Create Customer with Teamwork Desk API on New Submission (Instant) from Jotform API

Pipedream makes it easy to connect APIs for Teamwork Desk, Jotform and 2,400+ other apps remarkably fast.

Trigger workflow on

New Submission (Instant) from the Jotform API

Next, do this

Create Customer with the Teamwork Desk API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

This integration creates a workflow with a Jotform 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 Submission (Instant) trigger
1. Connect your Jotform account
2. Optional- Select a Team
3. Select a Form
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 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 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:

Try it

Update Ticket with Teamwork Desk API on New Submission (Instant) from Jotform API

Jotform + Teamwork Desk

Try it

Reply To Ticket with Teamwork Desk API on New Submission (Instant) from Jotform API

Jotform + Teamwork Desk

Try it

Update Customer with Teamwork Desk API on New Submission (Instant) from Jotform API

Jotform + Teamwork Desk

Try it

Get Form Submissions with Jotform API on New Customer Created from Teamwork Desk API

Teamwork Desk + Jotform

Try it

Popular Triggers#

New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

Try it

New Customer Created from the Teamwork Desk API

Emit new event when a new customer is created.

Try it

New Customer Reply from the Teamwork Desk API

Emit new event when a customer reply.

Try it

New Ticket Created from the Teamwork Desk API

Emit new event when a new ticket is created.

Try it

Popular Actions#

Get Form Submissions with the Jotform API

Gets a list of form responses See the docs here

Try it

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

Try it

Get User Submissions with the Jotform API

Gets a list of all submissions for all forms on the account See the docs here

Try it

Create Customer with the Teamwork Desk API

Create a new customer See the documentation

Try it

Create Ticket with the Teamwork Desk API

Create a new ticket See the documentation

Try it