Generate PDF with Placid API on New Call from Gong API

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Trigger workflow on

New Call from the Gong API

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Generate PDF with the Placid API

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Getting Started#

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

Select this integration
Configure the New Call trigger
1. Connect your Gong account
2. Configure Polling schedule
Configure the Generate PDF action
1. Connect your Placid account
2. Configure Number Of Pages
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 Call on Gong

Description:Triggers when a new call is added. [See the documentation](https://us-66463.app.gong.io/settings/api/documentation#get-/v2/calls)

Version:0.0.2

Key:gong-new-call

View on GitHub

Gong Overview#

The Gong API allows you to tap into Gong's conversation intelligence capabilities, enabling you to retrieve call recordings, transcripts, and analytics data for sales engagements. By integrating Gong with Pipedream, you can automate workflows that react to this sales data, enrich CRM records, trigger follow-up actions, and sync insights across your sales stack. It's a goldmine for sales teams looking to leverage conversational insights and make data-driven decisions.

Trigger Code#

import common from "../common/polling.mjs";

export default {
  ...common,
  key: "gong-new-call",
  name: "New Call",
  description: "Triggers when a new call is added. [See the documentation](https://us-66463.app.gong.io/settings/api/documentation#get-/v2/calls)",
  type: "source",
  version: "0.0.2",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getResourceName() {
      return "calls";
    },
    getResourceFn() {
      return this.app.listCalls;
    },
    getResourceFnArgs() {
      const threeMonthsAgo = new Date();
      threeMonthsAgo.setMonth(threeMonthsAgo.getMonth() - 3);
      return {
        params: {
          fromDateTime: this.getLastCreatedAt() || threeMonthsAgo.toISOString(),
        },
      };
    },
    generateMeta(resource) {
      return {
        id: resource.id,
        summary: `New Call: ${resource.id}`,
        ts: Date.parse(resource.started),
      };
    },
  },
};

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
Gong	`app`	`app`	This component uses the Gong app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	How often to poll the API

Trigger Authentication#

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

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

api:calls:read:basicapi:calls:createapi:users:readapi:crm:integrations:readapi:library:readapi:data-privacy:readapi:users:readapi:meetings:user:createapi:engagement-data:writeapi:workspaces:readapi:calls:read:transcript

About Gong#

The Revenue Intelligence Platform

Action#

Generate PDF on Placid

Description:Creates a new PDF based on a specified template. [See the documentation](https://placid.app/docs/2.0/rest/pdfs#create)

Version:0.0.1

Key:placid-generate-pdf

View on GitHub

Placid Overview#

The Placid API lets you automate the creation of visual content such as images and videos. With Pipedream, you can trigger workflows using various events, process data, and use the Placid API to dynamically generate marketing materials, social media graphics, personalized images for email campaigns, and more. Leveraging Pipedream's capabilities, you can integrate Placid with other apps to create robust, multi-step automations without writing extensive code.

Action Code#

import app from "../../placid.app.mjs";
import utils from "../../common/utils.mjs";

export default {
  key: "placid-generate-pdf",
  name: "Generate PDF",
  description: "Creates a new PDF based on a specified template. [See the documentation](https://placid.app/docs/2.0/rest/pdfs#create)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    numberOfPages: {
      type: "integer",
      label: "Number Of Pages",
      description: "The number of pages to generate. Defaults to 1.",
      default: 1,
      reloadProps: true,
    },
  },
  methods: {
    pagesPropsMapper(prefix) {
      const {
        [`${prefix}templateId`]: templateId,
        [`${prefix}layers`]: layers,
      } = this;

      return {
        template_uuid: templateId,
        layers: utils.parseLayers(layers),
      };
    },
    async getPagesPropDefinitions({
      prefix, label,
    } = {}) {
      const { data: templates } = await this.app.getTemplates();
      return {
        [`${prefix}templateId`]: {
          ...app.propDefinitions.templateId,
          label: `${label} - Template ID`,
          options: templates.map(({
            uuid: value, title: label,
          }) => ({
            value,
            label,
          })),
        },
        [`${prefix}layers`]: {
          ...app.propDefinitions.layers,
          label: `${label} - Layers`,
        },
      };
    },
    createPdf(args = {}) {
      return this.app.post({
        path: "/pdfs",
        ...args,
      });
    },
  },
  async additionalProps() {
    const {
      numberOfPages,
      getPagesPropDefinitions,
    } = this;

    return utils.getAdditionalProps({
      numberOfFields: numberOfPages,
      fieldName: "page",
      getPropDefinitions: getPagesPropDefinitions,
    });
  },
  async run({ $ }) {
    const {
      createPdf,
      numberOfPages,
      pagesPropsMapper,
    } = this;

    const response = await createPdf({
      $,
      data: {
        pages: utils.getFieldsProps({
          numberOfFields: numberOfPages,
          fieldName: "page",
          propsMapper: pagesPropsMapper,
        }),
      },
    });
    $.export("$summary", `Successfully created PDF with ID: ${response.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
Placid	`app`	`app`	This component uses the Placid app.
Number Of Pages	`numberOfPages`	`integer`	The number of pages to generate. Defaults to 1.

Action Authentication#

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

To retrieve your API token,