Get User Submissions with Jotform API on New Conversation Created from Zoho SalesIQ API

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Trigger workflow on

New Conversation Created from the Zoho SalesIQ API

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Get User Submissions with the Jotform API

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Getting Started#

This integration creates a workflow with a Zoho SalesIQ 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 Conversation Created trigger
1. Connect your Zoho SalesIQ account
2. Select a Screen Name
3. Select one or more Apps
Configure the Get User Submissions action
1. Connect your Jotform account
2. 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 Conversation Created on Zoho SalesIQ

Description:Emit new event when a new conversation is created.

Version:0.0.1

Key:zoho_salesiq-conversation-created

View on GitHub

Zoho SalesIQ Overview#

The Zoho SalesIQ API offers a wealth of possibilities for engaging with customers and streamlining sales processes. By leveraging this API in Pipedream, you can craft automated workflows to react to events, manage visitors, and integrate customer interaction data with other services. This could range from triggering actions based on visitor activities to syncing chat transcripts with CRM tools. Pipedream's ability to connect with hundreds of apps allows for creative and powerful automations that can save time and provide valuable insights.

Trigger Code#

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

export default {
  ...common,
  key: "zoho_salesiq-conversation-created",
  name: "New Conversation Created",
  description: "Emit new event when a new conversation is created.",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        "conversation.created",
      ];
    },
    generateMeta(body) {
      return {
        id: body.entity_id,
        summary: body.entity.question,
        ts: body.event_time,
      };
    },
  },
  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
Zoho SalesIQ	`zohoSalesIQ`	`app`	This component uses the Zoho SalesIQ 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.
Screen Name	`screenName`	`string`	Select a value from the drop down menu.
Apps	`appIds`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

Zoho SalesIQ uses OAuth authentication. When you connect your Zoho SalesIQ account, Pipedream will open a popup window where you can sign into Zoho SalesIQ and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Zoho SalesIQ API.

Pipedream requests the following authorization scopes when you connect your account:

SalesIQ.operators.readSalesIQ.portals.readSalesIQ.leadscorerules.readSalesIQ.leadscoreconfigs.readSalesIQ.webhooks.CREATESalesIQ.webhooks.DELETESalesIQ.articles.CREATESalesIQ.feedbacks.READSalesIQ.conversations.READSalesIQ.apps.READSalesIQ.articles.READSalesIQ.departments.READ

About Zoho SalesIQ#

Zoho SalesIQ offers your marketing, sales, and support teams the digital customer engagement tools to communicate with every site visitor at every stage of the customer lifecycle. This all-in-one live chat and analytics platform promotes proactive customer engagement, allowing you to initiate the right kind of conversation at exactly the right time.

Action#

Get User Submissions on Jotform

Description:Gets a list of all submissions for all forms on the account [See the docs here](https://api.jotform.com/docs/#user-submissions)

Version:0.1.3

Key:jotform-get-user-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-user-submissions",
  name: "Get User Submissions",
  description: "Gets a list of all submissions for all forms on the account [See the docs here](https://api.jotform.com/docs/#user-submissions)",
  version: "0.1.3",
  type: "action",
  props: {
    ...common.props,
    max: {
      propDefinition: [
        common.props.jotform,
        "max",
      ],
    },
  },
  async additionalProps() {
    const props = {};
    if (this.encrypted) {
      props.privateKey = common.props.jotform.propDefinitions.privateKey;
    }
    return props;
  },
  async run({ $ }) {
    const params = {
      $,
      max: this.max,
    };
    const submissions = await this.paginate(this.jotform.getUserSubmissions.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.
Max Items	`max`	`integer`	Maximum number of items to return

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List Feedback with Zoho SalesIQ API on New Submission (Instant) from Jotform API

Jotform + Zoho SalesIQ

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Get Visitor Feedback with Zoho SalesIQ API on New Submission (Instant) from Jotform API

Jotform + Zoho SalesIQ

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Get Form Submissions with Jotform API on New Conversation Created from Zoho SalesIQ API

Zoho SalesIQ + Jotform

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Get Monthly User Usage with Jotform API on New Conversation Created from Zoho SalesIQ API

Zoho SalesIQ + Jotform

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Popular Triggers#

New Conversation Created from the Zoho SalesIQ API

Emit new event when a new conversation is created.

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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 Article with the Zoho SalesIQ API

Create a new article. See the documentation

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Get Visitor Feedback with the Zoho SalesIQ API

Retrieve visitor feedback by conversation ID. See the documentation

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List Feedback with the Zoho SalesIQ API

Retrieve a list of feedback from website visitors. 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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