← Zoom + QuickBooks integrations

Create Payment with QuickBooks API on Custom Events (Instant) from Zoom API

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Custom Events (Instant) from the Zoom API
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Create Payment with the QuickBooks API
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Getting Started

This integration creates a workflow with a Zoom trigger and QuickBooks 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 Payment action
    1. Connect your QuickBooks account
    2. Configure Total Amount
    3. Configure Customer Reference Value
    4. Optional- Configure Customer Reference Name
    5. Optional- Configure Currency Reference Value
    6. Optional- Configure Currency Reference Name
  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:0.1.0
Key:zoom-custom-event

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.

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: "0.1.0",
  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:

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 payment. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/payment#create-a-payment)
Version:0.0.2
Key:quickbooks-create-payment

QuickBooks Overview

The Quickbooks API is an incredibly powerful tool for businesses of all kinds
that need help managing their finances. With Quickbooks, businesses can easily
process payments, keep track of billing, create invoices and so much more.
Through the Quickbooks API, businesses can customize the platform to fit their
individual needs and create custom, automated transactions that can streamline
processes. Here are a few examples of what you can build using the Quickbooks
API:

  • Automated payment processing
  • Customer invoices
  • Customized billing cycles
  • Automated expense tracking
  • Client account monitoring
  • Financial analytics and insights
  • Automated reminders
  • Transaction histories and insights
  • Global payment processing
  • Accounting integration
  • Sales tax calculation and compliance

Action Code

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

export default {
  key: "quickbooks-create-payment",
  name: "Create Payment",
  description: "Creates a payment. [See docs here](https://developer.intuit.com/app/developer/qbo/docs/api/accounting/all-entities/payment#create-a-payment)",
  version: "0.0.2",
  type: "action",
  props: {
    quickbooks,
    totalAmount: {
      label: "Total Amount",
      description: "Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. E.g. 25.0",
      type: "string",
    },
    customerRefValue: {
      label: "Customer Reference Value",
      description: "Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use `Customer.Id` from that object for `CustomerRef.value`.",
      type: "string",
    },
    customerRefName: {
      propDefinition: [
        quickbooks,
        "customerRefName",
      ],
    },
    currencyRefValue: {
      propDefinition: [
        quickbooks,
        "currencyRefValue",
      ],
    },
    currencyRefName: {
      propDefinition: [
        quickbooks,
        "currencyRefName",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.quickbooks.createPayment({
      $,
      data: {
        TotalAmt: this.totalAmount,
        CustomerRef: {
          value: this.customerRefValue,
          name: this.customerRefName,
        },
        CurrencyRef: {
          value: this.currencyRefValue,
          name: this.currencyRefName,
        },
      },
    });

    if (response) {
      $.export("summary", `Successfully created payment with id ${response.Payment.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
QuickBooksquickbooksappThis component uses the QuickBooks app.
Total AmounttotalAmountstring

Indicates the total amount of the transaction. This includes the total of all the charges, allowances, and taxes. E.g. 25.0

Customer Reference ValuecustomerRefValuestring

Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.Id from that object for CustomerRef.value.

Customer Reference NamecustomerRefNamestring

Reference to a customer or job. Query the Customer name list resource to determine the appropriate Customer object for this reference. Use Customer.DisplayName from that object for CustomerRef.name.

Currency Reference ValuecurrencyRefValuestring

A three letter string representing the ISO 4217 code for the currency. For example, USD, AUD, EUR, and so on. This must be defined if multicurrency is enabled for the company.
Multicurrency is enabled for the company if Preferences.MultiCurrencyEnabled is set to true. Read more about multicurrency support here. Required if multicurrency is enabled for the company.

Currency Reference NamecurrencyRefNamestring

The full name of the currency.

Action Authentication

QuickBooks uses OAuth authentication. When you connect your QuickBooks account, Pipedream will open a popup window where you can sign into QuickBooks and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any QuickBooks API.

Pipedream requests the following authorization scopes when you connect your account:

com.intuit.quickbooks.accounting

About QuickBooks

QuickBooks Online is designed to help you manage your business finances with ease.

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