Create Lead with ClinchPad API on Meeting Created (Instant) from Zoom API

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Trigger workflow on

Meeting Created (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.

Select this integration
Configure the Meeting Created (Instant) trigger
1. Connect your Zoom account
2. Configure apphook
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
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 Created (Instant) on Zoom

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

Version:0.1.3

Key:zoom-meeting-created

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-created",
  name: "Meeting Created (Instant)",
  description: "Emit new event each time a meeting is created where you're the host",
  version: "0.1.3",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    // eslint-disable-next-line pipedream/props-label, pipedream/props-description
    apphook: {
      type: "$.interface.apphook",
      appProp: "app",
      eventNames() {
        return [
          constants.CUSTOM_EVENT_TYPES.MEETING_CREATED_BY_ME,
          constants.CUSTOM_EVENT_TYPES.MEETING_CREATED_FOR_ME,
        ];
      },
    },
  },
  hooks: {
    async deploy() {
      const { meetings } = await this.app.listMeetings({
        params: {
          page_size: 25,
        },
      });
      if (!meetings || meetings.length === 0) {
        return;
      }
      const objects = this.sortByDate(meetings, "created_at");
      for (const object of objects) {
        this.emitEvent({
          object,
        }, object);
      }
    },
  },
  methods: {
    ...common.methods,
    emitEvent(payload, object) {
      const meta = this.generateMeta(object);
      this.$emit({
        event: "meeting.created",
        payload,
      }, meta);
    },
    generateMeta(object) {
      return {
        id: object.uuid,
        summary: `Meeting ${object.topic} created`,
        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 Lead on ClinchPad

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

View on GitHub

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.

Label	Prop	Type	Description
ClinchPad	`clinchpad`	`app`	This component uses the ClinchPad app.
Name	`name`	`string`	Name of the lead
Pipeline ID	`pipelineId`	`string`	Select a value from the drop down menu.
User ID	`userId`	`string`	Select a value from the drop down menu.
Size	`size`	`integer`	Value of the lead (numeric only). E.g. `1500`

Create Lead with ClinchPad API on Meeting Created (Instant) from Zoom API

Pipedream makes it easy to connect APIs for ClinchPad, 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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