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Create Document with GetAccept API

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Create Document with the GetAccept API
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Getting Started

Create a workflow to Create Document with the GetAccept API. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Configure the Create Document action
    1. Connect your GetAccept account
    2. Configure Name
    3. Optional- Select a Type
    4. Optional- Configure Value
    5. Optional- Configure File Ids
    6. Optional- Configure File Name
    7. Optional- Configure File URL
    8. Optional- Configure Recipients
    9. Optional- Configure Is Signing
    10. Optional- Configure Is Signing Order
    11. Optional- Configure Is Signing Biometric
    12. Optional- Configure Is Signing Initials
    13. Optional- Configure Is Self-sign
    14. Optional- Configure Expiration Date
    15. Optional- Configure Is Reminder Sending
    16. Optional- Configure Is Signing Forward
    17. Optional- Configure Is Identify Recipient
    18. Optional- Configure Is SMS Sending
    19. Optional- Configure Is Automatic Sending
    20. Optional- Configure Is Scheduled Sending
    21. Optional- Configure Scheduled Sending Time
    22. Optional- Configure Video Id
    23. Optional- Configure Template Id
    24. Optional- Configure Replace Pages
    25. Optional- Configure Keep Fields
    26. Optional- Select a Sender Email
    27. Optional- Configure Communication Template Id
    28. Optional- Configure Email Send Subject
    29. Optional- Configure Email Send Message
    30. Optional- Configure Custom Fields
    31. Optional- Configure Attachments
    32. Optional- Configure Custom Pricing Tables
  2. Select a trigger to run your workflow on HTTP requests, schedules or app events
  3. Deploy the workflow
  4. Send a test event to validate your setup
  5. Turn on the trigger

Integrations

Create Document with GetAccept API on New Requests (Payload Only) from HTTP / Webhook API
HTTP / Webhook + GetAccept
 
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Create Document with GetAccept API on New Submission from Typeform API
Typeform + GetAccept
 
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Create Document with GetAccept API on Custom Events from Zoom API
Zoom + GetAccept
 
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Create Document with GetAccept API on New Submission (Instant) from Jotform API
Jotform + GetAccept
 
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Create Document with GetAccept API on New Scheduled Tasks from Pipedream API
Pipedream + GetAccept
 
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Details

This is a pre-built, source-available component from Pipedream's GitHub repo. The component is 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.

Create Document on GetAccept
Description:Create a document to be able to send it to a recipient. [See the documentation](https://app.getaccept.com/api/#createdocument)
Version:0.0.1
Key:getaccept-create-document

Code

import { parseArray } from "../../common/utils.mjs";
import getaccept from "../../getaccept.app.mjs";

