Update Invoice with Quaderno API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Update Invoice with the Quaderno API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Quaderno 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 Invoice action
1. Connect your Quaderno account
2. Configure First Name
3. Optional- Configure Last Name
4. Optional- Configure Due Date
5. Optional- Configure Currency
6. Optional- Select a Recurring Period
7. Optional- Configure Recurring Frequency
8. Optional- Configure Country
9. Optional- Configure Postal Code
10. Optional- Configure Region
11. Optional- Configure Street Line 1
12. Optional- Configure Subject
13. Optional- Configure How Many Items
14. Select a Invoice 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 Invoice on Quaderno

Description:Modify an existing invoice's details in Quaderno. [See the Documentation](https://developers.quaderno.io/api/#tag/Invoices/operation/updateInvoice).

Version:0.0.1

Key:quaderno-update-invoice

View on GitHub

Quaderno Overview#

The Quaderno API provides robust capabilities for handling sales tax, VAT, and GST compliance. It allows you to automate tax calculations, create and send invoices, and manage transactions and reports with ease. Integrating the Quaderno API on Pipedream opens up opportunities to streamline your finance operations by connecting to various other services like CRMs, payment gateways, and e-commerce platforms, all while leveraging Pipedream's serverless platform to execute custom logic without managing infrastructure.

Action Code#

import common from "../common/invoice.mjs";

export default {
  ...common,
  key: "quaderno-update-invoice",
  name: "Update Invoice",
  description: "Modify an existing invoice&#39;s details in Quaderno. [See the Documentation](https://developers.quaderno.io/api/#tag/Invoices/operation/updateInvoice).",
  type: "action",
  version: "0.0.1",
  props: {
    ...common.props,
    invoiceId: {
      propDefinition: [
        common.props.app,
        "invoiceId",
      ],
    },
    howManyItems: {
      optional: true,
      propDefinition: [
        common.props.app,
        "howManyItems",
      ],
      description: "The items here will be ADDED to the existing invoice items",
    },
  },
  methods: {
    ...common.methods,
    updateInvoice({
      invoiceId, ...args
    } = {}) {
      return this.app.put({
        path: `/invoices/${invoiceId}`,
        ...args,
      });
    },
  },
  async run({ $: step }) {
    const {
      invoiceId,
      firstName,
      lastName,
      dueDate,
      currency,
      recurringPeriod,
      recurringFrequency,
      country,
      postalCode,
      region,
      streetLine1,
      howManyItems,
    } = this;

    const response = await this.updateInvoice({
      step,
      invoiceId,
      data: {
        contact: {
          first_name: firstName,
          last_name: lastName,
        },
        due_date: dueDate,
        currency,
        recurring_period: recurringPeriod,
        recurring_frequency: recurringFrequency,
        country,
        postal_code: postalCode,
        region,
        street_line_1: streetLine1,
        items_attributes: this.getItems(howManyItems),
      },
    });

    step.export("$summary", `Successfully updated invoice with ID ${response.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
Quaderno	`app`	`app`	This component uses the Quaderno app.
First Name	`firstName`	`string`	The customer's first name who will be billed.
Last Name	`lastName`	`string`	The customer's last name who will be billed.
Due Date	`dueDate`	`string`	The date on which payment for this invoice is due. Must be in `YYYY-MM-DD` format.
Currency	`currency`	`string`	Three-letter ISO currency code, in uppercase.
Recurring Period	`recurringPeriod`	`string`	Select a value from the drop down menu:`daysweeksmonthsyears`
Recurring Frequency	`recurringFrequency`	`integer`	The number of periods between each invoice.
Country	`country`	`string`	2-letter ISO country code.
Postal Code	`postalCode`	`string`	ZIP or postal code.
Region	`region`	`string`	State/Province/Region.
Street Line 1	`streetLine1`	`string`	Address line 1 (Street address/PO Box).
Subject	`subject`	`string`	The subject of the invoice.
How Many Items	`howManyItems`	`integer`	The items here will be ADDED to the existing invoice items
Invoice ID	`invoiceId`	`string`	Select a value from the drop down menu.

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Get Monthly User Usage with Jotform API on New Invoice Created from Quaderno API

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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 Invoice Created from the Quaderno API

Emit new event when a new invoice is generated in Quaderno. See the Documentation.

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New Payment Received from the Quaderno API

Emit new event when a payment is successfully processed in Quaderno. 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 with the Quaderno API

Add a new contact to Quaderno. See the Documentation.

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Create Invoice with the Quaderno API

Generate a new invoice in Quaderno. See the Documentation.

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