Add Deal with Salesmate API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Add Deal with the Salesmate API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Salesmate 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 Add Deal action
1. Connect your Salesmate account
2. Configure Title
3. Select a Primary Contact
4. Select a Owner
5. Select a Pipeline
6. Select a Status
7. Select a Stage
8. Optional- Select a Primary Company
9. Optional- Select a Source
10. Optional- Configure Estimated Close Date
11. Optional- Configure Deal Value
12. Optional- Select a Currency
13. Optional- Select a Priority
14. Optional- Configure Description
15. Optional- Select one or more Tags
16. Optional- Select one or more Followers (contacts)
17. Optional- Select one or more Followers (users)
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:0.1.5

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: "0.1.5",
  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#

Add Deal on Salesmate

Description:This API is used to add a deal. [See docs here](https://apidocs.salesmate.io/#fc738a12-8757-46aa-8625-3379fa205377)

Version:0.0.1

Key:salesmate-add-deal

View on GitHub

Salesmate Overview#

The Salesmate API enables automation of CRM-related tasks within the Salesmate platform. By leveraging this API on Pipedream, you can craft serverless workflows that interact with Salesmate data, such as contacts, deals, and activities. This allows for seamless integration of Salesmate with other services to enhance sales processes, enable real-time data updates, and trigger custom actions based on specific events within your CRM.

Action Code#

import { defineAction } from "@pipedream/types";
import salesmate from "../../app/salesmate.app.mjs";
export default defineAction({
    name: "Add Deal",
    version: "0.0.1",
    key: "salesmate-add-deal",
    description: "This API is used to add a deal. [See docs here](https://apidocs.salesmate.io/#fc738a12-8757-46aa-8625-3379fa205377)",
    type: "action",
    props: {
        salesmate,
        title: {
            label: "Title",
            description: "Title for the deal.",
            type: "string",
        },
        primaryContact: {
            propDefinition: [
                salesmate,
                "contactId",
            ],
            label: "Primary Contact",
            description: "Primary contact for the deal. User can select it from pre-defined contacts or add a quick contact.",
        },
        owner: {
            propDefinition: [
                salesmate,
                "owner",
            ],
            description: "Owner of the deal.",
        },
        pipeline: {
            propDefinition: [
                salesmate,
                "pipelineId",
            ],
        },
        status: {
            propDefinition: [
                salesmate,
                "status",
            ],
        },
        stage: {
            propDefinition: [
                salesmate,
                "stage",
                (c) => ({
                    pipeline: c.pipeline,
                }),
            ],
        },
        primaryCompany: {
            propDefinition: [
                salesmate,
                "company",
            ],
            label: "Primary Company",
            description: "Primary Company for the deal. User can select it from pre-defined companies or add a quick company.",
            optional: true,
        },
        source: {
            propDefinition: [
                salesmate,
                "source",
            ],
            optional: true,
        },
        estimatedCloseDate: {
            label: "Estimated Close Date",
            description: "User can select estimated close date for the deal.",
            type: "string",
            optional: true,
        },
        dealValue: {
            label: "Deal Value",
            description: "This field contains value of the deal.",
            type: "string",
            optional: true,
        },
        currency: {
            propDefinition: [
                salesmate,
                "currency",
            ],
            optional: true,
        },
        priority: {
            propDefinition: [
                salesmate,
                "priority",
            ],
            optional: true,
        },
        dealDescription: {
            propDefinition: [
                salesmate,
                "contactDescription",
            ],
            description: "This field contains details related to the deal. It has an arbitrary string attached to the deal object.",
            optional: true,
        },
        tags: {
            propDefinition: [
                salesmate,
                "tags",
            ],
            description: "This field contains tags associated with a deal.",
            optional: true,
        },
        contactFollowers: {
            propDefinition: [
                salesmate,
                "contactId",
            ],
            label: "Followers (contacts)",
            description: "Array of the followers of particular deal. Every follower has some more attributes like isOwner if the follower is owner or not. follower's id, name, email address, type, photo, image path and can view the deal status.",
            type: "string[]",
            optional: true,
        },
        userFollowers: {
            propDefinition: [
                salesmate,
                "owner",
            ],
            label: "Followers (users)",
            description: "Array of the followers of particular deal. Every follower has some more attributes like isOwner if the follower is owner or not. follower's id, name, email address, type, photo, image path and can view the deal status.",
            type: "string[]",
            optional: true,
        },
    },
    async run({ $ }) {
        const { salesmate, tags, contactFollowers, userFollowers, dealDescription, ...data } = this;
        const followers = [];
        if (contactFollowers?.length) {
            followers.push(...contactFollowers.map((contact) => ({
                contactId: contact,
            })));
        }
        if (userFollowers?.length) {
            followers.push(...userFollowers.map((user) => ({
                userId: user,
            })));
        }
        const response = await salesmate.addDeal({
            $,
            data: {
                ...data,
                description: dealDescription,
                tags: tags?.toString(),
                followers,
            },
        });
        $.export("$summary", `Deal successfuly created with id: ${response.Data.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
Salesmate	`salesmate`	`app`	This component uses the Salesmate app.
Title	`title`	`string`	Title for the deal.
Primary Contact	`primaryContact`	`integer`	Select a value from the drop down menu.
Owner	`owner`	`integer`	Select a value from the drop down menu.
Pipeline	`pipeline`	`string`	Select a value from the drop down menu.
Status	`status`	`string`	Select a value from the drop down menu.
Stage	`stage`	`string`	Select a value from the drop down menu.
Primary Company	`primaryCompany`	`integer`	Select a value from the drop down menu.
Source	`source`	`string`	Select a value from the drop down menu.
Estimated Close Date	`estimatedCloseDate`	`string`	User can select estimated close date for the deal.
Deal Value	`dealValue`	`string`	This field contains value of the deal.
Currency	`currency`	`string`	Select a value from the drop down menu.
Priority	`priority`	`string`	Select a value from the drop down menu.
Description	`dealDescription`	`string`	This field contains details related to the deal. It has an arbitrary string attached to the deal object.
Tags	`tags`	`string[]`	Select a value from the drop down menu.
Followers (contacts)	`contactFollowers`	`string[]`	Select a value from the drop down menu.
Followers (users)	`userFollowers`	`string[]`	Select a value from the drop down menu.

Action Authentication#

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

To connect Pipedream to your Salesmate account,

First, retrieve your Access Keys:

Navigate to your Salesmate account and sign in
Click the User dropdown on the top right
Go to “My Account” > “Access Key”

Copy and paste the x-linkname below, which is the hostname from your Salesmate dashboard URL. For example, this might be something like demo.salesmate.io.

Finally, paste the domain (if your Salesmate dashboard is demo.salesmate.io, your domain is demo).

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Update Contact with Salesmate API on New Submission (Instant) from Jotform API

Jotform + Salesmate

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Get Form Submissions with Jotform API on New Contact from Salesmate API

Salesmate + Jotform

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Get Monthly User Usage with Jotform API on New Contact from Salesmate API

Salesmate + Jotform

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Get User Submissions with Jotform API on New Contact from Salesmate API

Salesmate + Jotform

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Popular Triggers#

New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

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New Contact from the Salesmate API

Emit new event when a new contact is created.

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New Deal from the Salesmate API

Emit new event when a new deal is created.

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Popular Actions#

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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Add Contact with the Salesmate API

This API is used to add a contact. See docs here

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Add Deal with the Salesmate API

This API is used to add a deal. See docs here

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