Create Or Update Prospect with PersistIQ API on Meeting Created (Instant) from Zoom API

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Meeting Created (Instant) from the Zoom API

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Create Or Update Prospect with the PersistIQ API

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Getting Started#

This integration creates a workflow with a Zoom trigger and PersistIQ 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 Or Update Prospect action
1. Connect your PersistIQ account
2. Configure Email
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Address
6. Optional- Configure City
7. Optional- Configure State
8. Optional- Configure Company Name
9. Optional- Configure Industry
10. Optional- Configure Title
11. Optional- Configure Phone
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 Or Update Prospect on PersistIQ

Description:Creates a prospect. Updates if there is already a prospect with the given `email`. [See docs here](https://apidocs.persistiq.com/#create-leads)

Version:0.0.1

Key:persistiq-create-or-update-prospect

View on GitHub

PersistIQ Overview#

PersistIQ is a sales automation platform that streamlines outbound sales processes with personalized email campaigns and task management. By leveraging the PersistIQ API on Pipedream, you can craft intricate automation workflows that enhance lead management, align sales communications, and improve team productivity. This API interaction enables real-time synchronization of lead data, automated campaign actions, and analytics integration, fostering a seamless sales operation.

Action Code#

import { defineAction } from "@pipedream/types";
import app from "../../app/persistiq.app.mjs";
export default defineAction({
    key: "persistiq-create-or-update-prospect",
    version: "0.0.1",
    name: "Create Or Update Prospect",
    description: "Creates a prospect. Updates if there is already a prospect with the given `email`. [See docs here](https://apidocs.persistiq.com/#create-leads)",
    type: "action",
    props: {
        app,
        email: {
            type: "string",
            label: "Email",
            description: "Email",
        },
        firstName: {
            type: "string",
            label: "First Name",
            description: "First name",
            optional: true,
        },
        lastName: {
            type: "string",
            label: "Last Name",
            description: "Last name",
            optional: true,
        },
        address: {
            type: "string",
            label: "Address",
            description: "Address",
            optional: true,
        },
        city: {
            type: "string",
            label: "City",
            description: "City",
            optional: true,
        },
        state: {
            type: "string",
            label: "State",
            description: "State",
            optional: true,
        },
        companyName: {
            type: "string",
            label: "Company Name",
            description: "Company name",
            optional: true,
        },
        industry: {
            type: "string",
            label: "Industry",
            description: "Industry",
            optional: true,
        },
        title: {
            type: "string",
            label: "Title",
            description: "Title",
            optional: true,
        },
        phone: {
            type: "string",
            label: "Phone",
            description: "Phone",
            optional: true,
        },
    },
    async run({ $ }) {
        const response = await this.app.createLead({
            $,
            data: {
                dup: "update",
                email: this.email,
                first_name: this.firstName,
                last_name: this.lastName,
                address: this.address,
                city: this.city,
                state: this.state,
                company_name: this.companyName,
                industry: this.industry,
                title: this.title,
                phone: this.phone,
            },
        });
        $.export("$summary", `Successfully created a prospect (ID: ${response?.lead?.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
PersistIQ	`app`	`app`	This component uses the PersistIQ app.
Email	`email`	`string`	Email
First Name	`firstName`	`string`	First name
Last Name	`lastName`	`string`	Last name
Address	`address`	`string`	Address
City	`city`	`string`	City
State	`state`	`string`	State
Company Name	`companyName`	`string`	Company name
Industry	`industry`	`string`	Industry
Title	`title`	`string`	Title
Phone	`phone`	`string`	Phone

Action Authentication#

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

To retrieve your API key,

Navigate to your PersistIQ account and sign in
Go to “Integrations” on the bottom left menu

Create Or Update Prospect with PersistIQ API on Meeting Created (Instant) from Zoom API

Pipedream makes it easy to connect APIs for PersistIQ, 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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