← Twilio SendGrid + Docusign integrations

Create Signature Request with Docusign API on New Events (Instant) from Twilio SendGrid API

Pipedream makes it easy to connect APIs for Docusign, Twilio SendGrid and 2,000+ other apps remarkably fast.

Trigger workflow on
New Events (Instant) from the Twilio SendGrid API
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Create Signature Request with the Docusign API
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Getting Started

This integration creates a workflow with a Twilio SendGrid trigger and Docusign 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 Events (Instant) trigger
    1. Connect your Twilio SendGrid account
    2. Select one or more Event Types
  3. Configure the Create Signature Request action
    1. Connect your Docusign account
    2. Select a Account
    3. Select a Template
    4. Configure Email Subject
    5. Optional- Configure Email Blurb
  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 when any of the specified SendGrid events is received
Version:0.0.5
Key:sendgrid-events

Twilio SendGrid Overview

With the Twilio SendGrid API, you can build a number of features into your
application to manage your SendGrid account and send emails. For example, you
can use the API to:

  • Create and manage SendGrid accounts
  • Send emails through SendGrid
  • Manage email templates
  • Get statistics on email sends
  • And more!

Trigger Code

import common from "../common/http-based.mjs";
import deliveryEventTypes from "./delivery-event-types.mjs";
import engagementEventTypes from "./engagement-event-types.mjs";

export default {
  ...common,
  key: "sendgrid-events",
  name: "New Events (Instant)",
  description: "Emit new event when any of the specified SendGrid events is received",
  version: "0.0.5",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    eventTypes: {
      type: "string[]",
      label: "Event Types",
      description: "The type of events to listen to",
      options(context) {
        const { page } = context;
        if (page !== 0) {
          return {
            options: [],
          };
        }

        const options = [
          ...deliveryEventTypes,
          ...engagementEventTypes,
        ];
        return {
          options,
        };
      },
    },
  },
  methods: {
    ...common.methods,
    baseWebhookSettings() {
      // The list of events that a webhook can listen to. This method returns an
      // exhaustive list of all such flags disabled, and each event source can
      // then override the flags that are relevant to the event they handle.
      //
      // See the docs for more information:
      // https://sendgrid.com/docs/api-reference/
      const eventTypesData = [
        ...deliveryEventTypes,
        ...engagementEventTypes,
      ];
      return eventTypesData.reduce((accum, eventTypeData) => ({
        ...accum,
        [eventTypeData.value]: false,
      }), {});
    },
    webhookEventFlags() {
      return this.eventTypes.reduce((accum, eventType) => ({
        ...accum,
        [eventType]: true,
      }), {});
    },
    generateMeta(data) {
      const {
        event: eventType,
        sg_event_id: id,
        timestamp: ts,
      } = data;
      const summary = `New event: ${eventType}`;
      return {
        id,
        summary,
        ts,
      };
    },
  },
};

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
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Twilio SendGridsendgridappThis component uses the Twilio SendGrid app.
N/Ahttp$.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.
Event TypeseventTypesstring[]Select a value from the drop down menu.

Trigger Authentication

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

About Twilio SendGrid

Send marketing and transactional email through the Twilio SendGrid platform with the Email API, proprietary mail transfer agent, and infrastructure for scalable delivery.

Action

Description:Creates a signature request from a template [See the docs here](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create)
Version:0.1.3
Key:docusign-create-signature-request

Docusign Overview

The Docusign API allows developers to integrate Docusign's electronic signature
capabilities into their own applications. With the API, developers can create,
send, and manage documents that require electronic signatures. Additionally,
the API can be used to track the status of document signing processes, as well
as manage account settings and users.

Action Code

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

export default {
  ...common,
  key: "docusign-create-signature-request",
  version: "0.1.3",
  name: "Create Signature Request",
  description: "Creates a signature request from a template [See the docs here](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create)",
  type: "action",
  methods: {
    ...common.methods,
    _getStatusType() {
      return "sent";
    },
  },
  props: {
    ...common.props,
    docusign,
    account: {
      propDefinition: [
        docusign,
        "account",
      ],
    },
    template: {
      propDefinition: [
        docusign,
        "template",
        (c) => ({
          account: c.account,
        }),
      ],
      reloadProps: true,
    },
    emailSubject: {
      propDefinition: [
        docusign,
        "emailSubject",
      ],
    },
    emailBlurb: {
      propDefinition: [
        docusign,
        "emailBlurb",
      ],
    },
  },
};

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
DocusigndocusignappThis component uses the Docusign app.
AccountaccountstringSelect a value from the drop down menu.
TemplatetemplatestringSelect a value from the drop down menu.
Email SubjectemailSubjectstring

Subject line of email

Email BlurbemailBlurbstring

Email message to recipient. Overrides template setting.

Action Authentication

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

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

signatureextendedopenid

About Docusign

Electronic Signature and Agreement Cloud

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