← Zoom + ClinchPad integrations

Create Lead with ClinchPad API on Custom Events (Instant) from Zoom API

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Custom Events (Instant) from the Zoom API
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Create Lead with the ClinchPad API
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Getting Started

This integration creates a workflow with a Zoom trigger and ClinchPad 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 Custom Events (Instant) trigger
    1. Connect your Zoom account
    2. Select one or more Zoom Events
    3. Configure apphook
  3. Configure the Create Lead action
    1. Connect your ClinchPad account
    2. Configure Name
    3. Select a Pipeline ID
    4. Optional- Select a User ID
    5. Optional- Configure Size
  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 events tied to your Zoom user or resources you own
Version:0.1.2
Key:zoom-custom-event

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-custom-event",
  name: "Custom Events (Instant)",
  description: "Emit new events tied to your Zoom user or resources you own",
  version: "0.1.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    eventNameOptions: {
      type: "string[]",
      label: "Zoom Events",
      description: "Select the events you want to listen for",
      options: Object.values(constants.CUSTOM_EVENT_TYPES),
    },
    // eslint-disable-next-line pipedream/props-label, pipedream/props-description
    apphook: {
      type: "$.interface.apphook",
      appProp: "app",
      eventNames() {
        return this.eventNameOptions;
      },
    },
  },
  async run(event) {
    this.$emit(event, {
      id: event.payload?.object?.id,
      summary: event.event,
      ts: Date.now(),
    });
  },
};

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
ZoomappappThis component uses the Zoom app.
Zoom EventseventNameOptionsstring[]Select a value from the drop down menu:meeting.alertmeeting.created.by_memeeting.created.for_memeeting.updatedmeeting.deleted.by_memeeting.deleted.for_memeeting.startedmeeting.endedmeeting.registration_createdmeeting.registration_approvedmeeting.registration_cancelledmeeting.registration_deniedmeeting.sharing_started.hostmeeting.sharing_started.participantmeeting.sharing_ended.hostmeeting.sharing_ended.participantmeeting.participant_jbh_joinedmeeting.participant_jbh_waitingmeeting.participant_joinedmeeting.participant_leftmeeting.participant_joined_waiting_roommeeting.participant_admittedmeeting.participant_put_in_waiting_roommeeting.participant_left_waiting_roomrecording.startedrecording.pausedrecording.resumedrecording.stoppedrecording.completedrecording.trashed.by_merecording.trashed.for_merecording.deleted.by_merecording.deleted.for_merecording.recovered.by_merecording.recovered.for_merecording.transcript_completedrecording.registration_createdrecording.registration_approvedrecording.registration_denieduser.updateduser.settings_updateduser.signed_inuser.signed_outwebinar.created.by_mewebinar.created.for_mewebinar.updatedwebinar.startedwebinar.endedwebinar.alertwebinar.sharing_started.hostwebinar.sharing_started.participantwebinar.sharing_endedwebinar.registration_createdwebinar.registration_approvedwebinar.registration_deniedwebinar.registration_cancelledwebinar.participant_joinedwebinar.participant_leftwebinar.deleted.by_mewebinar.deleted.for_me
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:

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.

Action

Description:Creates a lead. [See docs here (Go to `Create a lead`)](https://clinchpad.com/api/docs/leads)
Version:0.0.1
Key:clinchpad-create-lead

ClinchPad Overview

ClinchPad is a modern CRM tailored for small teams to manage sales pipelines with minimal fuss. The ClinchPad API integrates with Pipedream, allowing you to automate interactions with your sales pipeline. For instance, you can automatically create leads, update their status, track communications, or gather analytics for reporting purposes. Through Pipedream, you can connect ClinchPad with hundreds of other apps to streamline your sales process, maintain customer relations, and close deals faster.

Action Code

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

export default {
  name: "Create Lead",
  version: "0.0.1",
  key: "clinchpad-create-lead",
  description: "Creates a lead. [See docs here (Go to `Create a lead`)](https://clinchpad.com/api/docs/leads)",
  type: "action",
  props: {
    clinchpad,
    name: {
      label: "Name",
      description: "Name of the lead",
      type: "string",
    },
    pipelineId: {
      description: "The pipeline ID of the pipeline to which the lead is to be added",
      propDefinition: [
        clinchpad,
        "pipelineId",
      ],
    },
    userId: {
      description: "The user ID of the user you want to assign the lead to",
      propDefinition: [
        clinchpad,
        "userId",
      ],
      optional: true,
    },
    size: {
      label: "Size",
      description: "Value of the lead (numeric only). E.g. `1500`",
      type: "integer",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.clinchpad.createLead({
      $,
      data: {
        name: this.name,
        pipeline_id: this.pipelineId,
        user_id: this.userId,
        size: this.size,
      },
    });

    if (response) {
      $.export("$summary", `Successfully created lead 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
ClinchPadclinchpadappThis component uses the ClinchPad app.
Namenamestring

Name of the lead

Pipeline IDpipelineIdstringSelect a value from the drop down menu.
User IDuserIdstringSelect a value from the drop down menu.
Sizesizeinteger

Value of the lead (numeric only). E.g. 1500

Action Authentication

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

You authenticate to the ClinchPad API by providing your API keys in the request. You can get your API key from the Settings section of the ClinchPad web app.

About ClinchPad

ClinchPad is a deal focused CRM that enables you to close deals faster. It is a simple to use, web based application built for small teams who are looking to transition from a cluster of spreadsheets to a more organized way of tracking leads.

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