Find Deal with Pipeline API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Find Deal with the Pipeline API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Pipeline 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 Find Deal action
1. Connect your Pipeline account
2. Optional- Select a Deal ID
3. Optional- Configure Name
4. Optional- Select a Deal Stage ID
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:0.1.5

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: "0.1.5",
  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.

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#

Find Deal on Pipeline

Description:Find an existing deal in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Deals/paths/~1deals/get)

Version:0.0.1

Key:pipeline-find-deal

View on GitHub

Pipeline Overview#

The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.

Action Code#

import pipeline from "../../pipeline.app.mjs";

export default {
  name: "Find Deal",
  key: "pipeline-find-deal",
  description: "Find an existing deal in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Deals/paths/~1deals/get)",
  version: "0.0.1",
  type: "action",
  props: {
    pipeline,
    dealId: {
      propDefinition: [
        pipeline,
        "dealId",
      ],
    },
    name: {
      propDefinition: [
        pipeline,
        "name",
      ],
      description: "Returns records that match a LIKE query on the name field",
      optional: true,
    },
    stageId: {
      propDefinition: [
        pipeline,
        "dealStageId",
      ],
    },
  },
  async run({ $ }) {
    const data = {
      conditions: {
        deal_id: this.dealId,
        deal_name: this.name,
        deal_stage: this.stageId,
      },
    };

    const { results: deals } = await this.pipeline.paginate(this.pipeline.listDeals, {
      data,
      $,
    });

    $.export("$summary", `Found ${deals.length} matching deal${deals.length === 1
      ? ""
      : "s"}.`);

    return deals;
  },
};

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
Pipeline	`pipeline`	`app`	This component uses the Pipeline app.
Deal ID	`dealId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	Returns records that match a LIKE query on the name field
Deal Stage ID	`stageId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

To get your API Key, sign in to your Pipeline account, then Account Settings -> API Integrations -> View API Keys.

About Pipeline#

Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.

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Popular Triggers#

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Popular Actions#

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