Create Customer with Teamwork Desk API on New Form Submission from Gravity Forms API

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Trigger workflow on

New Form Submission from the Gravity Forms API

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Create Customer with the Teamwork Desk API

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Getting Started#

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

Select this integration
Configure the New Form Submission trigger
1. Connect your Gravity Forms account
2. Configure timer
3. Select a Form ID
Configure the Create Customer action
1. Connect your Teamwork Desk account
2. Optional- Configure Address
3. Optional- Configure Avatar URL
4. Select a Company
5. Configure Email
6. Optional- Configure External Id
7. Optional- Configure Extra Data
8. Optional- Configure Facebook URL
9. Optional- Configure First Name
10. Optional- Configure Job Title
11. Optional- Configure Last Name
12. Optional- Configure LinkedinURL
13. Optional- Configure Mobile
14. Optional- Configure Notes
15. Optional- Configure Organization
16. Optional- Select a Permission
17. Optional- Configure Phone
18. Optional- Configure Twitter Handle
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 Form Submission on Gravity Forms

Description:Emit new event when a new form submission is received.

Version:0.0.1

Key:gravity_forms-form-submitted

View on GitHub

Gravity Forms Overview#

The Gravity Forms API allows you to interact programmatically with Gravity Forms, a WordPress form plugin, to create, update, delete, and retrieve form entries. Within Pipedream, you can leverage this API to automate workflows, integrate with other apps, and manipulate form data in real-time. By connecting Gravity Forms to Pipedream's serverless platform, you open up possibilities to sync form submissions with databases, trigger notifications, or even process payments automatically.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import gravityForms from "../../gravity_forms.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "gravity_forms-form-submitted",
  name: "New Form Submission",
  description: "Emit new event when a new form submission is received.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    gravityForms,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    formId: {
      propDefinition: [
        gravityForms,
        "formId",
      ],
    },
  },
  methods: {
    _getLastId() {
      return this.db.get("lastId") || 0;
    },
    _setLastId(lastId) {
      this.db.set("lastId", lastId);
    },
    async startEvent(maxResults = false) {
      const lastId = this._getLastId();
      const response = this.gravityForms.paginate({
        fn: this.gravityForms.listEntries,
        formId: this.formId,
        maxResults,
      });

      const responseArray = [];

      for await (const item of response) {
        if (item.id <= lastId) break;
        responseArray.push(item);
      }

      if (responseArray.length) {
        this._setLastId(responseArray[0].id);
      }

      for (const event of responseArray.reverse()) {
        this.$emit(event, {
          id: event.id,
          summary: `New Form Submission with ID: ${event.id}`,
          ts: Date.parse(event.date_created),
        });
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
  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
Gravity Forms	`gravityForms`	`app`	This component uses the Gravity Forms app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Form ID	`formId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

To retrieve your Consumer Key and Secret,

Navigate to your WordPress instance with Gravity Forms account and sign in
Go to “Forms” > “Settings” > “REST API”

About Gravity Forms#

Build and manage web forms quickly and easily with Gravity Forms for WordPress.

Action#

Create Customer on Teamwork Desk

Description:Create a new customer [See the documentation](https://apidocs.teamwork.com/docs/desk/fe69a0fb1007a-create-a-new-customer)

Version:0.0.1

Key:teamwork_desk-create-customer

View on GitHub

Teamwork Desk Overview#

The Teamwork Desk API provides the means to programmatically access and manipulate customer support ticket data. By integrating it with Pipedream, you can automate ticketing workflows, streamline customer interactions, and connect support data with other business tools. Whether syncing tickets to a CRM, setting up custom alerts, or generating reports, the API's capabilities allow for a variety of automations to enhance support operations.

