keys,

  • Navigate to your Outseta account and sign in
  • Go to “Settings” > “Integrations” > “API Keys”

Your domain is 1234 if your Outseta dashboard URL is https://1234.outseta.com/#/app/dashboard

About Outseta

A better way to launch your SaaS start-up, membership site, or online community.

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