Create Company with Aero Workflow API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Create Company with the Aero Workflow API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Aero Workflow 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 Create Company action
1. Connect your Aero Workflow account
2. Configure Company Name
3. Optional- Configure Default Email Address
4. Optional- Configure Phone
5. Optional- Configure Website
6. Optional- Configure Account Number
7. Optional- Configure Fax
8. Optional- Configure Hourly Billable Rate
9. Optional- Configure Monthly Fixed Fee
10. Optional- Configure Contact First Name
11. Optional- Configure Contact Last Name
12. Optional- Configure Company Address Line 1
13. Optional- Configure Company Line 2
14. Optional- Configure Company Line 3
15. Optional- Configure City (Address)
16. Optional- Configure State (Address)
17. Optional- Configure Postal Code (Address)
18. Optional- Configure Country (Address)
19. Optional- Configure Notes
20. Optional- Configure Is Lead
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#

Create Company on Aero Workflow

Description:Creates a company [See the docs here](https://api.aeroworkflow.com/swagger/index.html)

Version:0.0.1

Key:aero_workflow-create-company

View on GitHub

Aero Workflow Overview#

The Aero Workflow API enables the automation of task management and workflow optimization for professional service firms. Using Pipedream, you can harness this API to create powerful automations that streamline the tasks and procedures within your business. This can significantly reduce manual input, error rates, and increase overall efficiency.

Action Code#

import app from "../../aero_workflow.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "aero_workflow-create-company",
  version: "0.0.1",
  type: "action",
  name: "Create Company",
  description: "Creates a company [See the docs here](https://api.aeroworkflow.com/swagger/index.html)",
  props: {
    app,
    companyName: {
      type: "string",
      label: "Company Name",
      description: "Company name",
    },
    defaultEmailAddress: {
      type: "string",
      label: "Default Email Address",
      description: "Default email address",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Website",
      optional: true,
    },
    accountNumber: {
      type: "string",
      label: "Account Number",
      description: "Account number",
      optional: true,
    },
    fax: {
      type: "string",
      label: "Fax",
      description: "Fax",
      optional: true,
    },
    hourlyBillableRate: {
      type: "integer",
      label: "Hourly Billable Rate",
      description: "Hourly billable rate",
      optional: true,
    },
    monthlyFixedFee: {
      type: "integer",
      label: "Monthly Fixed Fee",
      description: "Monthly fixed fee",
      optional: true,
    },
    contactFirstName: {
      type: "string",
      label: "Contact First Name",
      description: "Contact first name",
      optional: true,
    },
    contactLastName: {
      type: "string",
      label: "Contact Last Name",
      description: "Contact last name",
      optional: true,
    },
    addressLine1: {
      type: "string",
      label: "Company Address Line 1",
      description: "Address line 1",
      optional: true,
    },
    addressLine2: {
      type: "string",
      label: "Company Line 2",
      description: "Address line 2",
      optional: true,
    },
    addressLine3: {
      type: "string",
      label: "Company Line 3",
      description: "Address line 3",
      optional: true,
    },
    addressCity: {
      type: "string",
      label: "City (Address)",
      description: "Address city",
      optional: true,
    },
    addressState: {
      type: "string",
      label: "State (Address)",
      description: "Address state",
      optional: true,
    },
    addressPostalCode: {
      type: "string",
      label: "Postal Code (Address)",
      description: "Address postal code",
      optional: true,
    },
    addressCountry: {
      type: "string",
      label: "Country (Address)",
      description: "Address country",
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "Company notes",
      optional: true,
    },
    isLead: {
      type: "boolean",
      label: "Is Lead",
      description: "Set true if it is a lead",
      optional: true,
    },
  },
  async run ({ $ }) {
    const pairs = {
      companyName: "name",
    };
    const data = utils.extractProps(this, pairs);
    const resp = await this.app.createCompany({
      $,
      data,
    });
    $.export("$summary", `The company(ID: ${resp.id}) has been created successfully.`);
    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
Aero Workflow	`app`	`app`	This component uses the Aero Workflow app.
Company Name	`companyName`	`string`	Company name
Default Email Address	`defaultEmailAddress`	`string`	Default email address
Phone	`phone`	`string`	Phone
Website	`website`	`string`	Website
Account Number	`accountNumber`	`string`	Account number
Fax	`fax`	`string`	Fax
Hourly Billable Rate	`hourlyBillableRate`	`integer`	Hourly billable rate
Monthly Fixed Fee	`monthlyFixedFee`	`integer`	Monthly fixed fee
Contact First Name	`contactFirstName`	`string`	Contact first name
Contact Last Name	`contactLastName`	`string`	Contact last name
Company Address Line 1	`addressLine1`	`string`	Address line 1
Company Line 2	`addressLine2`	`string`	Address line 2
Company Line 3	`addressLine3`	`string`	Address line 3
City (Address)	`addressCity`	`string`	Address city
State (Address)	`addressState`	`string`	Address state
Postal Code (Address)	`addressPostalCode`	`string`	Address postal code
Country (Address)	`addressCountry`	`string`	Address country
Notes	`notes`	`string`	Company notes
Is Lead	`isLead`	`boolean`	Set true if it is a lead

Action Authentication#

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

To get your API Key and Account Number, navigate to Account Settings > Account Profile.

If you've already created an API Key it will be listed on this screen.
If there is no API Key listed, click the Generate new API Key button.
The Account Number (also sometimes called "Account ID") is listed below the API Key

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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 Company Created Event from the Aero Workflow API

Emit new events when a new company is created. See the docs

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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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Create Appointment with the Aero Workflow API

Creates an appointment See the docs here

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Create Company with the Aero Workflow API

Creates a company See the docs here

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