Create Purchase Order with Unleashed Software API on New NPS Ratings from UserVoice API

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New NPS Ratings from the UserVoice API

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Create Purchase Order with the Unleashed Software API

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Getting Started#

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

Select this integration
Configure the New NPS Ratings trigger
1. Connect your UserVoice account
2. Configure Polling schedule
Configure the Create Purchase Order action
1. Connect your Unleashed Software account
2. Select a Order Status
3. Select a Supplier ID
4. Select a Tax Code
5. Optional- Select a Warehouse ID
6. Optional- Configure Exchange Rate
7. Optional- Configure Comments
8. Configure Number of Line Items
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 NPS Ratings on UserVoice

Description:Emits new NPS ratings submitted through the UserVoice NPS widget. On first run, emits up to 10 sample NPS ratings users have previously submitted.

Version:0.0.4

Key:uservoice-new-nps-ratings

View on GitHub

UserVoice Overview#

The UserVoice API allows you to tap into customer feedback and support data to automate and enhance customer engagement processes. With the API, you can programmatically access UserVoice accounts to retrieve suggestions, tickets, and user data, allowing you to analyze customer trends, automate responses, and integrate with other customer success platforms. By leveraging Pipedream's capabilities, you can create event-driven workflows that react to UserVoice events, synchronize data across multiple services, and construct a more responsive customer feedback loop.

Trigger Code#

const uservoice = require("../../uservoice.app.js");
const { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } = require("@pipedream/platform");

const NUM_SAMPLE_RESULTS = 10;

module.exports = {
  name: "New NPS Ratings",
  version: "0.0.4",
  key: "uservoice-new-nps-ratings",
  description: `Emits new NPS ratings submitted through the UserVoice NPS widget. On first run, emits up to ${NUM_SAMPLE_RESULTS} sample NPS ratings users have previously submitted.`,
  dedupe: "unique",
  type: "source",
  props: {
    uservoice,
    timer: {
      label: "Polling schedule",
      description:
        "Pipedream will poll the UserVoice API for new NPS ratings on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
  },
  hooks: {
    async deploy() {
      // Emit sample records on the first run
      const { npsRatings } = await this.uservoice.listNPSRatings({
        numSampleResults: NUM_SAMPLE_RESULTS,
      });
      this.emitWithMetadata(npsRatings);
    },
  },
  methods: {
    emitWithMetadata(ratings) {
      for (const rating of ratings) {
        const {
          id, rating: score, body, created_at,
        } = rating;
        const summary = body && body.length
          ? `${score} - ${body}`
          : `${score}`;
        this.$emit(rating, {
          summary,
          id,
          ts: +new Date(created_at),
        });
      }
    },
  },
  async run() {
    let updated_after =
      this.db.get("updated_after") || new Date().toISOString();
    const {
      npsRatings, maxUpdatedAt,
    } = await this.uservoice.listNPSRatings({
      updated_after,
    });
    this.emitWithMetadata(npsRatings);

    if (maxUpdatedAt) {
      updated_after = maxUpdatedAt;
    }
    this.db.set("updated_after", updated_after);
  },
};

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
UserVoice	`uservoice`	`app`	This component uses the UserVoice app.
Polling schedule	`timer`	`$.interface.timer`	Pipedream will poll the UserVoice API for new NPS ratings on this schedule
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.

Trigger Authentication#

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

To connect to the UserVoice API, create a trusted API client. In your UserVoice Admin Console, navigate to Settings → Integrations → UserVoice API keys and click the button to Add API Key. Add a name and check the Trusted box at the bottom of the modal that appears:

Then, generate an access token by clicking the Create button near the right of the details of the API key:

About UserVoice#

User feedback made easy and actionable

Action#

Create Purchase Order on Unleashed Software

Description:Create a purchase order. [See the documentation](https://apidocs.unleashedsoftware.com/Purchases)

