Update Customer with Kustomer API on Edit Event (Instant) from WaiverFile API

Pipedream makes it easy to connect APIs for Kustomer, WaiverFile and 2,800+ other apps remarkably fast.

Trigger workflow on

Edit Event (Instant) from the WaiverFile API

Next, do this

Update Customer with the Kustomer API

No credit card required

▶

Watch us build a workflow

8 min

Watch now ➜

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

Getting Started#

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

Select this integration
Configure the Edit Event (Instant) trigger
1. Connect your WaiverFile account
Configure the Update Customer action
1. Connect your Kustomer account
2. Select a Customer ID
3. Optional- Configure Name
4. Optional- Configure Company
5. Optional- Configure External ID
6. Optional- Configure Username
7. Optional- Configure Avatar URL
8. Optional- Configure External IDs
9. Optional- Configure Shared External IDs
10. Optional- Configure Emails
11. Optional- Configure Shared Emails
12. Optional- Configure Phones
13. Optional- Configure Shared Phones
14. Optional- Configure WhatsApps
15. Optional- Configure URLs
16. Optional- Select one or more Tags
17. Optional- Select a Sentiment Polarity
18. Optional- Select a Sentiment Confidence
19. Optional- Configure Birthday At
20. Optional- Select a Gender
21. Optional- Select a Default Language
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#

Edit Event (Instant) on WaiverFile

Description:Emit new event when an existing event in WaiverFile is edited. [See the documentation](https://api.waiverfile.com/swagger/ui/index#!/Subscription/Subscription_editevent)

Version:0.0.1

Key:waiverfile-edit-event-instant

View on GitHub

WaiverFile Overview#

With the WaiverFile API, you can automate interactions with your WaiverFile account directly from Pipedream. This API provides access to manage and retrieve waivers, customer data, and events, allowing you to integrate WaiverFile with other services for streamlined workflows. You could automate the sending of waiver links, synchronize signed waivers with a database, or trigger actions based on waiver completions. The flexibility of the WaiverFile API means you can create powerful automations tailored to your business needs on Pipedream's serverless platform.

Trigger Code#

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

export default {
  ...common,
  key: "waiverfile-edit-event-instant",
  name: "Edit Event (Instant)",
  description: "Emit new event when an existing event in WaiverFile is edited. [See the documentation](https://api.waiverfile.com/swagger/ui/index#!/Subscription/Subscription_editevent)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEventType() {
      return "editevent";
    },
    generateMeta(body) {
      const ts = Date.parse(body.LastModified);
      return {
        id: `${body.WaiverEventID}${ts}`,
        summary: `Updated Event ${body.WaiverEventID}`,
        ts,
      };
    },
  },
  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
WaiverFile	`waiverfile`	`app`	This component uses the WaiverFile 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.

Trigger Authentication#

WaiverFile uses API keys for authentication. When you connect your WaiverFile account, Pipedream securely stores the keys so you can easily authenticate to WaiverFile APIs in both code and no-code steps.

To retrieve your Site ID and Key,

Navigate to your WaiverFile account and sign in
Go to “Settings” > “API”

About WaiverFile#

WaiverFile lets your customers sign their release waivers from a computer, tablet or mobile device. From your website or at a kiosk, completing the forms is quick and easy.

Action#

Update Customer on Kustomer

Description:Updates an existing customer in Kustomer. [See the documentation](https://developer.kustomer.com/kustomer-api-docs/reference/updatecustomer)

Version:0.0.1

Key:kustomer-update-customer

View on GitHub

Action Code#

import {
  parseObject, throwError,
} from "../../common/utils.mjs";
import kustomer from "../../kustomer.app.mjs";

