← Typeform + Close integrations

Custom Action with Close API on New Submission from Typeform API

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Trigger workflow on
New Submission from the Typeform API
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Custom Action with the Close API
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Getting Started

This integration creates a workflow with a Typeform trigger and Close 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 trigger
    1. Connect your Typeform account
    2. Select a Form
  3. Configure the Custom Action action
    1. Connect your Close account
    2. Select a Request Method
    3. Configure Relative url
    4. Optional- Configure Query string
    5. Optional- Configure Headers
    6. Optional- Configure Request body
  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 submission
Version:0.0.8
Key:typeform-new-submission

Typeform Overview

The Typeform API furnishes you with the means to create dynamic forms and collect user responses in real-time. By leveraging this API within Pipedream's serverless platform, you can automate workflows to process this data, integrate seamlessly with other services, and react to form submissions instantaneously. This empowers you to craft tailored responses, synchronize with databases, trigger email campaigns, or even manage event registrations without manual intervention.

Trigger Code

import { createHmac } from "crypto";
import sampleEmit from "./test-event.mjs";
import { uuid } from "uuidv4";
import common from "../common/common.mjs";
import constants from "../../constants.mjs";
import utils from "../common/utils.mjs";

const { typeform } = common.props;
const { parseIsoDate } = utils;

export default {
  ...common,
  key: "typeform-new-submission",
  name: "New Submission",
  version: "0.0.8",
  type: "source",
  description: "Emit new submission",
  props: {
    ...common.props,
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    db: "$.service.db",
    formId: {
      propDefinition: [
        typeform,
        "formId",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateSecret() {
      return "" + Math.random();
    },
  },
  hooks: {
    ...common.hooks,
    async activate() {
      const secret = this.generateSecret();
      this._setSecret(secret);

      let tag = this._getTag();
      if (!tag) {
        tag = uuid();
        this._setTag(tag);
      }

      return await this.typeform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        tag,
        secret,
      });
    },
    async deactivate() {
      const tag = this._getTag();

      return await this.typeform.deleteHook({
        formId: this.formId,
        tag,
      });
    },
  },
  async run(event) {
    const {
      body,
      headers,
    } = event;

    const { [constants.TYPEFORM_SIGNATURE]: typeformSignature } = headers;

    if (typeformSignature) {
      const secret = this._getSecret();

      const hmac =
        createHmac(constants.ALGORITHM, secret)
          .update(body)
          .digest(constants.ENCODING);

      const signature = `${constants.ALGORITHM}=${hmac}`;

      if (typeformSignature !== signature) {
        throw new Error("signature mismatch");
      }
    }

    let formResponseString = "";
    const data = Object.assign({}, body.form_response);
    data.form_response_parsed = {};

    for (let i = 0; i < body.form_response.answers.length; i++) {
      const field = body.form_response.definition.fields[i];
      const answer = body.form_response.answers[i];

      let parsedAnswer;
      let value = answer[answer.type];

      if (value.label) {
        parsedAnswer = value.label;

      } else if (value.labels) {
        parsedAnswer = value.labels.join();

      } else if (value.choice) {
        parsedAnswer = value.choice;

      } else if (value.choices) {
        parsedAnswer = value.choices.join();

      } else {
        parsedAnswer = value;
      }

      data.form_response_parsed[field.title] = parsedAnswer;
      formResponseString += `### ${field.title}\n${parsedAnswer}\n`;
    }

    data.form_response_string = formResponseString;
    data.raw_webhook_event = body;

    if (data.landed_at) {
      data.landed_at = parseIsoDate(data.landed_at);
    }

    if (data.submitted_at) {
      data.submitted_at = parseIsoDate(data.submitted_at);
    }

    data.form_title = body.form_response.definition.title;
    delete data.answers;
    delete data.definition;

    this.$emit(data, {
      summary: JSON.stringify(data),
      id: data.token,
    });

    this.http.respond({
      status: 200,
    });
  },
  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
TypeformtypeformappThis component uses the Typeform app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
FormformIdstringSelect a value from the drop down menu.

Trigger Authentication

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

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

offlineaccounts:readforms:writeforms:readimages:writeimages:readthemes:writethemes:readresponses:readresponses:writewebhooks:readwebhooks:writeworkspaces:readworkspaces:write

About Typeform

Typeform lets you build no-code forms, quizzes, and surveys - and get more responses.

Action

Description:Makes an aribitrary call to Close API, [See](https://developer.close.com/) for all options.
Version:0.1.0
Key:close-custom-action

Close Overview

The Close API provides access to a robust CRM platform, enabling users to automate sales processes, manage leads, and track communication history. Harnessing the Close API within Pipedream's ecosystem allows for the creation of custom, serverless workflows that can react in real-time to events, synchronize data across apps, and streamline sales operations. By leveraging Pipedream's capabilities, you can trigger actions based on Close events, manipulate Close data, and integrate with countless other services to amplify your CRM's functionality.

Action Code

import close from "../../close.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "close-custom-action",
  name: "Custom Action",
  description: "Makes an aribitrary call to Close API, [See](https://developer.close.com/) for all options.",
  version: "0.1.0",
  type: "action",
  props: {
    close,
    requestMethod: {
      type: "string",
      label: "Request Method",
      description: "Http method to use in the request.",
      options: [
        "GET",
        "POST",
        "PUT",
        "PATCH",
        "DELETE",
      ],
    },
    relativeUrl: {
      type: "string",
      label: "Relative url",
      description: "A path relative to Close API, to send the request against, e.g. `/lead`",
    },
    queryString: {
      type: "string",
      label: "Query string",
      description: "Query string of the request.",
      optional: true,
    },
    headers: {
      type: "object",
      label: "Headers",
      description: "Headers to be sent in the request.",
      optional: true,
    },
    requestBody: {
      type: "object",
      label: "Request body",
      description: "Body of the request.",
      optional: true,
    },
  },
  async run({ $ }) {
    this.queryString = this.queryString || "";
    const requestBody = {};
    for (let key in this.requestBody) {
      requestBody[key] = utils.parseObject(this.requestBody[key]);
    }
    const response = await this.close._makeRequest({
      method: this.requestMethod,
      path: `${this.relativeUrl}${this.queryString}`,
      headers: this.headers,
      data: this.requestBody,
    });
    $.export("$summary", "Configured request has been sent.");
    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
ClosecloseappThis component uses the Close app.
Request MethodrequestMethodstringSelect a value from the drop down menu:GETPOSTPUTPATCHDELETE
Relative urlrelativeUrlstring

A path relative to Close API, to send the request against, e.g. /lead

Query stringqueryStringstring

Query string of the request.

Headersheadersobject

Headers to be sent in the request.

Request bodyrequestBodyobject

Body of the request.

Action Authentication

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

API keys are per-organization and can be generated and deleted in the Settings page.

About Close

Inside Sales Software CRM with Calling & Emailing

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