Add Feedback with Flash (by Velora AI) API on New Payment from Keap (Infusionsoft) API

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Trigger workflow on

New Payment from the Keap (Infusionsoft) API

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Add Feedback with the Flash (by Velora AI) API

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Getting Started#

This integration creates a workflow with a Keap (Infusionsoft) trigger and Flash (by Velora AI) action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Payment trigger
1. Connect your Keap (Infusionsoft) account
Configure the Add Feedback action
1. Connect your Flash (by Velora AI) account
2. Configure Feedback
3. Optional- Configure Title
4. Optional- Configure Source
5. Optional- Configure Upvote
6. Optional- Configure Downvote
7. Optional- Configure Contact Name
8. Optional- Configure Contact Email
9. Optional- Configure Handle
10. Optional- Configure Handle Type
11. Optional- Configure Company Name
12. Optional- Configure Company Domain
13. Optional- Configure Feedback At
Deploy the workflow
Send a test event to validate your setup
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#

New Payment on Keap (Infusionsoft)

Description:Emit new event for each new **payment** [See docs here](https://developer.infusionsoft.com/docs/rest/#operation/getTransactionUsingGET)

Version:0.0.1

Key:infusionsoft-new-payment

View on GitHub

Keap (Infusionsoft) Overview#

The Keap (Infusionsoft) API is a powerful tool that unlocks advanced customer relationship management, marketing automation, and sales features. It allows you to manage contacts, create and update customer records, send emails, set up marketing campaigns, and more, automating and integrating these processes within your business workflows. With Pipedream's serverless execution environment, you can harness this API to craft custom automations, trigger sequences based on specific actions, and connect Keap to a multitude of other apps and services, streamlining your sales and marketing efforts.

Trigger Code#

import { defineSource } from "@pipedream/types";
import common from "../common.mjs";
export default defineSource({
    ...common,
    name: "New Payment",
    description: "Emit new event for each new **payment** [See docs here](https://developer.infusionsoft.com/docs/rest/#operation/getTransactionUsingGET)",
    key: "infusionsoft-new-payment",
    version: "0.0.1",
    type: "source",
    methods: {
        ...common.methods,
        getHookType() {
            return "invoice.payment.add";
        },
        getSummary({ amount, order_ids, }) {
            return `${amount} for orders ${order_ids}`;
        },
    },
});

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.

Label	Prop	Type	Description
Keap (Infusionsoft)	`infusionsoft`	`app`	This component uses the Keap (Infusionsoft) app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.

Trigger Authentication#

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

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

About Keap (Infusionsoft)#

CRM, sales & marketing platform

Action#

Add Feedback on Flash (by Velora AI)

Description:Adds customer feedback.

Version:0.0.1

Key:flash_by_velora_ai-add-feedback

View on GitHub

Action Code#

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

export default {
  key: "flash_by_velora_ai-add-feedback",
  name: "Add Feedback",
  description: "Adds customer feedback.",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    feedback: {
      type: "string",
      label: "Feedback",
      description: "Actual text customer feedback.",
    },
    title: {
      type: "string",
      label: "Title",
      description: "Title of the customer feedback, if any.",
      optional: true,
    },
    source: {
      type: "string",
      label: "Source",
      description: "Source where the feedback was received, for example, `GitHub`, `Slack`, etc.",
      optional: true,
    },
    upvote: {
      type: "integer",
      label: "Upvote",
      description: "Count of upvotes for the feedback.",
      optional: true,
    },
    downvote: {
      type: "integer",
      label: "Downvote",
      description: "Count of downvotes for the feedback.",
      optional: true,
    },
    contactName: {
      type: "string",
      label: "Contact Name",
      description: "Name of the customer contact who provided the feedback.",
      optional: true,
    },
    contactEmail: {
      type: "string",
      label: "Contact Email",
      description: "Email of the customer contact who provided the feedback.",
      optional: true,
    },
    handle: {
      type: "string",
      label: "Handle",
      description: "Platform specific customer contact handle. Eg. `@pipedream`.",
      optional: true,
    },
    handleType: {
      type: "string",
      label: "Handle Type",
      description: "Platform which the contact handle belongs to. Eg. `Twitter`, `GitHub`, etc.",
      optional: true,
    },
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Name of customer company to which the customer contact who provided feedback belongs.",
      optional: true,
    },
    companyDomain: {
      type: "string",
      label: "Company Domain",
      description: "Email domain of customer company to which the customer contact who provided feedback belongs. Eg. `pipedream.com`.",
      optional: true,
    },
    feedbackAt: {
      type: "string",
      label: "Feedback At",
      description: "Date and time, when the feedback was received. Eg. `2021-01-01T00:00:00`.",
      optional: true,
    },
  },
  methods: {
    addFeedback(args = {}) {
      return this.app.post({
        path: "/add-feedback",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      addFeedback,
      feedback,
      title,
      source,
      upvote,
      downvote,
      contactName,
      contactEmail,
      handle,
      handleType,
      companyName,
      companyDomain,
      feedbackAt,
    } = this;

    const response = await addFeedback({
      $,
      data: {
        feedback,
        title,
        source,
        upvote,
        downvote,
        contact_name: contactName,
        contact_email: contactEmail,
        handle,
        handle_type: handleType,
        company_name: companyName,
        company_domain: companyDomain,
        feedback_at: feedbackAt,
      },
    });
    $.export("$summary", "Successfully added feedback.");
    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.

Label	Prop	Type	Description
Flash (by Velora AI)	`app`	`app`	This component uses the Flash (by Velora AI) app.
Feedback	`feedback`	`string`	Actual text customer feedback.
Title	`title`	`string`	Title of the customer feedback, if any.
Source	`source`	`string`	Source where the feedback was received, for example, `GitHub`, `Slack`, etc.
Upvote	`upvote`	`integer`	Count of upvotes for the feedback.
Downvote	`downvote`	`integer`	Count of downvotes for the feedback.
Contact Name	`contactName`	`string`	Name of the customer contact who provided the feedback.
Contact Email	`contactEmail`	`string`	Email of the customer contact who provided the feedback.
Handle	`handle`	`string`	Platform specific customer contact handle. Eg. `@pipedream`.
Handle Type	`handleType`	`string`	Platform which the contact handle belongs to. Eg. `Twitter`, `GitHub`, etc.
Company Name	`companyName`	`string`	Name of customer company to which the customer contact who provided feedback belongs.
Company Domain	`companyDomain`	`string`	Email domain of customer company to which the customer contact who provided feedback belongs. Eg. `pipedream.com`.
Feedback At	`feedbackAt`	`string`	Date and time, when the feedback was received. Eg. `2021-01-01T00:00:00`.