Create Contact with Agile CRM API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Create Contact with the Agile CRM API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Agile CRM 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 Contact action
1. Connect your Agile CRM account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Company Name
5. Optional- Configure Email
6. Optional- Configure Phone
7. Optional- Configure Custom Fields
8. Optional- Configure Tags
9. Optional- Configure Score
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 Contact on Agile CRM

Description:Create a new contact in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#13-creating-a-contact)

Version:0.0.3

Key:agile_crm-create-contact

View on GitHub

Agile CRM Overview#

The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.

Action Code#

import agileCrm from "../../agile_crm.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "agile_crm-create-contact",
  name: "Create Contact",
  description: "Create a new contact in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#13-creating-a-contact)",
  version: "0.0.3",
  type: "action",
  props: {
    agileCrm,
    firstName: {
      propDefinition: [
        agileCrm,
        "firstName",
      ],
      optional: false,
    },
    lastName: {
      propDefinition: [
        agileCrm,
        "lastName",
      ],
    },
    company: {
      propDefinition: [
        agileCrm,
        "companyName",
      ],
      optional: true,
    },
    email: {
      propDefinition: [
        agileCrm,
        "email",
      ],
    },
    phone: {
      propDefinition: [
        agileCrm,
        "phone",
      ],
    },
    customFields: {
      propDefinition: [
        agileCrm,
        "customFields",
      ],
    },
    tags: {
      propDefinition: [
        agileCrm,
        "tags",
      ],
      optional: true,
    },
    score: {
      propDefinition: [
        agileCrm,
        "score",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      firstName,
      lastName,
      company,
      email,
      phone,
      customFields,
      score,
    } = this;

    let tags;
    if (this.tags?.length) {
      tags = Array.isArray(this.tags)
        ? this.tags
        : JSON.parse(this.tags);
    }

    const data = {
      tags,
      lead_score: score,
      properties: [
        {
          type: "SYSTEM",
          name: "first_name",
          value: firstName,
        },
        {
          type: "SYSTEM",
          name: "last_name",
          value: lastName || "",
        },
        {
          type: "SYSTEM",
          name: "company",
          value: company || "",
        },
        {
          type: "SYSTEM",
          name: "email",
          value: email || "",
        },
        {
          name: "phone",
          value: phone || "",
        },
        ...utils.getCustomFieldsProperties(customFields),
      ],
    };

    const response = await this.agileCrm.createContact({
      data,
      $,
    });

    $.export("$summary", `Successfully created contact with ID ${response.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
Agile CRM	`agileCrm`	`app`	This component uses the Agile CRM app.
First Name	`firstName`	`string`	The contact's first name
Last Name	`lastName`	`string`	The contact's last name
Company Name	`company`	`string`	Name of the company
Email	`email`	`string`	The contact's email address
Phone	`phone`	`string`	The contact's phone number
Custom Fields	`customFields`	`string[]`	Please provide a JSON structure like this per row: `{"name": "Field Name", "value": "Field Value"}`
Tags	`tags`	`string[]`	The tags to add to the specified contact
Score	`score`	`integer`	Amount to add to contact score. If you want to decrease the existing score, then use negative values for the score parameter.

Action Authentication#

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

You may access the API Key from Admin Settings -> API & Analytics -> API Key.
Your username is the email address you use to log into Agile CRM.
If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

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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 Agile CRM API

Emit new event when a new contact is created

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New Task from the Agile CRM API

Emit new event when a new task is created

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New Ticket from the Agile CRM API

Emit new event when a new ticket 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 Score to Contact with the Agile CRM API

Used to change the score of a contact. See the documentation

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Add Tags to Contact with the Agile CRM API

Adds a tag or tags to an existing contact. See the documentation

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