Send Document with Papersign API on New Presentation (Instant) from Google Drive API

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New Presentation (Instant) from the Google Drive API

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Send Document with the Papersign API

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Getting Started#

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

Select this integration
Configure the New Presentation (Instant) trigger
1. Connect your Google Drive account
2. Select a Drive
3. Configure Push notification renewal schedule
4. Optional- Select one or more Folders
Configure the Send Document action
1. Connect your Papersign account
2. Select a Document ID
3. Optional- Configure Expiration
4. Optional- Configure Invite Message
5. Optional- Configure From User Email
6. Optional- Configure Document Recipient Emails
7. Optional- Configure Automatic Reminder - First After Days
8. Optional- Configure Automatic Reminder - Follow Up Every Days
9. Optional- Configure Signers
10. Optional- Configure Variables
11. Optional- Configure Copy
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 Presentation (Instant) on Google Drive

Description:Emit new event each time a new presentation is created in a drive.

Version:0.0.3

Key:google_slides-new-presentation

View on GitHub

Google Drive Overview#

The Google Drive API on Pipedream allows you to automate various file management tasks, such as creating, reading, updating, and deleting files within your Google Drive. You can also share files, manage permissions, and monitor changes to files and folders. This opens up possibilities for creating workflows that seamlessly integrate with other apps and services, streamlining document handling, backup processes, and collaborative workflows.

Trigger Code#

import newFilesInstant from "../../../google_drive/sources/new-files-instant/new-files-instant.mjs";

export default {
  ...newFilesInstant,
  key: "google_slides-new-presentation",
  type: "source",
  name: "New Presentation (Instant)",
  description: "Emit new event each time a new presentation is created in a drive.",
  version: "0.0.3",
  hooks: {
    ...newFilesInstant.hooks,
    async deploy() {
      // Emit sample records on the first run
      const slides = await this.getPresentations(5);
      for (const fileInfo of slides) {
        const createdTime = Date.parse(fileInfo.createdTime);
        this.$emit(fileInfo, {
          summary: `New File: ${fileInfo.name}`,
          id: fileInfo.id,
          ts: createdTime,
        });
      }
    },
  },
  props: {
    ...newFilesInstant.props,
    folders: {
      ...newFilesInstant.props.folders,
      description:
        "(Optional) The folders you want to watch. Leave blank to watch for any new presentation in the Drive.",
    },
  },
  methods: {
    ...newFilesInstant.methods,
    shouldProcess(file) {
      return (
        file.mimeType.includes("presentation") &&
        newFilesInstant.methods.shouldProcess.bind(this)(file)
      );
    },
    getPresentationsFromFolderOpts(folderId) {
      const mimeQuery = "mimeType = 'application/vnd.google-apps.presentation'";
      let opts = {
        q: `${mimeQuery} and parents in '${folderId}' and trashed = false`,
      };
      if (!this.isMyDrive()) {
        opts = {
          corpora: "drive",
          driveId: this.getDriveId(),
          includeItemsFromAllDrives: true,
          supportsAllDrives: true,
          ...opts,
        };
      }
      return opts;
    },
    async getPresentations(limit) {
      const slides = [];
      const foldersIds = this.folders;
      for (const folderId of foldersIds) {
        const opts = this.getPresentationsFromFolderOpts(folderId);
        const filesWrapper = await this.googleDrive.listFilesInPage(null, opts);
        for (const file of filesWrapper.files) {
          const fileInfo = await this.googleDrive.getFile(file.id);
          slides.push(fileInfo);
          if (slides.length >= limit) { return slides; }
        }
      }
      return slides;
    },
  },
};

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
Google Drive	`googleDrive`	`app`	This component uses the Google Drive app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Drive	`drive`	`string`	Select a value from the drop down menu.
Push notification renewal schedule	`timer`	`$.interface.timer`	The Google Drive API requires occasional renewal of push notification subscriptions. This runs in the background, so you should not need to modify this schedule.
Folders	`folders`	`string[]`	Select a value from the drop down menu.

Trigger Authentication#

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

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

https://www.googleapis.com/auth/drive

About Google Drive#

Google Drive is a file storage and synchronization service which allows you to create and share your work online, and access your documents from anywhere.

