Complete Task with Planview Leankit API on Updated Document (Instant) from signNow API

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Updated Document (Instant) from the signNow API

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Complete Task with the Planview Leankit API

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Getting Started#

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

Select this integration
Configure the Updated Document (Instant) trigger
1. Connect your signNow account
Configure the Complete Task action
1. Connect your Planview Leankit account
2. Select a Card Id
3. Select a Task Id
4. Select a Lane Id
5. Configure Index
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#

Updated Document (Instant) on signNow

Description:Emit new event when a document has been updated. [See the documentation](https://docs.signnow.com/docs/signnow/webhooks/operations/create-a-api-v-2-event)

Version:0.0.1

Key:signnow-updated-document-instant

View on GitHub

Trigger Code#

import common from "../common/webhook.mjs";
import events from "../common/events.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "signnow-updated-document-instant",
  name: "Updated Document (Instant)",
  description: "Emit new event when a document has been updated. [See the documentation](https://docs.signnow.com/docs/signnow/webhooks/operations/create-a-api-v-2-event)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getEntityId() {
      const { id } = await this.app.getUserInfo();
      return id;
    },
    getEventName() {
      return events.USER_DOCUMENT_UPDATE;
    },
    generateMeta(resource) {
      const {
        document_id: documentId,
        document_name: documentName,
      } = resource.content;
      const { timestamp: ts } = resource.meta;
      return {
        id: `${documentId}-${ts}`,
        summary: `Updated Document: ${documentName}`,
        ts,
      };
    },
  },
  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.

Label	Prop	Type	Description
signNow	`app`	`app`	This component uses the signNow 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#

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

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

About signNow#

Electronic signature that scales with your workflow. Create and scale eSignature workflows with signNow, part of the airSlate Business Cloud. Sign and send documents for signing, generate agreements, negotiate contracts, accept payments, and automate business processes.

Action#

Complete Task on Planview Leankit

Description:Move a task to `completed` lane. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/card/move)

Version:0.0.1

Key:planview_leankit-complete-task

View on GitHub

Planview Leankit Overview#

Planview LeanKit API empowers users to automate and integrate their Kanban workflow management. With this API, you can programmatically access boards, cards, and related data to sync with other systems, trigger actions based on board updates, and extract analytics for reporting purposes.

Action Code#

import planviewLeankit from "../../planview_leankit.app.mjs";

export default {
  key: "planview_leankit-complete-task",
  name: "Complete Task",
  version: "0.0.1",
  description: "Move a task to `completed` lane. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/card/move)",
  type: "action",
  props: {
    planviewLeankit,
    cardId: {
      propDefinition: [
        planviewLeankit,
        "cardId",
      ],
    },
    taskId: {
      propDefinition: [
        planviewLeankit,
        "taskId",
        ({ cardId }) => ({
          cardId,
        }),
      ],
    },
    taskLaneId: {
      propDefinition: [
        planviewLeankit,
        "taskLaneId",
        ({ cardId }) => ({
          cardId,
          status: "completed",
        }),
      ],
    },
    index: {
      propDefinition: [
        planviewLeankit,
        "index",
      ],
      description: "The position of the task in the lane starting at 0 as the first position.",
    },
  },
  async run({ $ }) {
    const {
      planviewLeankit,
      taskId,
      taskLaneId,
      index,
    } = this;

    const response = await planviewLeankit.moveCards({
      $,
      data: {
        cardIds: [
          taskId,
        ],
        destination: {
          laneId: taskLaneId,
          index,
        },
      },
    });

    $.export("$summary", `Task with id ${taskId} was successfully completed!`);
    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
Planview Leankit	`planviewLeankit`	`app`	This component uses the Planview Leankit app.
Card Id	`cardId`	`string`	Select a value from the drop down menu.
Task Id	`taskId`	`string`	Select a value from the drop down menu.
Lane Id	`taskLaneId`	`string`	Select a value from the drop down menu.
Index	`index`	`integer`	The position of the task in the lane starting at 0 as the first position.

Action Authentication#

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

Planview requires users to enter the email and password they use for their Planview account in order to access their API programmatically. For more information, refer to the Planview documentation

Pipedream recommends using a strong and unique password for your Planview account.

About Planview Leankit#

Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe.

More Ways to Connect Planview Leankit + signNow#

Other Popular Integrations#

Create Document From Template with signNow API on New Card Created In A Specific Lane from Planview Leankit API

Planview Leankit + signNow

Complete Task with Planview Leankit API on Updated Document (Instant) from signNow API

Pipedream makes it easy to connect APIs for Planview Leankit, signNow 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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