← Formaloo + Procore integrations

Create Submittal with Procore API on Form Submitted (Instant) from Formaloo API

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Form Submitted (Instant) from the Formaloo API
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Create Submittal with the Procore API
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Getting Started

This integration creates a workflow with a Formaloo trigger and Procore 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 Form Submitted (Instant) trigger
    1. Connect your Formaloo account
    2. Select a Form Slug
  3. Configure the Create Submittal action
    1. Connect your Procore account
    2. Select a Company ID
    3. Select a Project ID
    4. Configure Number
    5. Optional- Configure Description
    6. Optional- Configure Title
    7. Optional- Configure Type
    8. Optional- Configure Private
    9. Optional- Configure Revision
    10. Optional- Select a Location ID
  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. [See the documentation](https://help.formaloo.com/en/articles/8568748-how-formaloo-webhook-works).
Version:0.0.1
Key:formaloo-form-submitted-instant

Formaloo Overview

The Formaloo API lets you interact with your forms and data on Formaloo. You can create new forms, fetch responses, analyze submissions, and more, right within Pipedream. Pipedream's serverless platform facilitates the automation of these tasks, enabling you to integrate Formaloo with hundreds of other services to streamline workflows, analyze data, and synchronize across platforms.

Trigger Code

import common from "../common/webhook.mjs";

export default {
  ...common,
  key: "formaloo-form-submitted-instant",
  name: "Form Submitted (Instant)",
  description: "Emit new event when a form is submitted. [See the documentation](https://help.formaloo.com/en/articles/8568748-how-formaloo-webhook-works).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getData() {
      return {
        form_submit_events: true,
      };
    },
    generateMeta(resource) {
      return {
        id: resource.event_id,
        summary: `Form Submitted: ${resource.event_id}`,
        ts: Date.parse(resource.created_at),
      };
    },
  },
};

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
FormalooappappThis component uses the Formaloo app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.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.
Form SlugformSlugstringSelect a value from the drop down menu.

Trigger Authentication

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

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

About Formaloo

Formaloo is a powerful no-code collaboration platform that enables you to build custom business applications, internal tools and customer engagement tools fast & code-free!

Action

Description:Create a new submittal. [See the documentation](https://developers.procore.com/reference/rest/submittals?version=latest#create-submittal).
Version:0.0.1
Key:procore-create-submittal

Procore Overview

The Procore API empowers developers to interact with its construction management software programmatically, enabling automation of tasks, data synchronization, and enhanced reporting. With APIs covering project management, quality and safety, construction financials, and field productivity, you can craft workflows that streamline operations, reduce manual entry, and provide real-time insights. On Pipedream, these capabilities can be harnessed to create workflows that react to events in Procore or orchestrate actions between Procore and other apps, optimizing construction project workflows.

Action Code

import constants from "../../common/constants.mjs";
import app from "../../procore.app.mjs";

export default {
  key: "procore-create-submittal",
  name: "Create Submittal",
  description: "Create a new submittal. [See the documentation](https://developers.procore.com/reference/rest/submittals?version=latest#create-submittal).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    companyId: {
      propDefinition: [
        app,
        "companyId",
      ],
    },
    projectId: {
      optional: false,
      propDefinition: [
        app,
        "projectId",
        ({ companyId }) => ({
          companyId,
        }),
      ],
    },
    number: {
      type: "string",
      label: "Number",
      description: "The Number of the Submittal",
    },
    description: {
      type: "string",
      label: "Description",
      description: "The Description of the Submittal",
      optional: true,
    },
    title: {
      type: "string",
      label: "Title",
      description: "The Title of the Submittal",
      optional: true,
    },
    type: {
      type: "string",
      label: "Type",
      description: "The Submittal Type of the Submittal",
      optional: true,
    },
    isPrivate: {
      type: "boolean",
      label: "Private",
      description: "Whether the Submittal is Private or not",
      optional: true,
    },
    revision: {
      type: "string",
      label: "Revision",
      description: "The Revision of the Submittal",
      optional: true,
    },
    locationId: {
      propDefinition: [
        app,
        "locationId",
        ({
          companyId, projectId,
        }) => ({
          companyId,
          projectId,
        }),
      ],
    },
  },
  methods: {
    createSubmittal({
      projectId, ...args
    } = {}) {
      return this.app.post({
        versionPath: constants.VERSION_PATH.V1_1,
        path: `/projects/${projectId}/submittals`,
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createSubmittal,
      companyId,
      projectId,
      number,
      description,
      title,
      type,
      isPrivate,
      revision,
      locationId,
    } = this;
    const response = await createSubmittal({
      $,
      companyId,
      projectId,
      data: {
        submittal: {
          number,
          description,
          title,
          type,
          private: isPrivate,
          revision,
          location_id: locationId,
        },
      },
    });
    $.export("$summary", `Successfully created submittal 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.

LabelPropTypeDescription
ProcoreappappThis component uses the Procore app.
Company IDcompanyIdintegerSelect a value from the drop down menu.
Project IDprojectIdintegerSelect a value from the drop down menu.
Numbernumberstring

The Number of the Submittal

Descriptiondescriptionstring

The Description of the Submittal

Titletitlestring

The Title of the Submittal

Typetypestring

The Submittal Type of the Submittal

PrivateisPrivateboolean

Whether the Submittal is Private or not

Revisionrevisionstring

The Revision of the Submittal

Location IDlocationIdintegerSelect a value from the drop down menu.

Action Authentication

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

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

About Procore

The all-in-one construction management software built to help you finish quality projects — safely, on time, and within budget.

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