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

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New Events (Instant) from the Twilio SendGrid API

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Create Signature Request with the Signaturely API

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Getting Started#

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

Select this integration
Configure the New Events (Instant) trigger
1. Connect your Twilio SendGrid account
2. Select one or more Event Types
Configure the Create Signature Request action
1. Connect your Signaturely account
2. Select a Template ID
3. Configure Signers
4. Optional- Configure Document Title
5. Optional- Configure Document Message
6. Optional- Configure Document Ordered Flag
7. Optional- Configure Test Mode
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 Events (Instant) on Twilio SendGrid

Description:Emit new event when any of the specified SendGrid events is received

Version:0.0.7

Key:sendgrid-events

View on GitHub

Twilio SendGrid Overview#

The Twilio SendGrid API opens up a world of possibilities for email automation, enabling you to send emails efficiently and track their performance. With this API, you can programmatically create and send personalized email campaigns, manage contacts, and parse inbound emails for data extraction. When you harness the power of Pipedream, you can connect SendGrid to hundreds of other apps to automate workflows, such as triggering email notifications based on specific actions, syncing email stats with your analytics, or handling incoming emails to create tasks or tickets.

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: "0.0.7",
  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.

Label	Prop	Type	Description
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Twilio SendGrid	`sendgrid`	`app`	This component uses the Twilio SendGrid app.
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.
Event Types	`eventTypes`	`string[]`	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#

Create Signature Request on Signaturely

Description:Creates a new signature request. [See the documentation](https://docs.signaturely.com/#:~:text=Get%20user-,Create%20signing%20request,-Bulk%20Send%20Signature)

Version:0.0.2

Key:signaturely-create-signature-request

View on GitHub

Signaturely Overview#

Signaturely API lets you automate document signing processes within your apps. You can harness this functionality on Pipedream to create, send, and manage legally-binding signatures on documents without manual intervention. Whether you're sending contracts, onboarding new employees, or needing signatures from clients, integrating Signaturely with Pipedream can streamline your workflow, save time, and reduce errors.

Action Code#

import utils from "../../common/utils.mjs";
import app from "../../signaturely.app.mjs";

export default {
  key: "signaturely-create-signature-request",
  name: "Create Signature Request",
  description: "Creates a new signature request. [See the documentation](https://docs.signaturely.com/#:~:text=Get%20user-,Create%20signing%20request,-Bulk%20Send%20Signature)",
  type: "action",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  props: {
    app,
    templateId: {
      propDefinition: [
        app,
        "templateId",
      ],
    },
    signers: {
      type: "string[]",
      label: "Signers",
      description: "The list of signers for the document. For ordered documents must defined `order`. `fields` is an optional dictionary with values for document fields with API tags. The JSON structure for each row is: `{ \"name\": \"John Doe\", \"email\": \"jd@test.com\", \"role\": \"test\", \"order\": 1, \"fields\": { \"field1\": \"value1\", \"field2\": \"value2\" } }`",
    },
    title: {
      type: "string",
      label: "Document Title",
      description: "The title of the document",
      optional: true,
    },
    message: {
      type: "string",
      label: "Document Message",
      description: "The message of the document",
      optional: true,
    },
    isOrdered: {
      type: "boolean",
      label: "Document Ordered Flag",
      description: "Flag indicating if the document is ordered",
      optional: true,
    },
    testMode: {
      type: "boolean",
      label: "Test Mode",
      description: "Flag indicating if the request is a test",
      optional: true,
    },
  },
  methods: {
    createSignatureRequest(args = {}) {
      return this.app.post({
        path: "/document_sign/api/request_by_template",
        ...args,
      });
    },
  },
  run({ $: step }) {
    const {
      // eslint-disable-next-line no-unused-vars
      app,
      createSignatureRequest,
      signers,
      ...data
    } = this;

    return createSignatureRequest({
      step,
      data: {
        ...data,
        signers: utils.parseArray(signers).map(utils.parse),
      },
      summary: (response) => `Successfully created signature request with ID ${response.id}`,
    });
  },
};

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
Signaturely	`app`	`app`	This component uses the Signaturely app.
Template ID	`templateId`	`string`	Select a value from the drop down menu.
Signers	`signers`	`string[]`	The list of signers for the document. For ordered documents must defined `order`. `fields` is an optional dictionary with values for document fields with API tags. The JSON structure for each row is: `{ "name": "John Doe", "email": "jd@test.com", "role": "test", "order": 1, "fields": { "field1": "value1", "field2": "value2" } }`
Document Title	`title`	`string`	The title of the document
Document Message	`message`	`string`	The message of the document
Document Ordered Flag	`isOrdered`	`boolean`	Flag indicating if the document is ordered
Test Mode	`testMode`	`boolean`	Flag indicating if the request is a test

Action Authentication#

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

To retrieve your API key,