← Jotform + pdfFiller integrations

Create Distributable Form and Generate Link with pdfFiller API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API
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Create Distributable Form and Generate Link with the pdfFiller API
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Getting Started

This integration creates a workflow with a Jotform trigger and pdfFiller 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 Distributable Form and Generate Link action
    1. Connect your pdfFiller account
    2. Select a Document ID
    3. Select a Access
    4. Select a Status
    5. Configure Name Required
    6. Configure Email Required
    7. Configure Enforce Required Fields
    8. Configure Allow Downloads
    9. Optional- Configure Redirect URL
    10. Optional- Configure Custom Message
    11. Optional- Configure Notification Emails
    12. Optional- Configure Additional Documents
  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:Transforms a document into a fillable form and generates a shareable link for the form. [See the documentation](https://docs.pdffiller.com/docs/pdffiller/9d3a06696db96-create-fillable-document-converts-a-downloaded-document-to-a-link-to-fill-form)
Version:0.0.2
Key:pdffiller-create-distributable-form-generate-link

Action Code

import {
  ACCESS_OPTIONS, STATUS_OPTIONS,
} from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import pdffiller from "../../pdffiller.app.mjs";

export default {
  key: "pdffiller-create-distributable-form-generate-link",
  name: "Create Distributable Form and Generate Link",
  description: "Transforms a document into a fillable form and generates a shareable link for the form. [See the documentation](https://docs.pdffiller.com/docs/pdffiller/9d3a06696db96-create-fillable-document-converts-a-downloaded-document-to-a-link-to-fill-form)",
  version: "0.0.2",
  type: "action",
  props: {
    pdffiller,
    documentId: {
      propDefinition: [
        pdffiller,
        "documentId",
      ],
    },
    access: {
      type: "string",
      label: "Access",
      description: "Access level for the fill request document.",
      options: ACCESS_OPTIONS,
    },
    status: {
      type: "string",
      label: "Status",
      description: "Document access permission.",
      options: STATUS_OPTIONS,
    },
    nameRequired: {
      type: "boolean",
      label: "Name Required",
      description: "Name required",
      default: false,
    },
    emailRequired: {
      type: "boolean",
      label: "Email Required",
      description: "Email required",
      default: false,
    },
    enforceRequiredFields: {
      type: "boolean",
      label: "Enforce Required Fields",
      description: "Prevent closing document before filling all fields.",
      default: false,
    },
    allowDownloads: {
      type: "boolean",
      label: "Allow Downloads",
      description: "Allow to download",
      default: false,
    },
    redirectUrl: {
      type: "string",
      label: "Redirect URL",
      description: "Redirect to URL after complete.",
      optional: true,
    },
    customMessage: {
      type: "string",
      label: "Custom Message",
      description: "LinkToFill custom message.",
      optional: true,
    },
    notificationEmails: {
      type: "string[]",
      label: "Notification Emails",
      description: "LinkToFill notification emails.",
      optional: true,
    },
    additionalDocuments: {
      type: "string[]",
      label: "Additional Documents",
      description: "Additional documents required after filling the document. Max count 5.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.pdffiller.createFillableDocument({
      $,
      data: {
        document_id: this.documentId,
        access: this.access,
        status: this.status,
        name_required: this.nameRequired,
        email_required: this.emailRequired,
        enforce_required_fields: this.enforceRequiredFields,
        allow_downloads: this.allowDownloads,
        redirect_url: this.redirectUrl,
        notification_emails: parseObject(this.notificationEmails)?.map((email) => ({
          email,
        })),
        additional_documents: this.additionalDocuments,
        custom_message: this.customMessage,
      },
    });

    $.export("$summary", `Successfully created a fillable form and generated a shareable link for document ID ${this.fillableFormId}`);
    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.

LabelPropTypeDescription
pdfFillerpdffillerappThis component uses the pdfFiller app.
Document IDdocumentIdstringSelect a value from the drop down menu.
AccessaccessstringSelect a value from the drop down menu:{ "label": "Full - read|write|sign.", "value": "full" }{ "label": "Signature - read|sign.", "value": "signature" }
StatusstatusstringSelect a value from the drop down menu:publicprivate
Name RequirednameRequiredboolean

Name required

Email RequiredemailRequiredboolean

Email required

Enforce Required FieldsenforceRequiredFieldsboolean

Prevent closing document before filling all fields.

Allow DownloadsallowDownloadsboolean

Allow to download

Redirect URLredirectUrlstring

Redirect to URL after complete.

Custom MessagecustomMessagestring

LinkToFill custom message.

Notification EmailsnotificationEmailsstring[]

LinkToFill notification emails.

Additional DocumentsadditionalDocumentsstring[]

Additional documents required after filling the document. Max count 5.

Action Authentication

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

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

About pdfFiller

Powerful online PDF tools to make your document workflows easy and secure.

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