← Zoho Creator + Zoom integrations

Add Meeting Registrant with Zoom API on New Record from Zoho Creator API

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Trigger workflow on
New Record from the Zoho Creator API
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Add Meeting Registrant with the Zoom API
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Getting Started

This integration creates a workflow with a Zoho Creator trigger and Zoom 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 New Record trigger
    1. Connect your Zoho Creator account
    2. Configure Polling interval
    3. Select a Application
    4. Select a Report
  3. Configure the Add Meeting Registrant action
    1. Connect your Zoom account
    2. Optional- Select a Meeting ID
    3. Optional- Configure Occurrence IDs
    4. Configure Email
    5. Configure First Name
    6. Configure Last Name
    7. Optional- Configure Address
    8. Optional- Configure City
    9. Optional- Configure Country
    10. Optional- Configure Zip/Postal Code
    11. Optional- Configure State/Province
    12. Optional- Configure Phone
    13. Optional- Configure Industry
    14. Optional- Configure Organization
    15. Optional- Configure Job Title
    16. Optional- Configure Purchasing Time Frame
    17. Optional- Configure Role in Purchase Process
    18. Optional- Configure Number of Employees
    19. Optional- Configure Comments
    20. Optional- Configure Custom Questions
  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 records in a report. The `Added Time` field must be added as a **Grouping** field in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See [the grouping help article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html) and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more information.
Version:0.0.2
Key:zoho_creator-new-record

Zoho Creator Overview

The Zoho Creator API lets you build powerful applications and custom components
quickly, easily, and securely. It's a platform designed to let you quickly
develop custom components and applications, without having to worry about
server-side code or hosting. You can use it to create your own integrated
applications and custom components, and to securely incorporate them into your
existing business applications.

Using the Zoho Creator API, you can create:

  • Custom business applications, such as helpdesks, invoicing, or asset
    management
  • Custom single-page web apps
  • AutonDBS integration
  • Business rules and trigger-based automation
  • Data-driven user interfaces
  • Reporting and data visualizations
  • Custom integrations and plugins
  • Custom API endpoints
  • Third-party API integration
  • Desktop and mobile app support

Trigger Code

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

const { zohoCreator } = common.props;
const { toSingleLineString } = utils;

export default {
  ...common,
  key: "zoho_creator-new-record",
  description: toSingleLineString(`
    Emit new records in a report. The \`Added Time\` field must be added as a **Grouping** field
    in the Zoho Creator *record properties* for the **Report** chosen in the dropdown below. See
    [the grouping help
    article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html)
    and [the docs](https://www.zoho.com/creator/help/api/v2/get-records.html) for more
    information.
  `),
  type: "source",
  name: "New Record",
  version: "0.0.2",
  dedupe: "unique",
  props: {
    ...common.props,
    reportLinkName: {
      propDefinition: [
        zohoCreator,
        "reportLinkName",
        ({ appLinkName }) => ({
          appLinkName,
        }),
      ],
      description: toSingleLineString(`
        The link name of the target report. The \`Added Time\` field must be added as a
        **Grouping** field in the Zoho Creator *record properties* for the chosen report. See [the
        grouping help
        article](https://www.zoho.com/creator/newhelp/reports/display-records-as-groups-list-report.html).
      `),
    },
  },
  methods: {
    ...common.methods,
    getMetadata(record) {
      return {
        id: record.ID,
        summary: JSON.stringify(record),
        ts: Date.parse(record[constants.ADDED_TIME_FIELD]),
      };
    },
    validateRecord(record) {
      if (!record[constants.ADDED_TIME_FIELD]) {
        throw new Error("Record is missing the \"Added Time\" field. Add the \"Added Time\" Grouping field in the Zoho Creator record properties for the Report.");
      }
    },
    processEvent(record) {
      this.validateRecord(record);
      this.$emit(record, this.getMetadata(record));
      this.setLastTimestamp(record[constants.ADDED_TIME_FIELD]);
    },
  },
  async run() {
    const {
      appLinkName,
      reportLinkName,
    } = this;

    // If last timestamp is not set, use timestamp of 1 day ago
    // to avoid fetching all records on first run of the source
    const lastAddedTime =
      this.getLastTimestamp()
      ?? await this.zohoCreator.daysAgoString({
        appLinkName,
        days: 1,
      });

    const recordsStream =
      await this.zohoCreator.getRecordsStream({
        appLinkName,
        reportLinkName,
        addedTime: lastAddedTime,
      });

    for await (const record of recordsStream) {
      this.processEvent(record);
    }
  },
};

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
Zoho CreatorzohoCreatorappThis component uses the Zoho Creator app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.interface.timer

How often to poll the Zoho Creator API for resources

ApplicationappLinkNamestringSelect a value from the drop down menu.
ReportreportLinkNamestringSelect a value from the drop down menu.

Trigger Authentication

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

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

ZohoCreator.form.CREATEZohoCreator.report.CREATEZohoCreator.report.READZohoCreator.report.UPDATEZohoCreator.report.DELETEZohoCreator.meta.form.READZohoCreator.meta.application.READZohoCreator.dashboard.READZohoCreator.bulk.CREATEZohoCreator.bulk.READ

About Zoho Creator

Low-code platform

Action

Description:Registers a participant for a meeting. [See the docs here](https://marketplace.zoom.us/docs/api-reference/zoom-api/methods/#operation/meetingRegistrantCreate)
Version:0.3.0
Key:zoom-add-meeting-registrant

Zoom Overview

Connecting Zoom to any app using Pipedream

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).

