Onboard Customer with Paigo API on New Submission from Typeform API

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Trigger workflow on

New Submission from the Typeform API

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Onboard Customer with the Paigo API

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Getting Started#

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

Select this integration
Configure the New Submission trigger
1. Connect your Typeform account
2. Select a Form
Configure the Onboard Customer action
1. Connect your Paigo account
2. Configure Customer Name
3. Configure Email
4. Select a Payment Channel
5. Optional- Select a Offering ID
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 Submission on Typeform

Description:Emit new submission

Version:0.0.8

Key:typeform-new-submission

View on GitHub

Typeform Overview#

The Typeform API furnishes you with the means to create dynamic forms and collect user responses in real-time. By leveraging this API within Pipedream's serverless platform, you can automate workflows to process this data, integrate seamlessly with other services, and react to form submissions instantaneously. This empowers you to craft tailored responses, synchronize with databases, trigger email campaigns, or even manage event registrations without manual intervention.

Trigger Code#

import { createHmac } from "crypto";
import sampleEmit from "./test-event.mjs";
import { uuid } from "uuidv4";
import common from "../common/common.mjs";
import constants from "../../constants.mjs";
import utils from "../common/utils.mjs";

const { typeform } = common.props;
const { parseIsoDate } = utils;

export default {
  ...common,
  key: "typeform-new-submission",
  name: "New Submission",
  version: "0.0.8",
  type: "source",
  description: "Emit new submission",
  props: {
    ...common.props,
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    db: "$.service.db",
    formId: {
      propDefinition: [
        typeform,
        "formId",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateSecret() {
      return "" + Math.random();
    },
  },
  hooks: {
    ...common.hooks,
    async activate() {
      const secret = this.generateSecret();
      this._setSecret(secret);

      let tag = this._getTag();
      if (!tag) {
        tag = uuid();
        this._setTag(tag);
      }

      return await this.typeform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        tag,
        secret,
      });
    },
    async deactivate() {
      const tag = this._getTag();

      return await this.typeform.deleteHook({
        formId: this.formId,
        tag,
      });
    },
  },
  async run(event) {
    const {
      body,
      headers,
    } = event;

    const { [constants.TYPEFORM_SIGNATURE]: typeformSignature } = headers;

    if (typeformSignature) {
      const secret = this._getSecret();

      const hmac =
        createHmac(constants.ALGORITHM, secret)
          .update(body)
          .digest(constants.ENCODING);

      const signature = `${constants.ALGORITHM}=${hmac}`;

      if (typeformSignature !== signature) {
        throw new Error("signature mismatch");
      }
    }

    let formResponseString = "";
    const data = Object.assign({}, body.form_response);
    data.form_response_parsed = {};

    for (let i = 0; i < body.form_response.answers.length; i++) {
      const field = body.form_response.definition.fields[i];
      const answer = body.form_response.answers[i];

      let parsedAnswer;
      let value = answer[answer.type];

      if (value.label) {
        parsedAnswer = value.label;

      } else if (value.labels) {
        parsedAnswer = value.labels.join();

      } else if (value.choice) {
        parsedAnswer = value.choice;

      } else if (value.choices) {
        parsedAnswer = value.choices.join();

      } else {
        parsedAnswer = value;
      }

      data.form_response_parsed[field.title] = parsedAnswer;
      formResponseString += `### ${field.title}\n${parsedAnswer}\n`;
    }

    data.form_response_string = formResponseString;
    data.raw_webhook_event = body;

    if (data.landed_at) {
      data.landed_at = parseIsoDate(data.landed_at);
    }

    if (data.submitted_at) {
      data.submitted_at = parseIsoDate(data.submitted_at);
    }

    data.form_title = body.form_response.definition.title;
    delete data.answers;
    delete data.definition;

    this.$emit(data, {
      summary: JSON.stringify(data),
      id: data.token,
    });

    this.http.respond({
      status: 200,
    });
  },
  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
Typeform	`typeform`	`app`	This component uses the Typeform app.
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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Form	`formId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

offlineaccounts:readforms:writeforms:readimages:writeimages:readthemes:writethemes:readresponses:readresponses:writewebhooks:readwebhooks:writeworkspaces:readworkspaces:write

About Typeform#

Typeform lets you build no-code forms, quizzes, and surveys - and get more responses.

Action#

Onboard Customer on Paigo

Description:Creates a new customer and assigns them an offering in Paigo. [See the documentation](http://www.api.docs.paigo.tech/#tag/Customers/operation/Create%20a%20customer)

Version:0.0.1

Key:paigo-onboard-customer

View on GitHub

Paigo Overview#

The Paigo API offers a suite of financial tools for expense tracking, budgeting, and financial planning. In Pipedream, you can utilize these capabilities to automate personal finance management, analyze spending habits, and receive real-time notifications on financial events. Paigo's API can be integrated with various apps on Pipedream to streamline financial operations, from syncing transactions with accounting software to triggering alerts when budgets are nearing their limits.

Action Code#

import paigo from "../../paigo.app.mjs";
import constants from "../../common/constants.mjs";

export default {
  key: "paigo-onboard-customer",
  name: "Onboard Customer",
  description: "Creates a new customer and assigns them an offering in Paigo. [See the documentation](http://www.api.docs.paigo.tech/#tag/Customers/operation/Create%20a%20customer)",
  version: "0.0.1",
  type: "action",
  props: {
    paigo,
    customerName: {
      type: "string",
      label: "Customer Name",
      description: "The friendly, human-readable name for the customer profile",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Customer email address",
    },
    paymentChannel: {
      type: "string",
      label: "Payment Channel",
      description: "The payment channel associated with a customer",
      options: constants.PAYMENT_CHANNELS,
    },
    offeringId: {
      propDefinition: [
        paigo,
        "offeringId",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.paigo.createCustomer({
      $,
      data: {
        customerName: this.customerName,
        email: this.email,
        paymentChannel: this.paymentChannel,
        offeringId: this.offeringId,
      },
    });
    $.export("$summary", `Successfully onboarded customer with ID ${response.customerId}`);
    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
Paigo	`paigo`	`app`	This component uses the Paigo app.
Customer Name	`customerName`	`string`	The friendly, human-readable name for the customer profile
Email	`email`	`string`	Customer email address
Payment Channel	`paymentChannel`	`string`	Select a value from the drop down menu:`Stripemanual`
Offering ID	`offeringId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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