Create Invoice with Clientary API on New Submission from Typeform API

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Trigger workflow on

New Submission from the Typeform API

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Create Invoice with the Clientary API

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Getting Started#

This integration creates a workflow with a Typeform 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 trigger
1. Connect your Typeform account
2. Select a Form
Configure the Create Invoice action
1. Connect your Clientary account
2. Configure Invoice Date
3. Configure Due Date
4. Configure Currency Code
5. Optional- Configure Number
6. Optional- Configure Invoice Item Attributes
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 on Typeform

Description:Emit new submission

Version:0.0.8

Key:typeform-new-submission

View on GitHub

Typeform Overview#

The Typeform API furnishes you with the means to create dynamic forms and collect user responses in real-time. By leveraging this API within Pipedream's serverless platform, you can automate workflows to process this data, integrate seamlessly with other services, and react to form submissions instantaneously. This empowers you to craft tailored responses, synchronize with databases, trigger email campaigns, or even manage event registrations without manual intervention.

Trigger Code#

import { createHmac } from "crypto";
import sampleEmit from "./test-event.mjs";
import { uuid } from "uuidv4";
import common from "../common/common.mjs";
import constants from "../../constants.mjs";
import utils from "../common/utils.mjs";

const { typeform } = common.props;
const { parseIsoDate } = utils;

export default {
  ...common,
  key: "typeform-new-submission",
  name: "New Submission",
  version: "0.0.8",
  type: "source",
  description: "Emit new submission",
  props: {
    ...common.props,
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    db: "$.service.db",
    formId: {
      propDefinition: [
        typeform,
        "formId",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateSecret() {
      return "" + Math.random();
    },
  },
  hooks: {
    ...common.hooks,
    async activate() {
      const secret = this.generateSecret();
      this._setSecret(secret);

      let tag = this._getTag();
      if (!tag) {
        tag = uuid();
        this._setTag(tag);
      }

      return await this.typeform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        tag,
        secret,
      });
    },
    async deactivate() {
      const tag = this._getTag();

      return await this.typeform.deleteHook({
        formId: this.formId,
        tag,
      });
    },
  },
  async run(event) {
    const {
      body,
      headers,
    } = event;

    const { [constants.TYPEFORM_SIGNATURE]: typeformSignature } = headers;

    if (typeformSignature) {
      const secret = this._getSecret();

      const hmac =
        createHmac(constants.ALGORITHM, secret)
          .update(body)
          .digest(constants.ENCODING);

      const signature = `${constants.ALGORITHM}=${hmac}`;

      if (typeformSignature !== signature) {
        throw new Error("signature mismatch");
      }
    }

    let formResponseString = "";
    const data = Object.assign({}, body.form_response);
    data.form_response_parsed = {};

    for (let i = 0; i < body.form_response.answers.length; i++) {
      const field = body.form_response.definition.fields[i];
      const answer = body.form_response.answers[i];

      let parsedAnswer;
      let value = answer[answer.type];

      if (value.label) {
        parsedAnswer = value.label;

      } else if (value.labels) {
        parsedAnswer = value.labels.join();

      } else if (value.choice) {
        parsedAnswer = value.choice;

      } else if (value.choices) {
        parsedAnswer = value.choices.join();

      } else {
        parsedAnswer = value;
      }

      data.form_response_parsed[field.title] = parsedAnswer;
      formResponseString += `### ${field.title}\n${parsedAnswer}\n`;
    }

    data.form_response_string = formResponseString;
    data.raw_webhook_event = body;

    if (data.landed_at) {
      data.landed_at = parseIsoDate(data.landed_at);
    }

    if (data.submitted_at) {
      data.submitted_at = parseIsoDate(data.submitted_at);
    }

    data.form_title = body.form_response.definition.title;
    delete data.answers;
    delete data.definition;

    this.$emit(data, {
      summary: JSON.stringify(data),
      id: data.token,
    });

    this.http.respond({
      status: 200,
    });
  },
  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
Typeform	`typeform`	`app`	This component uses the Typeform 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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Form	`formId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

offlineaccounts:readforms:writeforms:readimages:writeimages:readthemes:writethemes:readresponses:readresponses:writewebhooks:readwebhooks:writeworkspaces:readworkspaces:write

About Typeform#

Typeform lets you build no-code forms, quizzes, and surveys - and get more responses.

Action#

Create Invoice on Clientary

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

Version:0.0.1

Key:clientary-create-invoice

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 { ConfigurationError } from "@pipedream/platform";
import app from "../../app/clientary.app.mjs";
export default defineAction({
    key: "clientary-create-invoice",
    version: "0.0.1",
    name: "Create Invoice",
    description: "Creates a new invoice. [See docs here](https://www.clientary.com/api/invoices)",
    type: "action",
    props: {
        app,
        date: {
            type: "string",
            label: "Invoice Date",
            description: "The date of the invoice, e.g. `2022/11/17`",
        },
        dueDate: {
            type: "string",
            label: "Due Date",
            description: "The due date of the invoice, e.g. `2022/12/17`",
        },
        currencyCode: {
            type: "string",
            label: "Currency Code",
            description: "Currency Code, e.g. `USD`, `EUR`",
        },
        number: {
            type: "string",
            label: "Number",
            description: "Invoice number. Must be unique, e.g. `101`",
            optional: true,
        },
        invoiceItemsAttributes: {
            type: "string",
            label: "Invoice Item Attributes",
            description: "Invoice items attributes. Must be a valid JSON Array string, e.g. `[ { \"title\": \"foo\", \"quantity\": 1, \"price\": 100 }, { \"title\": \"bar\", \"quantity\": 2, \"price\": 200 } ]`",
            optional: true,
        },
    },
    async run({ $ }) {
        let invoiceItemsAttributes;
        if (this.invoiceItemsAttributes) {
            try {
                invoiceItemsAttributes = JSON.parse(this.invoiceItemsAttributes);
            }
            catch (err) {
                throw new ConfigurationError("`Estimate Items Attributes` must be a valid JSON Array string");
            }
        }
        const response = await this.app.getRequestMethod("createInvoice")({
            $,
            data: {
                date: this.date,
                due_date: this.dueDate,
                currency_code: this.currencyCode,
                number: this.number,
                invoice_items_attributes: invoiceItemsAttributes,
            },
        });
        $.export("$summary", `Successfully created an invoice (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.
Invoice Date	`date`	`string`	The date of the invoice, e.g. `2022/11/17`
Due Date	`dueDate`	`string`	The due date of the invoice, e.g. `2022/12/17`
Currency Code	`currencyCode`	`string`	Currency Code, e.g. `USD`, `EUR`
Number	`number`	`string`	Invoice number. Must be unique, e.g. `101`
Invoice Item Attributes	`invoiceItemsAttributes`	`string`	Invoice items attributes. Must be a valid JSON Array string, e.g. `[ { "title": "foo", "quantity": 1, "price": 100 }, { "title": "bar", "quantity": 2, "price": 200 } ]`

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 Invoice with Clientary API on New Submission from Typeform API

Pipedream makes it easy to connect APIs for Clientary, Typeform 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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