Update Invoice with Holded API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Update Invoice with the Holded API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Holded 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 Update Invoice action
1. Connect your Holded account
2. Select a Document ID
3. Optional- Configure Description
4. Optional- Configure Notes
5. Optional- Select a Payment Method
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#

Update Invoice on Holded

Description:Modify an existing invoice in Holded. [See the docs](https://developers.holded.com/reference/update-document-1).

Version:0.0.1

Key:holded-update-invoice

View on GitHub

Holded Overview#

The Holded API offers access to a versatile platform that combines accounting, invoicing, inventory, and project management. It's designed to streamline various business processes. With Pipedream, you can connect Holded to hundreds of other apps to automate workflows. This means you can sync invoices with your CRM, get real-time alerts for new sales, or even automate inventory updates. The API's endpoints allow you to manage contacts, products, accounting, and more, enabling your business to stay organized and efficient.

Action Code#

import constants from "../../common/constants.mjs";
import app from "../../holded.app.mjs";

export default {
  key: "holded-update-invoice",
  name: "Update Invoice",
  description: "Modify an existing invoice in Holded. [See the docs](https://developers.holded.com/reference/update-document-1).",
  type: "action",
  version: "0.0.1",
  props: {
    app,
    documentId: {
      propDefinition: [
        app,
        "documentId",
        () => ({
          args: {
            docType: constants.DOC_TYPE.INVOICE,
          },
        }),
      ],
    },
    desc: {
      type: "string",
      label: "Description",
      description: "The description of the invoice.",
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "The notes of the invoice.",
      optional: true,
    },
    paymentMethod: {
      optional: true,
      propDefinition: [
        app,
        "paymentMethod",
      ],
    },
  },
  methods: {
    updateInvoice({
      docType = constants.DOC_TYPE.INVOICE, documentId, ...args
    } = {}) {
      return this.app.put({
        path: `/documents/${docType}/${documentId}`,
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      documentId,
      desc,
      notes,
      paymentMethod,
    } = this;

    const response = await this.updateInvoice({
      step,
      documentId,
      data: {
        desc,
        notes,
        paymentMethod,
      },
    });

    step.export("$summary", `Successfully updated invoice`);

    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
Holded	`app`	`app`	This component uses the Holded app.
Document ID	`documentId`	`string`	Select a value from the drop down menu.
Description	`desc`	`string`	The description of the invoice.
Notes	`notes`	`string`	The notes of the invoice.
Payment Method	`paymentMethod`	`string`	Select a value from the drop down menu.

Action Authentication#

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

To retrieve your API keys,

Navigate to your Holded and sign in
Go to “Settings” > “Developers”

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Get Monthly User Usage with Jotform API on New Invoice Created from Holded 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 Contact Created from the Holded API

Emit new event when an existing contact is created in Holded. See the docs.

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New Invoice Created from the Holded API

Emit new event when invoice is generated in Holded. See the docs.

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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 Holded API

Add a new contact to Holded. See the docs.

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Send Email with the Holded API

Deliver an email with a document to a contact through Holded. See the docs.

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