Create Lead with Teamgate API on Meeting Created (Instant) from Zoom API

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Meeting Created (Instant) from the Zoom API

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Create Lead with the Teamgate API

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Getting Started#

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

Select this integration
Configure the Meeting Created (Instant) trigger
1. Connect your Zoom account
2. Configure apphook
Configure the Create Lead action
1. Connect your Teamgate account
2. Optional- Configure Name
3. Optional- Configure Company Name
4. Optional- Select one or more Companies
5. Optional- Configure Job Title
6. Optional- Select a Lead Status Id
7. Optional- Configure Status
8. Optional- Configure Status Description
9. Optional- Configure Starred
10. Optional- Select a Owner Id
11. Optional- Configure Owner Username
12. Optional- Configure Owner Random
13. Optional- Select a Source Id
14. Optional- Configure Source
15. Optional- Configure Source Description
16. Optional- Select a Industry Id
17. Optional- Configure Industry
18. Optional- Configure Industry Description
19. Optional- Configure Tags
20. Optional- Configure Emails
21. Optional- Configure Phones
22. Optional- Configure URLS
23. Optional- Configure Address
24. Optional- Configure Custom Fields
Deploy the workflow
Send a test event to validate your setup
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#

Meeting Created (Instant) on Zoom

Description:Emit new event each time a meeting is created where you're the host

Version:0.1.4

Key:zoom-meeting-created

View on GitHub

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-created",
  name: "Meeting Created (Instant)",
  description: "Emit new event each time a meeting is created 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: "$.interface.apphook",
      appProp: "app",
      eventNames() {
        return [
          constants.CUSTOM_EVENT_TYPES.MEETING_CREATED_BY_ME,
          constants.CUSTOM_EVENT_TYPES.MEETING_CREATED_FOR_ME,
        ];
      },
    },
  },
  hooks: {
    async deploy() {
      const { meetings } = await this.app.listMeetings({
        params: {
          page_size: 25,
        },
      });
      if (!meetings || meetings.length === 0) {
        return;
      }
      const objects = this.sortByDate(meetings, "created_at");
      for (const object of objects) {
        this.emitEvent({
          object,
        }, object);
      }
    },
  },
  methods: {
    ...common.methods,
    emitEvent(payload, object) {
      const meta = this.generateMeta(object);
      this.$emit({
        event: "meeting.created",
        payload,
      }, meta);
    },
    generateMeta(object) {
      return {
        id: object.uuid,
        summary: `Meeting ${object.topic} created`,
        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.

Label	Prop	Type	Description
Zoom	`app`	`app`	This 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:

chat_channel:readchat_channel:writechat_contact:readchat_message:readchat_message:writemeeting:readmeeting:writepac:readpac:writephone:readphone:writerecording:readrecording:writeuser:readuser:writewebinar:readwebinar:write

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#

Create Lead on Teamgate

Description:Create a new lead. [See the docs here](https://developers.teamgate.com/#8921df2b-3158-4b16-b81c-c37c6414c20f)

Version:0.0.2

Key:teamgate-create-lead

View on GitHub

Teamgate Overview#

Teamgate's API provides the ability to manage a sales pipeline, customer data, and interactions within the Teamgate CRM system. By leveraging the Teamgate API on Pipedream, you can automate various aspects of the sales process, synchronize customer information across platforms, and generate insights from sales data. With Pipedream's serverless integration capabilities, connecting Teamgate to other services becomes a streamlined process, enabling users to create custom workflows that trigger actions, process data, and manage tasks without manual intervention.

Action Code#

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

export default {
  key: "teamgate-create-lead",
  name: "Create Lead",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  description: "Create a new lead. [See the docs here](https://developers.teamgate.com/#8921df2b-3158-4b16-b81c-c37c6414c20f)",
  type: "action",
  props: {
    teamgate,
    name: {
      propDefinition: [
        teamgate,
        "name",
      ],
      description: "Required only if a lead is an person and `companyName` and `companyId` is empty.",
      optional: true,
    },
    companyName: {
      propDefinition: [
        teamgate,
        "companyName",
      ],
      optional: true,
    },
    companies: {
      propDefinition: [
        teamgate,
        "companies",
      ],
      description: "Required only if a lead is an company and `name` is empty. The field will be set only if `companyName` is empty.",
      optional: true,
    },
    jobTitle: {
      propDefinition: [
        teamgate,
        "jobTitle",
      ],
      description: "The field will be set only if is set `companyName` or `companyId`.",
      optional: true,
    },
    statusId: {
      propDefinition: [
        teamgate,
        "leadStatusId",
      ],
      optional: true,
    },
    status: {
      propDefinition: [
        teamgate,
        "leadStatus",
      ],
      optional: true,
    },
    statusDescription: {
      propDefinition: [
        teamgate,
        "leadStatusDescription",
      ],
      optional: true,
    },
    starred: {
      propDefinition: [
        teamgate,
        "starred",
      ],
      description: "Indicator the lead is starred or not.",
      optional: true,
    },
    ownerId: {
      propDefinition: [
        teamgate,
        "ownerId",
      ],
      optional: true,
    },
    ownerUsername: {
      propDefinition: [
        teamgate,
        "ownerUsername",
      ],
      optional: true,
      description: "The username to which the lead belongs.",
    },
    ownerRandom: {
      propDefinition: [
        teamgate,
        "ownerRandom",
      ],
      optional: true,
    },
    sourceId: {
      propDefinition: [
        teamgate,
        "sourceId",
      ],
      optional: true,
    },
    source: {
      propDefinition: [
        teamgate,
        "source",
      ],
      optional: true,
    },
    sourceDescription: {
      propDefinition: [
        teamgate,
        "sourceDescription",
      ],
      optional: true,
    },
    industryId: {
      propDefinition: [
        teamgate,
        "industryId",
      ],
      optional: true,
    },
    industry: {
      propDefinition: [
        teamgate,
        "industry",
      ],
      optional: true,
    },
    industryDescription: {
      propDefinition: [
        teamgate,
        "industryDescription",
      ],
      optional: true,
    },
    tags: {
      propDefinition: [
        teamgate,
        "tags",
      ],
      optional: true,
    },
    emails: {
      propDefinition: [
        teamgate,
        "emails",
      ],
      optional: true,
    },
    phones: {
      propDefinition: [
        teamgate,
        "phones",
      ],
      optional: true,
    },
    urls: {
      propDefinition: [
        teamgate,
        "urls",
      ],
      optional: true,
    },
    address: {
      propDefinition: [
        teamgate,
        "address",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        teamgate,
        "customFields",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      name,
      companyName,
      companies,
      jobTitle,
      statusId,
      status,
      statusDescription,
      starred,
      ownerId,
      ownerUsername,
      ownerRandom,
      sourceId,
      source,
      sourceDescription,
      industryId,
      industry,
      industryDescription,
      tags,
      emails,
      phones,
      urls,
      address,
      customFields,
    } = this;

