Send Document with PandaDoc API on New Event from ExhibitDay API

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Trigger workflow on

New Event from the ExhibitDay API

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Send Document with the PandaDoc API

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Getting Started#

This integration creates a workflow with a ExhibitDay 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 Event trigger
1. Connect your ExhibitDay account
2. Configure timer
Configure the Send Document action
1. Connect your PandaDoc account
2. Select a Document Id
3. Optional- Configure Subject
4. Optional- Configure Message
5. Optional- Configure Silent
6. Optional- Configure Sender Email
7. Optional- Configure Forwarding Allowed
8. Optional- Configure Forwarding With Reassigning Allowed
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 Event on ExhibitDay

Description:Emit new event when an event is created in ExhibitDay

Version:0.0.1

Key:exhibitday-new-event

View on GitHub

ExhibitDay Overview#

The ExhibitDay API allows you to interact with ExhibitDay's event planning and trade show management features programmatically. Using this API within Pipedream, you can automate tasks like synchronizing event data, managing trade show inventory, and tracking your team's performance at events. By leveraging Pipedream's connectivity, you can trigger workflows based on new events, updates, or specific conditions that you define, streamlining your event management process.

Trigger Code#

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "exhibitday-new-event",
  name: "New Event",
  description: "Emit new event when an event is created in ExhibitDay",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceFn() {
      return this.exhibitday.listEvents;
    },
    getTsField() {
      return "event_created_timestamp";
    },
    generateMeta(event) {
      return {
        id: event.id,
        summary: `New Event - ${event.name}`,
        ts: Date.parse(event[this.getTsField()]),
      };
    },
  },
  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
ExhibitDay	`exhibitday`	`app`	This component uses the ExhibitDay app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

About ExhibitDay#

Plan for Trade Shows and Exhibits. Collaborate with your event team to get things done.

Action#

Send Document on PandaDoc

Description:Move a document to sent status and send an optional email. [See the documentation](https://developers.pandadoc.com/reference/send-document)

Version:0.0.7

Key:pandadoc-send-document

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";

export default {
  key: "pandadoc-send-document",
  name: "Send Document",
  description: "Move a document to sent status and send an optional email. [See the documentation](https://developers.pandadoc.com/reference/send-document)",
  type: "action",
  version: "0.0.7",
  props: {
    app,
    documentId: {
      propDefinition: [
        app,
        "documentId",
      ],
    },
    subject: {
      type: "string",
      label: "Subject",
      description: "Value that will be used as the email subject.",
      optional: true,
    },
    message: {
      type: "string",
      label: "Message",
      description:
        "A message which will be sent by email with a link to a document to sign.",
      optional: true,
    },
    silent: {
      type: "boolean",
      label: "Silent",
      description:
        "Disables sent, viewed, comment and completed email notifications for document recipients and the document sender. By default, notifications emails are sent for specific actions. If set as true, it won't affect \"Approve document\" email notification sent to the Approver.",
      optional: true,
      default: false,
    },
    senderEmail: {
      type: "string",
      label: "Sender Email",
      description: "Set a sender (email) for the document. Must be an email which is a member on your account.",
      optional: true,
    },
    forwarding_allowed: {
      type: "boolean",
      label: "Forwarding Allowed",
      description:
        "Your recipient will be able/not able to forward the document to another email address.",
      optional: true,
      default: false,
    },
    forwarding_with_reassigning_allowed: {
      type: "boolean",
      label: "Forwarding With Reassigning Allowed",
      description:
        "Your recipient will be able/not able to forward the right to fill out all fields (including signature) assigned to them to another email address.",
      optional: true,
      default: false,
    },
  },
  async run({ $ }) {
    const documentId = this.documentId;
    let documentStatus = "";
    let retryCount = 0;
    const maxRetries = 5; // Maximum number of retries

    while (documentStatus !== "document.draft" && retryCount < maxRetries) {
      try {
        const response = await this.app.getDocument({
          id: documentId,
        });
        console.log(response);
        documentStatus = response.status;
        if (documentStatus === "document.draft") {
          break;
        }
        console.log(
          `Document status is '${documentStatus}' and not 'document.draft'. Waiting 1s and trying again...`,
        );
        await new Promise((resolve) => setTimeout(resolve, 1000)); // Wait for 1 second
        retryCount++;
      } catch (error) {
        console.error("Error fetching document details:", error);
        retryCount++; // Increment the retry count on error
      }
    }

    if (documentStatus !== "document.draft") {
      console.error(`Maximum retry limit (${maxRetries}) reached. Exiting.`);
    }

    const data = {
      subject: this.subject,
      message: this.message,
      silent: this.silent,
      forwarding_settings: {
        forwarding_allowed: this.forwarding_allowed,
        forwarding_with_reassigning_allowed:
          this.forwarding_with_reassigning_allowed,
      },
    };

    if (this.senderEmail) {
      data.sender = {
        email: this.senderEmail,
      };
    }

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

    $.export(
      "$summary",
      `Successfully sent "${response.name}" document with ID: ${response.id} to ${response.recipients.length} recipient(s)`,
    );
    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.
Document Id	`documentId`	`string`	Select a value from the drop down menu.
Subject	`subject`	`string`	Value that will be used as the email subject.
Message	`message`	`string`	A message which will be sent by email with a link to a document to sign.
Silent	`silent`	`boolean`	Disables sent, viewed, comment and completed email notifications for document recipients and the document sender. By default, notifications emails are sent for specific actions. If set as true, it won't affect "Approve document" email notification sent to the Approver.
Sender Email	`senderEmail`	`string`	Set a sender (email) for the document. Must be an email which is a member on your account.
Forwarding Allowed	`forwarding_allowed`	`boolean`	Your recipient will be able/not able to forward the document to another email address.
Forwarding With Reassigning Allowed	`forwarding_with_reassigning_allowed`	`boolean`	Your recipient will be able/not able to forward the right to fill out all fields (including signature) assigned to them to another email address.

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

Send Document with PandaDoc API on New Event from ExhibitDay API

Pipedream makes it easy to connect APIs for PandaDoc, ExhibitDay and 2,500+ other apps remarkably fast.

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

Developers ♥ Pipedream

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