Create User with Plaid API on New Submission (Instant) from Jotform API

Pipedream makes it easy to connect APIs for Plaid, Jotform and 2,500+ other apps remarkably fast.

Trigger workflow on

New Submission (Instant) from the Jotform API

Next, do this

Create User with the Plaid API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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 User action
1. Connect your Plaid account
2. Configure Client User ID
3. Optional- Configure Include Consumer Report User Identity
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 User on Plaid

Description:Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. [See the documentation](https://plaid.com/docs/api/users/#usercreate).

Version:0.0.1

Key:plaid-create-user

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";

export default {
  key: "plaid-create-user",
  name: "Create User",
  description: "Creates a user ID and token to be used with Plaid Check, Income, or Multi-Item Link flow. [See the documentation](https://plaid.com/docs/api/users/#usercreate).",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    clientUserId: {
      type: "string",
      label: "Client User ID",
      description: "A unique ID representing the end user. Maximum of 128 characters. Typically this will be a user ID number from your application. Personally identifiable information, such as an email address or phone number, should not be used in the client_user_id.",
      optional: false,
    },
    includeConsumerReportUserIdentity: {
      type: "boolean",
      label: "Include Consumer Report User Identity",
      description: "Whether to include the consumer report user identity. This is required for all Plaid Check customers.",
      optional: true,
      reloadProps: true,
    },
  },
  additionalProps() {
    if (!this.includeConsumerReportUserIdentity) {
      return {};
    }

    return {
      firstName: {
        type: "string",
        label: "First Name",
        description: "The user's first name",
      },
      lastName: {
        type: "string",
        label: "Last Name",
        description: "The user's last name",
      },
      phoneNumbers: {
        type: "string[]",
        label: "Phone Numbers",
        description: "The user's phone number, in E.164 format: +{countrycode}{number}. For example: `+14157452130`. Phone numbers provided in other formats will be parsed on a best-effort basis. Phone number input is validated against valid number ranges; number strings that do not match a real-world phone numbering scheme may cause the request to fail, even in the Sandbox test environment.",
      },
      emails: {
        type: "string[]",
        label: "Emails",
        description: "The user's emails",
      },
      ssnLast4: {
        type: "string",
        label: "SSN Last 4",
        description: "The last 4 digits of the user's social security number.",
        optional: true,
      },
      dateOfBirth: {
        type: "string",
        label: "Date of Birth",
        description: "To be provided in the format `yyyy-mm-dd`. This field is required for all Plaid Check customers.",
      },
      primaryAddressCity: {
        type: "string",
        label: "City",
        description: "The full city name for the primary address",
      },
      primaryAddressRegion: {
        type: "string",
        label: "Region/State",
        description: "The region or state. Example: `NC`",
      },
      primaryAddressStreet: {
        type: "string",
        label: "Street",
        description: "The full street address. Example: `564 Main Street, APT 15`",
      },
      primaryAddressPostalCode: {
        type: "string",
        label: "Postal Code",
        description: "The postal code",
      },
      primaryAddressCountry: {
        type: "string",
        label: "Country",
        description: "The ISO 3166-1 alpha-2 country code",
      },
    };
  },
  async run({ $ }) {
    const {
      app,
      clientUserId,
      includeConsumerReportUserIdentity,
      firstName,
      lastName,
      phoneNumbers,
      emails,
      ssnLast4,
      dateOfBirth,
      primaryAddressCity,
      primaryAddressRegion,
      primaryAddressStreet,
      primaryAddressPostalCode,
      primaryAddressCountry,
    } = this;

    const response = await app.createUser({
      client_user_id: clientUserId,
      ...(includeConsumerReportUserIdentity
        ? {
          consumer_report_user_identity: {
            first_name: firstName,
            last_name: lastName,
            phone_numbers: phoneNumbers,
            emails: emails,
            date_of_birth: dateOfBirth,
            ssn_last_4: ssnLast4,
            primary_address: {
              city: primaryAddressCity,
              region: primaryAddressRegion,
              street: primaryAddressStreet,
              postal_code: primaryAddressPostalCode,
              country: primaryAddressCountry,
            },
          },
        }
        : {}
      ),
    });

    $.export("$summary", `Successfully created user with ID \`${response.user_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.

Label	Prop	Type	Description
Plaid	`app`	`app`	This component uses the Plaid app.
Client User ID	`clientUserId`	`string`	A unique ID representing the end user. Maximum of 128 characters. Typically this will be a user ID number from your application. Personally identifiable information, such as an email address or phone number, should not be used in the client_user_id.
Include Consumer Report User Identity	`includeConsumerReportUserIdentity`	`boolean`	Whether to include the consumer report user identity. This is required for all Plaid Check customers.

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#

Get Form Submissions with Jotform API on New Event (Instant) from Plaid API

Plaid + Jotform

Try it

Get Monthly User Usage with Jotform API on New Event (Instant) from Plaid API

Plaid + Jotform

Try it

Get User Submissions with Jotform API on New Event (Instant) from Plaid API

Plaid + Jotform

Try it

Get Form Submissions with Jotform API on Sync Updates Available (Instant) from Plaid API

Plaid + Jotform

Try it

Get Monthly User Usage with Jotform API on Sync Updates Available (Instant) from Plaid API

Plaid + Jotform

Try it

Popular Triggers#

New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

Try it

New Accounts Available (Instant) from the Plaid API

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

Try it

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

Try it

Sync Updates Available (Instant) from the Plaid API

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

Try it

Popular Actions#

Get Form Submissions with the Jotform API

Gets a list of form responses See the docs here

Try it

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

Try it

Get User Submissions with the Jotform API

Gets a list of all submissions for all forms on the account See the docs here

Try it

Create Access Token with the Plaid API

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

Try it

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

Try it