    const data = {
      name,
      companyName,
      companyId: companies,
      jobTitle,
      statusId,
      status,
      statusDescription,
      starred,
      ownerId,
      ownerUsername,
      ownerRandom,
      sourceId,
      source,
      sourceDescription,
      industryId,
      industry,
      industryDescription,
      tags,
      emails: emails && emails.map((item) => (JSON.parse(item))),
      phones: phones && phones.map((item) => (JSON.parse(item))),
      urls: urls && urls.map((item) => (JSON.parse(item))),
      address: address && address.map((item) => (JSON.parse(item))),
      customFields,
    };

    const response = await this.teamgate.createLead({
      $,
      data,
    });

    $.export("$summary", "Lead Successfully created!");
    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.

Label	Prop	Type	Description
Teamgate	`teamgate`	`app`	This component uses the Teamgate app.
Name	`name`	`string`	Required only if a lead is an person and `companyName` and `companyId` is empty.
Company Name	`companyName`	`string`	Required only if a lead is an company and `name` is empty. The field will be set only if `companyId` is empty.
Companies	`companies`	`integer[]`	Select a value from the drop down menu.
Job Title	`jobTitle`	`string`	The field will be set only if is set `companyName` or `companyId`.
Lead Status Id	`statusId`	`integer`	Select a value from the drop down menu.
Status	`status`	`string`	If the stauts does not exist it will be created.
Status Description	`statusDescription`	`string`	Will be set only if will be created new status.
Starred	`starred`	`boolean`	Indicator the lead is starred or not.
Owner Id	`ownerId`	`integer`	Select a value from the drop down menu.
Owner Username	`ownerUsername`	`string`	The username to which the lead belongs.
Owner Random	`ownerRandom`	`string`	A list of users/user groups to select the random owner. Example 1: "ownerRandom": ["5", "6"], Example 2: "ownerRandom": {"groups":["1"]}, Example 3: "ownerRandom": {"0":"5","1":"6","groups":["1"]}
Source Id	`sourceId`	`integer`	Select a value from the drop down menu.
Source	`source`	`string`	If the source does not exist it will be created.
Source Description	`sourceDescription`	`string`	Will be set only if will be created new source.
Industry Id	`industryId`	`integer`	Select a value from the drop down menu.
Industry	`industry`	`string`	If the industry does not exist it will be created.
Industry Description	`industryDescription`	`string`	Will be set only if will be created new industry.
Tags	`tags`	`string[]`	A list of tags
Emails	`emails`	`string[]`	A list of the company's emails. Example for string value: `{"value":"john@example.net","type":"work"}` Object format
Phones	`phones`	`string[]`	A list of the company's phones. Example for string value: `{"value":"+44 123 456 7890","type":"mobile"}` Object format
URLS	`urls`	`string[]`	A list of the company's urls. Example for string value: `{"value":"https://facebook.com/example","type":"facebook"}` Object format
Address	`address`	`string[]`	A list of address objects. Example for string value: `{"value":{"city":"Chicago","countryIso":"USA"}}` Object format
Custom Fields	`customFields`	`string[]`	A list of custom fields. Each row must be an object which the key is the `custom field id`. Example for string value: `{"1":"Test value for field with Id 1"}`

Action Authentication#

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

To find your app key, go to Teamgate dashboard, then click on your initials/picture at the top right corner of Teamgate and choose Settings > Additional features > External App > New API Key request

You can find your personal API authentication key (AUTH_TOKEN) by clicking on your initials/picture at the top right corner of Teamgate and choose "My Profile" > Integrations > API access >copy AUTH_TOKEN

Create Lead with Teamgate API on Meeting Created (Instant) from Zoom API

Pipedream makes it easy to connect APIs for Teamgate, Zoom and 2,900+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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