Create Expense with Clientary API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Create Expense with the Clientary API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Clientary 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 Expense action
1. Connect your Clientary account
2. Configure Amount
3. Optional- Configure Description
4. Optional- Configure Incurred On
5. Optional- Select a Client ID
6. Optional- Select a Project ID
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 Expense on Clientary

Description:Creates a new expense. [See docs here](https://www.clientary.com/api/expenses)

Version:0.0.1

Key:clientary-create-expense

View on GitHub

Clientary Overview#

The Clientary API allows you to automate and integrate Clientary's project management, time tracking, and invoicing functionalities within Pipedream. By leveraging this API, you can create custom workflows to streamline operations, such as syncing new invoices with accounting software, triggering notifications based on project updates, or automating time tracking entries. Pipedream acts as the glue, enabling you to connect Clientary with hundreds of other apps to create sophisticated, serverless workflows tailored to your business needs.

Action Code#

import { defineAction } from "@pipedream/types";
import app from "../../app/clientary.app.mjs";
export default defineAction({
    key: "clientary-create-expense",
    version: "0.0.1",
    name: "Create Expense",
    description: "Creates a new expense. [See docs here](https://www.clientary.com/api/expenses)",
    type: "action",
    props: {
        app,
        amount: {
            type: "string",
            label: "Amount",
            description: "Expense amount. Must be a float or integer",
        },
        description: {
            type: "string",
            label: "Description",
            description: "Expense description",
            optional: true,
        },
        incurredOn: {
            type: "string",
            label: "Incurred On",
            description: "The date the expense incurred on, e.g. `2022/11/17`",
            optional: true,
        },
        client: {
            propDefinition: [
                app,
                "clientId",
            ],
            description: "Client ID related to the expense",
            optional: true,
        },
        project: {
            propDefinition: [
                app,
                "projectId",
            ],
            description: "Project ID related to the expense",
            optional: true,
        },
    },
    async run({ $ }) {
        const response = await this.app.getRequestMethod("createExpense")({
            $,
            data: {
                amount: parseFloat(this.amount),
                description: this.description,
                client_id: this.client,
                project_id: this.project,
                incurred_on: this.incurredOn,
            },
        });
        $.export("$summary", `Successfully created an expense (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
Clientary	`app`	`app`	This component uses the Clientary app.
Amount	`amount`	`string`	Expense amount. Must be a float or integer
Description	`description`	`string`	Expense description
Incurred On	`incurredOn`	`string`	The date the expense incurred on, e.g. `2022/11/17`
Client ID	`client`	`integer`	Select a value from the drop down menu.
Project ID	`project`	`integer`	Select a value from the drop down menu.

Action Authentication#

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

To connect your Clientary account with Pipedream,

Find your Clientary domain and paste it below. If the full URL is https://mygreatcompany.clientary.com, your domain is mygreatcompany.
Go to your user profile page in Clientary. You can find this on the upper right corner after logging in.
Click to "Generate API Token" to generate a unique token. Copy and paste that token below.

Create Expense with Clientary API on New Submission (Instant) from Jotform API

Pipedream makes it easy to connect APIs for Clientary, Jotform and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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