export default {
  key: "getaccept-create-document",
  name: "Create Document",
  version: "0.0.1",
  description: "Create a document to be able to send it to a recipient. [See the documentation](https://app.getaccept.com/api/#createdocument)",
  type: "action",
  props: {
    getaccept,
    name: {
      type: "string",
      label: "Name",
      description: "The name of the document.",
    },
    type: {
      type: "string",
      label: "Type",
      description: "Document type is used to set default values and look of a document.",
      options: [
        "sales",
        "hr",
        "introduction",
        "other",
      ],
      optional: true,
    },
    value: {
      type: "string",
      label: "Value",
      description: "Monetary value of document in entity currency.",
      optional: true,
    },
    fileIds: {
      type: "string[]",
      label: "File Ids",
      description: "File Ids to previusly uploaded files, see section [\"Upload document(s)\" here](https://app.getaccept.com/api/#uploadfile).",
      optional: true,
    },
    fileName: {
      type: "string",
      label: "File Name",
      description: "Sending a file, you must to type the filename of the document, with the extension. This will be helpful for converting different file-types.",
      optional: true,
    },
    fileURL: {
      type: "string",
      label: "File URL",
      description: "Url to document file. Documents must be public available for download.",
      optional: true,
    },
    recipients: {
      type: "string[]",
      label: "Recipients",
      description: "A list of valid JSON of recipients you're sending the document to. Every object must contain first_name, last_name (or fullname) and email fields. The 'role' field is optional. If not set, a person will be assigned the role signer. [See the object here](https://app.getaccept.com/api/#createdocument).",
      optional: true,
    },
    isSigning: {
      type: "boolean",
      label: "Is Signing",
      description: "Should the document be enabled for e-signing.",
      optional: true,
    },
    isSigningOrder: {
      type: "boolean",
      label: "Is Signing Order",
      description: "Use specific order for signers.",
      optional: true,
    },
    isSigningBiometric: {
      type: "boolean",
      label: "Is Signing Biometric",
      description: "Drawn signature when signing.",
      optional: true,
    },
    isSigningInitials: {
      type: "boolean",
      label: "Is Signing Initials",
      description: "Initials are set as default sign method.",
      optional: true,
    },
    isSelfsign: {
      type: "boolean",
      label: "Is Self-sign",
      description: "Should the sender also sign the document.",
      optional: true,
    },
    expirationDate: {
      type: "string",
      label: "Expiration Date",
      description: "Default value from entity settings but can be overrided by setting a date. Accepted formats: `yyyy-MM-dd`, `dd-MM-yyyy`, `MM/dd/yyyy`, `yyyy-MM-ddTHH:mm:ss.SSSZ`, `Unix timestamp in seconds`",
      optional: true,
    },
    isReminderSending: {
      type: "boolean",
      label: "Is Reminder Sending",
      description: "Should the system automatically send reminders based on the entity sending settings?",
      optional: true,
    },
    isSigningForward: {
      type: "boolean",
      label: "Is Signing Forward",
      description: "Should a recipient be able to forward the signing rights to someone else?",
      optional: true,
    },
    isIdentifyRecipient: {
      type: "boolean",
      label: "Is Identify Recipient",
      description: "Enable identification of new recipients by cookie.",
      optional: true,
    },
    isSMSSending: {
      type: "boolean",
      label: "Is SMS Sending",
      description: "Should the sending automatically include an SMS message to recipients with valid mobile numbers?",
      optional: true,
    },
    isAutomaticSending: {
      type: "boolean",
      label: "Is Automatic Sending",
      description: "Used to send documents immediately. Requires a file-parameter to import and send. **true: Send immediately** and **false: Status draft**.",
      optional: true,
    },
    isScheduledSending: {
      type: "boolean",
      label: "Is Scheduled Sending",
      description: "If the automatic sending should be scheduled.",
      optional: true,
    },
    scheduledSendingTime: {
      type: "string",
      label: "Scheduled Sending Time",
      description: "Date and time when document will be sent if scheduled.",
      optional: true,
    },
    videoId: {
      type: "string",
      label: "Video Id",
      description: "Specify a video to be presented before the document is opened.",
      optional: true,
    },
    templateId: {
      type: "string",
      label: "Template Id",
      description: "Use this to specify a template to be used for the document.",
      optional: true,
    },
    replacePages: {
      type: "boolean",
      label: "Replace Pages",
      description: "True to replace pages in template.",
      optional: true,
    },
    keepFields: {
      type: "boolean",
      label: "Keep Fields",
      description: "True to keep form fields in template.",
      optional: true,
    },
    senderEmail: {
      propDefinition: [
        getaccept,
        "senderEmail",
      ],
      optional: true,
    },
    communicationTemplateId: {
      type: "string",
      label: "Communication Template Id",
      description: "Use this to specify the communication template to be used for the document.",
      optional: true,
    },
    emailSendSubject: {
      type: "string",
      label: "Email Send Subject",
      description: "Use this to specify the subject line used to send out the document.",
      optional: true,
    },
    emailSendMessage: {
      type: "string",
      label: "Email Send Message",
      description: "Use this to specify a message to the recipient(s) when sending out the document.",
      optional: true,
    },
    customFields: {
      type: "object",
      label: "Custom Fields",
      description: "Enter custom data to be used identifying the field either by **name** or **id**.",
      optional: true,
    },
    attachments: {
      type: "string[]",
      label: "Attachments",
      description: "A list of attachments to include with the document. Every attachment must contain a type and a title. If the type is file, it must have the **Id** field, if the type is external, it must have **url** field. [See the object here](https://app.getaccept.com/api/#createdocument).",
      optional: true,
    },
    customPricingTables: {
      type: "string[]",
      label: "Custom Pricing Tables",
      description: "A list of pricing-table objects. [See the object here](https://app.getaccept.com/api/#createdocument).",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      getaccept,
      fileIds,
      fileName,
      fileURL,
      recipients,
      isSigning,
      isSigningOrder,
      isSigningBiometric,
      isSigningInitials,
      isSelfsign,
      expirationDate,
      isReminderSending,
      isSigningForward,
      isIdentifyRecipient,
      isSMSSending,
      isAutomaticSending,
      isScheduledSending,
      scheduledSendingTime,
      videoId,
      templateId,
      replacePages,
      keepFields,
      senderEmail,
      communicationTemplateId,
      emailSendSubject,
      emailSendMessage,
      customFields,
      attachments,
      customPricingTables,
      ...data
    } = this;

