Create Customer with Pennylane 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 Customer with the Pennylane API

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Getting Started#

This integration creates a workflow with a Typeform trigger and Pennylane 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 Customer action
1. Connect your Pennylane account
2. Select a Customer Type
3. Configure First Name
4. Configure Last Name
5. Optional- Select a Gender
6. Configure Name
7. Optional- Configure Reg No
8. Configure Address
9. Configure Postal Code
10. Configure City
11. Configure Country
12. Optional- Configure Recipient
13. Optional- Configure VAT Number
14. Optional- Configure Source Id
15. Optional- Configure Emails
16. Optional- Configure Billing IBAN
17. Optional- Configure Delivery Address
18. Optional- Configure Delivery Postal Code
19. Optional- Configure Delivery City
20. Optional- Configure Delivery Country
21. Optional- Select a Payment Conditions
22. Optional- Configure Phone
23. Optional- Configure Reference
24. Optional- Configure Notes
25. Optional- Configure Mandate
26. Optional- Configure Plan Item
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 Customer on Pennylane

Description:Creates a new customer in Pennylane. [See the documentation](https://pennylane.readme.io/reference/customers-post-1)

Version:0.0.1

Key:pennylane-create-customer

View on GitHub

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import {
  CUSTOMER_GENDER_OPTIONS,
  CUSTOMER_TYPE_OPTIONS, PAYMENT_CONDITIONS_OPTIONS,
} from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import pennylane from "../../pennylane.app.mjs";

export default {
  key: "pennylane-create-customer",
  name: "Create Customer",
  description: "Creates a new customer in Pennylane. [See the documentation](https://pennylane.readme.io/reference/customers-post-1)",
  version: "0.0.1",
  type: "action",
  props: {
    pennylane,
    customerType: {
      type: "string",
      label: "Customer Type",
      description: "The type of the customer you want to create.",
      options: CUSTOMER_TYPE_OPTIONS,
      reloadProps: true,
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "Customer first name.",
      hidden: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Customer last name.",
      hidden: true,
    },
    gender: {
      type: "string",
      label: "Gender",
      description: "Customer Gender",
      options: CUSTOMER_GENDER_OPTIONS,
      hidden: true,
      optional: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the company.",
      hidden: true,
    },
    regNo: {
      type: "string",
      label: "Reg No",
      description: "Customer registration number (SIREN).",
      hidden: true,
      optional: true,
    },
    address: {
      type: "string",
      label: "Address",
      description: "Customer address (billing address).",
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "Postal code (billing address).",
    },
    city: {
      type: "string",
      label: "City",
      description: "City (billing address).",
    },
    country: {
      type: "string",
      label: "Country",
      description: "Any ISO 3166 Alpha-2 country code (billing address).",
    },
    recipient: {
      type: "string",
      label: "Recipient",
      description: "Recipient displayed in the invoice.",
      hidden: true,
      optional: true,
    },
    vatNumber: {
      type: "string",
      label: "VAT Number",
      description: "Customer's VAT number.",
      hidden: true,
      optional: true,
    },
    sourceId: {
      type: "string",
      label: "Source Id",
      description: "You can use your own id when creating the customer. If not provided, Pennylane will pick one for you. Id must be unique.",
      optional: true,
    },
    emails: {
      type: "string[]",
      label: "Emails",
      description: "A list of customer emails.",
      optional: true,
    },
    billingIban: {
      type: "string",
      label: "Billing IBAN",
      description: "The billing IBAN of the customer. This is the iban on which you wish to receive payment from this customer.",
      optional: true,
    },
    deliveryAddress: {
      type: "string",
      label: "Delivery Address",
      description: "Address (shipping address).",
      optional: true,
    },
    deliveryPostalCode: {
      type: "string",
      label: "Delivery Postal Code",
      description: "Postal code (shipping address).",
      optional: true,
    },
    deliveryCity: {
      type: "string",
      label: "Delivery City",
      description: "City (shipping address).",
      optional: true,
    },
    deliveryCountry: {
      type: "string",
      label: "Delivery Country",
      description: "Any ISO 3166 Alpha-2 country code (shipping address).",
      optional: true,
    },
    paymentConditions: {
      type: "string",
      label: "Payment Conditions",
      description: "Customer payment conditions",
      options: PAYMENT_CONDITIONS_OPTIONS,
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Customer phone number.",
      optional: true,
    },
    reference: {
      type: "string",
      label: "Reference",
      description: "This reference doesn't appear on the invoice.",
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "Notes about the customer.",
      optional: true,
    },
    mandate: {
      type: "object",
      label: "Mandate",
      description: "The mandate object. **Example: {\"provider\": \"gocardless\",\"source_id\": \"MD001H23WP8E7XN\"}**.",
      optional: true,
    },
    planItem: {
      type: "object",
      label: "Plan Item",
      description: "The plan item object. **Example: {\"enabled\": true,\"number\": \"123\",\"label\": \"label\",\"vat_rate\": \"123\",\"country_alpha2\": \"US\",\"description\": \"description\"}**.",
      optional: true,
    },
  },
  async additionalProps(props) {
    const typeCompany = (this.customerType === "company");
    props.name.hidden = !typeCompany;
    props.regNo.hidden = !typeCompany;
    props.recipient.hidden = !typeCompany;
    props.vatNumber.hidden = !typeCompany;
    props.firstName.hidden = typeCompany;
    props.lastName.hidden = typeCompany;
    props.gender.hidden = typeCompany;
    return {};
  },
  async run({ $ }) {
    try {
      const additionalData = this.customerType === "company"
        ? {
          name: this.name,
          reg_no: this.regNo,
          vat_number: this.vatNumber,
          recipient: this.recipient,
        }
        : {
          first_name: this.firstName,
          last_name: this.lastName,
          gender: this.gender,
        };

