Connect thousands of web apps with Idiligo, by using Zapier. In Zapier you create Zaps, where a trigger in one app (e.g. the completion of a new online form), automatically leads to an action. In this case the action is the automatic start of an online meeting, and the online meeting is enriched with the data from the trigger. See Zapier for all available web apps.

To create a Zap with Idiligo do as follows:



  1. Sign in Zapier and start creating a Zap.


  2. Select the web app which you want to be your trigger.



  3. In this example we use Typeform and select a "New Entry". It's our goal that all new entries in Typeform should lead to an Idiligo online meeting.

     

  4. Select your Typeform account (and enter your credentials).



  5. Select the specific form (make sure you have created this beforehand).



  6. Continue to test the trigger. And make sure you have completed the form at least once. This data will appear in your test.



  7. Click continue to finish the trigger and select the action. Select “Code by Zapier” as Action App. And select “Run Phyton” as Action Event.




  8. Enter the input fields for the Idiligo online meeting.  
    1. Add the api key of the agent (see account settings in Idiligo). 
    2. Add the username of the agent, and the account credentials (see settings in Idiligo). 
    3. Match the fields in Typeform (right side) with the corresponding field names in the Idiligo script.



  9. Copy/paste the following code:

    import re, requests
    api_key = input_data.get("api key")
    username = input_data.get("username")
    password = input_data.get("password")
    cust_email = input_data.get("customer email")
    cust_first_name = input_data.get("customer first name")
    cust_last_name = input_data.get("customer last name")
    traject_code = input_data.get("traject code")
    
    company_name = input_data.get("company name")
    address = input_data.get("address")
    zip_code = input_data.get("zip code")
    city = input_data.get("city")
    country = input_data.get("country")
    phone_number = input_data.get("phone number")
    
    # Login
    login_url = "https://app.idiligo.com/InsideService20.asmx/Login?apikey={}&username={}&password={}".format(api_key, username, password)
    r = requests.get(login_url)
    token = re.findall(r'[a-z0-9]{15,25}|$', r.text)[0]
    print ("Token =",token)
    
    # Create a Meeting
    create_meeting_url = "https://app.idiligo.com/InsideService20.asmx/CreateCall?token={}&trajectCode={}".format(token, traject_code)
    r = requests.get(create_meeting_url)
    meeting_id = re.findall(r'\d{5,10}', r.text.replace("\n",""))[0]
    print ("Meeting Id =",meeting_id)
    
    # Create a contact
    create_contact_url = "https://app.idiligo.com/InsideService20.asmx/CreateContact?token={}&email={}&firstName={}&lastName={}".format(token, cust_email, cust_first_name, cust_last_name)
    r = requests.get(create_contact_url)
    contact_id = re.findall(r'\d{5,10}', r.text.replace("\n",""))[0]
    print ("Contact Id =",contact_id)
    
    # Join the contact to the meeting
    join_url = "https://app.idiligo.com/InsideService20.asmx/SetContact?token={}&callId={}&contactId={}".format(token, meeting_id, contact_id)
    r = requests.get(join_url)
    print ("Status Code =", r.status_code)
    
    # Get public Id
    public_url = "https://app.idiligo.com/InsideService20.asmx/GetPublicCallId?token={}&callId={}".format(token, meeting_id)
    r = requests.get(public_url)
    public_id = re.findall(r'[A-Z]{5}', r.text.replace("\n",""))[0]
    print ("Public Meeting Id =", public_id)
    
    # Send Data
    data_url = "https://app.idiligo.com/InsideService20.asmx/SetValues?token={}&PublicId={}&names=Company Name&values={}&names=Address&values={}&names=Zip Code&values={}&names=City&values={}&names=Country&values={}&names=Phone Number&values={}".format(token, public_id, company_name, address, zip_code, city, country, phone_number)
    r = requests.get(data_url)
    print (r.status_code)




  10. Test action and turn on ZAP.



  11. If you need any help with custom fields and integrations via Zapier feel free to contact info@idiligo.com for more info.