← Typeform + Firmao integrations

Create Offer with Firmao API on New Submission from Typeform API

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Trigger workflow on
New Submission from the Typeform API
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Create Offer with the Firmao API
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Getting Started

This integration creates a workflow with a Typeform trigger and Firmao action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Submission trigger
    1. Connect your Typeform account
    2. Select a Form
  3. Configure the Create Offer action
    1. Connect your Firmao account
    2. Configure Unique Number
    3. Select a Offer Type
    4. Select a Offer Mode
    5. Configure Offer Date
    6. Optional- Configure Net Price
    7. Optional- Configure Gross Price
    8. Optional- Configure VAT Price
    9. Optional- Select a Currency
    10. Optional- Configure Valid From
    11. Optional- Select a Offer Status
    12. Optional- Configure Payment Date
    13. Optional- Configure Customer Address Post Code
    14. Optional- Configure Days To Due Date
    15. Optional- Select a Customer
    16. Optional- Configure Customer Address City
    17. Optional- Configure Customer Address Country
    18. Optional- Configure Customer Address Street
    19. Optional- Configure NIP Number
    20. Optional- Configure Issuing Person
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new submission
Version:0.0.8
Key:typeform-new-submission

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.
LabelPropTypeDescription
TypeformtypeformappThis component uses the Typeform app.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
FormformIdstringSelect 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

Description:Create a new quote/offer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)
Version:0.0.1
Key:firmao-create-offer

Firmao Overview

The Firmao API allows for the integration of Firmao's CRM and ERP features into Pipedream's serverless platform, enabling the automation of tasks such as managing contacts, projects, tasks, invoices, and timesheets. By leveraging Pipedream's capabilities, users can create custom workflows that respond to events in Firmao, or orchestrate actions between Firmao and other apps to streamline business processes.

Action Code

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

export default {
  key: "firmao-create-offer",
  name: "Create Offer",
  description: "Create a new quote/offer. [See the documentation](https://firmao.net/API-Documentation_EN.pdf)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    number: {
      type: "string",
      label: "Unique Number",
      description: "Unique number of the offer.",
    },
    type: {
      type: "string",
      label: "Offer Type",
      description: "Type of the offer.",
      options: constants.OFFER_TYPE,
    },
    mode: {
      type: "string",
      label: "Offer Mode",
      description: "Mode of the offer.",
      options: constants.OFFER_MODE,
    },
    offerDate: {
      type: "string",
      label: "Offer Date",
      description: "Date of the offer. e.g `2012-07-17T00:00:00+02:00`",
    },
    netPrice: {
      type: "string",
      label: "Net Price",
      description: "Net price of the offer.",
      optional: true,
    },
    grossPrice: {
      type: "string",
      label: "Gross Price",
      description: "Gross price of the offer.",
      optional: true,
    },
    vatPrice: {
      type: "string",
      label: "VAT Price",
      description: "Value Added Tax price of the offer.",
      optional: true,
    },
    currency: {
      type: "string",
      label: "Currency",
      description: "Currency of the offer.",
      options: constants.OFFER_CURRENCY,
      optional: true,
    },
    validFrom: {
      type: "string",
      label: "Valid From",
      description: "Date from which the offer is valid. e.g `2012-07-17T00:00:00+02:00`",
      optional: true,
    },
    offerStatus: {
      type: "string",
      label: "Offer Status",
      description: "Status of the offer.",
      options: constants.OFFER_STATUS,
      optional: true,
    },
    paymentDate: {
      type: "string",
      label: "Payment Date",
      description: "Payment date of the offer. e.g `2012-07-17T00:00:00+02:00`",
      optional: true,
    },
    customerAddressPostCode: {
      type: "string",
      label: "Customer Address Post Code",
      description: "Post code of the customer's address.",
      optional: true,
    },
    daysToDueDate: {
      type: "integer",
      label: "Days To Due Date",
      description: "Number of days to the due date of the offer.",
      optional: true,
    },
    customer: {
      type: "string",
      label: "Customer",
      description: "Customer ID to be added in an offer",
      optional: true,
      propDefinition: [
        app,
        "customers",
      ],
    },
    customerAddressCity: {
      type: "string",
      label: "Customer Address City",
      description: "City of the customer's address.",
      optional: true,
    },
    customerAddressCountry: {
      type: "string",
      label: "Customer Address Country",
      description: "Country of the customer's address.",
      optional: true,
    },
    customerAddressStreet: {
      type: "string",
      label: "Customer Address Street",
      description: "Street of the customer's address.",
      optional: true,
    },
    nipNumber: {
      type: "string",
      label: "NIP Number",
      description: "NIP number of the customer.",
      optional: true,
    },
    issuingPerson: {
      type: "string",
      label: "Issuing Person",
      description: "Person issuing the offer.",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      "nettoPrice": this.netPrice,
      "bruttoPrice": this.grossPrice,
      "vatPrice": this.vatPrice,
      "currency": this.currency,
      "paymentType": this.paymentType,
      "paymentDate": this.paymentDate,
      "offerDate": this.offerDate,
      "validFrom": this.validFrom,
      "type": this.type,
      "mode": this.mode,
      "offerStatus": this.offerStatus,
      "customerAddress.postCode": this.customerAddressPostCode,
      "daysToDueDate": this.daysToDueDate,
      "customer": this.customer,
      "customerAddress.city": this.customerAddressCity,
      "customerAddress.country": this.customerAddressCountry,
      "customerAddress.street": this.customerAddressStreet,
      "nipNumber": this.nipNumber,
      "issuingPerson": this.issuingPerson,
      "number": this.number,
    };

