Find Vendors with Drata API on New Customer (Instant) from Chargify API

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New Customer (Instant) from the Chargify API

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Find Vendors with the Drata API

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Getting Started#

This integration creates a workflow with a Chargify 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 (Instant) trigger
1. Connect your Chargify account
Configure the Find Vendors action
1. Connect your Drata account
2. Optional- Configure Query
3. Optional- Select a Category
4. Optional- Select a Risk
5. Optional- Configure Critical
6. Optional- Select a Password Policy
7. Optional- Select a User ID
8. Optional- Configure With Last Questionnaires
9. Optional- Configure Is Archived
10. Optional- Configure Renewal Date
11. Optional- Select a Renewal Schedule Type
12. Optional- Select a Renewal Date Status
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 (Instant) on Chargify

Description:Emit new event when a new customer is added in Chargify

Version:0.0.1

Key:chargify-new-customer-instant

View on GitHub

Chargify Overview#

The Chargify API enables seamless integration of subscription billing, management, and reporting functionalities. With Chargify, you can automate the creation and management of customer subscriptions, handle invoicing, apply taxes, and track analytics related to your billing processes. It's a powerful tool for businesses with recurring revenue models to keep their billing systems in sync with other business operations, reducing manual workload and increasing efficiency.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "chargify-new-customer-instant",
  name: "New Customer (Instant)",
  description: "Emit new event when a new customer is added in Chargify",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEventType() {
      return "customer_create";
    },
    getSummary(item) {
      return `New Customer with ID: ${item["payload[customer][id]"]}`;
    },
  },
  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
Chargify	`chargify`	`app`	This component uses the Chargify app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.

Trigger Authentication#

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

Refer to Chargify's API docs for more info

About Chargify#

Billing & Revenue Management for B2B SaaS

Action#

Find Vendors on Drata

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

Version:0.0.4

Key:drata-find-vendors

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/VendorsPublicController_listVendors/";

export default {
  key: "drata-find-vendors",
  name: "Find Vendors",
  description: `Find Vendors. [See the documentation](${docsLink}).`,
  version: "0.0.4",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: true,
  },
  type: "action",
  props: {
    drata,
    q: {
      type: "string",
      label: "Query",
      description: "Query to search for",
      optional: true,
    },
    category: {
      type: "string",
      label: "Category",
      description: "Filter data to vendors of this category",
      optional: true,
      options: [
        "ENGINEERING",
        "PRODUCT",
        "MARKETING",
        "CS",
        "SALES",
        "FINANCE",
        "HR",
        "ADMINISTRATIVE",
        "SECURITY",
      ],
    },
    risk: {
      type: "string",
      label: "Risk",
      description: "Filter data to vendors of this risk level",
      optional: true,
      options: [
        "NONE",
        "LOW",
        "MODERATE",
        "HIGH",
      ],
    },
    critical: {
      type: "boolean",
      label: "Critical",
      description: "Filter data to vendors depending on if it is considered critical",
      optional: true,
    },
    passwordPolicy: {
      type: "string",
      label: "Password Policy",
      description: "Filter data to vendors with this password policy",
      optional: true,
      options: [
        "USERNAME_PASSWORD",
        "SSO",
        "LDAP",
      ],
    },
    userId: {
      propDefinition: [
        drata,
        "personnelId",
      ],
      label: "User ID",
      description: "Filter data to a person responsible for vendors",
      optional: true,
    },
    withLastQuestionnaires: {
      type: "boolean",
      label: "With Last Questionnaires",
      description: "Add last questionnaires to vendors",
      optional: true,
    },
    isArchived: {
      type: "boolean",
      label: "Is Archived",
      description: "Get archived or unarchived vendors",
      optional: true,
    },
    renewalDate: {
      type: "string",
      label: "Renewal Date",
      description: "Vendor renewal ISO 8601 datetime. E.g. 2021-01-01T00:00:00.000Z",
      optional: true,
    },
    renewalScheduleType: {
      type: "string",
      label: "Renewal Schedule Type",
      description: "Vendor renewal schedule type",
      optional: true,
      options: [
        "ONE_MONTH",
        "TWO_MONTHS",
        "THREE_MONTHS",
        "SIX_MONTHS",
        "ONE_YEAR",
        "CUSTOM",
      ],
    },
    renewalDateStatus: {
      type: "string",
      label: "Renewal Date Status",
      description: "Vendor renewal status based on how close it is to the renewal due date",
      optional: true,
      options: [
        "NO_RENEWAL",
        "COMPLETED",
        "RENEWAL_DUE_SOON",
        "RENEWAL_DUE",
      ],
    },
  },
  async run({ $ }) {
    const params = _.pickBy(_.pick(this, [
      "q",
      "category",
      "risk",
      "critical",
      "passwordPolicy",
      "userId",
      "withLastQuestionnaires",
      "isArchived",
      "renewalDate",
      "renewalScheduleType",
      "renewalDateStatus",
    ]));

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

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

    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
Category	`category`	`string`	Select a value from the drop down menu:`ENGINEERINGPRODUCTMARKETINGCSSALESFINANCEHRADMINISTRATIVESECURITY`
Risk	`risk`	`string`	Select a value from the drop down menu:`NONELOWMODERATEHIGH`
Critical	`critical`	`boolean`	Filter data to vendors depending on if it is considered critical
Password Policy	`passwordPolicy`	`string`	Select a value from the drop down menu:`USERNAME_PASSWORDSSOLDAP`
User ID	`userId`	`integer`	Select a value from the drop down menu.
With Last Questionnaires	`withLastQuestionnaires`	`boolean`	Add last questionnaires to vendors
Is Archived	`isArchived`	`boolean`	Get archived or unarchived vendors
Renewal Date	`renewalDate`	`string`	Vendor renewal ISO 8601 datetime. E.g. 2021-01-01T00:00:00.000Z
Renewal Schedule Type	`renewalScheduleType`	`string`	Select a value from the drop down menu:`ONE_MONTHTWO_MONTHSTHREE_MONTHSSIX_MONTHSONE_YEARCUSTOM`
Renewal Date Status	`renewalDateStatus`	`string`	Select a value from the drop down menu:`NO_RENEWALCOMPLETEDRENEWAL_DUE_SOONRENEWAL_DUE`

Find Vendors with Drata API on New Customer (Instant) from Chargify API

Pipedream makes it easy to connect APIs for Drata, Chargify and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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