← Typeform + Keap (Infusionsoft) integrations

Create Payment with Keap (Infusionsoft) API on New Submission from Typeform API

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Trigger workflow on
New Submission from the Typeform API
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Create Payment with the Keap (Infusionsoft) API
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Getting Started

This integration creates a workflow with a Typeform trigger and Keap (Infusionsoft) 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 trigger
    1. Connect your Typeform account
    2. Select a Form
  3. Configure the Create Payment action
    1. Connect your Keap (Infusionsoft) account
    2. Select a Order
    3. Configure Payment Amount
    4. Select a Payment Method
    5. Optional- Configure Apply to Commissions
    6. Optional- Configure Charge Now
    7. Optional- Configure Credit Card ID
    8. Optional- Configure Date
    9. Optional- Configure Notes
    10. Optional- Configure Payment Gateway ID
  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 submission
Version:0.0.8
Key:typeform-new-submission

Typeform Overview

The Typeform API furnishes you with the means to create dynamic forms and collect user responses in real-time. By leveraging this API within Pipedream's serverless platform, you can automate workflows to process this data, integrate seamlessly with other services, and react to form submissions instantaneously. This empowers you to craft tailored responses, synchronize with databases, trigger email campaigns, or even manage event registrations without manual intervention.

Trigger Code

import { createHmac } from "crypto";
import sampleEmit from "./test-event.mjs";
import { uuid } from "uuidv4";
import common from "../common/common.mjs";
import constants from "../../constants.mjs";
import utils from "../common/utils.mjs";

const { typeform } = common.props;
const { parseIsoDate } = utils;

export default {
  ...common,
  key: "typeform-new-submission",
  name: "New Submission",
  version: "0.0.8",
  type: "source",
  description: "Emit new submission",
  props: {
    ...common.props,
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    db: "$.service.db",
    formId: {
      propDefinition: [
        typeform,
        "formId",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateSecret() {
      return "" + Math.random();
    },
  },
  hooks: {
    ...common.hooks,
    async activate() {
      const secret = this.generateSecret();
      this._setSecret(secret);

      let tag = this._getTag();
      if (!tag) {
        tag = uuid();
        this._setTag(tag);
      }

      return await this.typeform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        tag,
        secret,
      });
    },
    async deactivate() {
      const tag = this._getTag();

      return await this.typeform.deleteHook({
        formId: this.formId,
        tag,
      });
    },
  },
  async run(event) {
    const {
      body,
      headers,
    } = event;

    const { [constants.TYPEFORM_SIGNATURE]: typeformSignature } = headers;

    if (typeformSignature) {
      const secret = this._getSecret();

      const hmac =
        createHmac(constants.ALGORITHM, secret)
          .update(body)
          .digest(constants.ENCODING);

      const signature = `${constants.ALGORITHM}=${hmac}`;

      if (typeformSignature !== signature) {
        throw new Error("signature mismatch");
      }
    }

    let formResponseString = "";
    const data = Object.assign({}, body.form_response);
    data.form_response_parsed = {};

    for (let i = 0; i < body.form_response.answers.length; i++) {
      const field = body.form_response.definition.fields[i];
      const answer = body.form_response.answers[i];

      let parsedAnswer;
      let value = answer[answer.type];

      if (value.label) {
        parsedAnswer = value.label;

      } else if (value.labels) {
        parsedAnswer = value.labels.join();

      } else if (value.choice) {
        parsedAnswer = value.choice;

      } else if (value.choices) {
        parsedAnswer = value.choices.join();

      } else {
        parsedAnswer = value;
      }

      data.form_response_parsed[field.title] = parsedAnswer;
      formResponseString += `### ${field.title}\n${parsedAnswer}\n`;
    }

    data.form_response_string = formResponseString;
    data.raw_webhook_event = body;

    if (data.landed_at) {
      data.landed_at = parseIsoDate(data.landed_at);
    }

    if (data.submitted_at) {
      data.submitted_at = parseIsoDate(data.submitted_at);
    }

    data.form_title = body.form_response.definition.title;
    delete data.answers;
    delete data.definition;

    this.$emit(data, {
      summary: JSON.stringify(data),
      id: data.token,
    });

    this.http.respond({
      status: 200,
    });
  },
  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
TypeformtypeformappThis component uses the Typeform app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
FormformIdstringSelect a value from the drop down menu.

