← Jotform + Aero Workflow integrations

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

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Trigger workflow on
New Submission (Instant) from the Jotform API
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Create Contact 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.

  1. Select this integration
  2. Configure the New Submission (Instant) trigger
    1. Connect your Jotform account
    2. Optional- Select a Team
    3. Select a Form
  3. Configure the Create Contact action
    1. Connect your Aero Workflow account
    2. Configure First Name
    3. Configure Last Name
    4. Optional- Configure Default Email Address
    5. Optional- Configure Office Phone
    6. Optional- Configure Home Phone
    7. Optional- Configure Mobile Phone
    8. Optional- Configure Facebook Url
    9. Optional- Configure LinkedIn Url
    10. Optional- Configure Title
    11. Optional- Configure Twitter Handle
    12. Optional- Configure Notes
  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:0.1.5
Key:jotform-new-submission

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.
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.
TeamteamIdstringSelect a value from the drop down menu.
FormformIdstringSelect 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

Description:Creates a contact [See the docs here](https://api.aeroworkflow.com/swagger/index.html)
Version:0.0.1
Key:aero_workflow-create-contact

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-contact",
  version: "0.0.1",
  type: "action",
  name: "Create Contact",
  description: "Creates a contact [See the docs here](https://api.aeroworkflow.com/swagger/index.html)",
  props: {
    app,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the contact",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the contact",
    },
    defaultEmailAddress: {
      type: "string",
      label: "Default Email Address",
      description: "Default email address",
      optional: true,
    },
    officePhone: {
      type: "string",
      label: "Office Phone",
      description: "Office phone",
      optional: true,
    },
    homePhone: {
      type: "string",
      label: "Home Phone",
      description: "Home phone",
      optional: true,
    },
    mobilePhone: {
      type: "string",
      label: "Mobile Phone",
      description: "Mobile phone",
      optional: true,
    },
    facebookUrl: {
      type: "string",
      label: "Facebook Url",
      description: "Facebook url",
      optional: true,
    },
    linkedInUrl: {
      type: "string",
      label: "LinkedIn Url",
      description: "LinkedIn url",
      optional: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "Title",
      optional: true,
    },
    twitterHandle: {
      type: "string",
      label: "Twitter Handle",
      description: "Twitter handle",
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "Notes",
      optional: true,
    },
  },
  async run ({ $ }) {
    const data = utils.extractProps(this);
    const resp = await this.app.createContact({
      $,
      data,
    });
    $.export("$summary", `The contact(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.

LabelPropTypeDescription
Aero WorkflowappappThis component uses the Aero Workflow app.
First NamefirstNamestring

First name of the contact

Last NamelastNamestring

Last name of the contact

Default Email AddressdefaultEmailAddressstring

Default email address

Office PhoneofficePhonestring

Office phone

Home PhonehomePhonestring

Home phone

Mobile PhonemobilePhonestring

Mobile phone

Facebook UrlfacebookUrlstring

Facebook url

LinkedIn UrllinkedInUrlstring

LinkedIn url

Titletitlestring

Title

Twitter HandletwitterHandlestring

Twitter handle

Notesnotesstring

Notes

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

About Aero Workflow

Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.

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