Find Personnel with Drata API on New Customer from Firmao API

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Trigger workflow on

New Customer from the Firmao API

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Find Personnel with the Drata API

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Getting Started#

This integration creates a workflow with a Firmao trigger and Drata action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Customer trigger
1. Connect your Firmao account
2. Configure timer
Configure the Find Personnel action
1. Connect your Drata account
2. Optional- Configure Query
3. Optional- Select one or more Employment Statuses
4. Optional- Select one or more Compliance Types
5. Optional- Configure Group IDs
6. Optional- Configure Use Exclusions
7. Optional- Select a MDM Source Type
8. Optional- Select one or more Inverse MDM Source Types
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 Customer on Firmao

Description:Emit new event when a new customer is created. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)

Version:0.0.1

Key:firmao-new-customer

View on GitHub

Firmao Overview#

The Firmao API allows for the integration of Firmao's CRM and ERP features into Pipedream's serverless platform, enabling the automation of tasks such as managing contacts, projects, tasks, invoices, and timesheets. By leveraging Pipedream's capabilities, users can create custom workflows that respond to events in Firmao, or orchestrate actions between Firmao and other apps to streamline business processes.

Trigger Code#

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

export default {
  ...common,
  key: "firmao-new-customer",
  name: "New Customer",
  description:
    "Emit new event when a new customer is created. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
  },
  methods: {
    ...common.methods,
    getSummary(event) {
      return `New Customer - ${event.name}`;
    },
  },
  async run({ $ }) {
    const { data: customers } = await this.app.getCustomers({
      $,
      params: {
        sort: "creationDate",
        dir: "DESC",
      },
    });
    this.processEvents(customers);
  },
};

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
Firmao	`app`	`app`	This component uses the Firmao app.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To retrieve your API Login and Password,

Navigate to your Firmao account and sign in
Click the User menu on the top right
Go to “Company Settings” > “Integrations” > “API”

Your Organization ID is 1234 if your Firmao login URL after you login is https://system.firmao.net/1234

About Firmao#

CRM - customer relationship management. Managing sales opportunities from various sources (Mailing, Cold Calling, Live Chat, Google Ads, FB, Callback) in one place.

Action#

Find Personnel on Drata

Description:Find Personnel. [See the documentation](https://developers.drata.com/docs/openapi/reference/operation/PersonnelPublicController_listPersonnel/).

Version:0.0.3

Key:drata-find-personnel

View on GitHub

Drata Overview#

Drata is a compliance automation platform. Drata’s platform is built by compliance and security experts so you don’t have to be one. With 75+ native integrations, you can easily connect your tech stack and automate evidence collection and testing.

Pipedream customers get 25% off Drata, with implementation fees waived. Visit https://drata.com/partner/pipedream for more information.

Action Code#

import drata from "../../drata.app.mjs";
import _ from "lodash";

const docsLink = "https://developers.drata.com/docs/openapi/reference/operation/PersonnelPublicController_listPersonnel/";