    const response = await getaccept.createDocument({
      $,
      data: {
        file_ids: fileIds,
        file_name: fileName,
        file_url: fileURL,
        recipients: recipients && parseArray(recipients),
        is_signing: isSigning,
        is_signing_order: isSigningOrder,
        is_signing_biometric: isSigningBiometric,
        is_signing_initials: isSigningInitials,
        is_selfsign: isSelfsign,
        expiration_date: expirationDate,
        is_reminder_sending: isReminderSending,
        is_signing_forward: isSigningForward,
        is_identify_recipient: isIdentifyRecipient,
        is_sms_sending: isSMSSending,
        is_automatic_sending: isAutomaticSending,
        is_scheduled_sending: isScheduledSending,
        scheduled_sending_time: scheduledSendingTime,
        video_id: videoId,
        template_id: templateId,
        replace_pages: replacePages,
        keep_fields: keepFields,
        sender_email: senderEmail,
        communication_template_id: communicationTemplateId,
        email_send_subject: emailSendSubject,
        email_send_message: emailSendMessage,
        custom_fields: customFields?.length && Object.entries(customFields).map(([
          key,
          value,
        ]) => ({
          id: key,
          value,
        })),
        attachments: attachments && parseArray(attachments),
        custom_pricing_tables: customPricingTables && parseArray(customPricingTables),
        ...data,
      },
    });

    $.export("$summary", `A new document with Id: ${response.id} was successfully created!`);
    return response;
  },
};

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.
LabelPropTypeDescription
GetAcceptgetacceptappThis component uses the GetAccept app.
Namenamestring

The name of the document.

TypetypestringSelect a value from the drop down menu:saleshrintroductionother
Valuevaluestring

Monetary value of document in entity currency.

File IdsfileIdsstring[]

File Ids to previusly uploaded files, see section "Upload document(s)" here.

File NamefileNamestring

Sending a file, you must to type the filename of the document, with the extension. This will be helpful for converting different file-types.

File URLfileURLstring

Url to document file. Documents must be public available for download.

Recipientsrecipientsstring[]

A list of valid JSON of recipients you're sending the document to. Every object must contain first_name, last_name (or fullname) and email fields. The 'role' field is optional. If not set, a person will be assigned the role signer. See the object here.

Is SigningisSigningboolean

Should the document be enabled for e-signing.

Is Signing OrderisSigningOrderboolean

Use specific order for signers.

Is Signing BiometricisSigningBiometricboolean

Drawn signature when signing.

Is Signing InitialsisSigningInitialsboolean

Initials are set as default sign method.

Is Self-signisSelfsignboolean

Should the sender also sign the document.

Expiration DateexpirationDatestring

Default value from entity settings but can be overrided by setting a date. Accepted formats: yyyy-MM-dd, dd-MM-yyyy, MM/dd/yyyy, yyyy-MM-ddTHH:mm:ss.SSSZ, Unix timestamp in seconds

Is Reminder SendingisReminderSendingboolean

Should the system automatically send reminders based on the entity sending settings?

Is Signing ForwardisSigningForwardboolean

Should a recipient be able to forward the signing rights to someone else?

Is Identify RecipientisIdentifyRecipientboolean

Enable identification of new recipients by cookie.

Is SMS SendingisSMSSendingboolean

Should the sending automatically include an SMS message to recipients with valid mobile numbers?

Is Automatic SendingisAutomaticSendingboolean

Used to send documents immediately. Requires a file-parameter to import and send. true: Send immediately and false: Status draft.

Is Scheduled SendingisScheduledSendingboolean

If the automatic sending should be scheduled.

Scheduled Sending TimescheduledSendingTimestring

Date and time when document will be sent if scheduled.

Video IdvideoIdstring

Specify a video to be presented before the document is opened.

Template IdtemplateIdstring

Use this to specify a template to be used for the document.

Replace PagesreplacePagesboolean

True to replace pages in template.

Keep FieldskeepFieldsboolean

True to keep form fields in template.

Sender EmailsenderEmailstringSelect a value from the drop down menu.
Communication Template IdcommunicationTemplateIdstring

Use this to specify the communication template to be used for the document.

Email Send SubjectemailSendSubjectstring

Use this to specify the subject line used to send out the document.

Email Send MessageemailSendMessagestring

Use this to specify a message to the recipient(s) when sending out the document.

Custom FieldscustomFieldsobject

Enter custom data to be used identifying the field either by name or id.

Attachmentsattachmentsstring[]

A list of attachments to include with the document. Every attachment must contain a type and a title. If the type is file, it must have the Id field, if the type is external, it must have url field. See the object here.

Custom Pricing TablescustomPricingTablesstring[]

A list of pricing-table objects. See the object here.

Authentication

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

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

basic

About GetAccept

Our digital sales room empowers revenue teams to increase win rates by engaging and understanding buyers from opportunity to signed deal.

More Ways to Use GetAccept

Triggers

New Document Signed (Instant) from the GetAccept API

Emit new event when a document is signed.

 
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New Document Viewed (Instant) from the GetAccept API

Emit new event when a document is opened.

 
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Actions

Create Contact with the GetAccept API

Create a new contact in the database for the current entity See the documentation

 
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Send Reminder with the GetAccept API

Send a manual reminder for a document. See the documentation.

 
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