Update Lead Status with noCRM.io API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Update Lead Status with the noCRM.io API

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Getting Started#

This integration creates a workflow with a Jotform trigger and noCRM.io 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 Lead Status action
1. Connect your noCRM.io account
2. Select a Lead ID
3. Select a Status
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#

Using the Jotform API, you can easily add forms to your website or application.
You can also use the Jotform API to manage your form submissions, gather
insights from your form data, and more.

Here are some examples of what you can build using the Jotform API:

A contact form for your website
A survey form to collect data from your users
A registration form for your events or courses
A payment form for your products or services
A lead capture form to collect leads from your website visitors

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 Lead Status on noCRM.io

Description:Updates a lead status. [See docs here](https://www.nocrm.io/api#leads)

Version:0.0.1

Key:nocrm_io-update-lead-status

View on GitHub

noCRM.io Overview#

NoCRM.io is a CRM platform that offers a powerful API that developers can use
to power custom applications and integrations. With it, you can build
applications to help organize customers, products, marketing campaigns, sales
processes, and much more.

Here are some examples of what you can create with the NoCRM.io API:

Create customer profiles with contact information, notes, and rich media
attachments
Integrate with existing applications like marketing automation, customer
service platforms, and eCommerce stores
Automate sales processes with customizable workflows
Create powerful dashboards that visualize customer data in real-time
Develop custom reports and analytics to monitor sales performance
Track customer activity with real-time notifications
Set up notifications for when important business milestones are met
Create lead qualification rules based on specific criteria

Action Code#

import nocrm_io from "../../nocrm_io.app.mjs";
import constants from "../common/constants.mjs";

export default {
  name: "Update Lead Status",
  version: "0.0.1",
  key: "nocrm_io-update-lead-status",
  description: "Updates a lead status. [See docs here](https://www.nocrm.io/api#leads)",
  type: "action",
  props: {
    nocrm_io,
    leadId: {
      propDefinition: [
        nocrm_io,
        "leadId",
      ],
    },
    status: {
      label: "Status",
      description: "Lead's status. The new status of the lead.",
      type: "string",
      options: constants.LEAD_STATUSES,
      reloadProps: true,
    },
  },
  async additionalProps() {
    const additionalProps = {};

    if (this.status === "standby") {
      additionalProps["remindDate"] = {
        label: "Status",
        description: "Date of the reminder with the format YYYY-MM-DD. E.g. `2022-08-18`",
        type: "string",
      };
    }

    return additionalProps;
  },
  async run({ $ }) {
    const response = await this.nocrm_io.updateLead({
      $,
      leadId: this.leadId,
      data: {
        status: this.status,
        remind_date: this.remindDate,
      },
    });

    if (response) {
      $.export("$summary", `Successfully updated lead 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
noCRM.io	`nocrm_io`	`app`	This component uses the noCRM.io app.
Lead ID	`leadId`	`string`	Select a value from the drop down menu.
Status	`status`	`string`	Select a value from the drop down menu:`{ "label": "Todo", "value": "todo" }{ "label": "Standby", "value": "standby" }{ "label": "Won", "value": "won" }{ "label": "Lost", "value": "lost" }{ "label": "Cancelled", "value": "cancelled" }`

Action Authentication#

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

Your noCRM.io API key is in your Profile > Admin Panel page, below the API section inside the Integrations card.

If your Nocrm.io URL is https://1234.nocrm.io.com/, your subdomain is 1234.

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Get Lead with noCRM.io API on New Submission (Instant) from Jotform API

Jotform + noCRM.io

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Get Form Submissions with Jotform API on New Lead Status Changed from noCRM.io API

noCRM.io + Jotform

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Get Monthly User Usage with Jotform API on New Lead Status Changed from noCRM.io API

noCRM.io + Jotform

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Get User Submissions with Jotform API on New Lead Status Changed from noCRM.io API

noCRM.io + 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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New Lead from the noCRM.io API

Emit new event on each lead created.

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New Lead Status Changed from the noCRM.io API

Emit new event when a lead status is changed.

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New Prospect from the noCRM.io API

Emit new event on each prospect created.

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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 Lead with the noCRM.io API

Creates a new lead. See docs here

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Get Lead with the noCRM.io API

Get a lead. See docs here

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