Create Customer with Retently API on Meeting Started (Instant) from Zoom API

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Meeting Started (Instant) from the Zoom API

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Create Customer with the Retently API

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Getting Started#

This integration creates a workflow with a Zoom trigger and Retently 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 Customer action
1. Connect your Retently account
2. Configure Email
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Company
6. Optional- Configure Tags
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 Customer on Retently

Description:Creates a new customer. [See the documentation](https://www.retently.com/api/#api-create-or-update-customers-post)

Version:0.0.1

Key:retently-create-customer

View on GitHub

Retently Overview#

The Retently API offers a robust set of features for gathering and leveraging customer feedback. With it, you can automate the collection of NPS scores, follow up on customer surveys, and integrate customer sentiment data into other business tools. Pipedream makes these interactions smooth by triggering workflows from Retently events or sending data back to Retently, enabling you to synchronize your customer feedback with the rest of your tech stack effortlessly.

Action Code#

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

export default {
  key: "retently-create-customer",
  name: "Create Customer",
  description: "Creates a new customer. [See the documentation](https://www.retently.com/api/#api-create-or-update-customers-post)",
  version: "0.0.1",
  type: "action",
  props: {
    retently,
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the new customer",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the new customer",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the new customer",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "Company of the new customer",
      optional: true,
    },
    tags: {
      propDefinition: [
        retently,
        "tags",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const { data } = await this.retently.createCustomer({
      data: {
        subscribers: [
          {
            email: this.email,
            first_name: this.firstName,
            last_name: this.lastName,
            company: this.company,
            tags: this.tags,
          },
        ],
      },
      $,
    });

    if (data[this.email].status === "failed" && data[this.email].reason === "exists") {
      throw new Error("Email address already exists.");
    }

    if (data[this.email].id) {
      $.export("$summary", `Successfully created customer with ID ${data[this.email].id}.`);
    }

    return data;
  },
};

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
Retently	`retently`	`app`	This component uses the Retently app.
Email	`email`	`string`	Email address of the new customer
First Name	`firstName`	`string`	First name of the new customer
Last Name	`lastName`	`string`	Last name of the new customer
Company	`company`	`string`	Company of the new customer
Tags	`tags`	`string[]`	Tags to add to the new customer

Create Customer with Retently API on Meeting Started (Instant) from Zoom API

Pipedream makes it easy to connect APIs for Retently, 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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