Create Offer with Firmao API on New Evidence for Control Added from Drata API

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New Evidence for Control Added from the Drata API

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Create Offer with the Firmao API

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Getting Started#

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

Select this integration
Configure the New Evidence for Control Added trigger
1. Connect your Drata account
2. Configure timer
3. Select a Control ID
Configure the Create Offer action
1. Connect your Firmao account
2. Configure Unique Number
3. Select a Offer Type
4. Select a Offer Mode
5. Configure Offer Date
6. Optional- Configure Net Price
7. Optional- Configure Gross Price
8. Optional- Configure VAT Price
9. Optional- Select a Currency
10. Optional- Configure Valid From
11. Optional- Select a Offer Status
12. Optional- Configure Payment Date
13. Optional- Configure Customer Address Post Code
14. Optional- Configure Days To Due Date
15. Optional- Select a Customer
16. Optional- Configure Customer Address City
17. Optional- Configure Customer Address Country
18. Optional- Configure Customer Address Street
19. Optional- Configure NIP Number
20. Optional- Configure Issuing Person
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 Evidence for Control Added on Drata

Description:Emit a new event for every new evidence for a control. [See the documentation](https://developers.drata.com/docs/openapi/reference/operation/GRCPublicController_getMappedExternalEvidence/#tag/Controls/operation/GRCPublicController_getMappedExternalEvidence).

Version:0.0.3

Key:drata-new-evidence-added

View on GitHub

Drata Overview#

Drata is a compliance automation platform. Drata’s platform is built by compliance and security experts so you don’t have to be one. With 75+ native integrations, you can easily connect your tech stack and automate evidence collection and testing.

Pipedream customers get 25% off Drata, with implementation fees waived. Visit https://drata.com/partner/pipedream for more information.

Trigger Code#

import drata from "../../drata.app.mjs";
import constants from "../../common/constants.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

const docsLink = "https://developers.drata.com/docs/openapi/reference/operation/GRCPublicController_getMappedExternalEvidence/#tag/Controls/operation/GRCPublicController_getMappedExternalEvidence";

export default {
  key: "drata-new-evidence-added",
  name: "New Evidence for Control Added",
  description: `Emit a new event for every new evidence for a control. [See the documentation](${docsLink}).`,
  type: "source",
  version: "0.0.3",
  dedupe: "unique",
  props: {
    drata,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    controlId: {
      propDefinition: [
        drata,
        "controlId",
      ],
    },
  },
  hooks: {
    async deploy() {
      console.log(this.controlId);
      const response = await this.drata.listEvidencesForControl({
        controlId: this.controlId,
        paginate: true,
        // this endpoint does not support custom sorting. It sorts by name
        params: {
          limit: constants.DEPLOY_LIMIT,
        },
      });

      this._setVisitedIds(response.data.map((evidence) => evidence.id));
      for (const evidence of response.data.slice(-constants.DEPLOY_LIMIT)) {
        this.$emit(evidence, {
          id: evidence.id,
          summary: `Historical evidence added event: ${evidence.name}`,
          ts: new Date(),
        });
      }
    },
  },
  methods: {
    _getVisitedIds() {
      return new Set(this.db.get("visitedIds"));
    },
    _setVisitedIds(visitedIds) {
      this.db.set("visitedIds", Array.from(visitedIds));
    },
  },
  async run() {
    const visitedIds = this._getVisitedIds();

    const response = await this.drata.listEvidencesForControl({
      controlId: this.controlId,
      paginate: true,
      params: {
        limit: constants.PAGINATION_LIMIT,
      },
    });

    for (const evidence of response.data) {
      if (!visitedIds.has(evidence.id)) {
        visitedIds.add(evidence.id);
        this.$emit(evidence, {
          id: evidence.id,
          summary: `New evidence added: ${evidence.name}`,
          ts: new Date(),
        });
      }
    }

    this._setVisitedIds(visitedIds);
  },
};

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
Drata	`drata`	`app`	This component uses the Drata app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Control ID	`controlId`	`integer`	Select a value from the drop down menu.

Trigger Authentication#

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

Make sure you're logged into the Drata UI, then see these docs to create a Drata API key. Enter it below.

About Drata#

Drata automates your compliance journey from start to audit-ready and beyond and provides support from the security and compliance experts who built it.

Action#

Create Offer on Firmao

Description:Create a new quote/offer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)

Version:0.0.1

Key:firmao-create-offer

View on GitHub

Firmao Overview#

The Firmao API allows for the integration of Firmao's CRM and ERP features into Pipedream's serverless platform, enabling the automation of tasks such as managing contacts, projects, tasks, invoices, and timesheets. By leveraging Pipedream's capabilities, users can create custom workflows that respond to events in Firmao, or orchestrate actions between Firmao and other apps to streamline business processes.

Action Code#

import app from "../../firmao.app.mjs";
import constants from "../common/constants.mjs";

