Create Sandbox Public Token with Plaid API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Create Sandbox Public Token with the Plaid API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Plaid 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 Sandbox Public Token action
1. Connect your Plaid account
2. Select a Institution ID
3. Select one or more Initial Products
4. Optional- Configure Webhook URL
5. Optional- Configure User Token
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 Sandbox Public Token on Plaid

Description:Creates a valid `public_token` for an arbitrary institution ID, initial products, and test credentials. [See the documentation](https://plaid.com/docs/api/sandbox/#sandboxpublic_tokencreate).

Version:0.0.1

Key:plaid-create-sandbox-public-token

View on GitHub

Plaid Overview#

The Plaid API offers a multitude of financial data operations, enabling developers to manage and interact with user bank accounts, transactions, identity info, and more, all within a secure and compliant ecosystem. Integrating Plaid with Pipedream can unlock powerful automations, like syncing transaction data to accounting software, verifying user identities for KYC compliance, and automating financial alerts or reporting.

Action Code#

import app from "../../plaid.app.mjs";
import institutions from "../../common/sandbox-institutions.mjs";

export default {
  key: "plaid-create-sandbox-public-token",
  name: "Create Sandbox Public Token",
  description: "Creates a valid `public_token` for an arbitrary institution ID, initial products, and test credentials. [See the documentation](https://plaid.com/docs/api/sandbox/#sandboxpublic_tokencreate).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    institutionId: {
      type: "string",
      label: "Institution ID",
      description: "The ID of the institution the Item will be associated with",
      options: Object.values(institutions),
    },
    initialProducts: {
      type: "string[]",
      label: "Initial Products",
      description: "The products to initially pull for the Item. May be any products that the specified institution supports.",
      options: [
        "assets",
        "auth",
        "balance",
        "employment",
        "identity",
        "income_verification",
        "identity_verification",
        "investments",
        "liabilities",
        "payment_initiation",
        "standing_orders",
        "statements",
        "transactions",
        "transfer",
      ],
    },
    webhookUrl: {
      type: "string",
      label: "Webhook URL",
      description: "The URL to which Plaid should send webhook notifications. You must configure at least one webhook to enable webhooks.",
      optional: true,
    },
    userToken: {
      type: "string",
      label: "User Token",
      description: "The user token associated with the User data is being requested for.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      app,
      institutionId,
      initialProducts,
      webhookUrl,
      userToken,
    } = this;

    const response = await app.createSandboxPublicToken({
      institution_id: institutionId,
      initial_products: initialProducts,
      user_token: userToken,
      ...(
        webhookUrl
          ? {
            options: {
              webhook: webhookUrl,
            },
          }
          : {}
      ),
    });

    $.export("$summary", `Successfully created sandbox public token for institution ${institutionId}`);

    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
Plaid	`app`	`app`	This component uses the Plaid app.
Institution ID	`institutionId`	`string`	Select a value from the drop down menu:`{ "label": "First Platypus Bank (non-OAuth bank)", "value": "ins_109508" }{ "label": "First Gingham Credit Union (non-OAuth bank)", "value": "ins_109509" }{ "label": "Tattersall Federal Credit Union (non-OAuth bank)", "value": "ins_109510" }{ "label": "Tartan Bank (non-OAuth bank)", "value": "ins_109511" }{ "label": "Houndstooth Bank (for Instant Match and Automated Micro-deposit testing)", "value": "ins_109512" }{ "label": "Tartan-Dominion Bank of Canada (Canadian bank)", "value": "ins_43" }{ "label": "Flexible Platypus Open Banking (UK Bank)", "value": "ins_116834" }{ "label": "Royal Bank of Plaid (UK Bank)", "value": "ins_117650" }{ "label": "Platypus OAuth Bank (for OAuth testing)", "value": "ins_127287" }{ "label": "First Platypus OAuth App2App Bank (for App-to-App OAuth testing)", "value": "ins_132241" }{ "label": "Flexible Platypus Open Banking (for OAuth QR code authentication testing)", "value": "ins_117181" }{ "label": "Windowpane Bank (for Instant Micro-deposit testing)", "value": "ins_135858" }{ "label": "Unhealthy Platypus Bank - Degraded", "value": "ins_132363" }{ "label": "Unhealthy Platypus Bank - Down", "value": "ins_132361" }{ "label": "Unsupported Platypus Bank - Institution Not Supported", "value": "ins_133402" }{ "label": "Platypus Bank RUX Auth (formerly for testing legacy RUX flows)", "value": "ins_133502" }{ "label": "Platypus Bank RUX Match (formerly for testing legacy RUX flows)", "value": "ins_133503" }`
Initial Products	`initialProducts`	`string[]`	Select a value from the drop down menu:`assetsauthbalanceemploymentidentityincome_verificationidentity_verificationinvestmentsliabilitiespayment_initiationstanding_ordersstatementstransactionstransfer`
Webhook URL	`webhookUrl`	`string`	The URL to which Plaid should send webhook notifications. You must configure at least one webhook to enable webhooks.
User Token	`userToken`	`string`	The user token associated with the User data is being requested for.

Action Authentication#

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

Find your client ID and client secret in your Plaid Keys settings and enter them below.

You develop Plaid apps in different environments. Please choose the environment below (you can change this at https://pipedream.com/accounts at any time).

About Plaid#

Connect to users' bank accounts.

More Ways to Connect Plaid + Jotform#

Other Popular Integrations#

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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 Accounts Available (Instant) from the Plaid API

Emit new event when there are new accounts available at the Financial Institution. See the documentation

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New Event (Instant) from the Plaid API

Emit new event when there are changes to Plaid Items or the status of asynchronous processes. See the documentation

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Sync Updates Available (Instant) from the Plaid API

Emit new event when there are new updates available for a connected account. See the documentation

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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 Access Token with the Plaid API

Exchange a Link public_token for an API access_token. See the documentation

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Create Sandbox Public Token with the Plaid API

Creates a valid public_token for an arbitrary institution ID, initial products, and test credentials. See the documentation

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