Create Contact with OnePageCRM API on Meeting Started (Instant) from Zoom API

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Meeting Started (Instant) from the Zoom API

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Create Contact with the OnePageCRM API

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Getting Started#

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

Select this integration
Configure the Meeting Started (Instant) trigger
1. Connect your Zoom account
2. Configure apphook
Configure the Create Contact action
1. Connect your OnePageCRM account
2. Optional- Select a Title
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Job Title
6. Optional- Configure Starred
7. Optional- Select a Company ID
8. Optional- Configure Company Name
9. Optional- Configure Tags
10. Optional- Select a Lead Source ID
11. Optional- Configure Background
12. Optional- Select a User ID
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 Started (Instant) on Zoom

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

Version:0.1.4

Key:zoom-meeting-started

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-started",
  name: "Meeting Started (Instant)",
  description: "Emit new event each time a meeting starts 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: "$.interface.apphook",
      appProp: "app",
      eventNames() {
        return [
          constants.CUSTOM_EVENT_TYPES.MEETING_STARTED,
        ];
      },
    },
  },
  hooks: {
    async deploy() {
      const { meetings } = await this.app.listMeetings({
        params: {
          page_size: 25,
          type: "previous_meetings",
        },
      });
      if (!meetings || meetings.length === 0) {
        return;
      }
      const objects = this.sortByDate(meetings, "start_time");
      for (const object of objects) {
        const startTime = Date.parse(object.start_time);
        if (startTime < Date.now()) {
          this.emitEvent({
            object,
            time_stamp: Date.now(),
          }, object);
        }
      }
    },
  },
  methods: {
    ...common.methods,
    emitEvent(payload, object) {
      const meta = this.generateMeta(object);
      this.$emit({
        event: constants.CUSTOM_EVENT_TYPES.MEETING_STARTED,
        payload,
      }, meta);
    },
    generateMeta(object) {
      return {
        id: object.uuid,
        summary: `Meeting ${object.topic} started`,
        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:

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 Contact on OnePageCRM

Description:Creates a new contact in OnePageCRM. [See the documentation](https://developer.onepagecrm.com/api/#/Contacts/post_contacts)

Version:0.0.1

Key:onepagecrm-create-contact

View on GitHub

OnePageCRM Overview#

The OnePageCRM API enables interaction with your OnePageCRM account, automating your contact and sales management. With it, you can create, update, and delete contacts, deals, and notes, or trigger actions based on sales activities. When combined with Pipedream's serverless platform, this API allows you to connect OnePageCRM with hundreds of other apps to streamline your sales process, enhance lead generation, and improve follow-ups.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { parseString } from "../../common/utils.mjs";
import onepagecrm from "../../onepagecrm.app.mjs";

export default {
  key: "onepagecrm-create-contact",
  name: "Create Contact",
  description: "Creates a new contact in OnePageCRM. [See the documentation](https://developer.onepagecrm.com/api/#/Contacts/post_contacts)",
  version: "0.0.1",
  type: "action",
  props: {
    onepagecrm,
    title: {
      type: "string",
      label: "Title",
      description: "The title of the contact.",
      options: [
        "Mr",
        "Mrs",
        "Ms",
      ],
      optional: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact.",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Job title of the contact.",
      optional: true,
    },
    starred: {
      type: "boolean",
      label: "Starred",
      description: "Is the contact starred?",
      optional: true,
    },
    companyId: {
      propDefinition: [
        onepagecrm,
        "companyId",
      ],
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Name of the company, to whom the contact belongs.",
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "A list of tags.",
      optional: true,
    },
    leadSourceId: {
      propDefinition: [
        onepagecrm,
        "leadSourceId",
      ],
      optional: true,
    },
    background: {
      type: "string",
      label: "Background",
      description: "Background infomation about the contact.",
      optional: true,
    },
    ownerId: {
      propDefinition: [
        onepagecrm,
        "userId",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.lastName && !this.companyName) {
      throw new ConfigurationError("You must provide at least the **Last Name** or **Company Name** field.");
    }
    if ((!this.companyId && !this.companyName) || (this.companyId && this.companyName)) {
      throw new ConfigurationError("You must provide whether the **Company Id** or **Company Name** field.");
    }

    let companyName = this.companyName;
    if (this.companyId && !companyName) {
      const { data: { company } } = await this.onepagecrm.getCompany({
        companyId: this.companyId,
      });
      companyName = company.name;
    }

    const data = {
      title: this.title,
      first_name: this.firstName,
      last_name: this.lastName,
      job_title: this.jobTitle,
      starred: this.starred,
      tags: parseString(this.tags),
      lead_source_id: this.leadSourceId,
      background: this.background,
      owner_id: this.ownerId,
      company_id: this.companyId,
      company_name: companyName,
    };

    const response = await this.onepagecrm.createContact({
      $,
      data,
    });
    $.export("$summary", `Successfully created contact with ID ${response.data?.contact?.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.

Label	Prop	Type	Description
OnePageCRM	`onepagecrm`	`app`	This component uses the OnePageCRM app.
Title	`title`	`string`	Select a value from the drop down menu:`MrMrsMs`
First Name	`firstName`	`string`	First name of the contact.
Last Name	`lastName`	`string`	Last name of the contact.
Job Title	`jobTitle`	`string`	Job title of the contact.
Starred	`starred`	`boolean`	Is the contact starred?
Company ID	`companyId`	`string`	Select a value from the drop down menu.
Company Name	`companyName`	`string`	Name of the company, to whom the contact belongs.
Tags	`tags`	`string[]`	A list of tags.
Lead Source ID	`leadSourceId`	`string`	Select a value from the drop down menu.
Background	`background`	`string`	Background infomation about the contact.
User ID	`ownerId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

To retrieve your User ID and API Key,

Navigate to your Onepage account and sign in
Click the User menu on the top right
Go to “Apps and Integrations” > “Utilities” > “API”
Open the “Configuration” tab

Create Contact with OnePageCRM API on Meeting Started (Instant) from Zoom API

Pipedream makes it easy to connect APIs for OnePageCRM, Zoom and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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