← Jotform + Zoho Inventory integrations

Create Sales Order with Zoho Inventory 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 Order with the Zoho Inventory API
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Getting Started

This integration creates a workflow with a Jotform trigger and Zoho Inventory 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 (Instant) trigger
    1. Connect your Jotform account
    2. Select a Form
    3. Optional- Configure Encrypted
  3. Configure the Create Sales Order action
    1. Connect your Zoho Inventory account
    2. Select a Organization
    3. Select a Customer
    4. Select one or more Item
  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 event when a form is submitted
Version:0.1.2
Key:jotform-new-submission

Jotform Overview

Using the Jotform API, you can easily add forms to your website or application.
You can also use the Jotform API to manage your form submissions, gather
insights from your form data, and more.

Here are some examples of what you can build using the Jotform API:

  • A contact form for your website
  • A survey form to collect data from your users
  • A registration form for your events or courses
  • A payment form for your products or services
  • A lead capture form to collect leads from your website visitors

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: "0.1.2",
  type: "source",
  dedupe: "unique",
  props: {
    jotform,
    http: "$.interface.http",
    formId: {
      propDefinition: [
        jotform,
        "formId",
      ],
    },
    encrypted: {
      propDefinition: [
        jotform,
        "encrypted",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.encrypted) {
      props.privateKey = jotform.propDefinitions.privateKey;
    }
    return props;
  },
  hooks: {
    async deploy() {
      const { content: form } = await this.jotform.getForm(this.formId);
      const { content: submissions } = await this.jotform.getFormSubmissions({
        formId: this.formId,
        params: {
          limit: 25,
          orderby: "created_at",
        },
      });
      for (let submission of submissions.reverse()) {
        if (this.encrypted) {
          submission = this.jotform.decryptSubmission(submission, this.privateKey);
        }
        const meta = {
          id: submission.id,
          summary: form.title,
          ts: Date.now(),
        };
        this.$emit(submission, meta);
      }
    },
    async activate() {
      return (await this.jotform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
      }));
    },
    async deactivate() {
      return (await this.jotform.deleteHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
      }));
    },
  },
  async run(event) {
    const { body } = event;
    let { content: submission } = await this.jotform.getFormSubmission({
      submissionId: body.submissionID,
    });

    // 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];
      }
    }

    if (this.encrypted) {
      submission = this.jotform.decryptSubmission(submission, this.privateKey);
    }

    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.
LabelPropTypeDescription
JotformjotformappThis component uses the Jotform 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.
FormformIdstringSelect a value from the drop down menu.
Encryptedencryptedboolean

Are the form responses encrypted? Set to true to decrypt responses.

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.

  1. Get your Jotform API key. The API key must grant Pipedream Full Permissions. Pipedream requires this level of access to automatically register webhooks for your selected forms so you can trigger Pipedream workflows on form submissions.

apikey

  1. For the region field, enter api if none of the below apply.
  • If "Europe Datacenter" is selected in the "Data" section of your Jotform account, enter eu-api
  • If your account is HIPAA-compliant, enter hipaa-api
  • If you have an Enterprise Jotform account, enter the subdomain (if your Jotform URL is https://acmecompany.jotform.com, your subdomain is acmecompany)

About Jotform

Online form builder for business

Action

Description:Create a new sales order in Zoho Inventory. [See the docs here](https://www.zoho.com/inventory/api/v1/salesorders/#create-a-sales-order)
Version:0.0.1
Key:zoho_inventory-create-order

Zoho Inventory Overview

The Zoho Inventory API gives developers the ability to build innovative and
dynamic applications that enable businesses to manage the selling, buying, and
organizing of inventory. With this API, developers can tailor their
applications with the features to enable businesses to make the most of their
inventory.

The Zoho Inventory API has many features, including:

  • Creation and management of vendors, customers, and items
  • Ability to keep track of inventory stock in warehouses, sale orders, and
    purchase orders
  • Automation of sales, purchases, and warehousing operations
  • Ability to manage taxes, currency exchange rates, ships, carriers, and more
  • Access to real-time reports on sale and purchase orders

With the Zoho Inventory API, you can create the following applications:

  • Customized e-commerce website for customers
  • Inventory management system for warehouses
  • Dynamic order processing and invoicing system
  • Automated purchasing system for vendors
  • Robust billing system for customers
  • Mobile app for sales and inventory tracking
  • Real-time reporting system for analyzing sales and purchases
  • Comprehensive e-commerce platform that integrates with other apps

Action Code

import zohoInventory from "../../zoho_inventory.app.mjs";

export default {
  key: "zoho_inventory-create-order",
  name: "Create Sales Order",
  description: "Create a new sales order in Zoho Inventory. [See the docs here](https://www.zoho.com/inventory/api/v1/salesorders/#create-a-sales-order)",
  version: "0.0.1",
  type: "action",
  props: {
    zohoInventory,
    organization: {
      propDefinition: [
        zohoInventory,
        "organization",
      ],
    },
    customer: {
      propDefinition: [
        zohoInventory,
        "customer",
      ],
    },
    items: {
      propDefinition: [
        zohoInventory,
        "items",
      ],
      withLabel: true,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    for (const item of this.items) {
      props[item.label] = {
        type: "string",
        label: `Quantity of ${item.label}`,
        description: `Enter the line item quantity for item ${item.label}`,
      };
    }
    return props;
  },
  async run({ $ }) {
    const params = {
      organization_id: this.organization,
    };
    const data = {
      customer_id: this.customer,
      line_items: [],
    };
    for (const item of this.items) {
      data.line_items.push({
        item_id: item.value,
        quantity: this[item.label],
      });
    }
    const response = await this.zohoInventory.createSalesOrder({
      params,
      data,
      $,
    });
    $.export("$summary", "Successfully created sales 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.

LabelPropTypeDescription
Zoho InventoryzohoInventoryappThis component uses the Zoho Inventory app.
OrganizationorganizationstringSelect a value from the drop down menu.
CustomercustomerstringSelect a value from the drop down menu.
Itemitemsstring[]Select a value from the drop down menu.

Action Authentication

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

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

ZohoInventory.settings.READZohoinventory.FullAccess.all

About Zoho Inventory

Inventory Management | Online Inventory Software

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