Update Opportunity with Salesflare API on New Submission (Instant) from Jotform API

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Trigger workflow on

New Submission (Instant) from the Jotform API

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Update Opportunity with the Salesflare API

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Getting Started#

This integration creates a workflow with a Jotform 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 (Instant) trigger
1. Connect your Jotform account
2. Optional- Select a Team
3. 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 (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 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 (Instant) from Jotform API

Pipedream makes it easy to connect APIs for Salesflare, Jotform 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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