export default {
  key: "drata-find-personnel",
  name: "Find Personnel",
  description: `Find Personnel. [See the documentation](${docsLink}).`,
  version: "0.0.3",
  type: "action",
  props: {
    drata,
    q: {
      type: "string",
      label: "Query",
      description: "Query to search for",
      optional: true,
    },
    employmentStatuses: {
      type: "string[]",
      label: "Employment Statuses",
      description: "Employment statuses to filter by",
      optional: true,
      options: [
        "CURRENT_EMPLOYEE",
        "FORMER_EMPLOYEE",
        "CURRENT_CONTRACTOR",
        "FORMER_CONTRACTOR",
        "OUT_OF_SCOPE",
        "UNKNOWN",
        "SPECIAL_FORMER_EMPLOYEE",
        "SPECIAL_FORMER_CONTRACTOR",
      ],
    },
    complianceTypes: {
      type: "string[]",
      label: "Compliance Types",
      description: "Compliance types to filter by",
      optional: true,
      options: [
        "fullCompliance",
        "acceptedPoliciesCompliance",
        "identityMfaCompliance",
        "bgCheckCompliance",
        "agentInstalledCompliance",
        "passwordManagerCompliance",
        "autoUpdatesCompliance",
        "locationServicesCompliance",
        "hdEncryptionCompliance",
        "antivirusCompliance",
        "lockScreenCompliance",
        "securityTrainingCompliance",
        "hipaaTrainingCompliance",
        "deviceCompliance",
        "multiSecurityTrainingCompliance",
        "offboardingEvidence",
      ],
    },
    groupIds: {
      type: "integer[]",
      label: "Group IDs",
      description: "List of groups to find personnel by",
      optional: true,
    },
    useExclusions: {
      type: "boolean",
      label: "Use Exclusions",
      description: "Use exclusions on list personnel",
      optional: true,
    },
    mdmSourceType: {
      type: "string",
      label: "MDM Source Type",
      description: "MDM Source Type to filter by",
      optional: true,
      options: [
        "AGENT",
        "JAMF",
        "INTUNE",
        "KANDJI",
        "JUMPCLOUD",
        "HEXNODE_UEM",
        "UNKNOWN",
        "RIPPLING",
        "WORKSPACE_ONE",
      ],
    },
    inverseMdmSourceTypes: {
      type: "string[]",
      label: "Inverse MDM Source Types",
      description: "Inverse MDM Source Types to filter by",
      optional: true,
      options: [
        "AGENT",
        "JAMF",
        "INTUNE",
        "KANDJI",
        "JUMPCLOUD",
        "HEXNODE_UEM",
        "UNKNOWN",
        "RIPPLING",
        "WORKSPACE_ONE",
      ],
    },
  },
  async run({ $ }) {
    const params = _.pickBy(_.pick(this, [
      "q",
      "employmentStatuses",
      "groupIds",
      "useExclusions",
      "mdmSourceType",
      "inverseMdmSourceTypes",
    ]));

    this.drata.initializeJsonProps(this, [
      "employmentStatuses",
      "complianceTypes",
      "groupIds",
      "inverseMdmSourceTypes",
    ]);

    for (const complianceType of this.complianceTypes || []) {
      params[complianceType] = true;
    }

    const response = await this.drata.listPersonnel({
      $,
      paginate: true,
      params,
    });

    $.export("$summary", `Succesfully found ${response.data.length} personnel`);

    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
Drata	`drata`	`app`	This component uses the Drata app.
Query	`q`	`string`	Query to search for
Employment Statuses	`employmentStatuses`	`string[]`	Select a value from the drop down menu:`CURRENT_EMPLOYEEFORMER_EMPLOYEECURRENT_CONTRACTORFORMER_CONTRACTOROUT_OF_SCOPEUNKNOWNSPECIAL_FORMER_EMPLOYEESPECIAL_FORMER_CONTRACTOR`
Compliance Types	`complianceTypes`	`string[]`	Select a value from the drop down menu:`fullComplianceacceptedPoliciesComplianceidentityMfaCompliancebgCheckComplianceagentInstalledCompliancepasswordManagerComplianceautoUpdatesCompliancelocationServicesCompliancehdEncryptionComplianceantivirusCompliancelockScreenCompliancesecurityTrainingCompliancehipaaTrainingCompliancedeviceCompliancemultiSecurityTrainingComplianceoffboardingEvidence`
Group IDs	`groupIds`	`integer[]`	List of groups to find personnel by
Use Exclusions	`useExclusions`	`boolean`	Use exclusions on list personnel
MDM Source Type	`mdmSourceType`	`string`	Select a value from the drop down menu:`AGENTJAMFINTUNEKANDJIJUMPCLOUDHEXNODE_UEMUNKNOWNRIPPLINGWORKSPACE_ONE`
Inverse MDM Source Types	`inverseMdmSourceTypes`	`string[]`	Select a value from the drop down menu:`AGENTJAMFINTUNEKANDJIJUMPCLOUDHEXNODE_UEMUNKNOWNRIPPLINGWORKSPACE_ONE`

Find Personnel with Drata API on New Customer from Firmao API

Pipedream makes it easy to connect APIs for Drata, Firmao and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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