Create Sales Invoice with The Bookie API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Create Sales Invoice with the The Bookie API

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Getting Started#

This integration creates a workflow with a Jotform trigger and The Bookie 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 Sales Invoice action
1. Connect your The Bookie account
2. Select a Contact ID
3. Configure Invoice Number
4. Configure Invoice Date
5. Configure Expiration Date
6. Optional- Select a VAT shifted
7. Optional- Configure Journal Entry Lines
8. Optional- Configure Attachment
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:0.1.6

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: "0.1.6",
  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 Sales Invoice on The Bookie

Description:Creates a new sales invoice. [See the documentation](https://app.thebookie.nl/nl/help/article/api-documentatie/#salesentry_create)

Version:0.0.1

Key:the_bookie-create-sales-invoice

View on GitHub

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import fs from "fs";
import {
  checkTmp, parseObject,
} from "../../common/utils.mjs";
import theBookie from "../../the_bookie.app.mjs";

export default {
  key: "the_bookie-create-sales-invoice",
  name: "Create Sales Invoice",
  description: "Creates a new sales invoice. [See the documentation](https://app.thebookie.nl/nl/help/article/api-documentatie/#salesentry_create)",
  version: "0.0.1",
  type: "action",
  props: {
    theBookie,
    contactId: {
      propDefinition: [
        theBookie,
        "contactId",
      ],
    },
    invoiceNumber: {
      type: "string",
      label: "Invoice Number",
      description: "The number of the invoice",
    },
    invoiceDate: {
      type: "string",
      label: "Invoice Date",
      description: "The date of the invoice. **Format: YYYY-MM-DD**",
    },
    expirationDate: {
      type: "string",
      label: "Expiration Date",
      description: "The expiration date of the invoice. **Format: YYYY-MM-DD**",
    },
    btwShifted: {
      type: "string",
      label: "VAT shifted",
      description: "The VAT type",
      options: [
        {
          label: "No (standard)",
          value: "NONE",
        },
        {
          label: "Shifted within The Netherlands",
          value: "NL",
        },
        {
          label: "Shifted within EU",
          value: "EU",
        },
        {
          label: "Shifted outside EU",
          value: "NON_EU",
        },
      ],
      optional: true,
    },
    journalEntryLines: {
      type: "string[]",
      label: "Journal Entry Lines",
      description: "An array of stringified objects of item entry lines. **Example: { \"description\": \"Boekregel 1\", \"btw_type\": \"PROCENT_21\", \"amount\": \"1200.0\", \"quantity\": \"2.00\"}** btw_type can be only 'PERCENT_9', 'PERCENT_21' or 'PERCENT_0'",
      optional: true,
    },
    attachment: {
      type: "string",
      label: "Attachment",
      description: "The path to the pdf file saved to the `/tmp` directory (e.g. `/tmp/example.pdf`). [See the documentation](https://pipedream.com/docs/workflows/steps/code/nodejs/working-with-files/#the-tmp-directory).",
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.journalEntryLines) {
      throw new ConfigurationError("At least one (1) 'Journal Entry Line' should be added");
    }
    if (this.attachment) {
      this.attachment = fs.readFileSync(checkTmp(this.attachment), {
        encoding: "base64",
      });
    }
    const response = await this.theBookie.createInvoice({
      $,
      data: {
        contact_id: this.contactId,
        invoice_number: this.invoiceNumber,
        invoice_date: this.invoiceDate,
        expiration_date: this.expirationDate,
        btw_shifted: this.btwShifted,
        journal_entry_lines: parseObject(this.journalEntryLines),
        attachment: this.attachment,
      },
    });

    $.export("$summary", `Successfully created invoice with number ${this.invoiceNumber}`);
    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
The Bookie	`theBookie`	`app`	This component uses the The Bookie app.
Contact ID	`contactId`	`string`	Select a value from the drop down menu.
Invoice Number	`invoiceNumber`	`string`	The number of the invoice
Invoice Date	`invoiceDate`	`string`	The date of the invoice. Format: YYYY-MM-DD
Expiration Date	`expirationDate`	`string`	The expiration date of the invoice. Format: YYYY-MM-DD
VAT shifted	`btwShifted`	`string`	Select a value from the drop down menu:`{ "label": "No (standard)", "value": "NONE" }{ "label": "Shifted within The Netherlands", "value": "NL" }{ "label": "Shifted within EU", "value": "EU" }{ "label": "Shifted outside EU", "value": "NON_EU" }`
Journal Entry Lines	`journalEntryLines`	`string[]`	An array of stringified objects of item entry lines. Example: { "description": "Boekregel 1", "btw_type": "PROCENT_21", "amount": "1200.0", "quantity": "2.00"} btw_type can be only 'PERCENT_9', 'PERCENT_21' or 'PERCENT_0'
Attachment	`attachment`	`string`	The path to the pdf file saved to the `/tmp` directory (e.g. `/tmp/example.pdf`). See the documentation

Action Authentication#

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

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

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Find Contacts with The Bookie API on New Submission (Instant) from Jotform API

Jotform + The Bookie

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Get Form Submissions with Jotform API on New Invoice Paid from The Bookie API

The Bookie + Jotform

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Get Monthly User Usage with Jotform API on New Invoice Paid from The Bookie API

The Bookie + Jotform

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Get User Submissions with Jotform API on New Invoice Paid from The Bookie API

The Bookie + Jotform

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Popular Triggers#

New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

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New Contact Created from the The Bookie API

Emit new event when a contact is created.

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New Invoice Created from the The Bookie API

Emit new event when a new invoice is created.

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New Invoice Paid from the The Bookie API

Emit new event when the state of an invoice is changed to 'paid'.

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Popular Actions#

Get Form Submissions with the Jotform API

Gets a list of form responses See the docs here

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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

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Get User Submissions with the Jotform API

Gets a list of all submissions for all forms on the account See the docs here

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Create Contact with the The Bookie API

Instantly creates a new contact in the address book. See the documentation

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Create Sales Invoice with the The Bookie API

Creates a new sales invoice. See the documentation

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