Add Person with Outseta API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API

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Add Person with the Outseta API

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Getting Started#

This integration creates a workflow with a Jotform trigger and Outseta 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 Add Person action
1. Connect your Outseta account
2. Configure Email
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Mailing Address
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#

Add Person on Outseta

Description:Add a person record to CRM. [See the documentation](https://documenter.getpostman.com/view/3613332/outseta-rest-api-v1/7TNfr6k#26b724e6-9a76-2156-c4dd-b40f3d53fc70)

Version:0.0.1

Key:outseta-add-person

View on GitHub

Outseta Overview#

The Outseta API provides a versatile set of endpoints for interacting with a company's CRM, subscription billing, customer support, and email marketing functionalities. With this API on Pipedream, you can automate tasks, synchronize data across platforms, and build powerful workflows that cater to various aspects of SaaS business operations. Pipedream's serverless execution model enables integrating Outseta's services with numerous other apps without managing infrastructure, focusing on logic and efficiency.

Action Code#

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

export default {
  key: "outseta-add-person",
  name: "Add Person",
  description: "Add a person record to CRM. [See the documentation](https://documenter.getpostman.com/view/3613332/outseta-rest-api-v1/7TNfr6k#26b724e6-9a76-2156-c4dd-b40f3d53fc70)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    email: {
      type: "string",
      label: "Email",
      description: "The email of the person to be added",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the person to be added",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the person to be added",
      optional: true,
    },
    mailingAddress: {
      type: "object",
      label: "Mailing Address",
      description: "The mailing address of the account",
      optional: true,
      default: constants.ADDRESS_DEFAULT_OBJ,
    },
  },
  async run({ $ }) {
    const data = {
      Email: this.email,
      FirstName: this.firstName,
      LastName: this.lastName,
      MailingAddress: this.mailingAddress,
    };

    const response = await this.app.addPerson({
      $,
      data,
    });

    $.export("$summary", `Successfully added a person with UID: ${response.Uid}`);
    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
Outseta	`app`	`app`	This component uses the Outseta app.
Email	`email`	`string`	The email of the person to be added
First Name	`firstName`	`string`	The first name of the person to be added
Last Name	`lastName`	`string`	The last name of the person to be added
Mailing Address	`mailingAddress`	`object`	The mailing address of the account

Action Authentication#

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

To retrieve your API Keys,

Navigate to your Outseta account and sign in
Go to “Settings” > “Integrations” > “API Keys”

Your domain is 1234 if your Outseta dashboard URL is https://1234.outseta.com/#/app/dashboard

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Add Deal with Outseta API on New Submission (Instant) from Jotform API

Jotform + Outseta

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Get Form Submissions with Jotform API on New Person Added from Outseta API

Outseta + Jotform

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Get Monthly User Usage with Jotform API on New Person Added from Outseta API

Outseta + Jotform

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Get User Submissions with Jotform API on New Person Added from Outseta API

Outseta + 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 Account Added from the Outseta API

Emit new event when an account is added. See the documentation

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New Deal Added from the Outseta API

Emit new event when a deal is added. See the documentation

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New Person Added from the Outseta API

Emit new event when a person is added. 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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Add Account with the Outseta API

Add account with existing person. See the documentation

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Add Deal with the Outseta API

Add a new deal record to CRM. See the documentation

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