← Jotform + Roll integrations

Find Project with Roll API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API
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Find Project with the Roll API
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Getting Started

This integration creates a workflow with a Jotform trigger and Roll 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 Find Project action
    1. Connect your Roll account
    2. Optional- Select a Project Id
    3. Optional- Select a Company Id
    4. Optional- Configure Title
    5. Optional- Configure Description
    6. Optional- Select one or more Type
    7. Optional- Select a Lead Source Id
    8. Optional- Select a Status
    9. Optional- Select a SubStatus Id
    10. Optional- Configure Color
    11. Optional- Configure Value
    12. Optional- Configure Job Number
    13. Optional- Configure Project At Risk
    14. Optional- Configure Due Date
    15. Optional- Configure Start Date
    16. Optional- Configure End Date
  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:Find a project [See the docs here](https://docs.rollhq.com/docs/roll-api#api-url)
Version:0.0.1
Key:roll-find-project

Roll Overview

The Roll API serves as a bridge to Roll's project management software, enabling users to automate tasks, manipulate project data, and integrate with countless other apps within the Pipedream ecosystem. By leveraging this API, you can streamline operations, sync data across various platforms, and create custom notifications that power up your project management workflows.

Action Code

import _ from "lodash";
import moment from "moment";
import roll from "../../roll.app.mjs";

export default {
  key: "roll-find-project",
  name: "Find Project",
  version: "0.0.1",
  description: "Find a project [See the docs here](https://docs.rollhq.com/docs/roll-api#api-url)",
  type: "action",
  props: {
    roll,
    projectId: {
      propDefinition: [
        roll,
        "projectId",
      ],
      optional: true,
    },
    companyId: {
      propDefinition: [
        roll,
        "companyId",
      ],
      optional: true,
    },
    title: {
      propDefinition: [
        roll,
        "title",
      ],
      optional: true,
    },
    description: {
      propDefinition: [
        roll,
        "description",
      ],
      optional: true,
    },
    projectType: {
      propDefinition: [
        roll,
        "projectType",
      ],
      optional: true,
    },
    projectLeadSourceId: {
      propDefinition: [
        roll,
        "projectLeadSourceId",
      ],
      optional: true,
    },
    status: {
      propDefinition: [
        roll,
        "projectStatus",
      ],
      optional: true,
    },
    subStatusId: {
      propDefinition: [
        roll,
        "projectStatus",
        (c) => ({
          parentId: c.status.value,
        }),
      ],
      label: "SubStatus Id",
      optional: true,
    },
    color: {
      propDefinition: [
        roll,
        "color",
      ],
      optional: true,
    },
    value: {
      propDefinition: [
        roll,
        "value",
      ],
      optional: true,
    },
    jobNumber: {
      propDefinition: [
        roll,
        "jobNumber",
      ],
      optional: true,
    },
    projectAtRisk: {
      propDefinition: [
        roll,
        "projectAtRisk",
      ],
      optional: true,
    },
    dueDate: {
      propDefinition: [
        roll,
        "dueDate",
      ],
      optional: true,
    },
    startDate: {
      propDefinition: [
        roll,
        "startDate",
      ],
      optional: true,
    },
    endDate: {
      propDefinition: [
        roll,
        "endDate",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      // eslint-disable-next-line no-unused-vars
      roll,
      ...variables
    } = this;

    if (variables.status) variables.status = variables.status.label;
    if (variables.subStatusId) variables.subStatusId = variables.subStatusId.value;
    if (variables.projectAtRisk) variables.projectAtRisk = +variables.projectAtRisk;
    if (variables.projectType) variables.projectType = variables.projectType.toString();
    if (variables.dueDate) variables.dueDate = moment(new Date(variables.dueDate)).format("YYYY-MM-DDTHH:mm:ss.SSS[Z]");
    if (variables.startDate) variables.startDate = moment(new Date(variables.startDate)).format("YYYY-MM-DDTHH:mm:ss.SSS[Z]");
    if (variables.endDate) variables.endDate = moment(new Date(variables.endDate)).format("YYYY-MM-DDTHH:mm:ss.SSS[Z]");

    let projectLength = 0;
    let offset = 0;
    const limit = 50;
    const responseArray = [];

    do {
      const { project } = await this.roll.makeRequest({
        variables: {
          ..._.pickBy(variables),
          limit,
          offset,
        },
        query: "listProjects",
      });

      projectLength = project.length;
      responseArray.push(...project);
      offset += limit;
    } while (projectLength);

    $.export("$summary", "Projects successfully fetched!");
    return responseArray;
  },
};

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
RollrollappThis component uses the Roll app.
Project IdprojectIdintegerSelect a value from the drop down menu.
Company IdcompanyIdintegerSelect a value from the drop down menu.
Titletitlestring

The project's title

Descriptiondescriptionstring

The project's description

TypeprojectTypeinteger[]Select a value from the drop down menu.
Lead Source IdprojectLeadSourceIdintegerSelect a value from the drop down menu.
StatusstatusintegerSelect a value from the drop down menu.
SubStatus IdsubStatusIdintegerSelect a value from the drop down menu.
Colorcolorstring

The hexadecimal color code.

Valuevaluestring

The project's amount.

Job NumberjobNumberstring

The identification number of the job.

Project At RiskprojectAtRiskboolean

Whether the project is at risk or not.

Due DatedueDatestring

The date by which the project must be done. Date format: 0000-00-00

Start DatestartDatestring

The day by the project must be started. Date format: 0000-00-00

End DateendDatestring

The day by the project must be finish. Date format: 0000-00-00

Action Authentication

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

You can get your access token from your user profile page in Roll. Click a username, and in the slider that appears on the right, look for the API access token section.

About Roll

Roll is a platform with everything your business needs in one place. Manage projects, track sales, understand and grow your business.

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