export default {
  key: "kustomer-update-customer",
  name: "Update Customer",
  description: "Updates an existing customer in Kustomer. [See the documentation](https://developer.kustomer.com/kustomer-api-docs/reference/updatecustomer)",
  version: "0.0.1",
  type: "action",
  props: {
    kustomer,
    customerId: {
      propDefinition: [
        kustomer,
        "customerId",
      ],
    },
    name: {
      propDefinition: [
        kustomer,
        "name",
      ],
      optional: true,
    },
    company: {
      propDefinition: [
        kustomer,
        "company",
      ],
      optional: true,
    },
    externalId: {
      propDefinition: [
        kustomer,
        "externalId",
      ],
      optional: true,
    },
    username: {
      propDefinition: [
        kustomer,
        "username",
      ],
      optional: true,
    },
    avatarUrl: {
      propDefinition: [
        kustomer,
        "avatarUrl",
      ],
      optional: true,
    },
    externalIds: {
      propDefinition: [
        kustomer,
        "externalIds",
      ],
      optional: true,
    },
    sharedExternalIds: {
      propDefinition: [
        kustomer,
        "sharedExternalIds",
      ],
      optional: true,
    },
    emails: {
      propDefinition: [
        kustomer,
        "emails",
      ],
      optional: true,
    },
    sharedEmails: {
      propDefinition: [
        kustomer,
        "sharedEmails",
      ],
      optional: true,
    },
    phones: {
      propDefinition: [
        kustomer,
        "phones",
      ],
      optional: true,
    },
    sharedPhones: {
      propDefinition: [
        kustomer,
        "sharedPhones",
      ],
      optional: true,
    },
    whatsApps: {
      propDefinition: [
        kustomer,
        "whatsApps",
      ],
      optional: true,
    },
    urls: {
      propDefinition: [
        kustomer,
        "urls",
      ],
      optional: true,
    },
    tags: {
      propDefinition: [
        kustomer,
        "tags",
      ],
      optional: true,
    },
    sentimentPolarity: {
      propDefinition: [
        kustomer,
        "sentimentPolarity",
      ],
      optional: true,
    },
    sentimentConfidence: {
      propDefinition: [
        kustomer,
        "sentimentConfidence",
      ],
      optional: true,
    },
    birthdayAt: {
      propDefinition: [
        kustomer,
        "birthdayAt",
      ],
      optional: true,
    },
    gender: {
      propDefinition: [
        kustomer,
        "gender",
      ],
      optional: true,
    },
    defaultLang: {
      propDefinition: [
        kustomer,
        "defaultLang",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    try {
      const sentiment = {};
      if (this.sentimentConfidence) sentiment.confidence = parseInt(this.sentimentConfidence);
      if (this.sentimentPolarity) sentiment.polarity = parseInt(this.sentimentPolarity);

      const response = await this.kustomer.updateCustomer({
        $,
        customerId: this.customerId,
        data: {
          name: this.name,
          company: this.company,
          externalId: this.externalId,
          username: this.username,
          avatarUrl: this.avatarUrl,
          externalIds: parseObject(this.externalIds)?.map((id) => ({
            externalId: id,
          })),
          sharedExternalIds: parseObject(this.sharedExternalIds)?.map((id) => ({
            externalId: id,
          })),
          emails: parseObject(this.emails)?.map((email) => ({
            email,
          })),
          sharedEmails: parseObject(this.sharedEmails)?.map((email) => ({
            email,
          })),
          phones: parseObject(this.phones)?.map((phone) => ({
            phone: `${phone}`,
          })),
          sharedPhones: parseObject(this.sharedPhones)?.map((phone) => ({
            phone: `${phone}`,
          })),
          whatsapps: parseObject(this.whatsApps)?.map((phone) => ({
            phone: `${phone}`,
          })),
          urls: parseObject(this.urls)?.map((url) => ({
            url,
          })),
          tags: parseObject(this.tags),
          sentiment: Object.entries(sentiment).length
            ? sentiment
            : undefined,
          birthdayAt: this.birthdayAt,
          gender: this.gender,
          createdAt: this.createdAt,
          importedAt: this.importedAt,
          defaultLang: this.defaultLang,
        },
      });
      $.export("$summary", `Successfully updated customer with ID ${this.customerId}`);
      return response;
    } catch ({ message }) {
      throwError(message);
    }
  },
};

