← ServiceM8 + Stripe integrations

Create a Customer with Stripe API on New Job Completed (Instant) from ServiceM8 API

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New Job Completed (Instant) from the ServiceM8 API
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Create a Customer with the Stripe API
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Getting Started

This integration creates a workflow with a ServiceM8 trigger and Stripe action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Job Completed (Instant) trigger
    1. Connect your ServiceM8 account
  3. Configure the Create a Customer action
    1. Connect your Stripe account
    2. Optional- Configure Name
    3. Optional- Configure Email
    4. Optional- Configure Phone
    5. Optional- Configure Description
    6. Optional- Configure Address Line 1
    7. Optional- Configure Address Line 2
    8. Optional- Configure City
    9. Optional- Configure State
    10. Optional- Configure Postal Code
    11. Optional- Select a Country
    12. Optional- Configure Metadata
    13. Optional- Configure Advanced Options
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a job completes. By creating this trigger, any other `Job` triggers will stop working as ServiceM8 will replace any previous ones.
Version:0.0.2
Key:servicem8-job-completed

ServiceM8 Overview

The ServiceM8 API allows businesses to streamline their field service management by automating tasks and integrating with other tools. Through Pipedream, you can harness this API to create custom workflows that trigger actions within ServiceM8 or sync data with other apps. Automate job scheduling, dispatching, invoicing, and more by reacting to events in real-time. Enhance productivity by connecting ServiceM8 to CRMs, accounting software, or custom databases, ensuring consistent and updated information across platforms.

Trigger Code

import common from "../common/base.mjs";

export default {
  ...common,
  name: "New Job Completed (Instant)",
  key: "servicem8-job-completed",
  description: "Emit new event when a job completes. By creating this trigger, any other `Job` triggers will stop working as ServiceM8 will replace any previous ones.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async processEvent(body) {
      const {
        uuid, time,
      } = body.entry[0];

      const { status } = await this.servicem8.getJob(uuid);

      if (status === "Completed") {
        const meta = this.getMeta({
          uuid,
          time,
        });
        this.$emit(body, meta);
      }
    },
    getMeta({
      uuid, time,
    }) {
      const eventTime = time || new Date().getTime();

      return {
        id: uuid + time,
        summary: `New job completed with uuid: ${uuid}`,
        ts: eventTime,
      };
    },
    getParams() {
      return {
        object: "Job",
        fields: "status",
      };
    },
  },
};

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.
LabelPropTypeDescription
ServiceM8servicem8appThis component uses the ServiceM8 app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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.

Trigger Authentication

ServiceM8 uses OAuth authentication. When you connect your ServiceM8 account, Pipedream will open a popup window where you can sign into ServiceM8 and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any ServiceM8 API.

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

staff_locationsstaff_activitypublish_smspublish_emailvendorvendor_logovendor_emailread_locationsmanage_locationsread_staffmanage_staffread_customersmanage_customersread_customer_contactsmanage_customer_contactsread_jobsmanage_jobscreate_jobsread_job_contactsmanage_job_contactsread_job_materialsmanage_job_materialsread_job_categoriesmanage_job_categoriesread_job_queuesmanage_job_queuesread_tasksmanage_tasksread_schedulemanage_scheduleread_inventorymanage_inventoryread_job_notespublish_job_notesread_job_photospublish_job_photosread_job_attachmentspublish_job_attachmentsread_inboxread_messagesmanage_notificationsmanage_templatesmanage_badgesread_assetsmanage_assets

About ServiceM8

Field service software

Action

Description:Create a customer. [See the docs](https://stripe.com/docs/api/customers/create) for more information
Version:0.1.0
Key:stripe-create-customer

Stripe Overview

The Stripe API is a powerful tool for managing online payments, subscriptions, and invoices. With Pipedream, you can leverage this API to automate payment processing, monitor transactions, and sync billing data with other services. Pipedream's no-code platform allows for quick integration and creation of serverless workflows that react to Stripe events in real-time. For instance, you might automatically update customer records, send personalized emails after successful payments, or escalate failed transactions to your support team.

Action Code

import pick from "lodash.pick";
import app from "../../stripe.app.mjs";

export default {
  key: "stripe-create-customer",
  name: "Create a Customer",
  type: "action",
  version: "0.1.0",
  description: "Create a customer. [See the docs](https://stripe.com/docs/api/customers/create) " +
    "for more information",
  props: {
    app,
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    email: {
      propDefinition: [
        app,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        app,
        "phone",
      ],
    },
    description: {
      propDefinition: [
        app,
        "description",
      ],
    },
    line1: {
      propDefinition: [
        app,
        "address1",
      ],
    },
    line2: {
      propDefinition: [
        app,
        "address2",
      ],
    },
    city: {
      propDefinition: [
        app,
        "city",
      ],
    },
    state: {
      propDefinition: [
        app,
        "state",
      ],
    },
    postal_code: {
      propDefinition: [
        app,
        "postal_code",
      ],
    },
    country: {
      propDefinition: [
        app,
        "country",
      ],
    },
    metadata: {
      propDefinition: [
        app,
        "metadata",
      ],
    },
    advanced: {
      propDefinition: [
        app,
        "metadata",
      ],
      label: "Advanced Options",
      description: "Specify less-common options that you require. See [Create a Customer]" +
        "(https://stripe.com/docs/api/customers/create) for a list of supported options.",
    },
  },
  async run({ $ }) {
    const params = pick(this, [
      "name",
      "email",
      "phone",
      "description",
      "metadata",
    ]);
    const address = pick(this, [
      "line1",
      "line2",
      "city",
      "state",
      "postal_code",
      "country",
    ]);
    const resp = await this.app.sdk().customers.create({
      ...params,
      address,
      ...this.advanced,
    });
    $.export("$summary", `Successfully created a new customer, "${resp.id}"`);
    return resp;
  },
};

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.

LabelPropTypeDescription
StripeappappThis component uses the Stripe app.
Namenamestring
Emailemailstring
Phonephonestring
Descriptiondescriptionstring
Address Line 1line1string

Street, PO Box, or company name

Address Line 2line2string

Apartment, suite, unit, or building

Citycitystring

City, district, suburb, town, or village

Statestatestring

State, county, province, or region

Postal Codepostal_codestring

ZIP or postal code

CountrycountrystringSelect a value from the drop down menu.
Metadatametadataobject

Associate other information that's meaningful to you with Stripe activity. Metadata will not be shown to customers or affect whether or not a payment is accepted.

Advanced Optionsadvancedobject

Specify less-common options that you require. See Create a Customer for a list of supported options.

Action Authentication

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

Stripe uses API keys to authenticate requests (more info in their docs here).

To connect Pipedream to your Stripe account,

  1. Create a Stripe API key
  2. Click "Create Restricted Key"
  3. Enter the Restricted API key below.

To help ensure proper security, we recommend you create a Restricted key with scopes relevant to the specific operations you will use in Pipedream.

About Stripe

Stripe powers online and in-person payment processing and financial solutions for businesses of all sizes.

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