Create a Form with Typeform API on New or updated contact from Xero Accounting API

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Trigger workflow on

New or updated contact from the Xero Accounting API

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Create a Form with the Typeform API

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Getting Started#

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

Select this integration
Configure the New or updated contact trigger
1. Connect your Xero Accounting account
2. Select a Tenant ID
3. Configure Polling interval
Configure the Create a Form action
1. Connect your Typeform account
2. Configure Title
3. Optional- Select a Workspace
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 or updated contact on Xero Accounting

Description:Emit new notifications when you create a new or update existing contact

Version:0.0.3

Key:xero_accounting_api-new-updated-contact

View on GitHub

Xero Accounting Overview#

The Xero Accounting API offers a powerful gateway to access and manipulate financial data within Xero. Leveraging Pipedream's capabilities, developers can build custom workflows that streamline accounting processes, sync financial data with external systems, and trigger actions based on financial events. This API allows for the automation of tasks such as invoicing, bank reconciliation, bill payments, and reporting, which can lead to significant time savings and enhanced data accuracy.

Trigger Code#

import { formatJsonDate } from "../../common/util.mjs";
import xeroAccountingApi from "../../xero_accounting_api.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "xero_accounting_api-new-updated-contact",
  name: "New or updated contact",
  description: "Emit new notifications when you create a new or update existing contact",
  version: "0.0.3",
  type: "source",
  props: {
    xeroAccountingApi,
    tenantId: {
      propDefinition: [
        xeroAccountingApi,
        "tenantId",
      ],
    },
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll Xero accounting API on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
  },
  dedupe: "unique",
  async run() {
    let lastDateChecked = this.xeroAccountingApi.getLastDateChecked(this.db);

    if (!lastDateChecked) {
      lastDateChecked = new Date().toISOString();
      this.xeroAccountingApi.setLastDateChecked(this.db, lastDateChecked);
    }
    const contacts = (
      await this.xeroAccountingApi.getContact(
        null,
        this.tenantId,
        null,
        lastDateChecked,
      )
    )?.Contacts;
    contacts && contacts.reverse().forEach((contact) => {
      const formattedDate = formatJsonDate(contact.UpdatedDateUTC);
      this.xeroAccountingApi.setLastDateChecked(this.db, formattedDate);
      this.$emit(contact,
        {
          id: `${contact.ContactID}D${formattedDate || ""}`,
          summary: contact.Name,
        });
    });
  },
};

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
Xero Accounting	`xeroAccountingApi`	`app`	This component uses the Xero Accounting app.
Tenant ID	`tenantId`	`string`	Select a value from the drop down menu.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll Xero accounting API on this schedule
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

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

offline_accessopenidprofileemailaccounting.transactionsaccounting.reports.readaccounting.settingsaccounting.settings.readaccounting.contactsaccounting.attachmentsaccounting.journals.read

About Xero Accounting#

Accounting Software

Action#

Create a Form on Typeform

Description:Creates a form with its corresponing fields. [See the docs here](https://developer.typeform.com/create/reference/create-form/)

Version:0.0.2

Key:typeform-create-form

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.

Action Code#

import typeform from "../../typeform.app.mjs";
import utils from "../utils.mjs";

const { reduceProperties } = utils;

export default {
  key: "typeform-create-form",
  name: "Create a Form",
  description: "Creates a form with its corresponing fields. [See the docs here](https://developer.typeform.com/create/reference/create-form/)",
  type: "action",
  version: "0.0.2",
  props: {
    typeform,
    title: {
      propDefinition: [
        typeform,
        "title",
      ],
    },
    workspaceHref: {
      propDefinition: [
        typeform,
        "workspaceHref",
      ],
    },
  },
  async run({ $ }) {
    const initialProps = {
      title: this.title,
    };

    const additionalProps = {
      workspace: [
        {
          href: this.workspaceHref,
        },
        this.workspaceHref,
      ],
    };

    const data = reduceProperties({
      initialProps,
      additionalProps,
    });

    const resp = await this.typeform.createForm({
      $,
      data,
    });

    $.export("$summary", `Successfully created a new form, "${resp.title}"`);

    return resp;
  },
};

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
Typeform	`typeform`	`app`	This component uses the Typeform app.
Title	`title`	`string`	Title to use for the typeform
Workspace	`workspaceHref`	`string`	Select a value from the drop down menu.

Action 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