← Formaloo

Update Customer with Formaloo API

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Update Customer with the Formaloo API
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Getting Started

Create a workflow to Update Customer with the Formaloo API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Update Customer action
    1. Connect your Formaloo account
    2. Select a Customer Code
    3. Optional- Configure Full Name
    4. Optional- Configure First Name
    5. Optional- Configure Last Name
    6. Configure Username
    7. Configure Email
    8. Configure Phone Number
    9. Optional- Configure Number Of Tags
    10. Optional- Configure Score
    11. Optional- Select a Country
    12. Optional- Select a State
    13. Optional- Select a City
    14. Optional- Select a Language
    15. Optional- Configure Customer Data
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

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Update Customer with Formaloo API on New Submission (Instant) from Jotform API
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Update Customer with Formaloo API on New Custom Webhook Events from Stripe API
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Update Customer with Formaloo API on New Scheduled Tasks from Pipedream API
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

Update Customer on Formaloo
Description:Update a specific customer. [See the documentation](https://www.formaloo.com/en/developers/)
Version:0.0.1
Key:formaloo-update-customer

Code

import formaloo from "../../formaloo.app.mjs";
import { prepareData } from "../common/utils.mjs";

export default {
  key: "formaloo-update-customer",
  name: "Update Customer",
  version: "0.0.1",
  description: "Update a specific customer. [See the documentation](https://www.formaloo.com/en/developers/)",
  type: "action",
  props: {
    formaloo,
    customerId: {
      propDefinition: [
        formaloo,
        "customerId",
      ],
    },
    fullName: {
      propDefinition: [
        formaloo,
        "fullName",
      ],
      optional: true,
    },
    firstName: {
      propDefinition: [
        formaloo,
        "firstName",
      ],
      optional: true,
    },
    lastName: {
      propDefinition: [
        formaloo,
        "lastName",
      ],
      optional: true,
    },
    username: {
      propDefinition: [
        formaloo,
        "username",
      ],
    },
    email: {
      propDefinition: [
        formaloo,
        "email",
      ],
    },
    phoneNumber: {
      propDefinition: [
        formaloo,
        "phoneNumber",
      ],
    },
    numberOfTags: {
      propDefinition: [
        formaloo,
        "numberOfTags",
      ],
      optional: true,
      reloadProps: true,
    },
    score: {
      propDefinition: [
        formaloo,
        "score",
      ],
      optional: true,
    },
    countrySlug: {
      propDefinition: [
        formaloo,
        "countrySlug",
      ],
      optional: true,
    },
    stateSlug: {
      propDefinition: [
        formaloo,
        "stateSlug",
        ({ countrySlug }) => ({
          countrySlug,
        }),
      ],
      optional: true,
    },
    city: {
      propDefinition: [
        formaloo,
        "city",
        ({ stateSlug }) => ({
          stateSlug,
        }),
      ],
      optional: true,
    },
    language: {
      propDefinition: [
        formaloo,
        "language",
      ],
      optional: true,
    },
    customerData: {
      propDefinition: [
        formaloo,
        "customerData",
      ],
      optional: true,
    },
  },
  async additionalProps() {
    return Array.from({
      length: this.numberOfTags,
    }).reduce((acc, _, index) => {
      const pos = index + 1;

      return {
        ...acc,
        [`tagSlug-${pos}`]: {
          type: "string",
          label: `Tag ${pos}`,
          description: "The tag you want to add.",
          options: async ({ page }) => {
            const { data } = await this.formaloo.listTags({
              params: {
                page: page + 1,
              },
            });
            return data?.tags.map(({
              slug: value, title: label,
            }) => ({
              label,
              value,
            }));
          },
        },
      };
    }, {});
  },
  methods: {
    getTag(index) {
      const pos = index + 1;
      const { [`tagSlug-${pos}`]: slug } = this;
      return {
        slug,
      };
    },
    getTags() {
      return Array.from({
        length: this.numberOfTags,
      }).map((_, index) => this.getTag(index));
    },
  },
  async run({ $ }) {
    const {
      formaloo,
      customerId,
      ...data
    } = this;

    const body = prepareData(data);
    const tags = this.getTags();
    if (tags.length) body.tags = tags;

    const response = await formaloo.updateCustomer({
      $,
      customerId,
      data: body,
    });

    $.export("$summary", `A new customer with Id: ${response?.data?.customer?.slug} was successfully created!`);
    return response;
  },
};

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
FormalooformalooappThis component uses the Formaloo app.
Customer CodecustomerIdstringSelect a value from the drop down menu.
Full NamefullNamestring

Customer's full name (in case it's not stored as the first name and last name).

First NamefirstNamestring

Customer's first name.

Last NamelastNamestring

Customer's last name.

Usernameusernamestring

Any username or identifier on your system which you use to identify the customer.

Emailemailstring

Customer's primary email address.

Phone NumberphoneNumberstring

Customer's primary phone number.

Number Of TagsnumberOfTagsinteger

The number of tags you want to add.

Scorescoreinteger

If you want the customer have an initial score.

CountrycountrySlugstringSelect a value from the drop down menu.
StatestateSlugstringSelect a value from the drop down menu.
CitycitystringSelect a value from the drop down menu.
LanguagelanguagestringSelect a value from the drop down menu.
Customer DatacustomerDataobject

Any data available on the customer in json format.

Authentication

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

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

About Formaloo

Formaloo is a powerful no-code collaboration platform that enables you to build custom business applications, internal tools and customer engagement tools fast & code-free!

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