    const offer = await this.app.createOffer({
      $,
      data,
    });
    $.export("$summary", "Successfully created offer");

    return offer;
  },
};

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.

LabelPropTypeDescription
FirmaoappappThis component uses the Firmao app.
Unique Numbernumberstring

Unique number of the offer.

Offer TypetypestringSelect a value from the drop down menu:{ "label": "Offer", "value": "OFFER" }{ "label": "Order", "value": "ORDER" }
Offer ModemodestringSelect a value from the drop down menu:{ "label": "Sale", "value": "SALE" }{ "label": "Purchase", "value": "PURCHASE" }
Offer DateofferDatestring

Date of the offer. e.g 2012-07-17T00:00:00+02:00

Net PricenetPricestring

Net price of the offer.

Gross PricegrossPricestring

Gross price of the offer.

VAT PricevatPricestring

Value Added Tax price of the offer.

CurrencycurrencystringSelect a value from the drop down menu:{ "label": "Brazilian Reais", "value": "BRL" }{ "label": "Euro", "value": "EUR" }{ "label": "US Dollars", "value": "USD" }
Valid FromvalidFromstring

Date from which the offer is valid. e.g 2012-07-17T00:00:00+02:00

Offer StatusofferStatusstringSelect a value from the drop down menu:{ "label": "New", "value": "NEW" }{ "label": "Sent", "value": "SENT" }{ "label": "During Negotiations", "value": "DURING_NEGOTIATIONS" }{ "label": "Accepted", "value": "ACCEPTED" }{ "label": "Rejected", "value": "REJECTED" }{ "label": "Executed", "value": "EXECUTED" }
Payment DatepaymentDatestring

Payment date of the offer. e.g 2012-07-17T00:00:00+02:00

Customer Address Post CodecustomerAddressPostCodestring

Post code of the customer's address.

Days To Due DatedaysToDueDateinteger

Number of days to the due date of the offer.

CustomercustomerstringSelect a value from the drop down menu.
Customer Address CitycustomerAddressCitystring

City of the customer's address.

Customer Address CountrycustomerAddressCountrystring

Country of the customer's address.

Customer Address StreetcustomerAddressStreetstring

Street of the customer's address.

NIP NumbernipNumberstring

NIP number of the customer.

Issuing PersonissuingPersonstring

Person issuing the offer.

Action Authentication

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

To retrieve your API Login and Password,

  • Navigate to your Firmao account and sign in
  • Click the User menu on the top right
  • Go to “Company Settings” > “Integrations” > “API”

Your Organization ID is 1234 if your Firmao login URL after you login is https://system.firmao.net/1234

About Firmao

CRM - customer relationship management. Managing sales opportunities from various sources (Mailing, Cold Calling, Live Chat, Google Ads, FB, Callback) in one place.

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