export default {
  key: "firmao-create-offer",
  name: "Create Offer",
  description: "Create a new quote/offer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    number: {
      type: "string",
      label: "Unique Number",
      description: "Unique number of the offer.",
    },
    type: {
      type: "string",
      label: "Offer Type",
      description: "Type of the offer.",
      options: constants.OFFER_TYPE,
    },
    mode: {
      type: "string",
      label: "Offer Mode",
      description: "Mode of the offer.",
      options: constants.OFFER_MODE,
    },
    offerDate: {
      type: "string",
      label: "Offer Date",
      description: "Date of the offer. e.g `2012-07-17T00:00:00+02:00`",
    },
    netPrice: {
      type: "string",
      label: "Net Price",
      description: "Net price of the offer.",
      optional: true,
    },
    grossPrice: {
      type: "string",
      label: "Gross Price",
      description: "Gross price of the offer.",
      optional: true,
    },
    vatPrice: {
      type: "string",
      label: "VAT Price",
      description: "Value Added Tax price of the offer.",
      optional: true,
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Currency of the offer.",
      options: constants.OFFER_CURRENCY,
      optional: true,
    },
    validFrom: {
      type: "string",
      label: "Valid From",
      description: "Date from which the offer is valid. e.g `2012-07-17T00:00:00+02:00`",
      optional: true,
    },
    offerStatus: {
      type: "string",
      label: "Offer Status",
      description: "Status of the offer.",
      options: constants.OFFER_STATUS,
      optional: true,
    },
    paymentDate: {
      type: "string",
      label: "Payment Date",
      description: "Payment date of the offer. e.g `2012-07-17T00:00:00+02:00`",
      optional: true,
    },
    customerAddressPostCode: {
      type: "string",
      label: "Customer Address Post Code",
      description: "Post code of the customer's address.",
      optional: true,
    },
    daysToDueDate: {
      type: "integer",
      label: "Days To Due Date",
      description: "Number of days to the due date of the offer.",
      optional: true,
    },
    customer: {
      type: "string",
      label: "Customer",
      description: "Customer ID to be added in an offer",
      optional: true,
      propDefinition: [
        app,
        "customers",
      ],
    },
    customerAddressCity: {
      type: "string",
      label: "Customer Address City",
      description: "City of the customer's address.",
      optional: true,
    },
    customerAddressCountry: {
      type: "string",
      label: "Customer Address Country",
      description: "Country of the customer's address.",
      optional: true,
    },
    customerAddressStreet: {
      type: "string",
      label: "Customer Address Street",
      description: "Street of the customer's address.",
      optional: true,
    },
    nipNumber: {
      type: "string",
      label: "NIP Number",
      description: "NIP number of the customer.",
      optional: true,
    },
    issuingPerson: {
      type: "string",
      label: "Issuing Person",
      description: "Person issuing the offer.",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      "nettoPrice": this.netPrice,
      "bruttoPrice": this.grossPrice,
      "vatPrice": this.vatPrice,
      "currency": this.currency,
      "paymentType": this.paymentType,
      "paymentDate": this.paymentDate,
      "offerDate": this.offerDate,
      "validFrom": this.validFrom,
      "type": this.type,
      "mode": this.mode,
      "offerStatus": this.offerStatus,
      "customerAddress.postCode": this.customerAddressPostCode,
      "daysToDueDate": this.daysToDueDate,
      "customer": this.customer,
      "customerAddress.city": this.customerAddressCity,
      "customerAddress.country": this.customerAddressCountry,
      "customerAddress.street": this.customerAddressStreet,
      "nipNumber": this.nipNumber,
      "issuingPerson": this.issuingPerson,
      "number": this.number,
    };

    const offer = await this.app.createOffer({
      $,
      data,
    });
    $.export("$summary", "Successfully created offer");

    return offer;
  },
};

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
Firmao	`app`	`app`	This component uses the Firmao app.
Unique Number	`number`	`string`	Unique number of the offer.
Offer Type	`type`	`string`	Select a value from the drop down menu:`{ "label": "Offer", "value": "OFFER" }{ "label": "Order", "value": "ORDER" }`
Offer Mode	`mode`	`string`	Select a value from the drop down menu:`{ "label": "Sale", "value": "SALE" }{ "label": "Purchase", "value": "PURCHASE" }`
Offer Date	`offerDate`	`string`	Date of the offer. e.g `2012-07-17T00:00:00+02:00`
Net Price	`netPrice`	`string`	Net price of the offer.
Gross Price	`grossPrice`	`string`	Gross price of the offer.
VAT Price	`vatPrice`	`string`	Value Added Tax price of the offer.
Currency	`currency`	`string`	Select a value from the drop down menu:`{ "label": "Brazilian Reais", "value": "BRL" }{ "label": "Euro", "value": "EUR" }{ "label": "US Dollars", "value": "USD" }`
Valid From	`validFrom`	`string`	Date from which the offer is valid. e.g `2012-07-17T00:00:00+02:00`
Offer Status	`offerStatus`	`string`	Select a value from the drop down menu:`{ "label": "New", "value": "NEW" }{ "label": "Sent", "value": "SENT" }{ "label": "During Negotiations", "value": "DURING_NEGOTIATIONS" }{ "label": "Accepted", "value": "ACCEPTED" }{ "label": "Rejected", "value": "REJECTED" }{ "label": "Executed", "value": "EXECUTED" }`
Payment Date	`paymentDate`	`string`	Payment date of the offer. e.g `2012-07-17T00:00:00+02:00`
Customer Address Post Code	`customerAddressPostCode`	`string`	Post code of the customer's address.
Days To Due Date	`daysToDueDate`	`integer`	Number of days to the due date of the offer.
Customer	`customer`	`string`	Select a value from the drop down menu.
Customer Address City	`customerAddressCity`	`string`	City of the customer's address.
Customer Address Country	`customerAddressCountry`	`string`	Country of the customer's address.
Customer Address Street	`customerAddressStreet`	`string`	Street of the customer's address.
NIP Number	`nipNumber`	`string`	NIP number of the customer.
Issuing Person	`issuingPerson`	`string`	Person issuing the offer.

Action Authentication#

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

To retrieve your API Login and Password,

Navigate to your Firmao account and sign in
Click the User menu on the top right
Go to “Company Settings” > “Integrations” > “API”

Your Organization ID is 1234 if your Firmao login URL after you login is https://system.firmao.net/1234

Create Offer with Firmao API on New Evidence for Control Added from Drata API

Pipedream makes it easy to connect APIs for Firmao, Drata and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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