← noCRM.io + Zoom integrations

Create Meeting with Zoom API on New Lead Status Changed from noCRM.io API

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New Lead Status Changed from the noCRM.io API
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Create Meeting with the Zoom API
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Getting Started

This integration creates a workflow with a noCRM.io 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 Lead Status Changed trigger
    1. Connect your noCRM.io account
  3. Configure the Create Meeting action
    1. Connect your Zoom account
    2. Optional- Configure topic
    3. Optional- Configure type
    4. Optional- Configure start_time
    5. Optional- Configure duration
    6. Optional- Configure timezone
    7. Optional- Configure password
    8. Optional- Configure agenda
    9. Optional- Configure tracking_fields
    10. Optional- Configure recurrence
    11. Optional- Configure settings
  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 lead status is changed.
Version:0.0.2
Key:nocrm_io-new-lead-status-changed

noCRM.io Overview

NoCRM.io is a CRM platform that offers a powerful API that developers can use
to power custom applications and integrations. With it, you can build
applications to help organize customers, products, marketing campaigns, sales
processes, and much more.

Here are some examples of what you can create with the NoCRM.io API:

  • Create customer profiles with contact information, notes, and rich media
    attachments
  • Integrate with existing applications like marketing automation, customer
    service platforms, and eCommerce stores
  • Automate sales processes with customizable workflows
  • Create powerful dashboards that visualize customer data in real-time
  • Develop custom reports and analytics to monitor sales performance
  • Track customer activity with real-time notifications
  • Set up notifications for when important business milestones are met
  • Create lead qualification rules based on specific criteria

Trigger Code

import common from "../common/common.mjs";

export default {
  ...common,
  name: "New Lead Status Changed",
  version: "0.0.2",
  key: "nocrm_io-new-lead-status-changed",
  description: "Emit new event when a lead status is changed.",
  type: "source",
  methods: {
    ...common.methods,
    getWebhookEventType() {
      return "lead.status.changed";
    },
    emitEvent(body) {
      const data = body?.webhook_event?.data ?? body;

      this.$emit(data, {
        id: `${data.id}-${data.status}-${data.created_at}`,
        summary: `New lead status changed with id ${data.id} and status ${data.status}`,
        ts: Date.parse(data.created_at),
      });
    },
    async deploy() {
      const leads = await this.nocrm_io.getLeads({
        params: {
          limit: 10,
        },
      });

      if (leads) {
        leads.forEach(this.emitEvent);
      }
    },
  },
};

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
noCRM.ionocrm_ioappThis component uses the noCRM.io app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.

Trigger Authentication

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

Your noCRM.io API key is in your Profile > Admin Panel page, below the API section inside the Integrations card.

If your Nocrm.io URL is https://1234.nocrm.io.com/, your subdomain is 1234.

About noCRM.io

Lead Management Software

Action

Description:Creates a meeting for a user. A maximum of 100 meetings can be created for a user in a day.
Version:0.1.1
Key:zoom-create-meeting

Zoom Overview

Connecting Zoom to any app using Pipedream

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).

Getting Started

  1. First, sign up for Pipedream at https://pipedream.com.
  2. Visit https://pipedream.com/accounts.
  3. Click the button labeled Click Here to Connect an App.
  4. Search for "Zoom" and select either Zoom or Zoom Admin (see the differences below):

This will open up a new window prompting you to authorize Pipedream's access to your Zoom account. Once you authorize access, you should see your Zoom account listed among your apps.

  1. Create a new workflow, add a new step, search for "Zoom" or "Zoom Admin". Once you've selected either app, you can choose to either "Run Node.js code" or select one of the prebuilt actions for performing common API operations.
  2. At this stage, you'll be asked to link the Zoom account you connected above, authorizing the request to the Zoom API with your credentials:
Connect Zoom Account

Zoom vs Zoom Admin app

Zoom users can be classified into two groups: non-admins and admins. Admins have account-level permissions that users do not, and Zoom has corresponding admin-level scopes that aren't relevant for normal users. Therefore, Pipedream exposes two apps — Zoom and Zoom Admin — to serve the two groups.

In the Zoom Marketplace, these apps are named Pipedream, and Pipedream for Zoom Admins, respectively.

Non-admins have permissions to manage standard Zoom resources in their account: meetings, webinars, recordings, and more. If you're a non-admin, you'll want to use the Zoom app.

Zoom admins have permissions to manage account-level resources, like users and reports. They can also manage webinars and meetings across their organization. If you're an admin and need to manage these resources via API, you'll want to use the Zoom Admin app.

The Zoom API docs on permissions provide detailed information on these permissions and their associated OAuth scopes.