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
Kustomer	`kustomer`	`app`	This component uses the Kustomer app.
Customer ID	`customerId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	Name of the customer
Company	`company`	`string`	Company of the customer
External ID	`externalId`	`string`	External identifier
Username	`username`	`string`	Username of the customer
Avatar URL	`avatarUrl`	`string`	URL to the avatar
External IDs	`externalIds`	`string[]`	External identifiers
Shared External IDs	`sharedExternalIds`	`string[]`	Shared external identifiers
Emails	`emails`	`string[]`	Emails of the customer
Shared Emails	`sharedEmails`	`string[]`	Shared emails
Phones	`phones`	`string[]`	Phone numbers of the customer
Shared Phones	`sharedPhones`	`string[]`	Shared phone numbers
WhatsApps	`whatsApps`	`string[]`	WhatsApp numbers of the customer
URLs	`urls`	`string[]`	Associated URLs
Tags	`tags`	`string[]`	Select a value from the drop down menu.
Sentiment Polarity	`sentimentPolarity`	`string`	Select a value from the drop down menu:`-101`
Sentiment Confidence	`sentimentConfidence`	`string`	Select a value from the drop down menu:`-101`
Birthday At	`birthdayAt`	`string`	A valid ISO 8601 date/time
Gender	`gender`	`string`	Select a value from the drop down menu:`mf`
Default Language	`defaultLang`	`string`	Select a value from the drop down menu:`{ "label": "Afrikaans", "value": "af" }{ "label": "Arabic", "value": "ar" }{ "label": "Arabic (EG)", "value": "ar_eg" }{ "label": "Arabic (MA)", "value": "ar_ma" }{ "label": "Arabic (TN)", "value": "ar_tn" }{ "label": "Azerbaijani", "value": "az" }{ "label": "Belarusian", "value": "be" }{ "label": "Bulgarian", "value": "bg" }{ "label": "Bosnian", "value": "bs" }{ "label": "Catalan", "value": "ca" }{ "label": "Montenegrin", "value": "cnr" }{ "label": "Czech", "value": "cs" }{ "label": "Danish", "value": "da" }{ "label": "German", "value": "de" }{ "label": "Dutch", "value": "nl" }{ "label": "Dutch (BE)", "value": "nl_be" }{ "label": "Greek", "value": "el" }{ "label": "English (US)", "value": "en_us" }{ "label": "English (CA)", "value": "en_ca" }{ "label": "English (UK)", "value": "en_gb" }{ "label": "Spanish", "value": "es" }{ "label": "Spanish (AR)", "value": "es_ar" }{ "label": "Spanish (Spain)", "value": "es_es" }{ "label": "Spanish (PA)", "value": "es_pa" }{ "label": "Spanish (PE)", "value": "es_pe" }{ "label": "Estonian", "value": "et" }{ "label": "Persian", "value": "fa" }{ "label": "Finnish", "value": "fi" }{ "label": "Filipino", "value": "fil" }{ "label": "French", "value": "fr" }{ "label": "French (BE)", "value": "fr_be" }{ "label": "French (CA)", "value": "fr_ca" }{ "label": "French (MA)", "value": "fr_ma" }{ "label": "Hebrew", "value": "he" }{ "label": "Hindi", "value": "hi" }{ "label": "Croatian", "value": "hr" }{ "label": "Hungarian", "value": "hu" }{ "label": "Armenian", "value": "hy" }{ "label": "Indonesian", "value": "id" }{ "label": "Icelandic", "value": "is" }{ "label": "Italian", "value": "it" }{ "label": "Japanese", "value": "ja" }{ "label": "Georgian", "value": "ka" }{ "label": "Kazakh", "value": "kk" }{ "label": "Kannada", "value": "kn" }{ "label": "Korean", "value": "ko" }{ "label": "Kyrgyz", "value": "ky" }{ "label": "Luxembourgish", "value": "lb" }{ "label": "Lithuanian", "value": "lt" }{ "label": "Latvian", "value": "lv" }{ "label": "Mongolian", "value": "mn" }{ "label": "Norwegian", "value": "no" }{ "label": "Norwegian (NB)", "value": "nb" }{ "label": "Punjabi", "value": "pa" }{ "label": "Polish", "value": "pl" }{ "label": "Portuguese (PT)", "value": "pt" }{ "label": "Portuguese (BR)", "value": "pt_br" }{ "label": "Romanian", "value": "ro" }{ "label": "Russian", "value": "ru" }{ "label": "Sinhala", "value": "si" }{ "label": "Slovakian", "value": "sk" }{ "label": "Slovenian", "value": "sl" }{ "label": "Albanian", "value": "sq" }{ "label": "Serbian", "value": "sr" }{ "label": "Serbian (Montenegro)", "value": "sr_me" }{ "label": "Swedish", "value": "sv" }{ "label": "Swahili", "value": "sw" }{ "label": "Tamil", "value": "ta" }{ "label": "Telugu", "value": "te" }{ "label": "Thai", "value": "th" }{ "label": "Turkish", "value": "tr" }{ "label": "Twi", "value": "tw" }{ "label": "Ukrainian", "value": "uk" }{ "label": "Urdu", "value": "ur" }{ "label": "Uzbek", "value": "uz" }{ "label": "Vietnamese", "value": "vi" }{ "label": "Simplified Chinese", "value": "zh_cn" }{ "label": "Traditional Chinese", "value": "zh_tw" }`

Action Authentication#

Kustomer uses API keys for authentication. When you connect your Kustomer account, Pipedream securely stores the keys so you can easily authenticate to Kustomer APIs in both code and no-code steps.

To create your API Key:

Admin Access Required: confirm you have Admin privileges on Kustomer.
Navigate to API Keys: from the Kustomer home page, go to Settings > Security > API Keys.
Create a New API Key:
- Click to create a new API Key.
- Choose an appropriate API role and assign a descriptive label to the key.
- Ensure you include at least the org.permission.customer.read role, which is required for the Pipedream test request.
Learn More: for further details about Kustomer API Keys and the available API key roles, visit the API Keys documentation in the Kustomer Help Center.

Update Customer with Kustomer API on Edit Event (Instant) from WaiverFile API

Pipedream makes it easy to connect APIs for Kustomer, WaiverFile and 2,800+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

1-24of2,800+apps by most popular

1
-
24
of
2,800+
apps by most popular