Create Proposal with Offorte 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 Proposal with the Offorte API

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Getting Started#

This integration creates a workflow with a Typeform trigger and Offorte 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 trigger
1. Connect your Typeform account
2. Select a Form
Configure the Create Proposal action
1. Connect your Offorte account
2. Optional- Select a Account User ID
3. Optional- Select one or more Contact People IDs
4. Select a Contact ID
5. Select a Proposal Template ID
6. Select a Design Template ID
7. Optional- Configure Name
8. Optional- Configure Price Total
9. Select a Status
10. Select a Text Template ID
11. Optional- Configure Content
12. Optional- Select one or more Tags
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 on Typeform

Description:Emit new submission

Version:0.0.8

Key:typeform-new-submission

View on GitHub

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.

Label	Prop	Type	Description
Typeform	`typeform`	`app`	This component uses the Typeform 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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Form	`formId`	`string`	Select 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#

Create Proposal on Offorte

Description:Create a new proposal in Offorte. [See the documentation](https://www.offorte.com/api-docs/api#tag/Proposals/operation/createProposal)

Version:0.0.1

Key:offorte-create-proposal

View on GitHub

Action Code#

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

export default {
  key: "offorte-create-proposal",
  name: "Create Proposal",
  description: "Create a new proposal in Offorte. [See the documentation](https://www.offorte.com/api-docs/api#tag/Proposals/operation/createProposal)",
  version: "0.0.1",
  type: "action",
  props: {
    offorte,
    accountUserId: {
      propDefinition: [
        offorte,
        "userId",
      ],
      label: "Account User ID",
      optional: true,
    },
    contactPeople: {
      propDefinition: [
        offorte,
        "contactId",
      ],
      optional: true,
      type: "string[]",
      label: "Contact People IDs",
      description: "List with people who are going to receive the proposal. These are the contacts belonging to an organisation who are going to receive the proposal. Make sure they got an email filled in.",
    },
    contactId: {
      propDefinition: [
        offorte,
        "contactId",
        () => ({
          fieldId: "contact_id",
        }),
      ],
      description: "The proposal is assigned to this main contact id",
    },
    proposalTemplateId: {
      propDefinition: [
        offorte,
        "proposalTemplateId",
      ],
    },
    designTemplateId: {
      propDefinition: [
        offorte,
        "designTemplateId",
      ],
    },
    name: {
      type: "string",
      label: "Name",
      description: "The name of the proposal",
      optional: true,
    },
    priceTotal: {
      type: "string",
      label: "Price Total",
      description: "Proposal value as calculated by pricetables",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "The status of the proposal",
      options: STATUS_OPTIONS,
    },
    textTemplateId: {
      propDefinition: [
        offorte,
        "textTemplateId",
      ],
    },
    content: {
      type: "string[]",
      label: "Content",
      description: "A list of content items of the proposal. [See the documentation](https://www.offorte.com/api-docs/api#tag/Proposals/operation/createProposal)",
      optional: true,
    },
    tags: {
      propDefinition: [
        offorte,
        "tags",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.offorte.createProposal({
      $,
      data: clearObject({
        account_user_id: this.accountUserId,
        contact_people: parseObject(this.contactPeople),
        contact_id: this.contactId,
        proposal_template_id: this.proposalTemplateId,
        design_template_id: this.designTemplateId,
        name: this.name,
        price_total: this.priceTotal && parseFloat(this.priceTotal),
        status: this.status,
        text_template_id: this.textTemplateId,
        content: parseObject(this.content),
        tags: parseObject(this.tags),
      }),
    });

    $.export("$summary", `Created proposal with ID: ${response.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
Offorte	`offorte`	`app`	This component uses the Offorte app.
Account User ID	`accountUserId`	`string`	Select a value from the drop down menu.
Contact People IDs	`contactPeople`	`string[]`	Select a value from the drop down menu.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Proposal Template ID	`proposalTemplateId`	`string`	Select a value from the drop down menu.
Design Template ID	`designTemplateId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the proposal
Price Total	`priceTotal`	`string`	Proposal value as calculated by pricetables
Status	`status`	`string`	Select a value from the drop down menu:`{ "label": "Edit", "value": "edit" }{ "label": "Open", "value": "open" }{ "label": "Won", "value": "won" }{ "label": "Lost", "value": "lost" }{ "label": "Closed", "value": "closed" }`
Text Template ID	`textTemplateId`	`string`	Select a value from the drop down menu.
Content	`content`	`string[]`	A list of content items of the proposal. See the documentation
Tags	`tags`	`string[]`	Select a value from the drop down menu.