Get User Submissions with Jotform API on New Estimate Created from Zoho Invoice API

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New Estimate Created from the Zoho Invoice API

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Get User Submissions with the Jotform API

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Getting Started#

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

Select this integration
Configure the New Estimate Created trigger
1. Connect your Zoho Invoice account
2. Configure Polling schedule
Configure the Get User Submissions action
1. Connect your Jotform account
2. Configure Max Items
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 Estimate Created on Zoho Invoice

Description:Triggers when a new estimate is created. [See the documentation](https://www.zoho.com/invoice/api/v3/estimates/#list-estimates).

Version:0.0.1

Key:zoho_invoice-new-estimate-created

View on GitHub

Zoho Invoice Overview#

The Zoho Invoice API offers a suite of tools to automate the invoicing and billing processes. With this API, you can create and manage customers, invoices, and payments. On Pipedream, you can harness these capabilities to build workflows that trigger on specific events, such as new invoice creation, or scheduled tasks that could, for example, follow up on unpaid invoices. Due to its serverless architecture, Pipedream ensures each step of your workflow runs only when needed, saving resources and time.

Trigger Code#

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

export default {
  ...common,
  key: "zoho_invoice-new-estimate-created",
  name: "New Estimate Created",
  description: "Triggers when a new estimate is created. [See the documentation](https://www.zoho.com/invoice/api/v3/estimates/#list-estimates).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "estimates";
    },
    getResourceFn() {
      return this.app.listEstimates;
    },
    generateMeta(resource) {
      return {
        id: resource.estimate_id,
        summary: `New Estimate: ${resource.estimate_id}`,
        ts: Date.parse(resource.created_time),
      };
    },
  },
};

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
Zoho Invoice	`app`	`app`	This component uses the Zoho Invoice app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

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

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

ZohoInvoice.settings.READZohoInvoice.invoices.CREATEZohoInvoice.invoices.READZohoInvoice.estimates.CREATEZohoInvoice.estimates.READZohoInvoice.contacts.READZohoInvoice.contacts.Create

About Zoho Invoice#

Zoho Invoice is an online invoicing software designed to help freelancers and small businesses with invoicing and payment collection.

Action#

Get User Submissions on Jotform

Description:Gets a list of all submissions for all forms on the account [See the docs here](https://api.jotform.com/docs/#user-submissions)

Version:0.1.3

Key:jotform-get-user-submissions

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.

Action Code#

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

export default {
  ...common,
  key: "jotform-get-user-submissions",
  name: "Get User Submissions",
  description: "Gets a list of all submissions for all forms on the account [See the docs here](https://api.jotform.com/docs/#user-submissions)",
  version: "0.1.3",
  type: "action",
  props: {
    ...common.props,
    max: {
      propDefinition: [
        common.props.jotform,
        "max",
      ],
    },
  },
  async additionalProps() {
    const props = {};
    if (this.encrypted) {
      props.privateKey = common.props.jotform.propDefinitions.privateKey;
    }
    return props;
  },
  async run({ $ }) {
    const params = {
      $,
      max: this.max,
    };
    const submissions = await this.paginate(this.jotform.getUserSubmissions.bind(this), params);
    const results = [];
    for await (const submission of submissions) {
      results.push(submission);
    }
    $.export("$summary", `Successfully retrieved ${results.length} form submission${results.length === 1
      ? "s"
      : ""}`);
    return results;
  },
};

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
Jotform	`jotform`	`app`	This component uses the Jotform app.
Max Items	`max`	`integer`	Maximum number of items to return

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Popular Triggers#

New Estimate Created from the Zoho Invoice API

Triggers when a new estimate is created. See the documentation.

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New Invoice Created from the Zoho Invoice API

Triggers when a new invoice is created in Zoho Invoice. See the documentation.

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New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

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Popular Actions#

Create Estimate with the Zoho Invoice API

Creates a new estimate in Zoho Invoice. See the documentation.

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Create Invoice with the Zoho Invoice API

Creates a new invoice in Zoho Invoice. See the documentation.

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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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