← Kizeo Forms + HR Cloud integrations

Create Task with HR Cloud API on New Form Created from Kizeo Forms API

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New Form Created from the Kizeo Forms API
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Create Task with the HR Cloud API
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Getting Started

This integration creates a workflow with a Kizeo Forms trigger and HR Cloud 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 Form Created trigger
    1. Connect your Kizeo Forms account
    2. Configure Polling schedule
  3. Configure the Create Task action
    1. Connect your HR Cloud account
    2. Select a Application Code
    3. Configure Title
    4. Select one or more Employee IDs
    5. Select a Assignee Type
    6. Optional- Select a Assignee Employee 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 new form is created on Kizeo Forms. [See the documentation](https://www.kizeoforms.com/doc/swagger/v3/#/forms/get_forms)
Version:0.0.1
Key:kizeo_forms-new-form

Kizeo Forms Overview

Kizeo Forms API lets you interact with the Kizeo platform to automate form data retrieval, manage users, and push or pull data to or from forms. On Pipedream, you can harness this API to create serverless workflows that trigger actions based on form submissions, integrate with other apps, or manage form data effectively. Use the API to connect Kizeo Forms with CRMs, project management tools, databases, and more, streamlining data collection and processing activities.

Trigger Code

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

export default {
  ...common,
  key: "kizeo_forms-new-form",
  name: "New Form Created",
  description: "Emit new event when a new form is created on Kizeo Forms. [See the documentation](https://www.kizeoforms.com/doc/swagger/v3/#/forms/get_forms)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    sortFn(a, b) {
      const dateA = new Date(a.create_time);
      const dateB = new Date(b.create_time);
      return dateA - dateB;
    },
    getResourcesName() {
      return "forms";
    },
    getResourcesFn() {
      return this.app.listForms;
    },
    getResourcesFnArgs() {
      return;
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Form: ${resource.name}`,
        ts: Date.parse(resource.create_time),
      };
    },
  },
};

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
Kizeo FormsappappThis component uses the Kizeo Forms app.
Polling scheduletimer$.interface.timer

How often to poll the API

Trigger Authentication

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

Your API Token and Company Code are sent to your email when you request them via support@kizeo.com. For more info, refer to Kizeo Forms’s documentation

About Kizeo Forms

Mobile Forms Application

Action

Description:Creates a new task. [See the documentation](https://help.hrcloud.com/api/#/task#POST_tasks)
Version:0.0.2
Key:hr_cloud-create-task

HR Cloud Overview

HR Cloud is a human resources management system (HRMS) that helps businesses manage their employee data, payroll, benefits, time tracking, and more. This integration enables you to automate your HR workflows by connecting HR Cloud with thousands of other apps on Pipedream.

Action Code

import hrCloud from "../../hr_cloud.app.mjs";

export default {
  key: "hr_cloud-create-task",
  name: "Create Task",
  description: "Creates a new task. [See the documentation](https://help.hrcloud.com/api/#/task#POST_tasks)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    hrCloud,
    applicationCode: {
      propDefinition: [
        hrCloud,
        "applicationCode",
      ],
      reloadProps: true,
    },
    title: {
      propDefinition: [
        hrCloud,
        "title",
      ],
    },
    employeeIds: {
      propDefinition: [
        hrCloud,
        "employeeId",
      ],
      type: "string[]",
      label: "Employee IDs",
      description: "Array of related employee IDs",
    },
    assigneeType: {
      propDefinition: [
        hrCloud,
        "assigneeType",
      ],
      reloadProps: true,
    },
    assignedEmployeeId: {
      propDefinition: [
        hrCloud,
        "employeeId",
      ],
      label: "Assignee Employee ID",
      description: "ID of assigned employee",
      hidden: true,
      optional: true,
    },
  },
  additionalProps(existingProps) {
    const props = {};

    if (this.assigneeType === "SpecificEmployee") {
      existingProps.assignedEmployeeId.hidden = false;
      existingProps.assignedEmployeeId.optional = false;
    }

    if (this.assigneeType === "Hierarchy") {
      props.hierarchyLevel = {
        type: "integer",
        label: "Hierarchy Level",
        description: "Level of upper hierarchy level. From 1 to 9",
        max: 9,
      };
    }

    if (this.applicationCode === "coreHr" || this.applicationCode === "benefits") {
      props.fixedDueDate = {
        type: "string",
        label: "Fixed Due Date",
        description: "Fixed DueDate to complete task (YYYY-MM-DD)",
      };
    }

    if (this.applicationCode === "onboard" || this.applicationCode === "offboard") {
      props.relativeDueDate = {
        type: "string",
        label: "Relative Due Date",
        description: "Relative DueDate for StartDate or SeparationDate to complete task. Example: `{\"timeUnit\": \"Day\", \"direction\": \"After\", \"offset\": 10}`",
      };
    }

    return props;
  },
  async run({ $ }) {
    const response = await this.hrCloud.createTask({
      $,
      data: {
        taskType: "task",
        applicationCode: this.applicationCode,
        title: this.title,
        relatedToEmployeeIds: this.employeeIds,
        assigneeType: this.assigneeType,
        assignedEmployeeId: this.assignedEmployeeId,
        hierarchyLevel: this.hierarchyLevel,
        fixedDueDate: this.fixedDueDate,
        relativeDueDate: typeof this.relativeDueDate === "string"
          ? JSON.parse(this.relativeDueDate)
          : this.relativeDueDate,
      },
    });

    $.export("$summary", `Successfully created task \`${this.title}\``);
    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
HR CloudhrCloudappThis component uses the HR Cloud app.
Application CodeapplicationCodestringSelect a value from the drop down menu:coreHronboardbenefitsoffboard
Titletitlestring

The title of a task

Employee IDsemployeeIdsstring[]Select a value from the drop down menu.
Assignee TypeassigneeTypestringSelect a value from the drop down menu:EmployeeManagerManagersManagerHrAdminHrUserHrOperationItUserItOperationSpecificEmployeeHierarchy

Action Authentication

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

To retrieve your Consumer Key and Consumer Secret,

  • Navigate to your HR Cloud account and sign in
  • Go to “Settings” > “Service Accounts”
  • Copy your Consumer Key and Consumer Secret from the Service Account list
    Note: Make sure your Service Account status is set to active.

About HR Cloud

All-in-One HRIS: Employee Onboarding & Engagement

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