Update Customer with Customer Fields API on New Submission (Instant) from Jotform API

Pipedream makes it easy to connect APIs for Customer Fields, Jotform and 2,400+ other apps remarkably fast.

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New Submission (Instant) from the Jotform API

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Update Customer with the Customer Fields API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Customer Fields 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 Update Customer action
1. Connect your Customer Fields account
2. Optional- Select a Form ID
3. Select a Customer 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:0.1.5

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#

Update Customer on Customer Fields

Description:Update an existing customer's information with new provided data. [See the documentation](https://docs.customerfields.com/#26b4ad8d-2503-4ac9-bc7f-e8eeeaf89947).

Version:0.0.1

Key:customer_fields-update-customer

View on GitHub

Customer Fields Overview#

The Customer Fields API provides a suite of tools for managing customer data in e-commerce platforms, including custom form fields and data automation. With it, you can efficiently tailor customer interactions, streamline data collection, and enhance the shopping experience. Integrating Customer Fields with Pipedream allows for seamless automation of tasks like syncing data to other platforms, triggering personalized communications, or managing customer segments based on custom field data.

Action Code#

/* eslint-disable no-unused-vars */
import common from "../common/customer.mjs";

export default {
  ...common,
  key: "customer_fields-update-customer",
  name: "Update Customer",
  description: "Update an existing customer's information with new provided data. [See the documentation](https://docs.customerfields.com/#26b4ad8d-2503-4ac9-bc7f-e8eeeaf89947).",
  type: "action",
  version: "0.0.1",
  props: {
    ...common.props,
    customerId: {
      propDefinition: [
        common.props.app,
        "customerId",
      ],
    },
  },
  methods: {
    ...common.methods,
    updateCustomer({
      customerId, ...args
    } = {}) {
      return this.app.put({
        path: `/customers/${customerId}`,
        ...args,
      });
    },
  },
  async additionalProps() {
    const { data_columns: dataColumns } =
      await this.app.listDataColumns({
        params: {
          ignore_read_only: true,
          form_id: this.formId,
        },
      });

    return this.getPropsFromDataColumns({
      dataColumns,
      isCreate: false,
    });
  },
  async run({ $: step }) {
    const {
      app,
      updateCustomer,
      getDataFromDataColumns,
      formId,
      customerId,
      ...dataColumns
    } = this;

    const response =
      await updateCustomer({
        step,
        customerId,
        data: getDataFromDataColumns(dataColumns),
      });

    step.export("$summary", `Successfully updated customer with ID ${response?.customer?.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
Customer Fields	`app`	`app`	This component uses the Customer Fields app.
Form ID	`formId`	`string`	Select a value from the drop down menu.
Customer ID	`customerId`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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

readwrite

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Get Form Submissions with Jotform API on Customer Created (Instant) from Customer Fields API

Customer Fields + Jotform

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Get Monthly User Usage with Jotform API on Customer Created (Instant) from Customer Fields API

Customer Fields + Jotform

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Get User Submissions with Jotform API on Customer Created (Instant) from Customer Fields API

Customer Fields + Jotform

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Get Form Submissions with Jotform API on Customer Updated (Instant) from Customer Fields API

Customer Fields + Jotform

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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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Customer Created (Instant) from the Customer Fields API

Trigger when a new customer is added to the database. See the documentation.

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Customer Updated (Instant) from the Customer Fields API

Trigger when a profile of a customer has been updated or changed. 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 Customer with the Customer Fields API

Create a new customer with detailed attributes using the provided data. See the documentation.

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Update Customer with the Customer Fields API

Update an existing customer's information with new provided data. See the documentation.

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