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Update Workflow Metadata with Ironclad API

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Update Workflow Metadata with the Ironclad API
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Getting Started

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

  1. Configure the Update Workflow Metadata action
    1. Connect your Ironclad account
    2. Select a Workflow ID
    3. Optional- Configure Comment
  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

Update Workflow Metadata with Ironclad API on New Requests (Payload Only) from HTTP / Webhook API
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Update Workflow Metadata with Ironclad API on New Submission from Typeform API
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Update Workflow Metadata with Ironclad API on New Submission (Instant) from Jotform API
Jotform + Ironclad
 
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Update Workflow Metadata with Ironclad API on New Scheduled Tasks from Pipedream API
Pipedream + Ironclad
 
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Update Workflow Metadata with Ironclad API on New Download Counts from npm API
npm + Ironclad
 
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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.

Update Workflow Metadata on Ironclad
Description:Updates the metadata of an existing workflow. [See the documentation]()
Version:0.0.1
Key:ironclad-update-workflow

Code

import ironclad from "../../ironclad.app.mjs";
import { ConfigurationError } from "@pipedream/platform";
import {
  getAttributeDescription, parseValue,
} from "../../common/utils.mjs";

export default {
  key: "ironclad-update-workflow",
  name: "Update Workflow Metadata",
  description: "Updates the metadata of an existing workflow. [See the documentation]()",
  version: "0.0.1",
  type: "action",
  props: {
    ironclad,
    workflowId: {
      propDefinition: [
        ironclad,
        "workflowId",
      ],
      reloadProps: true,
    },
    comment: {
      type: "string",
      label: "Comment",
      description: "A comment that explains the updates you are making to the workflow",
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (!this.workflowId) {
      return props;
    }
    const { schema } = await this.ironclad.getWorkflow({
      workflowId: this.workflowId,
    });
    for (const [
      key,
      value,
    ] of Object.entries(schema)) {
      if (!value?.readOnly) {
        props[key] = {
          type: value.type === "boolean"
            ? "boolean"
            : value.type === "array"
              ? "string[]"
              : "string",
          label: value.displayName,
          description: getAttributeDescription(value),
          optional: true,
        };
        if (key === "paperSource") {
          props[key].options = [
            "Counterparty paper",
            "Our paper",
          ];
        }
      }
    }
    return props;
  },
  async run({ $ }) {
    const {
      ironclad,
      workflowId,
      comment,
      ...attributes
    } = this;

    const parsedAttributes = {};
    for (const [
      key,
      value,
    ] of Object.entries(attributes)) {
      parsedAttributes[key] = parseValue(value);
    }

    try {
      const response = await ironclad.updateWorkflowMetadata({
        $,
        workflowId: workflowId,
        data: {
          updates: Object.entries(parsedAttributes).map(([
            key,
            value,
          ]) => ({
            action: "set",
            path: key,
            value,
          })),
          comment: comment,
        },
      });
      $.export("$summary", `Workflow ${workflowId} updated successfully`);
      return response;
    } catch (error) {
      const msg = JSON.parse(error.message);
      const { schema } = await ironclad.getWorkflow({
        workflowId,
      });
      if (msg.code === "MISSING_PARAM") {
        const paramNames = (JSON.parse(msg.param)).map((p) => `\`${schema[p].displayName}\``);
        throw new ConfigurationError(`Please enter or update the following required parameters: ${paramNames.join(", ")}`);
      }
      if (msg.code === "INVALID_PARAM") {
        const paramName = schema[msg.metadata.keyPath].displayName;
        throw new ConfigurationError(`Invalid parameter: \`${paramName}\`. ${msg.message}`);
      }
      throw new ConfigurationError(msg.message);
    }
  },
};

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
IroncladironcladappThis component uses the Ironclad app.
Workflow IDworkflowIdstringSelect a value from the drop down menu.
Commentcommentstring

A comment that explains the updates you are making to the workflow

Authentication

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

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

scim.users.readUserspublic.workflows.readWorkflowspublic.records.readSchemaspublic.records.readRecordspublic.records.createRecordspublic.workflows.createWorkflowspublic.workflows.updateWorkflowspublic.webhooks.createWebhookspublic.webhooks.deleteWebhookspublic.workflows.readSchemas

About Ironclad

Ironclad is the only platform built from the ground up to handle all contract types – legal, sales, finance, HR, marketing, procurement, and more.

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Actions

Create Record with the Ironclad API

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Launches a new workflow in Ironclad. See the documentation

 
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