Send Signature Request with Dropbox Sign (HelloSign) API on New Form from Formstack API

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Trigger workflow on

New Form from the Formstack API

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Send Signature Request with the Dropbox Sign (HelloSign) API

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Getting Started#

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

Select this integration
Configure the New Form trigger
1. Connect your Formstack account
2. Configure timer
Configure the Send Signature Request action
1. Connect your Dropbox Sign (HelloSign) account
2. Configure File URLs
3. Configure Signers
4. Optional- Configure CC Email Addresses
5. Optional- Configure Allow Decline
6. Optional- Configure Message
7. Optional- Configure Subject
8. Optional- Configure Title
9. Optional- Configure Test Mode
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 Form on Formstack

Description:Emit new event for each new form added. [See docs here](https://formstack.readme.io/docs/form-id-webhook-post)

Version:0.0.4

Key:formstack-new-form

View on GitHub

Formstack Overview#

The Formstack API facilitates the automation of form creation and submission processes, enhancing data collection and integration. With Pipedream's serverless platform, you can trigger workflows on form submissions, manipulate and route form data to various endpoints, and seamlessly connect Formstack with other apps to streamline tasks.

Trigger Code#

import formstack from "../../formstack.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  key: "formstack-new-form",
  name: "New Form",
  description: "Emit new event for each new form added. [See docs here](https://formstack.readme.io/docs/form-id-webhook-post)",
  version: "0.0.4",
  dedupe: "unique",
  type: "source",
  props: {
    formstack,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
  },
  async run({ $ }) {
    const forms = await this.formstack.getAllResources({
      getResourcesFn: this.formstack.getForms,
      $,
    });

    for (const form of forms) {
      this.$emit(form, {
        id: form.id,
        summary: `New form ${form.name} created`,
        ts: Date.now(),
      });
    }
  },
};

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
Formstack	`formstack`	`app`	This component uses the Formstack app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

About Formstack#

Workplace Productivity & Automation Tools

Action#

Send Signature Request on Dropbox Sign (HelloSign)

Description:Send a signature request with Dropbox Sign. [See the documentation](https://developers.hellosign.com/api/reference/operation/signatureRequestSend/)

Version:0.0.1

Key:hellosign-send-signature-request

View on GitHub

Dropbox Sign (HelloSign) Overview#

The Dropbox Sign (formerly HelloSign) API enables seamless integration of electronic signature workflows into any application or service. On Pipedream, you can harness this API to automate signature requests, track document status, and streamline document management processes. By combining Dropbox Sign with Pipedream's capabilities, you can create powerful automations that save time, reduce errors, and maintain a high level of professional engagement in document signing experiences.

Action Code#

import hellosign from "../../hellosign.app.mjs";

export default {
  key: "hellosign-send-signature-request",
  name: "Send Signature Request",
  description: "Send a signature request with Dropbox Sign. [See the documentation](https://developers.hellosign.com/api/reference/operation/signatureRequestSend/)",
  version: "0.0.1",
  type: "action",
  props: {
    hellosign,
    fileUrls: {
      propDefinition: [
        hellosign,
        "fileUrls",
      ],
    },
    signers: {
      propDefinition: [
        hellosign,
        "signers",
      ],
    },
    ccEmailAddresses: {
      propDefinition: [
        hellosign,
        "ccEmailAddresses",
      ],
    },
    allowDecline: {
      propDefinition: [
        hellosign,
        "allowDecline",
      ],
    },
    message: {
      propDefinition: [
        hellosign,
        "message",
      ],
    },
    subject: {
      propDefinition: [
        hellosign,
        "subject",
      ],
    },
    title: {
      propDefinition: [
        hellosign,
        "title",
      ],
    },
    testMode: {
      propDefinition: [
        hellosign,
        "testMode",
      ],
    },
  },
  async run({ $ }) {
    const signers = [];
    for (const [
      name,
      email,
    ] of Object.entries(this.signers)) {
      signers.push({
        name,
        email_address: email,
      });
    }

    const response = await this.hellosign.sendSignatureRequest({
      data: {
        file_urls: this.fileUrls,
        signers,
        cc_email_addresses: this.ccEmailAddresses,
        allow_decline: this.allowDecline,
        message: this.message,
        subject: this.subject,
        title: this.title,
        test_mode: this.testMode,
      },
    });

    if (response) {
      $.export("$summary", "Successfully sent signature request");
    }

    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
Dropbox Sign (HelloSign)	`hellosign`	`app`	This component uses the Dropbox Sign (HelloSign) app.
File URLs	`fileUrls`	`string[]`	An array of file URLs to send for signature
Signers	`signers`	`object`	Enter names & email addresses as key/value pairs with name as the key and email as the value.
CC Email Addresses	`ccEmailAddresses`	`string[]`	The email addresses that should be CCed.
Allow Decline	`allowDecline`	`boolean`	Allows signers to decline to sign a document
Message	`message`	`string`	The custom message in the email that will be sent to the signers.
Subject	`subject`	`string`	The subject in the email that will be sent to the signers.
Title	`title`	`string`	The title you want to assign to the SignatureRequest.
Test Mode	`testMode`	`boolean`	Whether this is a test, the signature request will not be legally binding if set to `true`.

Action Authentication#

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

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

request_signaturesignature_request_access