List Documents with PandaDoc API on New Activity (Instant) from Clio - US API

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New Activity (Instant) from the Clio - US API

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List Documents with the PandaDoc API

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Getting Started#

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

Select this integration
Configure the New Activity (Instant) trigger
1. Connect your Clio - US account
2. Select one or more Fields
Configure the List Documents action
1. Connect your PandaDoc account
2. Optional- Configure Query
3. Optional- Configure Tag
4. Optional- Select a Status
5. Optional- Select a Document Id
6. Optional- Configure Deleted
7. Optional- Configure Count
8. Optional- Configure Page
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 Activity (Instant) on Clio - US

Description:Emit new event when a new activity is created in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)

Version:0.0.2

Key:clio-new-activity-instant

View on GitHub

Clio - US Overview#

The Clio API offers a powerful way for law firms and legal professionals to automate and streamline their operations. By integrating with Pipedream, users can create custom workflows that leverage Clio's capabilities such as managing cases, tracking time, billing, and client communications. With Pipedream’s serverless platform, these automations can be triggered by a vast array of events and can connect Clio with other apps and services to enhance productivity and data consistency.

Trigger Code#

import common from "../common/webhook.mjs";
import event from "../common/event.mjs";
import model from "../common/model.mjs";
import fields from "../common/activity-fields.mjs";

export default {
  ...common,
  key: "clio-new-activity-instant",
  name: "New Activity (Instant)",
  description: "Emit new event when a new activity is created in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Webhooks/operation/Webhook#index)",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    fields: {
      propDefinition: [
        common.props.app,
        "fields",
      ],
      options: fields,
    },
  },
  methods: {
    ...common.methods,
    getModel() {
      return model.ACTIVITY;
    },
    getEvents() {
      return [
        event.CREATED,
      ];
    },
    generateMeta(body) {
      const resource = body.data;
      return {
        id: resource.id,
        summary: `New Activity: ${resource.id}`,
        ts: Date.parse(resource.created_at),
      };
    },
  },
};

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
Clio - US	`app`	`app`	This component uses the Clio - US app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.
Fields	`fields`	`string[]`	Select a value from the drop down menu:`idetagtypedatequantity_in_hoursrounded_quantity_in_hoursquantityrounded_quantityquantity_redactedpricenoteflat_ratebilledon_billtotalcontingency_feereferencenon_billablenon_billable_totalno_chargetax_settingactivity_descriptionexpense_categorybillcommunicationclient_portalmattermatter_notecontact_notesubjecttimeruserutbms_expensevendorcalendar_entrytasktext_message_conversationdocument_versionlegal_aid_uk_activity`

Trigger Authentication#

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

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

About Clio - US#

Legal software

Action#

List Documents on PandaDoc

Description:List documents, optionally filtering by a search query or tags. [See the documentation here](https://developers.pandadoc.com/reference/list-documents)

Version:0.0.8

Key:pandadoc-list-documents

View on GitHub

PandaDoc Overview#

The PandaDoc API opens up a realm of possibilities for automating document workflows, creating a seamless bridge between document management and various business processes. With it, you can programmatically create, send, and track documents, streamline electronic signatures, and manage templates, among others. Integrations through Pipedream can harness these capabilities, enabling you to trigger actions in PandaDoc based on events from other apps, or vice versa.

Action Code#

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

export default {
  key: "pandadoc-list-documents",
  name: "List Documents",
  description: "List documents, optionally filtering by a search query or tags. [See the documentation here](https://developers.pandadoc.com/reference/list-documents)",
  type: "action",
  version: "0.0.8",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: true,
  },
  props: {
    app,
    query: {
      type: "string",
      label: "Query",
      description: "Search query. Filter by document reference number (this token is stored on template level) or name.",
      optional: true,
    },
    tag: {
      type: "string",
      label: "Tag",
      description: "Search tag. Filter by document tag.",
      optional: true,
    },
    status: {
      type: "string",
      label: "Status",
      description: "Specify the status of documents to return.",
      options: constants.DOCUMENTS_STATUS_OPTS,
      optional: true,
    },
    id: {
      propDefinition: [
        app,
        "documentId",
      ],
      optional: true,
    },
    deleted: {
      type: "boolean",
      label: "Deleted",
      description: "Returns only deleted documents. Default is false.",
      optional: true,
    },
    count: {
      type: "integer",
      label: "Count",
      description: "Specify how many document results to return. Default is 50 documents, maximum is 100 documents.",
      optional: true,
      min: 0,
    },
    page: {
      type: "integer",
      label: "Page",
      description: "Specify which page of the dataset to return.",
      optional: true,
      min: 0,
    },
  },
  async run({ $ }) {
    const {
      query,
      tag,
      status,
      count,
      page,
      deleted,
      id,
    } = this;

    const response = await this.app.listDocuments({
      $,
      params: {
        q: query,
        tag,
        status,
        count,
        page,
        deleted,
        id,
      },
    });

    $.export("$summary", `Successfully fetched ${response?.results?.length} documents`);
    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
PandaDoc	`app`	`app`	This component uses the PandaDoc app.
Query	`query`	`string`	Search query. Filter by document reference number (this token is stored on template level) or name.
Tag	`tag`	`string`	Search tag. Filter by document tag.
Status	`status`	`string`	Select a value from the drop down menu:`{ "value": "0", "label": "document.draft" }{ "value": "1", "label": "document.sent" }{ "value": "2", "label": "document.completed" }{ "value": "5", "label": "document.viewed" }{ "value": "6", "label": "document.waiting_approval" }{ "value": "7", "label": "document.approved" }{ "value": "8", "label": "document.rejected" }{ "value": "9", "label": "document.waiting_pay" }{ "value": "10", "label": "document.paid" }{ "value": "11", "label": "document.voided" }{ "value": "12", "label": "document.declined" }{ "value": "13", "label": "document.external_review" }`
Document Id	`id`	`string`	Select a value from the drop down menu.
Deleted	`deleted`	`boolean`	Returns only deleted documents. Default is false.
Count	`count`	`integer`	Specify how many document results to return. Default is 50 documents, maximum is 100 documents.
Page	`page`	`integer`	Specify which page of the dataset to return.

Action Authentication#

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

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

read+write

List Documents with PandaDoc API on New Activity (Instant) from Clio - US API

Pipedream makes it easy to connect APIs for PandaDoc, Clio - US and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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