← Jotform + Agile CRM integrations

Create Ticket with Agile CRM API on New Submission (Instant) from Jotform API

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Trigger workflow on
New Submission (Instant) from the Jotform API
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Create Ticket with the Agile CRM API
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Getting Started

This integration creates a workflow with a Jotform trigger and Agile CRM 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. Optional- Select a Team
    3. Select a Form
  3. Configure the Create Ticket action
    1. Connect your Agile CRM account
    2. Select a Contact
    3. Select a Email
    4. Configure Subject
    5. Optional- Select a Priority
    6. Optional- Select a Status
    7. Configure Message
    8. Optional- Configure Group 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
Version:0.1.5
Key:jotform-new-submission

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: "0.1.5",
  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.
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.
TeamteamIdstringSelect a value from the drop down menu.
FormformIdstringSelect 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

Description:Create a new ticket in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#102-create-a-ticket)
Version:0.0.3
Key:agile_crm-create-ticket

Agile CRM Overview

The Agile CRM API interacts with Agile's sales, marketing, and service software, offering a suite of features including contact management, deals, and campaign automation. On Pipedream, you can automate interactions with Agile CRM, such as syncing contacts, updating deals, or triggering campaigns. By leveraging Pipedream's serverless platform, you can connect Agile CRM to hundreds of other apps, creating custom, automated workflows that operate in real-time, and with no server maintenance required.

Action Code

import agileCrm from "../../agile_crm.app.mjs";

export default {
  key: "agile_crm-create-ticket",
  name: "Create Ticket",
  description: "Create a new ticket in Agile CRM. [See the documentation](https://github.com/agilecrm/rest-api#102-create-a-ticket)",
  version: "0.0.3",
  type: "action",
  props: {
    agileCrm,
    contact: {
      propDefinition: [
        agileCrm,
        "contact",
      ],
      description: "Ticket contact",
    },
    email: {
      propDefinition: [
        agileCrm,
        "contactEmail",
        (c) => ({
          contactId: c.contact,
        }),
      ],
    },
    subject: {
      propDefinition: [
        agileCrm,
        "subject",
      ],
      description: "Subject of the ticket",
    },
    priority: {
      propDefinition: [
        agileCrm,
        "ticketPriority",
      ],
    },
    status: {
      propDefinition: [
        agileCrm,
        "ticketStatus",
      ],
    },
    message: {
      propDefinition: [
        agileCrm,
        "message",
      ],
    },
    group: {
      propDefinition: [
        agileCrm,
        "group",
      ],
    },
  },
  async run({ $ }) {
    const contact = await this.agileCrm.getContact({
      contactId: this.contact,
      $,
    });
    const name = (contact.properties.find((prop) => prop.name === "first_name")).value;
    const data = {
      requester_name: name,
      requester_email: this.email,
      subject: this.subject,
      priority: this.priority,
      status: this.status,
      groupID: this.group || 1,
      html_text: this.message,
    };

    const response = await this.agileCrm.createTicket({
      data,
      $,
    });

    $.export("$summary", `Successfully created ticket 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
Agile CRMagileCrmappThis component uses the Agile CRM app.
ContactcontactstringSelect a value from the drop down menu.
EmailemailstringSelect a value from the drop down menu.
Subjectsubjectstring

Subject of the ticket

PriorityprioritystringSelect a value from the drop down menu:LOWMEDIUMHIGH
StatusstatusstringSelect a value from the drop down menu:OPENPENDINGCLOSED
Messagemessagestring

Message for the new ticket

Group IDgroupstring

ID of the group to assign to the new ticket

Action Authentication

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

  • You may access the API Key from Admin Settings -> API & Analytics -> API Key.
  • Your username is the email address you use to log into Agile CRM.
  • If your Agile CRM URL is https://12345678.agilecrm.com/, your domain is 12345678.

About Agile CRM

Agile CRM Software is the best, easy, powerful yet affordable Customer Relationship Management (CRM) with sales and marketing automation for small businesses.

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