← Jotform + Pipedrive integrations

Add Note with Pipedrive API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API
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Add Note with the Pipedrive API
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Getting Started

This integration creates a workflow with a Jotform trigger and Pipedrive 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 Submission (Instant) trigger
    1. Connect your Jotform account
    2. Select a Form
    3. Optional- Configure Encrypted
  3. Configure the Add Note action
    1. Connect your Pipedrive account
    2. Configure Content
    3. Optional- Select a Deal ID
    4. Optional- Select a Person ID
    5. Optional- Select a Organization ID
    6. Optional- Select a User ID
    7. Optional- Configure Add Time
    8. Optional- Configure Pinned To Deal Flag
    9. Optional- Configure Pinned To Organization Flag
    10. Optional- Configure Pinned To Person Flag
  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 form is submitted
Version:0.1.2
Key:jotform-new-submission

Jotform Overview

Using the Jotform API, you can easily add forms to your website or application.
You can also use the Jotform API to manage your form submissions, gather
insights from your form data, and more.

Here are some examples of what you can build using the Jotform API:

  • A contact form for your website
  • A survey form to collect data from your users
  • A registration form for your events or courses
  • A payment form for your products or services
  • A lead capture form to collect leads from your website visitors

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: "0.1.2",
  type: "source",
  dedupe: "unique",
  props: {
    jotform,
    http: "$.interface.http",
    formId: {
      propDefinition: [
        jotform,
        "formId",
      ],
    },
    encrypted: {
      propDefinition: [
        jotform,
        "encrypted",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.encrypted) {
      props.privateKey = jotform.propDefinitions.privateKey;
    }
    return props;
  },
  hooks: {
    async deploy() {
      const { content: form } = await this.jotform.getForm(this.formId);
      const { content: submissions } = await this.jotform.getFormSubmissions({
        formId: this.formId,
        params: {
          limit: 25,
          orderby: "created_at",
        },
      });
      for (let submission of submissions.reverse()) {
        if (this.encrypted) {
          submission = this.jotform.decryptSubmission(submission, this.privateKey);
        }
        const meta = {
          id: submission.id,
          summary: form.title,
          ts: Date.now(),
        };
        this.$emit(submission, meta);
      }
    },
    async activate() {
      return (await this.jotform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
      }));
    },
    async deactivate() {
      return (await this.jotform.deleteHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
      }));
    },
  },
  async run(event) {
    const { body } = event;
    let { content: submission } = await this.jotform.getFormSubmission({
      submissionId: body.submissionID,
    });

    // 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];
      }
    }

    if (this.encrypted) {
      submission = this.jotform.decryptSubmission(submission, this.privateKey);
    }

    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.
LabelPropTypeDescription
JotformjotformappThis component uses the Jotform app.
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.
FormformIdstringSelect a value from the drop down menu.
Encryptedencryptedboolean

Are the form responses encrypted? Set to true to decrypt responses.

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.

  1. Get your Jotform API key. The API key must grant Pipedream Full Permissions. Pipedream requires this level of access to automatically register webhooks for your selected forms so you can trigger Pipedream workflows on form submissions.

apikey

  1. For the region field, enter api if none of the below apply.
  • If "Europe Datacenter" is selected in the "Data" section of your Jotform account, enter eu-api
  • If your account is HIPAA-compliant, enter hipaa-api
  • If you have an Enterprise Jotform account, enter the subdomain (if your Jotform URL is https://acmecompany.jotform.com, your subdomain is acmecompany)

About Jotform

Online form builder for business

Action

Description:Adds a new note. For info on [adding an note in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Notes#addNote)
Version:0.0.3
Key:pipedrive-add-note

Action Code

import pipedriveApp from "../../pipedrive.app.mjs";

export default {
  key: "pipedrive-add-note",
  name: "Add Note",
  description: "Adds a new note. For info on [adding an note in Pipedrive](https://developers.pipedrive.com/docs/api/v1/Notes#addNote)",
  version: "0.0.3",
  type: "action",
  props: {
    pipedriveApp,
    content: {
      propDefinition: [
        pipedriveApp,
        "content",
      ],
    },
    dealId: {
      propDefinition: [
        pipedriveApp,
        "dealId",
      ],
      description: "The ID of the deal the note will be attached to. This property is required unless one of (lead_id/person_id/org_id) is specified.",
    },
    personId: {
      propDefinition: [
        pipedriveApp,
        "personId",
      ],
      description: "The ID of the person this note will be attached to. This property is required unless one of (deal_id/lead_id/org_id) is specified.",
    },
    organizationId: {
      propDefinition: [
        pipedriveApp,
        "organizationId",
      ],
      description: "The ID of the organization this note will be attached to. This property is required unless one of (deal_id/lead_id/person_id) is specified.",
    },
    userId: {
      propDefinition: [
        pipedriveApp,
        "userId",
      ],
      description: "The ID of the user who will be marked as the author of the note. Only an admin can change the author.",
    },
    addTime: {
      propDefinition: [
        pipedriveApp,
        "addTime",
      ],
    },
    pinnedToDealFlag: {
      propDefinition: [
        pipedriveApp,
        "pinnedToDealFlag",
      ],
      optional: true,
    },
    pinnedToOrgFlag: {
      propDefinition: [
        pipedriveApp,
        "pinnedToOrgFlag",
      ],
      optional: true,
    },
    pinnedToPersonFlag: {
      propDefinition: [
        pipedriveApp,
        "pinnedToPersonFlag",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      content,
      dealId,
      personId,
      organizationId,
      userId,
      addTime,
      pinnedToLeadFlag,
      pinnedToDealFlag,
      pinnedToOrgFlag,
      pinnedToPersonFlag,
    } = this;

    try {
      const resp =
        await this.pipedriveApp.addNote({
          content,
          deal_id: dealId,
          person_id: personId,
          org_id: organizationId,
          user_id: userId,
          add_time: addTime,
          pinned_to_lead_flag: pinnedToLeadFlag,
          pinned_to_deal_flag: pinnedToDealFlag,
          pinned_to_organization_flag: pinnedToOrgFlag,
          pinned_to_person_flag: pinnedToPersonFlag,
        });

      $.export("$summary", "Successfully added note");

      return resp;
    } catch (error) {
      console.error(error.context?.body || error);
      throw 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.

LabelPropTypeDescription
PipedrivepipedriveAppappThis component uses the Pipedrive app.
Contentcontentstring

The content of the note in HTML format. Subject to sanitization on the back-end.

Deal IDdealIdstringSelect a value from the drop down menu.
Person IDpersonIdintegerSelect a value from the drop down menu.
Organization IDorganizationIdintegerSelect a value from the drop down menu.
User IDuserIdintegerSelect a value from the drop down menu.
Add TimeaddTimestring

Optional creation date & time of the deal in UTC. Requires admin user API token. Format: YYYY-MM-DD HH:MM:SS

Pinned To Deal FlagpinnedToDealFlagboolean

If set, the results are filtered by note to deal pinning state (deal_id is also required)

Pinned To Organization FlagpinnedToOrgFlagboolean

If set, the results are filtered by note to organization pinning state (org_id is also required)

Pinned To Person FlagpinnedToPersonFlagboolean

If set, the results are filtered by note to person pinning state (person_id is also required)

Action Authentication

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

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

About Pipedrive

Sales CRM & Pipeline Management Software

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