Create Certified Email with Signaturit API on Document Deleted (Instant) from PandaDoc API

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Document Deleted (Instant) from the PandaDoc API

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Create Certified Email with the Signaturit API

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Getting Started#

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

Select this integration
Configure the Document Deleted (Instant) trigger
1. Connect your PandaDoc account
Configure the Create Certified Email action
1. Connect your Signaturit account
2. Optional- Configure Body
3. Optional- Select a Branding ID
4. Optional- Configure Events URL
5. Optional- Configure Custom Data
6. Optional- Configure Attachment File Paths or URLs
7. Configure Recipients
8. Optional- Select a Type
9. Optional- Configure Subject
10. Optional- Configure syncDir
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#

Document Deleted (Instant) on PandaDoc

Description:Emit new event when a document is deleted. [See the documentation here](https://developers.pandadoc.com/reference/create-webhooks-subscription)

Version:0.0.5

Key:pandadoc-document-deleted

View on GitHub

PandaDoc Overview#

The PandaDoc API opens up a realm of possibilities for automating document workflows, creating a seamless bridge between document management and various business processes. With it, you can programmatically create, send, and track documents, streamline electronic signatures, and manage templates, among others. Integrations through Pipedream can harness these capabilities, enabling you to trigger actions in PandaDoc based on events from other apps, or vice versa.

Trigger Code#

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

const DOCS_LINK = "https://developers.pandadoc.com/reference/create-webhooks-subscription";

export default {
  ...common,
  name: "Document Deleted (Instant)",
  description:
    `Emit new event when a document is deleted. [See the documentation here](${DOCS_LINK})`,
  key: "pandadoc-document-deleted",
  version: "0.0.5",
  type: "source",
  methods: {
    ...common.methods,
    getHookName() {
      return "Document Deleted";
    },
    getHookTypes() {
      return [
        "document_deleted",
      ];
    },
  },
};

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
PandaDoc	`app`	`app`	This component uses the PandaDoc 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.

Trigger Authentication#

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

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

read+write

About PandaDoc#

Create, Approve, Track & eSign Docs 40% Faster

Action#

Create Certified Email on Signaturit

Description:Initiates the creation of a certified email. [See the documentation](https://docs.signaturit.com/api/latest#emails_create_email)

Version:0.1.1

Key:signaturit-create-certified-email

View on GitHub

Signaturit Overview#

The Signaturit API enables automated document signing, tracking, and management directly within Pipedream. By integrating this API, users can create workflows to send documents for signature, check the status of sent documents, and receive updates when documents are signed or declined, all from a serverless platform. By leveraging Pipedream's capacity for integrating various APIs and services, users can seamlessly include e-signature capabilities into their business processes without manual intervention.

Action Code#

import FormData from "form-data";
import { getFileStreamAndMetadata } from "@pipedream/platform";
import { TYPE_OPTIONS } from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import signaturit from "../../signaturit.app.mjs";

export default {
  key: "signaturit-create-certified-email",
  name: "Create Certified Email",
  description: "Initiates the creation of a certified email. [See the documentation](https://docs.signaturit.com/api/latest#emails_create_email)",
  version: "0.1.1",
  type: "action",
  props: {
    signaturit,
    body: {
      propDefinition: [
        signaturit,
        "body",
      ],
      optional: true,
    },
    brandingId: {
      propDefinition: [
        signaturit,
        "brandingId",
      ],
      optional: true,
    },
    eventsUrl: {
      propDefinition: [
        signaturit,
        "eventsUrl",
      ],
      optional: true,
    },
    data: {
      propDefinition: [
        signaturit,
        "data",
      ],
      optional: true,
    },
    attachments: {
      propDefinition: [
        signaturit,
        "attachments",
      ],
      optional: true,
    },
    recipients: {
      propDefinition: [
        signaturit,
        "recipients",
      ],
    },
    type: {
      type: "string",
      label: "Type",
      description: "Type of certified email.",
      options: TYPE_OPTIONS,
      optional: true,
    },
    subject: {
      propDefinition: [
        signaturit,
        "subject",
      ],
      optional: true,
    },
    syncDir: {
      type: "dir",
      accessMode: "read",
      sync: true,
      optional: true,
    },
  },
  async run({ $ }) {
    const formData = new FormData();

    let i = 0;
    for (const recipient of parseObject(this.recipients)) {
      for (const [
        key,
        value,
      ] of Object.entries(recipient)) {
        formData.append(`recipients[${i}][${key}]`, value);
      }
      i++;
    }
    if (this.data) {
      for (const [
        key,
        value,
      ] of Object.entries(this.data)) {
        formData.append(`data[${key}]`, value);
      }
      i++;
    }
    if (this.body) formData.append("body", this.body);
    if (this.brandingId) formData.append("branding_id", this.brandingId);
    if (this.eventsUrl) formData.append("events_url", this.eventsUrl);
    if (this.type) formData.append("type", this.type);
    if (this.subject) formData.append("subject", this.subject);

    if (this.attachments) {
      let j = 0;
      for (const file of parseObject(this.attachments)) {
        const {
          stream, metadata,
        } = await getFileStreamAndMetadata(file);
        formData.append(`attachments[${j++}]`, stream, {
          contentType: metadata.contentType,
          knownLength: metadata.size,
          filename: metadata.name,
        });
      }
    }
    const response = await this.signaturit.createCertifiedEmail({
      $,
      data: formData,
      headers: formData.getHeaders(),
    });
    $.export("$summary", `Created certified email 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
Signaturit	`signaturit`	`app`	This component uses the Signaturit app.
Body	`body`	`string`	Email body (html code is allowed).
Branding ID	`brandingId`	`string`	Select a value from the drop down menu.
Events URL	`eventsUrl`	`string`	URL to receive real-time events.
Custom Data	`data`	`object`	Custom key-value data in JSON format.
Attachment File Paths or URLs	`attachments`	`string[]`	The file(s) to attach. For each entry, provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.txt`)
Recipients	`recipients`	`string[]`	List of recipients in JSON format, e.g., '{"name": "John Doe", "email": "john@example.com"}'. See the documentation for further information.
Type	`type`	`string`	Select a value from the drop down menu:`{ "label": "Delivery - Send the email as it is certifying the delivery process.", "value": "delivery" }{ "label": "Open Document - Send a modified version of the email with a button that redirects the user to our platform to open the PDF attachments. With this method, you can track when the user opens the attached files. Note: This method only supports PDF documents to be attached.", "value": "open_document" }{ "label": "Open Every Document - This type works like the Open Document type but allows to track the opening of every PDF file in emails with multiple attachments.", "value": "open_every_document" }`
Subject	`subject`	`string`	Email subject for email type requests.
syncDir	`syncDir`	`dir`

Action Authentication#

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

To retrieve your Acccess Token,

Navigate to your Signaturit account and sign in
Click the User dropdown on the top right
Go to “My account” > “Integrations”

Create Certified Email with Signaturit API on Document Deleted (Instant) from PandaDoc API

Pipedream makes it easy to connect APIs for Signaturit, PandaDoc and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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