Integrate the Zoom API with the Workbooks CRM API

Setup the Zoom API trigger to run a workflow which integrates with the Workbooks CRM API. Pipedream's integration platform allows you to integrate Zoom and Workbooks CRM remarkably fast. Free for developers.

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Popular Ways to Connect Zoom with Workbooks CRM#

Create Customer Order with Workbooks CRM API on Meeting Created (Instant) from Zoom API

Zoom + Workbooks CRM

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Create Organisation with Workbooks CRM API on Meeting Created (Instant) from Zoom API

Zoom + Workbooks CRM

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Create Person with Workbooks CRM API on Meeting Created (Instant) from Zoom API

Zoom + Workbooks CRM

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Find or Create an Order with Workbooks CRM API on Meeting Created (Instant) from Zoom API

Zoom + Workbooks CRM

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Update Person with Workbooks CRM API on Meeting Created (Instant) from Zoom API

Zoom + Workbooks CRM

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Popular Zoom and Workbooks CRM Triggers#

Meeting Created (Instant) from the Zoom API

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

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Meeting Started (Instant) from the Zoom API

Emit new event each time a meeting starts where you're the host

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Recording Completed (Instant) from the Zoom API

Emit new event each time a new recording completes for a meeting or webinar where you're the host

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Meeting Ended (Instant) from the Zoom API

Emit new event each time a meeting ends where you're the host

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Meeting Updated (Instant) from the Zoom API

Emit new event each time a meeting is updated where you're the host

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Popular Zoom and Workbooks CRM Actions#

Create Customer Order with the Workbooks CRM API

Creates an order from your customers for your goods or services.

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Create Organisation with the Workbooks CRM API

Creates an organisation. Organisations are recorded on your database, e.g Customers, Suppliers, Partners, Competition.

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Create Person with the Workbooks CRM API

Creates a person. People are recorded in your database, e.g a contact, an employee.

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Find or Create an Order with the Workbooks CRM API

Returns and order if exists otherwise creates a new one.

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Add Meeting Registrant with the Zoom API

Registers a participant for a meeting. See the docs here

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Overview of Zoom#

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).

Connect Zoom#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    zoom: {
      type: "app",
      app: "zoom",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://api.zoom.us/v2/users/me`,
      headers: {
        Authorization: `Bearer ${this.zoom.$auth.oauth_access_token}`,
      },
    })
  },
})

Overview of Workbooks CRM#

The Workbooks CRM API unlocks a treasure trove of possibilities for automating customer relationship management tasks. With this API, you can seamlessly sync contact info, manage sales leads, automate follow-up tasks, and build custom reports to unlock actionable insights. Harnessing the power of the Workbooks CRM API on Pipedream allows you to supercharge these functionalities, triggering workflows on custom events, and connecting to numerous other apps to streamline your CRM processes even further.

Connect Workbooks CRM#

import { axios } from "@pipedream/platform"
export default defineComponent({
  props: {
    workbooks_crm: {
      type: "app",
      app: "workbooks_crm",
    }
  },
  async run({steps, $}) {
    return await axios($, {
      url: `https://secure.workbooks.com/activity/tasks.api`,
      headers: {
        "Cookie": `Workbooks-Session=${this.workbooks_crm.$auth.session_id}`,
      },
    })
  },
})

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