Action Code#

import teamworkDesk from "../../teamwork_desk.app.mjs";

export default {
  key: "teamwork_desk-create-customer",
  name: "Create Customer",
  version: "0.0.1",
  description: "Create a new customer [See the documentation](https://apidocs.teamwork.com/docs/desk/fe69a0fb1007a-create-a-new-customer)",
  type: "action",
  props: {
    teamworkDesk,
    address: {
      propDefinition: [
        teamworkDesk,
        "address",
      ],
      optional: true,
    },
    avatarURL: {
      propDefinition: [
        teamworkDesk,
        "avatarURL",
      ],
      optional: true,
    },
    companyId: {
      propDefinition: [
        teamworkDesk,
        "companyId",
      ],
    },
    email: {
      propDefinition: [
        teamworkDesk,
        "email",
      ],
    },
    externalId: {
      propDefinition: [
        teamworkDesk,
        "externalId",
      ],
      optional: true,
    },
    extraData: {
      propDefinition: [
        teamworkDesk,
        "extraData",
      ],
      optional: true,
    },
    facebookURL: {
      propDefinition: [
        teamworkDesk,
        "facebookURL",
      ],
      optional: true,
    },
    firstName: {
      propDefinition: [
        teamworkDesk,
        "firstName",
      ],
      optional: true,
    },
    jobTitle: {
      propDefinition: [
        teamworkDesk,
        "jobTitle",
      ],
      optional: true,
    },
    lastName: {
      propDefinition: [
        teamworkDesk,
        "lastName",
      ],
      optional: true,
    },
    linkedinURL: {
      propDefinition: [
        teamworkDesk,
        "linkedinURL",
      ],
      optional: true,
    },
    mobile: {
      propDefinition: [
        teamworkDesk,
        "mobile",
      ],
      optional: true,
    },
    notes: {
      propDefinition: [
        teamworkDesk,
        "notes",
      ],
      optional: true,
    },
    organization: {
      propDefinition: [
        teamworkDesk,
        "organization",
      ],
      optional: true,
    },
    permission: {
      propDefinition: [
        teamworkDesk,
        "permission",
      ],
      optional: true,
    },
    phone: {
      propDefinition: [
        teamworkDesk,
        "phone",
      ],
      optional: true,
    },
    twitterHandle: {
      propDefinition: [
        teamworkDesk,
        "twitterHandle",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      teamworkDesk,
      companyId,
      email,
      ...data
    } = this;

    const response = await teamworkDesk.createCustomer({
      $,
      data: {
        customer: data,
        included: {
          companies: [
            {
              id: companyId,
              delete: false,
            },
          ],
          contacts: [
            {
              value: email,
              type: "email",
              isMain: true,
            },
          ],
        },
      },
    });

    $.export("$summary", `A new customer with Id: ${response.customer?.id} was successfully created!`);
    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
Teamwork Desk	`teamworkDesk`	`app`	This component uses the Teamwork Desk app.
Address	`address`	`string`	Customer address.
Avatar URL	`avatarURL`	`string`	Customer avatar URL.
Company	`companyId`	`string`	Select a value from the drop down menu.
Email	`email`	`string`	The email address of the customer. Email ticket replies and chat transcriptions will be sent to the customer at this address.
External Id	`externalId`	`string`	Customer external ID.
Extra Data	`extraData`	`string`	Provides a free-form reference field for additional customer information.
Facebook URL	`facebookURL`	`string`	The Facebook URL address of the customer.
First Name	`firstName`	`string`	The first name of the customer.
Job Title	`jobTitle`	`string`	Customer job title.
Last Name	`lastName`	`string`	The last name of the customer.
LinkedinURL	`linkedinURL`	`string`	The Linkedin URL address of the customer.
Mobile	`mobile`	`string`	The customer mobile.
Notes	`notes`	`string`	Provides a free-form reference field for additional customer information.
Organization	`organization`	`string`	Organization is the name of the organization that the Customer is in. This feature has been deprecated in favor of `companies`.
Permission	`permission`	`string`	Select a value from the drop down menu:`ownall`
Phone	`phone`	`string`	Customer phone.
Twitter Handle	`twitterHandle`	`string`	The Twitter Handle of the customer.

Action Authentication#

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

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