Add Note with Pipedrive API on Account Created from Zoom Admin API

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Trigger workflow on

Account Created from the Zoom Admin API

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Add Note with the Pipedrive API

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Getting Started#

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

Select this integration
Configure the Account Created trigger
1. Connect your Zoom Admin account
2. Configure zoomApphook
Configure the Add Note action
1. Connect your Pipedrive account
2. Configure Content
3. Optional- Select a Lead ID
4. Optional- Select a Deal ID
5. Optional- Select a Person ID
6. Optional- Select a Organization ID
7. Optional- Select a User ID
8. Optional- Configure Add Time
9. Optional- Configure Pinned To Deal Flag
10. Optional- Configure Pinned To Lead Flag
11. Optional- Configure Pinned To Organization Flag
12. Optional- Configure Pinned To Person Flag
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#

Account Created on Zoom Admin

Description:Emits an event each time a sub-account is created in your master account

Version:0.1.5

Key:zoom_admin-account-created

View on GitHub

Zoom Admin Overview#

The Zoom Admin API lets you harness the extensive capabilities of Zoom for automation and integration, right within Pipedream. Automate user management, track Zoom rooms, monitor webinars and meetings, and customize your workflow to respond dynamically to events like new participants or ended meetings. With these APIs and the power of Pipedream, you can streamline administrative tasks, extract valuable insights, and sync Zoom activities with other services.

Trigger Code#

import zoomAdmin from "../../zoom_admin.app.mjs";

export default {
  key: "zoom_admin-account-created",
  type: "source",
  name: "Account Created",
  description: "Emits an event each time a sub-account is created in your master account",
  version: "0.1.5",
  dedupe: "unique", // Dedupe based on account ID
  props: {
    zoomAdmin,
    zoomApphook: {
      type: "$.interface.apphook",
      appProp: "zoomAdmin",
      eventNames: [
        "account.created",
      ],
    },
  },
  async run(event) {
    console.log(event);
    const { id } = event.payload.object;
    this.$emit(event, {
      summary: `New sub-account ${id} created`,
      id,
    });
  },
};

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 Admin	`zoomAdmin`	`app`	This component uses the Zoom Admin app.
	`zoomApphook`	`$.interface.apphook`

Trigger Authentication#

Zoom Admin uses OAuth authentication. When you connect your Zoom Admin account, Pipedream will open a popup window where you can sign into Zoom Admin 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 Admin API.

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

About Zoom Admin#

Video conferencing (includes account-level scopes) for Zoom Admins.

Action#

Add Note on Pipedrive

Description:Adds a new note. For info on [adding an note in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Notes#addNote)

Version:0.0.5

Key:pipedrive-add-note

View on GitHub

Pipedrive Overview#

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-add-note",
  name: "Add Note",
  description: "Adds a new note. For info on [adding an note in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Notes#addNote)",
  version: "0.0.5",
  type: "action",
  props: {
    pipedriveApp,
    content: {
      type: "string",
      label: "Content",
      description: "The content of the note in HTML format. Subject to sanitization on the back-end.",
    },
    leadId: {
      propDefinition: [
        pipedriveApp,
        "leadId",
      ],
      description: "The ID of the lead the note will be attached to. This property is required unless one of (deal_id/person_id/org_id) is specified.",
    },
    dealId: {
      propDefinition: [
        pipedriveApp,
        "dealId",
      ],
      description: "The ID of the deal the note will be attached to. This property is required unless one of (lead_id/person_id/org_id) is specified.",
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
      description: "The ID of the person this note will be attached to. This property is required unless one of (deal_id/lead_id/org_id) is specified.",
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "The ID of the organization this note will be attached to. This property is required unless one of (deal_id/lead_id/person_id) is specified.",
    },
    userId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
      description: "The ID of the user who will be marked as the author of the note. Only an admin can change the author.",
    },
    addTime: {
      propDefinition: [
        pipedriveApp,
        "addTime",
      ],
    },
    pinnedToDealFlag: {
      type: "boolean",
      label: "Pinned To Deal Flag",
      description: "If set, the results are filtered by note to deal pinning state (deal_id is also required)",
      default: false,
      optional: true,
    },
    pinnedToLeadFlag: {
      type: "boolean",
      label: "Pinned To Lead Flag",
      description: "If set, the results are filtered by note to lead pinning state (lead_id is also required)",
      default: false,
      optional: true,
    },
    pinnedToOrgFlag: {
      type: "boolean",
      label: "Pinned To Organization Flag",
      description: "If set, the results are filtered by note to organization pinning state (org_id is also required)",
      default: false,
      optional: true,
    },
    pinnedToPersonFlag: {
      type: "boolean",
      label: "Pinned To Person Flag",
      description: "If set, the results are filtered by note to person pinning state (person_id is also required)",
      default: false,
      optional: true,
    },
  },
  async run({ $ }) {
    try {
      const resp =
        await this.pipedriveApp.addNote({
          content: this.content,
          lead_id: this.leadId,
          deal_id: this.dealId,
          person_id: this.personId,
          org_id: this.organizationId,
          user_id: this.userId,
          add_time: this.addTime,
          pinned_to_lead_flag: this.pinnedToLeadFlag,
          pinned_to_deal_flag: this.pinnedToDealFlag,
          pinned_to_organization_flag: this.pinnedToOrgFlag,
          pinned_to_person_flag: this.pinnedToPersonFlag,
        });

      $.export("$summary", "Successfully added note");

      return resp;
    } catch ({ error }) {
      throw new ConfigurationError(error);
    }
  },
};

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
Pipedrive	`pipedriveApp`	`app`	This component uses the Pipedrive app.
Content	`content`	`string`	The content of the note in HTML format. Subject to sanitization on the back-end.
Lead ID	`leadId`	`string`	Select a value from the drop down menu.
Deal ID	`dealId`	`string`	Select a value from the drop down menu.
Person ID	`personId`	`integer`	Select a value from the drop down menu.
Organization ID	`organizationId`	`integer`	Select a value from the drop down menu.
User ID	`userId`	`integer`	Select a value from the drop down menu.
Add Time	`addTime`	`string`	The creation date and time of the deal. Requires admin user API token. Format: `YYYY-MM-DDTHH:MM:SSZ`
Pinned To Deal Flag	`pinnedToDealFlag`	`boolean`	If set, the results are filtered by note to deal pinning state (deal_id is also required)
Pinned To Lead Flag	`pinnedToLeadFlag`	`boolean`	If set, the results are filtered by note to lead pinning state (lead_id is also required)
Pinned To Organization Flag	`pinnedToOrgFlag`	`boolean`	If set, the results are filtered by note to organization pinning state (org_id is also required)
Pinned To Person Flag	`pinnedToPersonFlag`	`boolean`	If set, the results are filtered by note to person pinning state (person_id is also required)

Action Authentication#

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

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

Add Note with Pipedrive API on Account Created from Zoom Admin API

Pipedream makes it easy to connect APIs for Pipedrive, Zoom Admin and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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