Trigger Authentication

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

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

offlineaccounts:readforms:writeforms:readimages:writeimages:readthemes:writethemes:readresponses:readresponses:writewebhooks:readwebhooks:writeworkspaces:readworkspaces:write

About Typeform

Typeform lets you build no-code forms, quizzes, and surveys - and get more responses.

Action

Description:Create or add a payment record [See docs here](https://developer.infusionsoft.com/docs/rest/#operation/createPaymentOnOrderUsingPOST)
Version:0.0.1
Key:infusionsoft-create-payment

Keap (Infusionsoft) Overview

The Keap (Infusionsoft) API is a powerful tool that unlocks advanced customer relationship management, marketing automation, and sales features. It allows you to manage contacts, create and update customer records, send emails, set up marketing campaigns, and more, automating and integrating these processes within your business workflows. With Pipedream's serverless execution environment, you can harness this API to craft custom automations, trigger sequences based on specific actions, and connect Keap to a multitude of other apps and services, streamlining your sales and marketing efforts.

Action Code

import infusionsoft from "../../app/infusionsoft.app.mjs";
import { defineAction } from "@pipedream/types";
export default defineAction({
    name: "Create Payment",
    description: "Create or add a payment record [See docs here](https://developer.infusionsoft.com/docs/rest/#operation/createPaymentOnOrderUsingPOST)",
    key: "infusionsoft-create-payment",
    version: "0.0.1",
    type: "action",
    props: {
        infusionsoft,
        orderId: {
            propDefinition: [
                infusionsoft,
                "orderId",
            ],
        },
        paymentAmount: {
            type: "string",
            label: "Payment Amount",
        },
        paymentMethodType: {
            type: "string",
            label: "Payment Method",
            options: [
                {
                    label: "Credit Card",
                    value: "CREDIT_CARD",
                },
                {
                    label: "Cash",
                    value: "CASH",
                },
                {
                    label: "Check",
                    value: "CHECK",
                },
            ],
        },
        applyToCommissions: {
            type: "boolean",
            label: "Apply to Commissions",
            optional: true,
        },
        chargeNow: {
            type: "boolean",
            label: "Charge Now",
            optional: true,
        },
        creditCardId: {
            type: "integer",
            label: "Credit Card ID",
            optional: true,
        },
        date: {
            type: "string",
            label: "Date",
            description: "Used when `Charge Now` is **false** or if inserting historical data. Must be a date-time string such as `2017-01-01T22:17:59.039Z`",
            optional: true,
        },
        notes: {
            type: "string",
            label: "Notes",
            optional: true,
        },
        paymentGatewayId: {
            type: "string",
            label: "Payment Gateway ID",
            optional: true,
        },
    },
    async run({ $ }) {
        const params = {
            $,
            orderId: this.orderId,
            data: {
                apply_to_commissions: this.applyToCommissions,
                charge_now: this.chargeNow,
                credit_card_id: this.creditCardId,
                date: this.date,
                notes: this.notes,
                payment_amount: this.paymentAmount,
                payment_gateway_id: this.paymentGatewayId,
                payment_method_type: this.paymentMethodType,
            },
        };
        const data = await this.infusionsoft.createPayment(params);
        $.export("$summary", "Created Payment successfully");
        return data;
    },
});

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
Keap (Infusionsoft)infusionsoftappThis component uses the Keap (Infusionsoft) app.
OrderorderIdintegerSelect a value from the drop down menu.
Payment AmountpaymentAmountstring
Payment MethodpaymentMethodTypestringSelect a value from the drop down menu:{ "label": "Credit Card", "value": "CREDIT_CARD" }{ "label": "Cash", "value": "CASH" }{ "label": "Check", "value": "CHECK" }
Apply to CommissionsapplyToCommissionsboolean
Charge NowchargeNowboolean
Credit Card IDcreditCardIdinteger
Datedatestring

Used when Charge Now is false or if inserting historical data. Must be a date-time string such as 2017-01-01T22:17:59.039Z

Notesnotesstring
Payment Gateway IDpaymentGatewayIdstring

Action Authentication

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

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

About Keap (Infusionsoft)

CRM, sales & marketing platform

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