Action#

Send Document on Papersign

Description:Dispatches a document to a specified recipient. [See the documentation](https://paperform.readme.io/reference/papersignsenddocument)

Version:0.0.1

Key:papersign-send-document

View on GitHub

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import { parseObject } from "../../common/utils.mjs";
import papersign from "../../papersign.app.mjs";

export default {
  key: "papersign-send-document",
  name: "Send Document",
  description: "Dispatches a document to a specified recipient. [See the documentation](https://paperform.readme.io/reference/papersignsenddocument)",
  version: "0.0.1",
  type: "action",
  props: {
    papersign,
    documentId: {
      propDefinition: [
        papersign,
        "documentId",
      ],
    },
    expiration: {
      type: "string",
      label: "Expiration",
      description: "The expiration date of the document. Must be at least 30 minutes in the future. **Format: YYYY-MM-DDTHH:MM:SS.SSSZ**",
      optional: true,
    },
    inviteMessage: {
      type: "string",
      label: "Invite Message",
      description: "The message to include in the invitation email, up to 1000 characters.",
      optional: true,
    },
    fromUserEmail: {
      type: "string",
      label: "From User Email",
      description: "The email address of a User on your team's account to send the document from.",
      optional: true,
    },
    documentRecipientEmails: {
      type: "string[]",
      label: "Document Recipient Emails",
      description: "An array of recipient emails for the document.",
      optional: true,
    },
    firstAfterDays: {
      type: "integer",
      label: "Automatic Reminder - First After Days",
      description: "The number of days after the document is sent to send the reminder.",
      optional: true,
    },
    followUpEveryDays: {
      type: "integer",
      label: "Automatic Reminder - Follow Up Every Days",
      description: "The number of days to wait between reminders.",
      optional: true,
    },
    signers: {
      type: "string[]",
      label: "Signers",
      description: "An array of objects of signers. **Object format: {\"key\": \"123\",\"name\": \"Jack Smith\",\"email\": \"signer@example.com\",\"phone\": \"123 456 7899\",\"job_title\": \"Account Manager\",\"company\": \"Explosive Startup\",\"custom_attributes\": [{\"key\": \"Relationship\",\"label\": \"Relationship to the company\",\"value\": \"CEO\"}]}**",
      optional: true,
    },
    variables: {
      type: "object",
      label: "Variables",
      description: "The key: value of the document variables.",
      optional: true,
    },
    copy: {
      type: "boolean",
      label: "Copy",
      description: "Whether to copy before sending.",
      optional: true,
    },
  },
  async run({ $ }) {
    if (
      (this.firstAfterDays && !this.followUpEveryDays) ||
      (!this.firstAfterDays && this.followUpEveryDays)
    ) {
      throw new ConfigurationError("You must fill in the fields 'First After Days' and 'Follow Up Every Days' or none of them");
    }

    const automaticReminders = {};
    if (this.firstAfterDays) {
      automaticReminders.first_after_days = this.firstAfterDays;
      automaticReminders.follow_up_every_days = this.followUpEveryDays;
    }

    const variables = [];
    if (this.variables) {
      for (const key of Object.keys(parseObject(this.variables))) {
        variables.push({
          key,
          value: this.variables[key],
        });
      }
    }

    const response = await this.papersign.sendDocument({
      $,
      documentId: this.documentId,
      data: {
        expiration: this.expiration,
        inviteMessage: this.inviteMessage,
        fromUserEmail: this.fromUserEmail,
        documentRecipientEmails: parseObject(this.documentRecipientEmails),
        automaticReminders,
        signers: parseObject(this.signers),
        variables,
        copy: this.copy,
      },
    });
    $.export("$summary", `Document sent successfully with ID ${this.documentId}`);
    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
Papersign	`papersign`	`app`	This component uses the Papersign app.
Document ID	`documentId`	`string`	Select a value from the drop down menu.
Expiration	`expiration`	`string`	The expiration date of the document. Must be at least 30 minutes in the future. Format: YYYY-MM-DDTHH:MM:SS.SSSZ
Invite Message	`inviteMessage`	`string`	The message to include in the invitation email, up to 1000 characters.
From User Email	`fromUserEmail`	`string`	The email address of a User on your team's account to send the document from.
Document Recipient Emails	`documentRecipientEmails`	`string[]`	An array of recipient emails for the document.
Automatic Reminder - First After Days	`firstAfterDays`	`integer`	The number of days after the document is sent to send the reminder.
Automatic Reminder - Follow Up Every Days	`followUpEveryDays`	`integer`	The number of days to wait between reminders.
Signers	`signers`	`string[]`	An array of objects of signers. Object format: {"key": "123","name": "Jack Smith","email": "signer@example.com","phone": "123 456 7899","job_title": "Account Manager","company": "Explosive Startup","custom_attributes": [{"key": "Relationship","label": "Relationship to the company","value": "CEO"}]}
Variables	`variables`	`object`	The key: value of the document variables.
Copy	`copy`	`boolean`	Whether to copy before sending.

Action Authentication#

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

About Papersign#

Simplify document signing with Papersign, so you can spend less time in email chains and more time on the important stuff.

More Ways to Connect Papersign + Google Drive#

Other Popular Integrations#

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Pipedream makes it easy to connect APIs for Papersign, Google Drive and 2,700+ other apps remarkably fast.

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

Developers ♥ Pipedream

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