Create New Task with Clio - US API on New Folder from Docusign Developer API

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Trigger workflow on

New Folder from the Docusign Developer API

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Create New Task with the Clio - US API

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Getting Started#

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

Select this integration
Configure the New Folder trigger
1. Connect your Docusign Developer account
2. Select a Account
3. Configure Polling Interval
4. Select one or more Folder types
Configure the Create New Task action
1. Connect your Clio - US account
2. Configure Description
3. Configure Task Name
4. Optional- Select a Priority
5. Select a Assignee 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 Folder on Docusign Developer

Description:Emit new event when a new folder is created

Version:0.0.3

Key:docusign_developer-new-folder

View on GitHub

Docusign Developer Overview#

The DocuSign Developer API enables automation around electronic agreements, signatures, and approval processes. It's a powerful tool for streamlining document workflows, allowing you to create, send, and manage documents programmatically. With Pipedream, you can harness this capability to integrate DocuSign seamlessly with other services, triggering actions based on document status, automating follow-ups, syncing data with CRM systems, and more.

Trigger Code#

import docusign from "../../docusign_developer.app.mjs";
import common from "@pipedream/docusign/sources/new-folder/common.mjs";

export default {
  ...common,
  key: "docusign_developer-new-folder",
  version: "0.0.3",
  name: "New Folder",
  description: "Emit new event when a new folder is created",
  type: "source",
  props: {
    docusign,
    account: {
      propDefinition: [
        docusign,
        "account",
      ],
    },
    ...common.props,
  },
};

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
Docusign Developer	`docusign`	`app`	This component uses the Docusign Developer app.
Account	`account`	`string`	Select a value from the drop down menu.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the Docusign API on this schedule
Folder types	`include`	`string[]`	Select a value from the drop down menu:`envelope_folderstemplate_foldersshared_template_folders`

Trigger Authentication#

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

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

signatureextendedopenid

About Docusign Developer#

Electronic Signature and Agreement Cloud (for developers)

Action#

Create New Task on Clio - US

Description:Creates a new task in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Tasks/operation/Task#index)

Version:0.0.2

Key:clio-create-task

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.

Action Code#

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

export default {
  key: "clio-create-task",
  name: "Create New Task",
  description: "Creates a new task in Clio. [See the documentation](https://docs.developers.clio.com/api-reference/#tag/Tasks/operation/Task#index)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    app,
    description: {
      propDefinition: [
        app,
        "description",
      ],
    },
    name: {
      type: "string",
      label: "Task Name",
      description: "The name of the task.",
    },
    priority: {
      type: "string",
      label: "Priority",
      description: "The priority of the task.",
      optional: true,
      options: [
        "High",
        "Normal",
        "Low",
      ],
    },
    assigneeType: {
      type: "string",
      label: "Assignee Type",
      description: "Model type of the assignee.",
      options: Object.values(constants.ASSIGNEE_TYPE),
      reloadProps: true,
    },
  },
  methods: {
    getListResourcesFn() {
      const {
        app,
        assigneeType,
      } = this;
      return assigneeType === constants.ASSIGNEE_TYPE.CONTACT
        ? app.listContacts
        : app.listUsers;
    },
    createTask(args = {}) {
      return this.app.post({
        path: "/tasks.json",
        ...args,
      });
    },
  },
  additionalProps() {
    return {
      assigneeId: {
        type: "string",
        label: "Assignee ID",
        description: "ID of the assignee.",
        options: async ({
          prevContext: { params },
          mapper = ({
            id: value, name: label,
          }) => ({
            value,
            label,
          }),
        }) => {
          const listResourcesFn = this.getListResourcesFn();
          if (params === null) {
            return [];
          }
          const {
            data,
            meta: { paging },
          } = await listResourcesFn({
            params,
          });
          return {
            options: data.map(mapper),
            context: {
              params: paging?.next?.includes("?")
                ? Object.fromEntries(
                  new URLSearchParams(paging.next.split("?")[1]),
                )
                : null,
            },
          };
        },
      },
    };
  },
  async run({ $ }) {
    const {
      createTask,
      assigneeType,
      assigneeId,
      description,
      name,
      priority,
    } = this;

    const response = await createTask({
      $,
      data: {
        data: {
          name,
          description,
          priority,
          ...(assigneeType && assigneeId && {
            assignee: {
              id: assigneeId,
              type: assigneeType,
            },
          }),
        },
      },
    });

    $.export("$summary", `Successfully created a new task with ID \`${response.data.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
Clio - US	`app`	`app`	This component uses the Clio - US app.
Description	`description`	`string`	A description of the matter or task.
Task Name	`name`	`string`	The name of the task.
Priority	`priority`	`string`	Select a value from the drop down menu:`HighNormalLow`
Assignee Type	`assigneeType`	`string`	Select a value from the drop down menu:`UserContact`

Action 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: