Update Person with Pipedrive API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Update Person with the Pipedrive API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Pipedrive 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 Person action
1. Connect your Pipedrive account
2. Select a Person ID
3. Optional- Configure Name
4. Optional- Select a Owner ID
5. Optional- Select a Organization ID
6. Optional- Configure Emails
7. Optional- Configure Phones
8. Optional- Select a Visible To
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:0.1.6

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: "0.1.6",
  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 Person on Pipedrive

Description:Updates an existing person in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Persons#updatePerson)

Version:0.0.8

Key:pipedrive-update-person

View on GitHub

Pipedrive Overview#

Pipedrive API on Pipedream allows you to create powerful sales automation and data management workflows. With access to Pipedrive's CRM capabilities, you can automate deal updates, contact management, and sales reporting. Whether you're syncing customer information across platforms or triggering actions based on deal stages, Pipedream makes these integrations seamless.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { parseObject } from "../../common/utils.mjs";
import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-update-person",
  name: "Update Person",
  description: "Updates an existing person in Pipedrive. [See the documentation](https://developers.pipedrive.com/docs/api/v1/Persons#updatePerson)",
  version: "0.0.8",
  annotations: {
    destructiveHint: true,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    pipedriveApp,
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
      description: "The ID of the person to update",
      optional: false,
    },
    name: {
      type: "string",
      label: "Name",
      description: "New name of the person",
      optional: true,
    },
    ownerId: {
      label: "Owner ID",
      description: "ID of the user who will be marked as the owner of this person. When omitted, the authorized user ID will be used.",
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "ID of the organization this person will belong to",
    },
    emails: {
      propDefinition: [
        pipedriveApp,
        "emails",
      ],
    },
    phones: {
      propDefinition: [
        pipedriveApp,
        "phones",
      ],
    },
    visibleTo: {
      propDefinition: [
        pipedriveApp,
        "visibleTo",
      ],
      description: "Visibility of the person. If omitted, visibility will be set to the default visibility setting of this item type for the authorized user.",
    },
  },
  async run({ $ }) {
    try {
      const resp =
        await this.pipedriveApp.updatePerson({
          personId: this.personId,
          name: this.name,
          owner_id: this.ownerId,
          org_id: this.organizationId,
          emails: parseObject(this.emails),
          phones: parseObject(this.phones),
          visible_to: this.visibleTo,
        });

      $.export("$summary", `Successfully updated person with ID: ${this.personId}`);

      return resp;

    } catch ({ error }) {
      throw new ConfigurationError(error);
    }
  },
};

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
Pipedrive	`pipedriveApp`	`app`	This component uses the Pipedrive app.
Person ID	`personId`	`integer`	Select a value from the drop down menu.
Name	`name`	`string`	New name of the person
Owner ID	`ownerId`	`integer`	Select a value from the drop down menu.
Organization ID	`organizationId`	`integer`	Select a value from the drop down menu.
Emails	`emails`	`string[]`	Email addresses (one or more) associated with the person, presented in the same manner as received by GET request of a person. Example: {"value":"email1@email.com", "primary":true, "label":"work"}
Phones	`phones`	`string[]`	Phone numbers (one or more) associated with the person, presented in the same manner as received by GET request of a person. Example: {"value":"12345", "primary":true, "label":"work"}
Visible To	`visibleTo`	`integer`	Select a value from the drop down menu:`{ "label": "Owner & followers (private)", "value": 1 }{ "label": "Entire company (shared)", "value": 3 }`

Action Authentication#

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

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

About Pipedrive#

Pipedrive is the easy-to-use, #1 user-rated CRM tool. Get more qualified leads and grow your business with Pipedrive's sales CRM.

More Ways to Connect Pipedrive + Jotform#

Other Popular Integrations#

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Update Person with Pipedrive API on New Submission (Instant) from Jotform API

Pipedream makes it easy to connect APIs for Pipedrive, Jotform and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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