Create Contact with Clientify 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 Clientify API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Clientify 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 Clientify account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Email
5. Optional- Configure Phone
6. Optional- Select a Status
7. Optional- Configure Title
8. Optional- Configure Company
9. Optional- Configure Contact Type
10. Optional- Configure Contact Source
11. Optional- Select a Address Type
12. Optional- Configure Street
13. Optional- Configure City
14. Optional- Configure State
15. Optional- Configure Country
16. Optional- Configure Postal Code
17. Optional- Configure Custom Fields
18. Optional- Configure Description
19. Optional- Configure Remarks
20. Optional- Configure Summary
21. Optional- Configure Message
22. Optional- Configure Last Contact
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 Clientify

Description:Create a new contact. [See the documentation](https://developer.clientify.com/#8c678e88-4315-4470-a072-d6b659ace6e8)

Version:0.0.1

Key:clientify-create-contact

View on GitHub

Clientify Overview#

The Clientify API enables automation and integration of Clientify's CRM functions within Pipedream. This API allows you to manage contacts, accounts, deals, and tasks, streamlining your customer relationship management. With Pipedream, you can harness these capabilities to create custom workflows that trigger actions within Clientify, respond to events, or connect with other apps to enhance productivity and data utilization.

Action Code#

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

export default {
  key: "clientify-create-contact",
  name: "Create Contact",
  version: "0.0.1",
  description: "Create a new contact. [See the documentation](https://developer.clientify.com/#8c678e88-4315-4470-a072-d6b659ace6e8)",
  type: "action",
  props: {
    clientify,
    firstName: {
      propDefinition: [
        clientify,
        "firstName",
      ],
    },
    lastName: {
      propDefinition: [
        clientify,
        "lastName",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        clientify,
        "email",
      ],
      optional: true,
    },
    phone: {
      propDefinition: [
        clientify,
        "phone",
      ],
      optional: true,
    },
    status: {
      propDefinition: [
        clientify,
        "status",
      ],
      optional: true,
    },
    title: {
      propDefinition: [
        clientify,
        "title",
      ],
      optional: true,
    },
    company: {
      propDefinition: [
        clientify,
        "company",
      ],
      optional: true,
    },
    contactType: {
      propDefinition: [
        clientify,
        "contactType",
      ],
      optional: true,
    },
    contactSource: {
      propDefinition: [
        clientify,
        "contactSource",
      ],
      optional: true,
    },
    addressType: {
      propDefinition: [
        clientify,
        "addressType",
      ],
      optional: true,
    },
    street: {
      propDefinition: [
        clientify,
        "street",
      ],
      optional: true,
    },
    city: {
      propDefinition: [
        clientify,
        "city",
      ],
      optional: true,
    },
    state: {
      propDefinition: [
        clientify,
        "state",
      ],
      optional: true,
    },
    country: {
      propDefinition: [
        clientify,
        "country",
      ],
      optional: true,
    },
    postalCode: {
      propDefinition: [
        clientify,
        "postalCode",
      ],
      optional: true,
    },
    customFields: {
      propDefinition: [
        clientify,
        "customFields",
      ],
      optional: true,
    },
    description: {
      propDefinition: [
        clientify,
        "description",
      ],
      optional: true,
    },
    remarks: {
      propDefinition: [
        clientify,
        "remarks",
      ],
      optional: true,
    },
    summary: {
      propDefinition: [
        clientify,
        "summary",
      ],
      optional: true,
    },
    message: {
      propDefinition: [
        clientify,
        "message",
      ],
      optional: true,
    },
    lastContact: {
      propDefinition: [
        clientify,
        "lastContact",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstName,
      lastName,
      contactType,
      contactSource,
      addressType,
      street,
      city,
      state,
      country,
      postalCode,
      customFields,
      lastContact,
      ...data
    } = this;

    const response = await this.clientify.createContact({
      $,
      data: {
        ...data,
        first_name: firstName,
        last_name: lastName,
        contact_type: contactType,
        contact_source: contactSource,
        address: [
          {
            street,
            city,
            state,
            country,
            postal_code: postalCode,
            type: addressType,
          },
        ],
        custom_fields: customFields && Object.keys(customFields).map((key) => ({
          field: key,
          value: customFields[key],
        })),
        last_contact: lastContact,
      },
    });

    $.export("$summary", `A new contact with Id: ${response.id} was successfully created!`);
    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
Clientify	`clientify`	`app`	This component uses the Clientify app.
First Name	`firstName`	`string`	Contact's first name.
Last Name	`lastName`	`string`	Contact's last name.
Email	`email`	`string`	Contact's email.
Phone	`phone`	`string`	Contact's phone.
Status	`status`	`string`	Select a value from the drop down menu:`{ "label": "Visitor", "value": "visitor" }{ "label": "Not Qualified Lead", "value": "not-qualified-lead" }{ "label": "Cold Lead", "value": "cold-lead" }{ "label": "Warm Lead", "value": "warm-lead" }{ "label": "Hot Lead", "value": "hot-lead" }{ "label": "Lost Lead", "value": "lost-lead" }{ "label": "In Deal", "value": "in-deal" }{ "label": "Customer", "value": "client" }{ "label": "Lost Customer", "value": "lost-client" }{ "label": "Other", "value": "other" }`
Title	`title`	`string`	Contact's title.
Company	`company`	`string`	Contact's company name.
Contact Type	`contactType`	`string`	Contact type.
Contact Source	`contactSource`	`string`	Contact source.
Address Type	`addressType`	`integer`	Select a value from the drop down menu:`{ "label": "Work", "value": 1 }{ "label": "Home", "value": 2 }{ "label": "Billing", "value": 3 }{ "label": "Other", "value": 4 }{ "label": "Main", "value": 5 }`
Street	`street`	`string`	The address' street.
City	`city`	`string`	The address' city.
State	`state`	`string`	The address' state.
Country	`country`	`string`	The address' country.
Postal Code	`postalCode`	`string`	The address' postal code.
Custom Fields	`customFields`	`object`	Contact's custom fields.
Description	`description`	`string`	Contact's decription.
Remarks	`remarks`	`string`	Contact's remarks.
Summary	`summary`	`string`	Contact's summary.
Message	`message`	`string`	Message text to be shown in the contact wall.
Last Contact	`lastContact`	`string`	Last contact date. Format: `YYYY-MM-DDThh:mm[:ss[.uuuuuu]][+HH:MM\|-HH:MM\|Z]`

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Update Contact with Clientify API on New Submission (Instant) from Jotform API

Jotform + Clientify

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Get Form Submissions with Jotform API on New Contact Created from Clientify API

Clientify + Jotform

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Get Monthly User Usage with Jotform API on New Contact Created from Clientify API

Clientify + Jotform

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Get User Submissions with Jotform API on New Contact Created from Clientify API

Clientify + Jotform

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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 Contact Created from the Clientify API

Emit new event when a new contact is created.

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New Task Completed from the Clientify API

Emit new event when a task is completed.

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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 Clientify API

Create a new contact. See the documentation

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Create Task with the Clientify API

Add a new task. See the documentation

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