← Google Sheets + Papersign integrations

Send Document with Papersign API on New Comment (Instant) from Google Sheets API

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New Comment (Instant) from the Google Sheets 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 Sheets trigger and Papersign action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

  1. Select this integration
  2. Configure the New Comment (Instant) trigger
    1. Connect your Google Sheets account
    2. Configure Push notification renewal schedule
    3. Select a Spreadsheet
  3. 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
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event each time a comment is added to a spreadsheet.
Version:0.0.3
Key:google_sheets-new-comment

Google Sheets Overview

The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.

Trigger Code

import httpBase from "../common/http-based/sheet.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...httpBase,
  key: "google_sheets-new-comment",
  name: "New Comment (Instant)",
  description: "Emit new event each time a comment is added to a spreadsheet.",
  version: "0.0.3",
  dedupe: "unique",
  type: "source",
  methods: {
    ...httpBase.methods,
    _getLastTs() {
      return this.db.get("lastTs");
    },
    _setLastTs(lastTs) {
      this.db.set("lastTs", lastTs);
    },
    generateMeta(comment) {
      return {
        id: comment.id,
        summary: `New Comment: ${comment.content}`,
        ts: Date.parse(comment.createdTime),
      };
    },
    takeSheetSnapshot() {},
    getSheetId() {
      return this.sheetID.toString();
    },
    async processSpreadsheet() {
      const comments = [];
      const lastTs = this._getLastTs();
      const results = this.googleSheets.listComments(this.sheetID, lastTs);
      for await (const comment of results) {
        comments.push(comment);
      }
      if (!comments.length) {
        return;
      }
      this._setLastTs(comments[0].createdTime);
      comments.reverse().forEach((comment) => {
        const meta = this.generateMeta(comment);
        this.$emit(comment, meta);
      });
    },
  },
  async run(event) {
    if (event.timestamp) {
      // Component was invoked by timer
      return this.renewSubscription();
    }

    if (!this.isEventRelevant(event)) {
      console.log("Sync notification, exiting early");
      return;
    }

    await this.processSpreadsheet();
  },
  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.
LabelPropTypeDescription
Google SheetsgoogleSheetsappThis component uses the Google Sheets app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Push notification renewal scheduletimer$.interface.timer

The Google Drive API requires occasionally renewal of push notification subscriptions. This runs in the background, so you should not need to modify this schedule.

SpreadsheetsheetIDstringSelect a value from the drop down menu.

Trigger Authentication

Google Sheets uses OAuth authentication. When you connect your Google Sheets account, Pipedream will open a popup window where you can sign into Google Sheets 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 Sheets API.

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

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

About Google Sheets

Use Google Sheets to create and edit online spreadsheets. Get insights together with secure sharing in real-time and from any device.

Action

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

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.

LabelPropTypeDescription
PapersignpapersignappThis component uses the Papersign app.
Document IDdocumentIdstringSelect a value from the drop down menu.
Expirationexpirationstring

The expiration date of the document. Must be at least 30 minutes in the future. Format: YYYY-MM-DDTHH:MM:SS.SSSZ

Invite MessageinviteMessagestring

The message to include in the invitation email, up to 1000 characters.

From User EmailfromUserEmailstring

The email address of a User on your team's account to send the document from.

Document Recipient EmailsdocumentRecipientEmailsstring[]

An array of recipient emails for the document.

Automatic Reminder - First After DaysfirstAfterDaysinteger

The number of days after the document is sent to send the reminder.

Automatic Reminder - Follow Up Every DaysfollowUpEveryDaysinteger

The number of days to wait between reminders.

Signerssignersstring[]

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"}]}

Variablesvariablesobject

The key: value of the document variables.

Copycopyboolean

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.

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