Record Outward Payment with UpBooks API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Record Outward Payment with the UpBooks API

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Getting Started#

This integration creates a workflow with a Jotform trigger and UpBooks 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 (Instant) trigger
1. Connect your Jotform account
2. Optional- Select a Team
3. Select a Form
Configure the Record Outward Payment action
1. Connect your UpBooks account
2. Select a Mode
3. Configure Amount
4. Configure Date
5. Select one or more Expense Ids
6. Select a Account Id
7. Select a Currency
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 (Instant) on Jotform

Description:Emit new event when a form is submitted

Version:0.1.5

Key:jotform-new-submission

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.

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.

Label	Prop	Type	Description
Jotform	`jotform`	`app`	This component uses the Jotform 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.
Team	`teamId`	`string`	Select a value from the drop down menu.
Form	`formId`	`string`	Select 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#

Record Outward Payment on UpBooks

Description:Records an outward payment in UpBooks. [See the documentation](https://www.postman.com/scrrum/workspace/upbooks-io/request/13284127-3fc82d7a-2173-4b3a-a8ec-4c812c928810)

Version:0.0.1

Key:upbooks-record-outward-payment

View on GitHub

Action Code#

import { CURRENCY_OPTIONS } from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import upbooks from "../../upbooks.app.mjs";

export default {
  key: "upbooks-record-outward-payment",
  name: "Record Outward Payment",
  description: "Records an outward payment in UpBooks. [See the documentation](https://www.postman.com/scrrum/workspace/upbooks-io/request/13284127-3fc82d7a-2173-4b3a-a8ec-4c812c928810)",
  version: "0.0.1",
  type: "action",
  props: {
    upbooks,
    mode: {
      type: "string",
      label: "Mode",
      description: "The outward payment mode.",
      options: [
        {
          label: "Cash",
          value: "cash",
        },
        {
          label: "Cheque",
          value: "cheque",
        },
        {
          label: "Neft",
          value: "neft",
        },
        {
          label: "Imps",
          value: "imps",
        },
        {
          label: "Wire Transfer",
          value: "wire transfer",
        },
      ],
    },
    amount: {
      type: "string",
      label: "Amount",
      description: "The outwart payment amount in cents.",
    },
    date: {
      type: "string",
      label: "Date",
      description: "The date of the outward payment. Format: YYYY-MM-DD",
    },
    expenseIds: {
      propDefinition: [
        upbooks,
        "expenseIds",
      ],
    },
    account: {
      propDefinition: [
        upbooks,
        "accountId",
      ],
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "The currency of the outward payment.",
      options: CURRENCY_OPTIONS,
    },
  },
  async run({ $ }) {
    const currency = CURRENCY_OPTIONS.filter((item) => item.value === this.currency)[0];
    const response = await this.upbooks.recordOutwardPayment({
      $,
      data: {
        mode: this.mode,
        amount: (this.amount / 100).toFixed(2),
        date: this.date,
        expenseIds: parseObject(this.expenseIds),
        accountId: this.account,
        currency: {
          name: currency.label,
          symbol: currency.value,
        },
      },
    });
    $.export("$summary", `Successfully recorded outward payment with Id: ${response.data._id}`);
    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
UpBooks	`upbooks`	`app`	This component uses the UpBooks app.
Mode	`mode`	`string`	Select a value from the drop down menu:`{ "label": "Cash", "value": "cash" }{ "label": "Cheque", "value": "cheque" }{ "label": "Neft", "value": "neft" }{ "label": "Imps", "value": "imps" }{ "label": "Wire Transfer", "value": "wire transfer" }`
Amount	`amount`	`string`	The outwart payment amount in cents.
Date	`date`	`string`	The date of the outward payment. Format: YYYY-MM-DD
Expense Ids	`expenseIds`	`string[]`	Select a value from the drop down menu.
Account Id	`account`	`string`	Select a value from the drop down menu.
Currency	`currency`	`string`	Select a value from the drop down menu:`{ "label": "Indian Rupees", "value": "INR" }{ "label": "US Dollar", "value": "USD" }{ "label": "Euro", "value": "EUR" }{ "label": "Australian Dollar", "value": "AUD" }{ "label": "Emirati Dirham", "value": "AED" }`

Action Authentication#

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

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

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Popular Triggers#

New Submission (Instant) from the Jotform API

Emit new event when a form is submitted

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New Data Available from the UpBooks API

Emit new event when fresh data is available for a specific collection.

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Popular Actions#

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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Add New Employee with the UpBooks API

Adds a new employee to Upbooks. See the documentation

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Create Expense Category with the UpBooks API

Creates a new expense category in UpBooks. See the documentation

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