Create Dealflow with Satuit API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Create Dealflow with the Satuit API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Satuit 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 Dealflow action
1. Connect your Satuit account
2. Select a Business ID
3. Select a Rep ID
4. Configure Name
5. Configure Description
6. Configure Number
7. Configure Date
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 Dealflow on Satuit

Description:Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)

Version:0.0.1

Key:satuit-create-dealflow

View on GitHub

Satuit Overview#

The Satuit API enables seamless integration of asset management and CRM functionalities into various business processes. With it, you can automate tasks such as data synchronization, report generation, and client management. Pipedream, with its serverless execution model, allows you to connect Satuit to hundreds of other apps to create powerful workflows without managing any infrastructure. You could, for instance, trigger a workflow with a new database entry, process the data within Pipedream, and then use the Satuit API to update customer records or create tasks for follow-ups.

Action Code#

import app from "../../satuit.app.mjs";

export default {
  key: "satuit-create-dealflow",
  name: "Create Dealflow",
  description: "Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. [See the documentation](https://satuittechnologies.zendesk.com/hc/en-us/articles/360055725213-Satuit-REST-API-Postman-Documentation)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    iBusKey: {
      propDefinition: [
        app,
        "business",
      ],
    },
    cRep: {
      propDefinition: [
        app,
        "rep",
      ],
    },
    cUserChar1: {
      type: "string",
      label: "Name",
      description: "The name of the deal flow",
    },
    cUserPick6: {
      type: "string",
      label: "Description",
      description: "The description of the deal flow",
    },
    nUserNum2: {
      type: "string",
      label: "Number",
      description: "The number of the deal flow",
    },
    dUserDate6: {
      type: "string",
      label: "Date",
      description: "The date of the deal flow. Eg. `2021-01-01`",
    },
  },
  methods: {
    createDealFlow(args = {}) {
      return this.app.post({
        path: "/dealflow",
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createDealFlow,
      iBusKey,
      cRep,
      cUserChar1,
      cUserPick6,
      nUserNum2,
      dUserDate6,
    } = this;

    const response = await createDealFlow({
      $,
      data: {
        ibuskey: iBusKey,
        crep: cRep,
        cuserchar1: cUserChar1,
        cuserpick6: cUserPick6,
        nusernum2: nUserNum2,
        duserdate6: dUserDate6,
      },
    });

    $.export("$summary", `Successfully created dealflow with ID \`${response?.Result?.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
Satuit	`app`	`app`	This component uses the Satuit app.
Business ID	`iBusKey`	`string`	Select a value from the drop down menu.
Rep ID	`cRep`	`string`	Select a value from the drop down menu.
Name	`cUserChar1`	`string`	The name of the deal flow
Description	`cUserPick6`	`string`	The description of the deal flow
Number	`nUserNum2`	`string`	The number of the deal flow
Date	`dUserDate6`	`string`	The date of the deal flow. Eg. `2021-01-01`

Action Authentication#

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

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

About Satuit#

SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments.

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Popular Triggers#

New Submission (Instant) from the Jotform API

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New Activity from the Satuit API

Emit new event when a new activity is created in Satuit. See the documentation

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New Contact Created from the Satuit API

Emit new event each time a new contact is created in Satuit. See the documentation

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New Opportunity from the Satuit API

Emit new event when a new opportunity is created in Satuit. See the documentation

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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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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 Business with the Satuit API

Creates a new business within the Satuit platform. See the documentation

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Create Dealflow with the Satuit API

Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. See the documentation

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