Getting Started

  1. First, sign up for Pipedream at https://pipedream.com.
  2. Visit https://pipedream.com/accounts.
  3. Click the button labeled Click Here to Connect an App.
  4. Search for "Zoom" and select either Zoom or Zoom Admin (see the differences below):

This will open up a new window prompting you to authorize Pipedream's access to your Zoom account. Once you authorize access, you should see your Zoom account listed among your apps.

  1. Create a new workflow, add a new step, search for "Zoom" or "Zoom Admin". Once you've selected either app, you can choose to either "Run Node.js code" or select one of the prebuilt actions for performing common API operations.
  2. At this stage, you'll be asked to link the Zoom account you connected above, authorizing the request to the Zoom API with your credentials:
Connect Zoom Account

Zoom vs Zoom Admin app

Zoom users can be classified into two groups: non-admins and admins. Admins have account-level permissions that users do not, and Zoom has corresponding admin-level scopes that aren't relevant for normal users. Therefore, Pipedream exposes two apps — Zoom and Zoom Admin — to serve the two groups.

In the Zoom Marketplace, these apps are named Pipedream, and Pipedream for Zoom Admins, respectively.

Non-admins have permissions to manage standard Zoom resources in their account: meetings, webinars, recordings, and more. If you're a non-admin, you'll want to use the Zoom app.

Zoom admins have permissions to manage account-level resources, like users and reports. They can also manage webinars and meetings across their organization. If you're an admin and need to manage these resources via API, you'll want to use the Zoom Admin app.

The Zoom API docs on permissions provide detailed information on these permissions and their associated OAuth scopes.

Action Code

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

export default {
  key: "zoom-add-meeting-registrant",
  name: "Add Meeting Registrant",
  description: "Registers a participant for a meeting. [See the docs here](https://marketplace.zoom.us/docs/api-reference/zoom-api/methods/#operation/meetingRegistrantCreate)",
  version: "0.3.0",
  type: "action",
  props: {
    app,
    meetingId: {
      propDefinition: [
        app,
        "meetingId",
      ],
    },
    occurrenceIds: {
      propDefinition: [
        app,
        "occurrenceIds",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    firstName: {
      propDefinition: [
        app,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        app,
        "lastName",
      ],
    },
    address: {
      propDefinition: [
        app,
        "address",
      ],
    },
    city: {
      propDefinition: [
        app,
        "city",
      ],
    },
    country: {
      propDefinition: [
        app,
        "country",
      ],
    },
    zip: {
      propDefinition: [
        app,
        "zip",
      ],
    },
    state: {
      propDefinition: [
        app,
        "state",
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
    industry: {
      propDefinition: [
        app,
        "industry",
      ],
    },
    org: {
      propDefinition: [
        app,
        "org",
      ],
    },
    jobTitle: {
      propDefinition: [
        app,
        "jobTitle",
      ],
    },
    purchasingTimeFrame: {
      propDefinition: [
        app,
        "purchasingTimeFrame",
      ],
    },
    roleInPurchaseProcess: {
      propDefinition: [
        app,
        "roleInPurchaseProcess",
      ],
    },
    noOfEmployees: {
      propDefinition: [
        app,
        "noOfEmployees",
      ],
    },
    comments: {
      propDefinition: [
        app,
        "comments",
      ],
    },
    customQuestions: {
      propDefinition: [
        app,
        "customQuestions",
      ],
    },
  },
  methods: {
    addMeetingRegistrant({
      meetingId, ...args
    } = {}) {
      return this.app.create({
        path: `/meetings/${meetingId}/registrants`,
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      meetingId,
      occurrenceIds,
      email,
      firstName,
      lastName,
      address,
      city,
      country,
      zip,
      state,
      phone,
      industry,
      org,
      jobTitle,
      purchasingTimeFrame,
      roleInPurchaseProcess,
      noOfEmployees,
      comments,
      customQuestions,
    } = this;

    const response = await this.addMeetingRegistrant({
      step,
      meetingId,
      params: {
        occurrence_ids: occurrenceIds,
      },
      data: {
        email,
        first_name: firstName,
        last_name: lastName,
        address,
        city,
        country,
        zip,
        state,
        phone,
        industry,
        org,
        job_title: jobTitle,
        purchasing_time_frame: purchasingTimeFrame,
        role_in_purchase_process: roleInPurchaseProcess,
        no_of_employees: noOfEmployees,
        comments,
        custom_questions: typeof(customQuestions) === "undefined"
          ? customQuestions
          : JSON.parse(customQuestions),
      },
    });

    step.export("$summary", `Successfully added registrant to meeting with ID \`${response.id}\``);

    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
ZoomappappThis component uses the Zoom app.
Meeting IDmeetingIdintegerSelect a value from the drop down menu.
Occurrence IDsoccurrenceIdsstring

Occurrence IDs. You can find these with the meeting get API. Multiple values separated by comma.

Emailemailstring

A valid email address of the registrant.

First NamefirstNamestring

Registrant's first name.

Last NamelastNamestring

Registrant's last name.

Addressaddressstring

Registrant's address.

Citycitystring

Registrant's city.

Countrycountrystring

Registrant's country.

Zip/Postal Codezipstring

Registrant's Zip/Postal code.

State/Provincestatestring

Registrant's State/Province.

Phonephonestring

Registrant's Phone number.

Industryindustrystring

Registrant's industry.

Organizationorgstring

Registrant's Organization.

Job TitlejobTitlestring

Registrant's job title.

Purchasing Time FramepurchasingTimeFramestring

This field can be included to gauge interest of webinar attendees towards buying your product or service.

Role in Purchase ProcessroleInPurchaseProcessstring

Role in Purchase Process.

Number of EmployeesnoOfEmployeesstring

Number of Employees.

Commentscommentsstring

A field that allows registrants to provide any questions or comments that they might have.

Custom QuestionscustomQuestionsstring

Custom questions.

Action 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.

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