← Agile CRM + Zoom integrations

Create User with Zoom API on New Contact from Agile CRM API

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Trigger workflow on
New Contact from the Agile CRM API
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Create User with the Zoom API
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Getting Started

This integration creates a workflow with a Agile CRM 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 Contact trigger
    1. Connect your Agile CRM account
    2. Configure timer
    3. Optional- Configure Max API Requests per Execution
  3. Configure the Create User action
    1. Connect your Zoom account
    2. Select a action
    3. Configure user_info
  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 new contact is created
Version:0.0.4
Key:agile_crm-new-contact

Agile CRM Overview

Agile CRM provides an API that lets developers build a wide range of
applications and integrations with the Agile CRM platform. Here are some
examples of what you can build using the Agile CRM API:

  • A custom application or integration with your existing systems
  • A contact management system
  • A lead management system
  • A sales CRM
  • A marketing automation tool
  • An appointment scheduling system
  • A live chat system

Trigger Code

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

export default {
  ...common,
  key: "agile_crm-new-contact",
  name: "New Contact",
  description: "Emit new event when a new contact is created",
  version: "0.0.4",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.agileCrm.listContacts.bind(this);
    },
    generateMeta(contact) {
      const firstName = (contact.properties.find((prop) => prop.name === "first_name"))?.value || contact.id;
      const lastName = (contact.properties.find((prop) => prop.name === "last_name"))?.value || "";
      return {
        id: contact.id,
        summary: `${firstName} ${lastName}`,
        ts: contact.created_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.
LabelPropTypeDescription
Agile CRMagileCrmappThis component uses the Agile CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Max API Requests per ExecutionmaxRequestsinteger

The maximum number of API requests to make per execution (e.g., multiple requests are required to retrieve paginated results).

Trigger Authentication

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

  • You may access the API Key from Admin Settings -> API & Analytics -> API Key.
  • Your username is the email address you use to log into Agile CRM.
  • If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

About Agile CRM

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

Action

Description:Creates a new user in your account.
Version:0.2.1
Key:zoom-create-user

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_poikQ1
import { axios } from "@pipedream/platform";

export default {
  key: "zoom-create-user",
  name: "Create User",
  description: "Creates a new user in your account.",
  version: "0.2.1",
  type: "action",
  props: {
    zoom: {
      type: "app",
      app: "zoom",
    },
    action: {
      type: "string",
      description: "Specify how to create the new user: <br>`create` - User will get an email sent from Zoom. There is a confirmation link in this email. The user will then need to use the link to activate their Zoom account. The user can then set or change their password.<br>`autoCreate` - This action is provided for the enterprise customer who has a managed domain. This feature is disabled by default because of the security risk involved in creating a user who does not belong to your domain.<br>`custCreate` - Users created via this option do not have passwords and will not have the ability to log into the Zoom Web Portal or the Zoom Client. To use this option, you must contact the ISV Platform Sales team at isv@zoom.us.<br>`ssoCreate` - This action is provided for the enabled “Pre-provisioning SSO User” option. A user created in this way has no password. If not a basic user, a personal vanity URL using the user name (no domain) of the provisioning email will be generated. If the user name or PMI is invalid or occupied, it will use a random number or random personal vanity URL.",
      options: [
        "create",
        "autoCreate",
        "custCreate",
        "ssoCreate",
      ],
    },
    user_info: {
      type: "object",
      description: "Object with the user information. It has the following properties:\nemail: User email address\ntype: User type:<br>`1` - Basic.<br>`2` - Licensed.<br>`3` - On-prem.\nfirst_name: User's first name: cannot contain more than 5 Chinese words.\nlast_name: User's last name: cannot contain more than 5 Chinese words.\npassword: User password. Only used for the \\\"autoCreate\\\" function. The password has to have a minimum of 8 characters and maximum of 32 characters. It must have at least one letter (a, b, c..), at least one number (1, 2, 3...) and include both uppercase and lowercase letters. It should not contain only one identical character repeatedly ('11111111' or 'aaaaaaaa') and it cannot contain consecutive characters ('12345678' or 'abcdefgh').",
    },
  },
  async run({ $ }) {
  //See the API docs here: https://marketplace.zoom.us/docs/api-reference/zoom-api/users/usercreate
    const config = {
      method: "post",
      url: "https://api.zoom.us/v2/users",
      data: {
        action: this.action,
        user_info: typeof this.user_info == "undefined"
          ? this.user_info
          : JSON.parse(this.user_info),
      },
      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.
actionactionstringSelect a value from the drop down menu:createautoCreatecustCreatessoCreate
user_infouser_infoobject

Object with the user information. It has the following properties:
email: User email address
type: User type:
1 - Basic.
2 - Licensed.
3 - On-prem.
first_name: User's first name: cannot contain more than 5 Chinese words.
last_name: User's last name: cannot contain more than 5 Chinese words.
password: User password. Only used for the "autoCreate" function. The password has to have a minimum of 8 characters and maximum of 32 characters. It must have at least one letter (a, b, c..), at least one number (1, 2, 3...) and include both uppercase and lowercase letters. It should not contain only one identical character repeatedly ('11111111' or 'aaaaaaaa') and it cannot contain consecutive characters ('12345678' or 'abcdefgh').

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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