Update Opportunity with Salesflare API on New Submission from Typeform API

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New Submission from the Typeform API

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Update Opportunity with the Salesflare API

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Getting Started#

This integration creates a workflow with a Typeform trigger and Salesflare 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 trigger
1. Connect your Typeform account
2. Select a Form
Configure the Update Opportunity action
1. Connect your Salesflare account
2. Select a Opportunity ID
3. Optional- Select a Owner ID
4. Optional- Select a Account ID
5. Optional- Configure Start Date
6. Optional- Configure Probability
7. Optional- Configure Name
8. Optional- Configure Value
9. Optional- Configure Close Date
10. Optional- Configure Closed
11. Optional- Configure Tags
12. Optional- Configure Recurring Price Per Unit
13. Optional- Select a Frequency
14. Optional- Configure Contract Start Date
15. Optional- Configure Contract End Date
16. Optional- Configure Custom
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 on Typeform

Description:Emit new submission

Version:0.0.8

Key:typeform-new-submission

View on GitHub

Typeform Overview#

The Typeform API furnishes you with the means to create dynamic forms and collect user responses in real-time. By leveraging this API within Pipedream's serverless platform, you can automate workflows to process this data, integrate seamlessly with other services, and react to form submissions instantaneously. This empowers you to craft tailored responses, synchronize with databases, trigger email campaigns, or even manage event registrations without manual intervention.

Trigger Code#

import { createHmac } from "crypto";
import sampleEmit from "./test-event.mjs";
import { uuid } from "uuidv4";
import common from "../common/common.mjs";
import constants from "../../constants.mjs";
import utils from "../common/utils.mjs";

const { typeform } = common.props;
const { parseIsoDate } = utils;

export default {
  ...common,
  key: "typeform-new-submission",
  name: "New Submission",
  version: "0.0.8",
  type: "source",
  description: "Emit new submission",
  props: {
    ...common.props,
    http: {
      type: "$.interface.http",
      customResponse: true,
    },
    db: "$.service.db",
    formId: {
      propDefinition: [
        typeform,
        "formId",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateSecret() {
      return "" + Math.random();
    },
  },
  hooks: {
    ...common.hooks,
    async activate() {
      const secret = this.generateSecret();
      this._setSecret(secret);

      let tag = this._getTag();
      if (!tag) {
        tag = uuid();
        this._setTag(tag);
      }

      return await this.typeform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        tag,
        secret,
      });
    },
    async deactivate() {
      const tag = this._getTag();

      return await this.typeform.deleteHook({
        formId: this.formId,
        tag,
      });
    },
  },
  async run(event) {
    const {
      body,
      headers,
    } = event;

    const { [constants.TYPEFORM_SIGNATURE]: typeformSignature } = headers;

    if (typeformSignature) {
      const secret = this._getSecret();

      const hmac =
        createHmac(constants.ALGORITHM, secret)
          .update(body)
          .digest(constants.ENCODING);

      const signature = `${constants.ALGORITHM}=${hmac}`;

      if (typeformSignature !== signature) {
        throw new Error("signature mismatch");
      }
    }

    let formResponseString = "";
    const data = Object.assign({}, body.form_response);
    data.form_response_parsed = {};

    for (let i = 0; i < body.form_response.answers.length; i++) {
      const field = body.form_response.definition.fields[i];
      const answer = body.form_response.answers[i];

      let parsedAnswer;
      let value = answer[answer.type];

      if (value.label) {
        parsedAnswer = value.label;

      } else if (value.labels) {
        parsedAnswer = value.labels.join();

      } else if (value.choice) {
        parsedAnswer = value.choice;

      } else if (value.choices) {
        parsedAnswer = value.choices.join();

      } else {
        parsedAnswer = value;
      }

      data.form_response_parsed[field.title] = parsedAnswer;
      formResponseString += `### ${field.title}\n${parsedAnswer}\n`;
    }

    data.form_response_string = formResponseString;
    data.raw_webhook_event = body;

    if (data.landed_at) {
      data.landed_at = parseIsoDate(data.landed_at);
    }

    if (data.submitted_at) {
      data.submitted_at = parseIsoDate(data.submitted_at);
    }

    data.form_title = body.form_response.definition.title;
    delete data.answers;
    delete data.definition;

    this.$emit(data, {
      summary: JSON.stringify(data),
      id: data.token,
    });

    this.http.respond({
      status: 200,
    });
  },
  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
Typeform	`typeform`	`app`	This component uses the Typeform 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.
Form	`formId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

offlineaccounts:readforms:writeforms:readimages:writeimages:readthemes:writethemes:readresponses:readresponses:writewebhooks:readwebhooks:writeworkspaces:readworkspaces:write

About Typeform#

Typeform lets you build no-code forms, quizzes, and surveys - and get more responses.

