Create Contact with Alegra API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Create Contact with the Alegra API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Alegra action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Submission (Instant) trigger
1. Connect your Jotform account
2. Optional- Select a Team
3. Select a Form
Configure the Create Contact action
1. Connect your Alegra account
2. Configure Name
3. Optional- Configure Identification
4. Optional- Configure Address
5. Optional- Configure City
6. Optional- Configure Primary Phone
7. Optional- Configure Secondary Phone
8. Optional- Configure Mobile
9. Optional- Configure Email
10. Optional- Select a Type
11. Optional- Select a Status
12. Optional- Configure Fax
13. Optional- Select a Debt to Pay
14. Optional- Select a Account Receivable
15. Optional- Configure Internal Contacts
16. Optional- Configure Ignore Repeated
17. Optional- Configure Statement Attached
18. Optional- Select a Seller
19. Optional- Select a Price List
20. Optional- Select a Term
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 Submission (Instant) on Jotform

Description:Emit new event when a form is submitted

Version:0.1.5

Key:jotform-new-submission

View on GitHub

Jotform Overview#

Jotform’s API is a powerhouse for automating form and survey data management. With Pipedream, harness this API to trigger workflows from new form submissions, manipulate and analyze your form data, and sync it across various platforms. Think streamlined data entry to CRMs, instant notifications for new leads or feedback, and timely data backups to cloud storage.

Trigger Code#

import jotform from "../../jotform.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "jotform-new-submission",
  name: "New Submission (Instant)",
  description: "Emit new event when a form is submitted",
  version: "0.1.5",
  type: "source",
  dedupe: "unique",
  props: {
    jotform,
    http: "$.interface.http",
    teamId: {
      propDefinition: [
        jotform,
        "teamId",
      ],
    },
    formId: {
      propDefinition: [
        jotform,
        "formId",
        (c) => ({
          teamId: c.teamId,
          excludeDeleted: true,
        }),
      ],
    },
  },
  hooks: {
    async deploy() {
      const { content: form } = await this.jotform.getForm(this.formId, this.teamId);
      const { content: submissions } = await this.jotform.getFormSubmissions({
        formId: this.formId,
        teamId: this.teamId,
        params: {
          limit: 25,
          orderby: "created_at",
        },
      });
      for (let submission of submissions.reverse()) {
        const meta = {
          id: submission.id,
          summary: form.title,
          ts: Date.now(),
        };
        this.$emit(submission, meta);
      }
    },
    async activate() {
      return (await this.jotform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        teamId: this.teamId,
      }));
    },
    async deactivate() {
      return (await this.jotform.deleteHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        teamId: this.teamId,
      }));
    },
  },
  async run(event) {
    const { body } = event;
    let { content: submission } = await this.jotform.getFormSubmission({
      submissionId: body.submissionID,
      teamId: this.teamId,
    });

    // insert answers from the webhook event
    const rawRequest = JSON.parse(body.rawRequest);
    for (const key of Object.keys(rawRequest)) {
      const regex = /^q(\d+)_/;
      const match = key.match(regex);
      if (match && match[1]) {
        submission.answers[match[1]].answer = rawRequest[key];
      }
    }

    this.$emit(submission, {
      summary: body.formTitle || JSON.stringify(body),
      id: body.submissionID,
      ts: Date.now(),
    });
  },
  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.

Label	Prop	Type	Description
Jotform	`jotform`	`app`	This component uses the Jotform app.
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.
Team	`teamId`	`string`	Select a value from the drop down menu.
Form	`formId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

About Jotform#

Jotform enables you to create online forms, collect responses directly in your email, and create fillable PDF forms.

Action#

Create Contact on Alegra

Description:Adds a new contact to Alegra. [See the documentation](https://developer.alegra.com/reference/post_contacts).

Version:0.0.1

Key:alegra-create-contact

View on GitHub

Alegra Overview#

Alegra API allows for the automation and integration of accounting and financial tasks within Alegra's software platform. Through the API, developers can create, read, update, and delete information related to invoices, clients, products, services, and more. Essentially, it's a way to streamline financial operations, ensure data accuracy, and free up time from manual data entry by connecting Alegra to other business tools and services.

Action Code#

import alegra from "../../alegra.app.mjs";
import {
  STATUS_OPTIONS,
  TYPE_OPTIONS,
} from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";