      const response = await this.pennylane.createCustomer({
        $,
        data: {
          customer: {
            customer_type: this.customerType,
            address: this.address,
            postal_code: this.postalCode,
            city: this.city,
            country_alpha2: this.country,
            source_id: this.sourceId,
            emails: parseObject(this.emails),
            billing_iban: this.billingIban,
            delivery_address: this.deliveryAddress,
            delivery_postal_code: this.deliveryPostalCode,
            delivery_city: this.deliveryCity,
            delivery_country_alpha2: this.deliveryCountry,
            payment_conditions: this.paymentConditions,
            phone: this.phone,
            reference: this.reference,
            notes: this.notes,
            mandate: parseObject(this.mandate),
            plan_item: parseObject(this.planItem),
            ...additionalData,
          },
        },
      });
      $.export("$summary", `Successfully created customer with Id: ${response.customer.source_id}`);
      return response;
    } catch ({ response }) {
      throw new ConfigurationError(response?.data?.message || response?.data?.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
Pennylane	`pennylane`	`app`	This component uses the Pennylane app.
Customer Type	`customerType`	`string`	Select a value from the drop down menu:`companyindividual`
Address	`address`	`string`	Customer address (billing address).
Postal Code	`postalCode`	`string`	Postal code (billing address).
City	`city`	`string`	City (billing address).
Country	`country`	`string`	Any ISO 3166 Alpha-2 country code (billing address).
Source Id	`sourceId`	`string`	You can use your own id when creating the customer. If not provided, Pennylane will pick one for you. Id must be unique.
Emails	`emails`	`string[]`	A list of customer emails.
Billing IBAN	`billingIban`	`string`	The billing IBAN of the customer. This is the iban on which you wish to receive payment from this customer.
Delivery Address	`deliveryAddress`	`string`	Address (shipping address).
Delivery Postal Code	`deliveryPostalCode`	`string`	Postal code (shipping address).
Delivery City	`deliveryCity`	`string`	City (shipping address).
Delivery Country	`deliveryCountry`	`string`	Any ISO 3166 Alpha-2 country code (shipping address).
Payment Conditions	`paymentConditions`	`string`	Select a value from the drop down menu:`upon_receiptcustom15_days30_days45_days60_days`
Phone	`phone`	`string`	Customer phone number.
Reference	`reference`	`string`	This reference doesn't appear on the invoice.
Notes	`notes`	`string`	Notes about the customer.
Mandate	`mandate`	`object`	The mandate object. Example: {"provider": "gocardless","source_id": "MD001H23WP8E7XN"}.
Plan Item	`planItem`	`object`	The plan item object. Example: {"enabled": true,"number": "123","label": "label","vat_rate": "123","country_alpha2": "US","description": "description"}.

Action Authentication#

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

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

customer_invoices