← Ironclad + Kizeo Forms integrations

Create User with Kizeo Forms API on New Approval Event Instant from Ironclad API

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New Approval Event Instant from the Ironclad API
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Create User with the Kizeo Forms API
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Getting Started

This integration creates a workflow with a Ironclad trigger and Kizeo Forms 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 Approval Event Instant trigger
    1. Connect your Ironclad account
  3. Configure the Create User action
    1. Connect your Kizeo Forms account
    2. Configure Login
    3. Configure Password
    4. Configure First Name
    5. Configure Last Name
    6. Configure Phone
    7. Configure Email
    8. Optional- Configure Admin
    9. Optional- Configure Form User
    10. Optional- Configure Allow Form Menu
    11. Optional- Configure Allow External List Menu
    12. Optional- Configure Allow User Menu
    13. Optional- Configure Allow Application Menu
    14. Optional- Configure Allow Export Menu
    15. Optional- Configure Allow Data Menu
    16. Optional- Configure Allow Account Menu
  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 fresh approval event is generated.
Version:0.0.1
Key:ironclad-new-approval-event-instant

Trigger Code

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "ironclad-new-approval-event-instant",
  name: "New Approval Event Instant",
  description: "Emit new event when a fresh approval event is generated.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        "workflow_approval_status_changed",
      ];
    },
  },
  sampleEmit,
};

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
IroncladironcladappThis component uses the Ironclad app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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

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

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

scim.users.readUserspublic.workflows.readWorkflowspublic.records.readSchemaspublic.records.readRecordspublic.records.createRecordspublic.workflows.createWorkflowspublic.workflows.updateWorkflowspublic.webhooks.createWebhookspublic.webhooks.deleteWebhookspublic.workflows.readSchemas

About Ironclad

Ironclad is the only platform built from the ground up to handle all contract types – legal, sales, finance, HR, marketing, procurement, and more.

Action

Description:Creates a new user in the Kizeo Forms platform. [See the documentation](https://kizeo.github.io/kizeo-forms-documentations/docs/en/users#2---add-a-user)
Version:0.0.1
Key:kizeo_forms-create-user

Kizeo Forms Overview

Kizeo Forms API lets you interact with the Kizeo platform to automate form data retrieval, manage users, and push or pull data to or from forms. On Pipedream, you can harness this API to create serverless workflows that trigger actions based on form submissions, integrate with other apps, or manage form data effectively. Use the API to connect Kizeo Forms with CRMs, project management tools, databases, and more, streamlining data collection and processing activities.

Action Code

import app from "../../kizeo_forms.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "kizeo_forms-create-user",
  name: "Create User",
  description: "Creates a new user in the Kizeo Forms platform. [See the documentation](https://kizeo.github.io/kizeo-forms-documentations/docs/en/users#2---add-a-user)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    login: {
      type: "string",
      label: "Login",
      description: "The login of the user",
    },
    password: {
      type: "string",
      label: "Password",
      description: "The password of the user",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the user",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the user",
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "The phone number of the user",
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email address of the user",
    },
    admin: {
      type: "boolean",
      label: "Admin",
      description: "Whether the user is an admin",
      optional: true,
    },
    formUser: {
      type: "boolean",
      label: "Form User",
      description: "Whether the user is a form user",
      optional: true,
    },
    allowFormMenu: {
      type: "boolean",
      label: "Allow Form Menu",
      description: "Whether the user can access the form menu",
      optional: true,
    },
    allowExternalListMenu: {
      type: "boolean",
      label: "Allow External List Menu",
      description: "Whether the user can access the external list menu",
      optional: true,
    },
    allowUserMenu: {
      type: "boolean",
      label: "Allow User Menu",
      description: "Whether the user can access the user menu",
      optional: true,
    },
    allowApplicationMenu: {
      type: "boolean",
      label: "Allow Application Menu",
      description: "Whether the user can access the application menu",
      optional: true,
    },
    allowExportMenu: {
      type: "boolean",
      label: "Allow Export Menu",
      description: "Whether the user can access the export menu",
      optional: true,
    },
    allowDataMenu: {
      type: "boolean",
      label: "Allow Data Menu",
      description: "Whether the user can access the data menu",
      optional: true,
    },
    allowAccountMenu: {
      type: "boolean",
      label: "Allow Account Menu",
      description: "Whether the user can access the account menu",
      optional: true,
    },
  },
  methods: {
    createNewUser(args = {}) {
      return this.app.post({
        path: "/users",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createNewUser,
      ...data
    } = this;

    const response = await createNewUser({
      $,
      data: utils.keysToSnakeCase(data),
    });

    $.export("$summary", `Created user with message \`${response.message}\``);

    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
Kizeo FormsappappThis component uses the Kizeo Forms app.
Loginloginstring

The login of the user

Passwordpasswordstring

The password of the user

First NamefirstNamestring

The first name of the user

Last NamelastNamestring

The last name of the user

Phonephonestring

The phone number of the user

Emailemailstring

The email address of the user

Adminadminboolean

Whether the user is an admin

Form UserformUserboolean

Whether the user is a form user

Allow Form MenuallowFormMenuboolean

Whether the user can access the form menu

Allow External List MenuallowExternalListMenuboolean

Whether the user can access the external list menu

Allow User MenuallowUserMenuboolean

Whether the user can access the user menu

Allow Application MenuallowApplicationMenuboolean

Whether the user can access the application menu

Allow Export MenuallowExportMenuboolean

Whether the user can access the export menu

Allow Data MenuallowDataMenuboolean

Whether the user can access the data menu

Allow Account MenuallowAccountMenuboolean

Whether the user can access the account menu

Action Authentication

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

Your API Token and Company Code are sent to your email when you request them via support@kizeo.com. For more info, refer to Kizeo Forms’s documentation

About Kizeo Forms

Mobile Forms Application

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