export default {
  key: "alegra-create-contact",
  name: "Create Contact",
  description: "Adds a new contact to Alegra. [See the documentation](https://developer.alegra.com/reference/post_contacts).",
  version: "0.0.1",
  type: "action",
  props: {
    alegra,
    name: {
      type: "string",
      label: "Name",
      description: "Name of the contact",
    },
    identification: {
      type: "string",
      label: "Identification",
      description: "Identification of the contact",
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "Address of the contact",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "City of the contact",
      optional: true,
    },
    phonePrimary: {
      type: "string",
      label: "Primary Phone",
      description: "Primary phone number of the contact",
      optional: true,
    },
    phoneSecondary: {
      type: "string",
      label: "Secondary Phone",
      description: "Secondary phone number of the contact",
      optional: true,
    },
    mobile: {
      type: "string",
      label: "Mobile",
      description: "Mobile phone number of the contact",
      optional: true,
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email of the contact",
      optional: true,
    },
    type: {
      type: "string",
      label: "Type",
      description: "Type of the contact",
      options: TYPE_OPTIONS,
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "Status of the contact",
      options: STATUS_OPTIONS,
      optional: true,
    },
    fax: {
      type: "string",
      label: "Fax",
      description: "Fax number of the contact",
      optional: true,
    },
    debtToPay: {
      propDefinition: [
        alegra,
        "debtToPay",
      ],
      optional: true,
    },
    accountReceivable: {
      propDefinition: [
        alegra,
        "debtToPay",
      ],
      label: "Account Receivable",
      description: "Id of the account receivable associated with the contact",
      optional: true,
    },
    internalContacts: {
      type: "string[]",
      label: "Internal Contacts",
      description: "A list of objects of internal contacts related to the contact. **Example: [ { name: \"John Doe\", email: \"john@email.com\"}]**. [See the documentation](https://developer.alegra.com/reference/post_contacts) for further information.",
      optional: true,
    },
    ignoreRepeated: {
      type: "boolean",
      label: "Ignore Repeated",
      description: "Ignore repeated contacts",
      optional: true,
    },
    statementAttached: {
      type: "boolean",
      label: "Statement Attached",
      description: "Indicates whether to include a statement for the contact",
      optional: true,
    },
    seller: {
      propDefinition: [
        alegra,
        "seller",
      ],
      optional: true,
    },
    priceList: {
      propDefinition: [
        alegra,
        "priceList",
      ],
      optional: true,
    },
    term: {
      propDefinition: [
        alegra,
        "term",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      alegra,
      city,
      address,
      debtToPay,
      accountReceivable,
      internalContacts,
      statementAttached,
      ...data
    } = this;

    const response = await alegra.createContact({
      $,
      data: {
        ...data,
        address: {
          city,
          address,
        },
        accounting: {
          debtToPay,
          accountReceivable,
        },
        internalContacts: parseObject(internalContacts),
        statementAttached: statementAttached
          ? "yes"
          : "no",
      },
    });
    $.export("$summary", `Created contact with ID ${response.id}`);
    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
Alegra	`alegra`	`app`	This component uses the Alegra app.
Name	`name`	`string`	Name of the contact
Identification	`identification`	`string`	Identification of the contact
Address	`address`	`string`	Address of the contact
City	`city`	`string`	City of the contact
Primary Phone	`phonePrimary`	`string`	Primary phone number of the contact
Secondary Phone	`phoneSecondary`	`string`	Secondary phone number of the contact
Mobile	`mobile`	`string`	Mobile phone number of the contact
Email	`email`	`string`	Email of the contact
Type	`type`	`string`	Select a value from the drop down menu:`clientprovider`
Status	`status`	`string`	Select a value from the drop down menu:`activeinactive`
Fax	`fax`	`string`	Fax number of the contact
Debt to Pay	`debtToPay`	`integer`	Select a value from the drop down menu.
Account Receivable	`accountReceivable`	`integer`	Select a value from the drop down menu.
Internal Contacts	`internalContacts`	`string[]`	A list of objects of internal contacts related to the contact. Example: [ { name: "John Doe", email: "john@email.com"}]. See the documentation for further information.
Ignore Repeated	`ignoreRepeated`	`boolean`	Ignore repeated contacts
Statement Attached	`statementAttached`	`boolean`	Indicates whether to include a statement for the contact
Seller	`seller`	`string`	Select a value from the drop down menu.
Price List	`priceList`	`string`	Select a value from the drop down menu.
Term	`term`	`string`	Select a value from the drop down menu.

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Find Contact with Alegra API on New Submission (Instant) from Jotform API

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Get Form Submissions with Jotform API on New Item Added (Instant) from Alegra API

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Get Monthly User Usage with Jotform API on New Item Added (Instant) from Alegra API

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Get User Submissions with Jotform API on New Item Added (Instant) from Alegra API

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Popular Triggers#

New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

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New Client Created (Instant) from the Alegra API

Emit new event when a new client is created.

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New Invoice Created (Instant) from the Alegra API

Emit new event when a new invoice is created.

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New Item Added (Instant) from the Alegra API

Emit new event each time a new item is added.

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Popular Actions#

Get Form Submissions with the Jotform API

Gets a list of form responses See the docs here

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Get Monthly User Usage with the Jotform API

Gets number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user See the docs here

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Get User Submissions with the Jotform API

Gets a list of all submissions for all forms on the account See the docs here

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Create Contact with the Alegra API

Adds a new contact to Alegra. See the documentation.

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Create Invoice with the Alegra API

Creates a new invoice in Alegra. See the documentation

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