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← Zoom + Salesforce integrations

SOSL Search (Object Search) with Salesforce API on Custom Events (Instant) from Zoom API

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Custom Events (Instant) from the Zoom API
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SOSL Search (Object Search) with the Salesforce API
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Getting Started

This integration creates a workflow with a Zoom trigger and Salesforce 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 SOSL Search (Object Search) action
    1. Connect your Salesforce account
    2. Configure docsInfo
    3. Configure exampleInfo
    4. Configure SOSL Query
  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

Custom Events (Instant) on Zoom
Description:Emit new events tied to your Zoom user or resources you own
Version:0.1.4
Key:zoom-custom-event

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-custom-event", name: "Custom Events (Instant)", description: "Emit new events tied to your Zoom user or resources you own", version: "0.1.4", 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

SOSL Search (Object Search) on Salesforce
Description:Executes a [Salesforce Object Search Language (SOSL)](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_sosl_examples.htm) text-based search query.
Version:0.2.11
Key:salesforce_rest_api-sosl-search

Salesforce Overview

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Action Code

import salesforce from "../../salesforce_rest_api.app.mjs"; const docsLink = "https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_sosl_examples.htm"; export const docsInfo = { type: "alert", alertType: "info", content: "You can find helpful information on SOQL and SOSL in [the Salesforce documentation](https://developer.salesforce.com/docs/atlas.en-us.soql_sosl.meta/soql_sosl/sforce_api_calls_soql_sosl_intro.htm).", }; export default { key: "salesforce_rest_api-sosl-search", name: "SOSL Search (Object Search)", description: `Executes a [Salesforce Object Search Language (SOSL)](${docsLink}) text-based search query.`, version: "0.2.11", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: true, }, type: "action", props: { salesforce, docsInfo, exampleInfo: { type: "alert", alertType: "info", content: "Example search: `FIND {Joe Smith} IN Name Fields RETURNING lead(name, phone)`", }, search: { type: "string", label: "SOSL Query", description: `A SOSL search query. [See the documentation](${docsLink}) for examples and more information.`, }, }, async run({ $ }) { const response = await this.salesforce.search({ $, search: this.search, }); $.export("$summary", `Successfully returned ${response.searchRecords?.length} results for SOSL search`); 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
SalesforcesalesforceappThis component uses the Salesforce app.
SOSL Querysearchstring

A SOSL search query. See the documentation for examples and more information.

Action Authentication

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

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

About Salesforce

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

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