← GoCardless Bank Account Data (formerly Nordigen) + Zoom integrations

Add Webinar Registrant with Zoom API on New Transaction from GoCardless Bank Account Data (formerly Nordigen) API

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New Transaction from the GoCardless Bank Account Data (formerly Nordigen) API
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Add Webinar Registrant with the Zoom API
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Getting Started

This integration creates a workflow with a GoCardless Bank Account Data (formerly Nordigen) 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 Transaction trigger
    1. Connect your GoCardless Bank Account Data (formerly Nordigen) account
    2. Configure Timer
    3. Select a Requisition Id
    4. Select a AccountId
  3. Configure the Add Webinar Registrant action
    1. Connect your Zoom account
    2. Select a Webinar
    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 event when a transaction occurs
Version:1.0.0
Key:nordigen-new-transaction

GoCardless Bank Account Data (formerly Nordigen) Overview

The GoCardless Bank Account Data API furnishes you with the ability to access enriched banking data, enabling the creation of financial insights and streamlining customer verification processes. By integrating this API with Pipedream, you can automate various tasks involving bank account transactions and customer data analysis. For instance, you might set up workflows to monitor transactions for accounting purposes, verify customer account details for KYC compliance, or aggregate financial data to provide personalized financial advice.

Trigger Code

import nordigen from "../../nordigen.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "nordigen-new-transaction",
  name: "New Transaction",
  description: "Emit new event when a transaction occurs",
  version: "1.0.0",
  type: "source",
  dedupe: "unique",
  props: {
    db: "$.service.db",
    nordigen,
    timer: {
      type: "$.interface.timer",
      label: "Timer",
      description: "When should the source check for a new event",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    requisitionId: {
      propDefinition: [
        nordigen,
        "requisitionId",
      ],
    },
    accountId: {
      propDefinition: [
        nordigen,
        "accountId",
        (c) => ({
          requisitionId: c.requisitionId,
        }),
      ],
    },
  },
  methods: {
    _getLastTransactionDate() {
      return this.db.get("lastTransactionDate");
    },
    _setLastTransactionDate(lastTransactionDate) {
      this.db.set("lastTransactionDate", lastTransactionDate);
    },
  },
  async run() {
    let lastTransactionDate = this._getLastTransactionDate();
    const args = lastTransactionDate
      ? {
        params: {
          date_from: lastTransactionDate,
        },
      }
      : {};
    const transactions = await this.nordigen.listTransactions(this.accountId, args);

    transactions.forEach((transaction) => {
      if (!lastTransactionDate
        || Date.parse(transaction.bookingDate) > Date.parse(lastTransactionDate)) {
        lastTransactionDate = transaction.bookingDate;
      }
      this.$emit(transaction, {
        summary: `${transaction.transactionAmount.amount} ${transaction.transactionAmount.currency} - ${transaction.valueDate}`,
        id: transaction.transactionId,
        ts: new Date(),
      });
    });

    this._setLastTransactionDate(lastTransactionDate);
  },
};

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
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
GoCardless Bank Account Data (formerly Nordigen)nordigenappThis component uses the GoCardless Bank Account Data (formerly Nordigen) app.
Timertimer$.interface.timer

When should the source check for a new event

Requisition IdrequisitionIdstringSelect a value from the drop down menu.
AccountIdaccountIdstringSelect a value from the drop down menu.

Trigger Authentication

GoCardless Bank Account Data (formerly Nordigen) uses OAuth authentication. When you connect your GoCardless Bank Account Data (formerly Nordigen) account, Pipedream will open a popup window where you can sign into GoCardless Bank Account Data (formerly Nordigen) and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any GoCardless Bank Account Data (formerly Nordigen) API.

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

About GoCardless Bank Account Data (formerly Nordigen)

The Nordigen product has now been relaunched as GoCardless Bank Account Data.

Action

Description:Registers a participant for a webinar. [See the docs here](https://marketplace.zoom.us/docs/api-reference/zoom-api/webinars/webinarregistrantcreate).
Version:0.3.0
Key:zoom-add-webinar-registrant

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).

Action Code

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

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

    const response = await this.addWebinarRegistrant({
      step,
      webinarId,
      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("$summary", `Successfully added registrant to webinar with ID \`${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.
WebinarwebinarIdstringSelect 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:

zoom_events_basic:read

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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