Create Payment with Keap (Infusionsoft) API on Custom Interval from Schedule API

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Trigger workflow on

Custom Interval from the Schedule API

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Create Payment with the Keap (Infusionsoft) API

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Getting Started#

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

Select this integration
Configure the Custom Interval trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create Payment action
1. Connect your Keap (Infusionsoft) account
2. Select a Order
3. Configure Payment Amount
4. Select a Payment Method
5. Optional- Configure Apply to Commissions
6. Optional- Configure Charge Now
7. Optional- Configure Credit Card ID
8. Optional- Configure Date
9. Optional- Configure Notes
10. Optional- Configure Payment Gateway ID
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#

Custom Interval on Schedule

Description:Trigger your workflow every N hours, minutes or seconds.

Version:0.0.2

Key:schedule-custom-interval

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

import schedule from "../../schedule.app.mjs"; export default { name: "Custom Interval", version: "0.0.2", key: "schedule-custom-interval", type: "source", description: "Trigger your workflow every N hours, minutes or seconds.", props: { schedule, cron: { propDefinition: [ schedule, "cron", ], }, }, };

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Create Payment on Keap (Infusionsoft)

Description:Create or add a payment record [See docs here](https://developer.infusionsoft.com/docs/rest/#operation/createPaymentOnOrderUsingPOST)

Version:0.0.2

Key:infusionsoft-create-payment

View on GitHub

Keap (Infusionsoft) Overview#

The Keap (Infusionsoft) API is a powerful tool that unlocks advanced customer relationship management, marketing automation, and sales features. It allows you to manage contacts, create and update customer records, send emails, set up marketing campaigns, and more, automating and integrating these processes within your business workflows. With Pipedream's serverless execution environment, you can harness this API to craft custom automations, trigger sequences based on specific actions, and connect Keap to a multitude of other apps and services, streamlining your sales and marketing efforts.

Action Code#

import infusionsoft from "../../app/infusionsoft.app.mjs"; import { defineAction } from "@pipedream/types"; export default defineAction({ name: "Create Payment", description: "Create or add a payment record [See docs here](https://developer.infusionsoft.com/docs/rest/#operation/createPaymentOnOrderUsingPOST)", key: "infusionsoft-create-payment", version: "0.0.2", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { infusionsoft, orderId: { propDefinition: [ infusionsoft, "orderId", ], }, paymentAmount: { type: "string", label: "Payment Amount", }, paymentMethodType: { type: "string", label: "Payment Method", options: [ { label: "Credit Card", value: "CREDIT_CARD", }, { label: "Cash", value: "CASH", }, { label: "Check", value: "CHECK", }, ], }, applyToCommissions: { type: "boolean", label: "Apply to Commissions", optional: true, }, chargeNow: { type: "boolean", label: "Charge Now", optional: true, }, creditCardId: { type: "integer", label: "Credit Card ID", optional: true, }, date: { type: "string", label: "Date", description: "Used when `Charge Now` is **false** or if inserting historical data. Must be a date-time string such as `2017-01-01T22:17:59.039Z`", optional: true, }, notes: { type: "string", label: "Notes", optional: true, }, paymentGatewayId: { type: "string", label: "Payment Gateway ID", optional: true, }, }, async run({ $ }) { const params = { $, orderId: this.orderId, data: { apply_to_commissions: this.applyToCommissions, charge_now: this.chargeNow, credit_card_id: this.creditCardId, date: this.date, notes: this.notes, payment_amount: this.paymentAmount, payment_gateway_id: this.paymentGatewayId, payment_method_type: this.paymentMethodType, }, }; const data = await this.infusionsoft.createPayment(params); $.export("$summary", "Created Payment successfully"); return data; }, });

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
Keap (Infusionsoft)	`infusionsoft`	`app`	This component uses the Keap (Infusionsoft) app.
Order	`orderId`	`integer`	Select a value from the drop down menu.
Payment Amount	`paymentAmount`	`string`
Payment Method	`paymentMethodType`	`string`	Select a value from the drop down menu:`{ "label": "Credit Card", "value": "CREDIT_CARD" }{ "label": "Cash", "value": "CASH" }{ "label": "Check", "value": "CHECK" }`
Apply to Commissions	`applyToCommissions`	`boolean`
Charge Now	`chargeNow`	`boolean`
Credit Card ID	`creditCardId`	`integer`
Date	`date`	`string`	Used when `Charge Now` is false or if inserting historical data. Must be a date-time string such as `2017-01-01T22:17:59.039Z`
Notes	`notes`	`string`
Payment Gateway ID	`paymentGatewayId`	`string`

Action Authentication#

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

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