Action Code

// legacy_hash_id: a_l0i2Mn
import { axios } from "@pipedream/platform";

export default {
  key: "zoom-create-meeting",
  name: "Create Meeting",
  description: "Creates a meeting for a user. A maximum of 100 meetings can be created for a user in a day.",
  version: "0.1.1",
  type: "action",
  props: {
    zoom: {
      type: "app",
      app: "zoom",
    },
    topic: {
      type: "string",
      description: "Meeting topic",
      optional: true,
    },
    type: {
      type: "integer",
      description: "Meeting type:\n1 - Instant meeting.\n2 - Scheduled meeting.\n3 - Recurring meeting with no fixed time.\n8 - Recurring meeting with fixed time.",
      optional: true,
    },
    start_time: {
      type: "string",
      description: "Meeting start time. We support two formats for start_time - local time and GMT.\nTo set time as GMT the format should be yyyy-MM-ddTHH:mm:ssZ.\nTo set time using a specific timezone, use yyyy-MM-ddTHH:mm:ss format and specify the timezone ID in the timezone field OR leave it blank and the timezone set on your Zoom account will be used. You can also set the time as UTC as the timezone field.\nThe start_time should only be used for scheduled and / or recurring webinars with fixed time.",
      optional: true,
    },
    duration: {
      type: "integer",
      description: "Meeting duration (minutes). Used for scheduled meetings only.",
      optional: true,
    },
    timezone: {
      type: "string",
      description: "Time zone to format start_time. For example, “America/Los_Angeles”. For scheduled meetings only. Please reference our time [zone list](https://marketplace.zoom.us/docs/api-reference/other-references/abbreviation-lists#timezones) for supported time zones and their formats.",
      optional: true,
    },
    password: {
      type: "string",
      description: "Password to join the meeting. Password may only contain the following characters: [a-z A-Z 0-9 @ - _ *]. Max of 10 characters.",
      optional: true,
    },
    agenda: {
      type: "string",
      description: "Meeting description.",
      optional: true,
    },
    tracking_fields: {
      type: "any",
      description: "Tracking fields.",
      optional: true,
    },
    recurrence: {
      type: "object",
      description: "Recurrence object",
      optional: true,
    },
    settings: {
      type: "string",
      description: "Meeting settings.",
      optional: true,
    },
  },
  async run({ $ }) {
  //See the API docs here: https://marketplace.zoom.us/docs/api-reference/zoom-api/meetings/meetingcreate
    const config = {
      method: "post",
      url: "https://api.zoom.us/v2/users/me/meetings",
      data: {
        topic: this.topic,
        type: this.type,
        start_time: this.start_time,
        duration: this.duration,
        timezone: this.timezone,
        password: this.password,
        agenda: this.agenda,
        tracking_fields: typeof this.tracking_fields == "undefined"
          ? this.tracking_fields
          : JSON.parse(this.tracking_fields),
        recurrence: typeof this.recurrence == "undefined"
          ? this.recurrence
          : JSON.parse(this.recurrence),
        settings: typeof this.settings == "undefined"
          ? this.settings
          : JSON.parse(this.settings),
      },
      headers: {
        "Authorization": `Bearer ${this.zoom.$auth.oauth_access_token}`,
        "Content-Type": "application/json",
      },
    };
    return await axios($, config);
  },
};

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
ZoomzoomappThis component uses the Zoom app.
topictopicstring

Meeting topic

typetypeinteger

Meeting type:
1 - Instant meeting.
2 - Scheduled meeting.
3 - Recurring meeting with no fixed time.
8 - Recurring meeting with fixed time.

start_timestart_timestring

Meeting start time. We support two formats for start_time - local time and GMT.
To set time as GMT the format should be yyyy-MM-ddTHH:mm:ssZ.
To set time using a specific timezone, use yyyy-MM-ddTHH:mm:ss format and specify the timezone ID in the timezone field OR leave it blank and the timezone set on your Zoom account will be used. You can also set the time as UTC as the timezone field.
The start_time should only be used for scheduled and / or recurring webinars with fixed time.

durationdurationinteger

Meeting duration (minutes). Used for scheduled meetings only.

timezonetimezonestring

Time zone to format start_time. For example, “America/Los_Angeles”. For scheduled meetings only. Please reference our time zone list for supported time zones and their formats.

passwordpasswordstring

Password to join the meeting. Password may only contain the following characters: [a-z A-Z 0-9 @ - _ *]. Max of 10 characters.

agendaagendastring

Meeting description.

tracking_fieldstracking_fieldsany

Tracking fields.

recurrencerecurrenceobject

Recurrence object

settingssettingsstring

Meeting settings.

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:

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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