Send Proposal with Offorte API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Send Proposal with the Offorte API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Offorte 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 Send Proposal action
1. Connect your Offorte account
2. Select a Status
3. Select a Proposal ID
4. Optional- Configure Password Reset
5. Optional- Select a Send Method
6. Optional- Configure Send Message
7. Optional- Select a Email Template 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 (Instant) on Jotform

Description:Emit new event when a form is submitted

Version:0.1.6

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: "0.1.6",
  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#

Send Proposal on Offorte

Description:Send a proposal in Offorte. [See the documentation](https://www.offorte.com/api-docs/api#tag/Proposals/operation/sendProposal)

Version:0.0.1

Key:offorte-send-proposal

View on GitHub

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import {
  SEND_METHOD_OPTIONS,
  STATUS_OPTIONS,
} from "../../common/constants.mjs";
import offorte from "../../offorte.app.mjs";

export default {
  key: "offorte-send-proposal",
  name: "Send Proposal",
  description: "Send a proposal in Offorte. [See the documentation](https://www.offorte.com/api-docs/api#tag/Proposals/operation/sendProposal)",
  version: "0.0.1",
  type: "action",
  props: {
    offorte,
    status: {
      type: "string",
      label: "Status",
      description: "The status of the proposal",
      options: STATUS_OPTIONS,
    },
    proposalId: {
      propDefinition: [
        offorte,
        "proposalId",
        ({ status }) => ({
          status,
        }),
      ],
    },
    passwordReset: {
      type: "boolean",
      label: "Password Reset",
      description: "Reset the existing passwords when proposal was send before",
      optional: true,
    },
    sendMethod: {
      type: "string",
      label: "Send Method",
      description: "Choose if you want to send it through Offorte or send the proposal your self",
      optional: true,
      options: SEND_METHOD_OPTIONS,
    },
    sendMessage: {
      type: "string",
      label: "Send Message",
      description: "The actual message you want to send in plain text",
      optional: true,
    },
    sendMessageId: {
      propDefinition: [
        offorte,
        "emailTemplateId",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    if (!this.sendMessageId && !this.sendMessage) {
      throw new ConfigurationError("Either `Send Message Id` or `Send Message` must be provided");
    }

    const response = await this.offorte.sendProposal({
      $,
      proposalId: this.proposalId,
      data: {
        password_reset: this.passwordReset,
        send_method: this.sendMethod,
        send_message: this.sendMessage,
        send_message_id: this.sendMessageId,
      },
    });

    $.export("$summary", `Successfully sent proposal with ID: ${this.proposalId}`);
    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
Offorte	`offorte`	`app`	This component uses the Offorte app.
Status	`status`	`string`	Select a value from the drop down menu:`{ "label": "Edit", "value": "edit" }{ "label": "Open", "value": "open" }{ "label": "Won", "value": "won" }{ "label": "Lost", "value": "lost" }{ "label": "Closed", "value": "closed" }`
Proposal ID	`proposalId`	`string`	Select a value from the drop down menu.
Password Reset	`passwordReset`	`boolean`	Reset the existing passwords when proposal was send before
Send Method	`sendMethod`	`string`	Select a value from the drop down menu:`{ "label": "Offorte", "value": "offorte" }{ "label": "Self", "value": "self" }`
Send Message	`sendMessage`	`string`	The actual message you want to send in plain text
Email Template ID	`sendMessageId`	`string`	Select a value from the drop down menu.

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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 Event (Instant) from the Offorte API

Emit new event when an event is created. See the documentation

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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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Create Contact Organisation with the Offorte API

Create a new contact organisation in Offorte. See the documentation

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Create Contact Person with the Offorte API

Create a new contact person in Offorte. See the documentation

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