Get Form Submissions with Jotform API on New Referral from Relavate API

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New Referral from the Relavate API

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Get Form Submissions with the Jotform API

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Getting Started#

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

Select this integration
Configure the New Referral trigger
1. Connect your Relavate account
2. Configure timer
Configure the Get Form Submissions action
1. Connect your Jotform account
2. Optional- Select a Team
3. Select a Form
4. Configure Max Items
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 Referral on Relavate

Description:Emit new event when a new referral is created in Relavate

Version:0.0.1

Key:relavate-new-referral

View on GitHub

Relavate Overview#

The Relavate API provides tools for managing customer relations and sales efforts, enabling users to automate and optimize their CRM activities. With capabilities for managing contacts, companies, deals, and tasks, the API can serve as a backbone for CRM automation, enhancing customer interaction and business processes efficiency. On Pipedream, you can leverage these functionalities to create advanced workflows, integrate with other apps, and automate tasks based on events from the Relavate system or external triggers.

Trigger Code#

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

export default {
  ...common,
  key: "relavate-new-referral",
  name: "New Referral",
  description: "Emit new event when a new referral is created in Relavate",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getStartDate() {
      return this.db.get("startDate") || this._today();
    },
    _setStartDate(startDate) {
      this.db.set("startDate", startDate);
    },
    _today() {
      return new Date().toISOString()
        .split("T")[0];
    },
    getResourceFn() {
      return this.relavate.listReferrals;
    },
    getParams() {
      const startDate = this._getStartDate();
      this._setStartDate(this._today());
      return {
        startDate,
      };
    },
    getSummary(referral) {
      return `New referral with ID ${referral.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
Relavate	`relavate`	`app`	This component uses the Relavate app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

To retrieve your API Key, API Secret, and Partner Type,

Navigate to your Relavate account and sign in
Click the user dropdown on the top right.
Go to “Account” > “Organisation ”> “API”

About Relavate#

Enable, track & reward partners to sell and scale your software.

Action#

Get Form Submissions on Jotform

Description:Gets a list of form responses [See the docs here](https://api.jotform.com/docs/#form-id-submissions)

Version:0.1.3

Key:jotform-get-form-submissions

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.

Action Code#

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

export default {
  ...common,
  key: "jotform-get-form-submissions",
  name: "Get Form Submissions",
  description: "Gets a list of form responses [See the docs here](https://api.jotform.com/docs/#form-id-submissions)",
  version: "0.1.3",
  type: "action",
  props: {
    ...common.props,
    teamId: {
      propDefinition: [
        common.props.jotform,
        "teamId",
      ],
    },
    formId: {
      propDefinition: [
        common.props.jotform,
        "formId",
        (c) => ({
          teamId: c.teamId,
        }),
      ],
    },
    max: {
      propDefinition: [
        common.props.jotform,
        "max",
      ],
    },
  },
  async run({ $ }) {
    const params = {
      $,
      max: this.max,
      formId: this.formId,
      teamId: this.teamId,
    };
    const submissions = await this.paginate(this.jotform.getFormSubmissions.bind(this), params);
    const results = [];
    for await (const submission of submissions) {
      results.push(submission);
    }
    $.export("$summary", `Successfully retrieved ${results.length} form submission${results.length === 1
      ? "s"
      : ""}`);
    return results;
  },
};

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
Jotform	`jotform`	`app`	This component uses the Jotform app.
Team	`teamId`	`string`	Select a value from the drop down menu.
Form	`formId`	`string`	Select a value from the drop down menu.
Max Items	`max`	`integer`	Maximum number of items to return

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Popular Triggers#

New Affiliate Campaign from the Relavate API

Emit new event when a new affiliate campaign is created.

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New Referral from the Relavate API

Emit new event when a new referral is created in Relavate

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New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

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Popular Actions#

Create Affiliate Lead with the Relavate API

This component enables you to create a new affiliate lead for marketing. See the documentation

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Get Form Submissions with the Jotform API

Gets a list of form responses See the docs here

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Get Monthly User Usage with the Jotform API

Gets number of form submissions received this month. Also, get number of SSL form submissions, payment form submissions and upload space used by user See the docs here

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Get User Submissions with the Jotform API

Gets a list of all submissions for all forms on the account See the docs here

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