Action#

Update Opportunity on Salesflare

Description:Update an Opportunity [See the docs here](https://api.salesflare.com/docs#operation/putOpportunitiesId)

Version:0.0.1

Key:salesflare-update-opportunity

View on GitHub

Salesflare Overview#

The Salesflare API on Pipedream enables the automation of CRM tasks, enhancing customer relationship management with minimal manual effort. It provides seamless integration with Salesflare's functionalities such as managing contacts, accounts, opportunities, and tasks. By tapping into this API, you can synchronize customer data, automate follow-up reminders, or trigger personalized campaigns based on customer interactions. Essentially, it offers a bridge between Salesflare's rich CRM features and the plethora of apps supported by Pipedream, allowing for sophisticated, custom automation workflows that save time and boost efficiency.

Action Code#

import utils from "../../common/utils.mjs";
import base from "../common/opportunity-base.mjs";

export default {
  key: "salesflare-update-opportunity",
  version: "0.0.1",
  type: "action",
  name: "Update Opportunity",
  description: "Update an Opportunity [See the docs here](https://api.salesflare.com/docs#operation/putOpportunitiesId)",
  props: {
    app: base.props.app,
    opportunityId: {
      propDefinition: [
        base.props.app,
        "opportunityId",
      ],
      optional: false,
    },
    owner: {
      propDefinition: [
        base.props.app,
        "userId",
      ],
    },
    account: {
      propDefinition: [
        base.props.app,
        "accountIds",
      ],
      label: "Account ID",
      type: "integer",
      description: "Account ID",
    },
    ...base.props,
  },
  async run ({ $ }) {
    const pairs = {
      startDate: "start_date",
      closeDate: "close_date",
      recurringPricePerUnit: "recurring_price_per_unit",
      contractStartDate: "contract_start_date",
      contractEndDate: "contract_end_date",
    };
    const data = utils.extractProps(this, pairs);
    const resp = await this.app.updateOpportunity({
      $,
      opportunityId: this.opportunityId,
      data,
    });

    $.export("$summary", "The opportunity has been updated successfully.");
    return resp;
  },
};

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
Salesflare	`app`	`app`	This component uses the Salesflare app.
Opportunity ID	`opportunityId`	`integer`	Select a value from the drop down menu.
Owner ID	`owner`	`integer`	Select a value from the drop down menu.
Account ID	`account`	`integer`	Select a value from the drop down menu.
Start Date	`startDate`	`string`	Start date. Must be in ISO format. e.g. `2019-08-24T14:15:22Z`
Probability	`probability`	`string`	Probability of the opportunity. Min `0`
Name	`name`	`string`	Name of the opportunity
Value	`value`	`integer`	Value of the opportunity. Min `0`
Close Date	`closeDate`	`string`	Close date of the opportunity. Must be in ISO format. e.g. `2019-08-24T14:15:22Z`
Closed	`closed`	`boolean`	Is closed
Tags	`tags`	`string[]`	Tags
Recurring Price Per Unit	`recurringPricePerUnit`	`integer`	Recurring price per unit
Frequency	`frequency`	`string`	Select a value from the drop down menu:`annuallyweeklymonthlydaily`
Contract Start Date	`contractStartDate`	`string`	Contract start date. Must be in ISO format. e.g. `2019-08-24T14:15:22Z`
Contract End Date	`contractEndDate`	`string`	Contract end date. Must be in ISO format. e.g. `2019-08-24T14:15:22Z`
Custom	`custom`	`object`	Custom fields

Update Opportunity with Salesflare API on New Submission from Typeform API

Pipedream makes it easy to connect APIs for Salesflare, Typeform and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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