Upsert Record with Salesforce API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Upsert Record with the Salesforce API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Salesforce 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 Upsert Record action
1. Connect your Salesforce account
2. Select a SObject Type
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:0.1.6

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: "0.1.6",
  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#

Upsert Record on Salesforce

Description:Create or update a record of a given object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_upsert.htm)

Version:0.0.2

Key:salesforce_rest_api-upsert-record

View on GitHub

Salesforce Overview#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Action Code#

import {
  convertFieldsToProps, getAdditionalFields,
} from "../../common/props-utils.mjs";
import salesforce from "../../salesforce_rest_api.app.mjs";
import { additionalFields } from "../common/base-create-update.mjs";

export default {
  key: "salesforce_rest_api-upsert-record",
  name: "Upsert Record",
  description: "Create or update a record of a given object. [See the documentation](https://developer.salesforce.com/docs/atlas.en-us.api_rest.meta/api_rest/dome_upsert.htm)",
  version: "0.0.2",
  type: "action",
  props: {
    salesforce,
    objectType: {
      propDefinition: [
        salesforce,
        "objectType",
      ],
      description: "The type of object to create a record of",
      reloadProps: true,
    },
  },
  methods: {
    getAdditionalFields,
    convertFieldsToProps,
    async upsertRecord(sobjectName, {
      externalIdFieldName, externalIdValue, ...args
    }) {
      const url = `${this.salesforce._sObjectTypeApiUrl(sobjectName)}/${externalIdFieldName}/${externalIdValue}`;
      return this.salesforce._makeRequest({
        url,
        method: "PATCH",
        ...args,
      });
    },
  },
  async additionalProps() {
    const { objectType } = this;
    const fields = await this.salesforce.getFieldsForObjectType(objectType);

    const requiredFields = fields.filter((field) => {
      return field.createable && field.updateable && !field.nillable && !field.defaultedOnCreate;
    });

    const externalIdFieldOptions = fields.filter((field) => field.externalId).map(({
      label, name,
    }) => ({
      label,
      value: name,
    }));

    const requiredFieldProps = this.convertFieldsToProps(requiredFields);

    return {
      docsInfo: {
        type: "alert",
        alertType: "info",
        content: `[See the documentation](https://developer.salesforce.com/docs/atlas.en-us.object_reference.meta/object_reference/sforce_api_objects_${objectType.toLowerCase()}.htm) for information on all available fields.`,
      },
      externalIdFieldName: {
        type: "string",
        label: "External ID Field",
        description: "The field to use as the external ID to identify the record.",
        options: externalIdFieldOptions,
      },
      docsInfoExtId: {
        type: "alert",
        alertType: "info",
        content: "If you don't see any fields in the above list, you probably need to create one in Salesforce's Object Manager. Only a field marked as an external id field can be used to identify a record.",
      },
      externalIdValue: {
        type: "string",
        label: "External ID Value",
        description: "The value of the external ID field selected above. If a record with this value exists, it will be updated, otherwise a new one will be created.",
      },
      updateOnly: {
        type: "boolean",
        label: "Update Only",
        description: "If enabled, the action will only update an existing record, but not create one.",
        optional: true,
      },
      ...requiredFieldProps,
      additionalFields,
    };
  },
  async run({ $ }) {
    /* eslint-disable no-unused-vars */
    const {
      salesforce,
      objectType,
      getAdditionalFields: getData,
      convertFieldsToProps,
      docsInfo,
      docsInfoExtId,
      additionalFields,
      externalIdFieldName,
      externalIdValue,
      updateOnly,
      ...data
    } = this;
    /* eslint-enable no-unused-vars */
    const response = await this.upsertRecord(objectType, {
      $,
      externalIdFieldName,
      externalIdValue,
      params: {
        updateOnly,
      },
      data: {
        ...data,
        ...getData(),
      },
    });
    $.export("$summary", `Successfully ${response.created
      ? "created"
      : "updated"} ${objectType} record (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
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
SObject Type	`objectType`	`string`	Select a value from the drop down menu.

Action Authentication#

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

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

About Salesforce#

Cloud-based customer relationship management (CRM) platform that helps businesses manage sales, marketing, customer support, and other business activities, ultimately aiming to improve customer relationships and streamline operations.

More Ways to Connect Salesforce + Jotform#

Other Popular Integrations#

Get Form Submissions with Jotform API on New Object (of Selectable Type) from Salesforce (REST API) API

Salesforce + Jotform

Upsert Record with Salesforce API on New Submission (Instant) from Jotform API

Pipedream makes it easy to connect APIs for Salesforce, Jotform and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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