Create Lead with Zendesk Sell API on New Submission (Instant) from Jotform API

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

Trigger workflow on

New Submission (Instant) from the Jotform API

Next, do this

Create Lead with the Zendesk Sell 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 Zendesk Sell 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 Lead action
1. Connect your Zendesk Sell account
2. Configure Is Organization
3. Optional- Select a Status
4. Optional- Configure Title
5. Optional- Configure Description
6. Optional- Configure Email
7. Optional- Configure Phone
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 Lead on Zendesk Sell

Description:Creates a new lead. [See the documentation](https://developer.zendesk.com/api-reference/sales-crm/resources/leads/#create-a-lead).

Version:0.0.1

Key:zendesk_sell-create-lead

View on GitHub

Action Code#

import zendeskSell from "../../zendesk_sell.app.mjs";

export default {
  key: "zendesk_sell-create-lead",
  name: "Create Lead",
  description: "Creates a new lead. [See the documentation](https://developer.zendesk.com/api-reference/sales-crm/resources/leads/#create-a-lead).",
  type: "action",
  version: "0.0.1",
  props: {
    zendeskSell,
    isOrganization: {
      propDefinition: [
        zendeskSell,
        "isOrganization",
      ],
      description: "Indicator of whether or not this lead refers to an organization or an individual",
      reloadProps: true,
    },
    status: {
      propDefinition: [
        zendeskSell,
        "status",
      ],
      description: "The status of the lead",
    },
    title: {
      propDefinition: [
        zendeskSell,
        "title",
      ],
      description: "The lead’s job title",
    },
    description: {
      propDefinition: [
        zendeskSell,
        "description",
      ],
      description: "The lead’s description",
    },
    email: {
      propDefinition: [
        zendeskSell,
        "email",
      ],
      description: "The lead’s email address",
    },
    phone: {
      propDefinition: [
        zendeskSell,
        "phone",
      ],
      description: "The lead’s phone number",
    },
  },
  async additionalProps() {
    const props = {};
    if (this.isOrganization) {
      props.name = {
        type: "string",
        label: "Name",
        description: "Name of the lead",
      };
    } else {
      props.firstName = {
        type: "string",
        label: "First Name",
        description: "First name of the lead",
      };
      props.lastName = {
        type: "string",
        label: "Last Name",
        description: "Last name of the lead",
      };
    }
    return props;
  },
  async run({ $ }) {
    const response = await this.zendeskSell.createLead({
      $,
      data: {
        data: {
          first_name: this.firstName,
          last_name: this.lastName,
          organization_name: this.name,
          status: this.status,
          title: this.title,
          description: this.description,
          email: this.email,
          phone: this.phone,
        },
      },
    });
    $.export("$summary", `Successfully created lead with ID ${response.data.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
Zendesk Sell	`zendeskSell`	`app`	This component uses the Zendesk Sell app.
Is Organization	`isOrganization`	`boolean`	Indicator of whether or not this lead refers to an organization or an individual
Status	`status`	`string`	Select a value from the drop down menu:`nonecurrentpast`
Title	`title`	`string`	The lead’s job title
Description	`description`	`string`	The lead’s description
Email	`email`	`string`	The lead’s email address
Phone	`phone`	`string`	The lead’s phone number

Action Authentication#

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

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

Try it

Create Task with Zendesk Sell API on New Submission (Instant) from Jotform API

Jotform + Zendesk Sell

Try it

Get Form Submissions with Jotform API on New Lead Created from Zendesk Sell API

Zendesk Sell + Jotform

Try it

Get Monthly User Usage with Jotform API on New Lead Created from Zendesk Sell API

Zendesk Sell + Jotform

Try it

Get User Submissions with Jotform API on New Lead Created from Zendesk Sell API

Zendesk Sell + Jotform

Try it

Popular Triggers#

New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

Try it

New Contact Created from the Zendesk Sell API

Emit new event when a new contact is created in Zendesk Sell.

Try it

New Deal Created from the Zendesk Sell API

Emit new event when a new deal is created in Zendesk Sell.

Try it

New Lead Created from the Zendesk Sell API

Emit new event when a new lead is created in Zendesk Sell.

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 Contact with the Zendesk Sell API

Creates a new contact. See the documentation.

Try it

Create Lead with the Zendesk Sell API

Creates a new lead. See the documentation.

Try it