Version:0.0.1

Key:unleashed_software-create-purchase-order

View on GitHub

Action Code#

import unleashedSoftware from "../../unleashed_software.app.mjs";

export default {
  key: "unleashed_software-create-purchase-order",
  name: "Create Purchase Order",
  description: "Create a purchase order. [See the documentation](https://apidocs.unleashedsoftware.com/Purchases)",
  version: "0.0.1",
  type: "action",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  props: {
    unleashedSoftware,
    orderStatus: {
      propDefinition: [
        unleashedSoftware,
        "purchaseOrderStatus",
      ],
    },
    supplierId: {
      propDefinition: [
        unleashedSoftware,
        "supplierId",
      ],
    },
    taxCode: {
      propDefinition: [
        unleashedSoftware,
        "taxCode",
      ],
    },
    warehouseId: {
      propDefinition: [
        unleashedSoftware,
        "warehouseId",
      ],
      optional: true,
    },
    exchangeRate: {
      propDefinition: [
        unleashedSoftware,
        "exchangeRate",
      ],
      optional: true,
    },
    comments: {
      propDefinition: [
        unleashedSoftware,
        "comments",
      ],
    },
    numLineItems: {
      type: "integer",
      label: "Number of Line Items",
      description: "The number of line items to enter",
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (!this.numLineItems) {
      return props;
    }
    for (let i = 1; i <= this.numLineItems; i++) {
      props[`line_${i}_productId`] = {
        type: "string",
        label: `Line Item ${i} - Product ID`,
        options: async ({ page }) => {
          const { Items: products } = await this.unleashedSoftware.listProducts({
            page: page + 1,
          });
          return products?.map(({
            Guid: value, ProductDescription: label,
          }) => ({
            value,
            label,
          })) || [];
        },
      };
      props[`line_${i}_quantity`] = {
        type: "string",
        label: `Line Item ${i} - Quantity`,
      };
      props[`line_${i}_unitPrice`] = {
        type: "string",
        label: `Line Item ${i} - Unit Price`,
      };
    }
    return props;
  },
  async run({ $ }) {
    const lineItems = [];
    let subtotal = 0, taxTotal = 0;
    const taxRate = await this.unleashedSoftware.getTaxRateFromCode({
      $,
      taxCode: this.taxCode,
    });

    for (let i = 1; i <= this.numLineItems; i++) {
      const lineTotal = +this[`line_${i}_unitPrice`] * +this[`line_${i}_quantity`];
      const lineTax = lineTotal * (taxRate / 100);
      lineItems.push({
        Product: {
          Guid: this[`line_${i}_productId`],
        },
        OrderQuantity: +this[`line_${i}_quantity`],
        UnitPrice: +this[`line_${i}_unitPrice`],
        LineTotal: lineTotal,
        LineTax: lineTax,
        LineNumber: i,
      });
      subtotal += lineTotal;
      taxTotal += lineTax;
    }
    const response = await this.unleashedSoftware.createPurchaseOrder({
      $,
      data: {
        Supplier: {
          Guid: this.supplierId,
        },
        ExchangeRate: +this.exchangeRate,
        OrderStatus: this.orderStatus,
        Warehouse: {
          Guid: this.warehouseId,
        },
        Comments: this.comments,
        Subtotal: subtotal,
        Tax: {
          TaxCode: this.taxCode,
        },
        TaxRate: taxRate,
        TaxTotal: taxTotal,
        Total: subtotal + taxTotal,
        PurchaseOrderLines: lineItems,
      },
    });

    $.export("$summary", "Successfully created purchase order");
    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
Unleashed Software	`unleashedSoftware`	`app`	This component uses the Unleashed Software app.
Order Status	`orderStatus`	`string`	Select a value from the drop down menu:`ParkedPlacedComplete`
Supplier ID	`supplierId`	`string`	Select a value from the drop down menu.
Tax Code	`taxCode`	`string`	Select a value from the drop down menu.
Warehouse ID	`warehouseId`	`string`	Select a value from the drop down menu.
Exchange Rate	`exchangeRate`	`string`	The exchange rate to use for the order
Comments	`comments`	`string`	The comments to add to the sales order
Number of Line Items	`numLineItems`	`integer`	The number of line items to enter