Create Distributable Form and Generate Link with pdfFiller API on New Ticket (Instant) from tawk.to API

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Trigger workflow on

New Ticket (Instant) from the tawk.to API

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Create Distributable Form and Generate Link with the pdfFiller API

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Getting Started#

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

Select this integration
Configure the New Ticket (Instant) trigger
1. Connect your tawk.to account
2. Select a Type
3. Select a Property ID
Configure the Create Distributable Form and Generate Link action
1. Connect your pdfFiller account
2. Select a Document ID
3. Select a Access
4. Select a Status
5. Configure Name Required
6. Configure Email Required
7. Configure Enforce Required Fields
8. Configure Allow Downloads
9. Optional- Configure Redirect URL
10. Optional- Configure Custom Message
11. Optional- Configure Notification Emails
12. Optional- Configure Additional Documents
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 Ticket (Instant) on tawk.to

Description:Emit new event when a new ticket is created.

Version:0.0.1

Key:tawk_to-new-ticket-instant

View on GitHub

tawk.to Overview#

The tawk.to API lets you interact with the tawk.to live chat platform programmatically. Using Pipedream, you can connect tawk.to to a variety of other apps and services to automate notifications, sync chat data, and enhance customer support operations. You can trigger workflows on new messages, follow up on conversations, extract chat transcripts, or link chat events to CRM systems, issue trackers, or databases—all in real-time.

Trigger Code#

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

export default {
  ...common,
  key: "tawk_to-new-ticket-instant",
  name: "New Ticket (Instant)",
  description: "Emit new event when a new ticket is created.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvents() {
      return [
        "ticket:create",
      ];
    },
    generateMeta(event) {
      return {
        id: event.ticket.id,
        summary: `New ticket ${event.ticket.id}`,
        ts: Date.parse(event.time),
      };
    },
  },
};

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
tawk.to	`tawkTo`	`app`	This component uses the tawk.to 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.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Type	`type`	`string`	Select a value from the drop down menu:`businessprofile`
Property ID	`propertyId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

To retrieve your API Key,

Navigate to your tawk.to account and sign in
Select your Profile Image in the upper-right corner
Go to “Edit Profile” > “REST API Keys”

Note: To use the REST API and get your API Key, you’ll first need to request access

About tawk.to#

Monitor and chat with the visitors on your website, respond to support tickets, organize contacts and create a help center to empower customers to help themselves.

Action#

Create Distributable Form and Generate Link on pdfFiller

Description:Transforms a document into a fillable form and generates a shareable link for the form. [See the documentation](https://docs.pdffiller.com/docs/pdffiller/9d3a06696db96-create-fillable-document-converts-a-downloaded-document-to-a-link-to-fill-form)

Version:0.0.3

Key:pdffiller-create-distributable-form-generate-link

View on GitHub

Action Code#

import {
  ACCESS_OPTIONS, STATUS_OPTIONS,
} from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";
import pdffiller from "../../pdffiller.app.mjs";

export default {
  key: "pdffiller-create-distributable-form-generate-link",
  name: "Create Distributable Form and Generate Link",
  description: "Transforms a document into a fillable form and generates a shareable link for the form. [See the documentation](https://docs.pdffiller.com/docs/pdffiller/9d3a06696db96-create-fillable-document-converts-a-downloaded-document-to-a-link-to-fill-form)",
  version: "0.0.3",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    pdffiller,
    documentId: {
      propDefinition: [
        pdffiller,
        "documentId",
      ],
    },
    access: {
      type: "string",
      label: "Access",
      description: "Access level for the fill request document.",
      options: ACCESS_OPTIONS,
    },
    status: {
      type: "string",
      label: "Status",
      description: "Document access permission.",
      options: STATUS_OPTIONS,
    },
    nameRequired: {
      type: "boolean",
      label: "Name Required",
      description: "Name required",
      default: false,
    },
    emailRequired: {
      type: "boolean",
      label: "Email Required",
      description: "Email required",
      default: false,
    },
    enforceRequiredFields: {
      type: "boolean",
      label: "Enforce Required Fields",
      description: "Prevent closing document before filling all fields.",
      default: false,
    },
    allowDownloads: {
      type: "boolean",
      label: "Allow Downloads",
      description: "Allow to download",
      default: false,
    },
    redirectUrl: {
      type: "string",
      label: "Redirect URL",
      description: "Redirect to URL after complete.",
      optional: true,
    },
    customMessage: {
      type: "string",
      label: "Custom Message",
      description: "LinkToFill custom message.",
      optional: true,
    },
    notificationEmails: {
      type: "string[]",
      label: "Notification Emails",
      description: "LinkToFill notification emails.",
      optional: true,
    },
    additionalDocuments: {
      type: "string[]",
      label: "Additional Documents",
      description: "Additional documents required after filling the document. Max count 5.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.pdffiller.createFillableDocument({
      $,
      data: {
        document_id: this.documentId,
        access: this.access,
        status: this.status,
        name_required: this.nameRequired,
        email_required: this.emailRequired,
        enforce_required_fields: this.enforceRequiredFields,
        allow_downloads: this.allowDownloads,
        redirect_url: this.redirectUrl,
        notification_emails: parseObject(this.notificationEmails)?.map((email) => ({
          email,
        })),
        additional_documents: this.additionalDocuments,
        custom_message: this.customMessage,
      },
    });

    $.export("$summary", `Successfully created a fillable form and generated a shareable link for document ID ${this.fillableFormId}`);
    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
pdfFiller	`pdffiller`	`app`	This component uses the pdfFiller app.
Document ID	`documentId`	`string`	Select a value from the drop down menu.
Access	`access`	`string`	Select a value from the drop down menu:`{ "label": "Full - read\|write\|sign.", "value": "full" }{ "label": "Signature - read\|sign.", "value": "signature" }`
Status	`status`	`string`	Select a value from the drop down menu:`publicprivate`
Name Required	`nameRequired`	`boolean`	Name required
Email Required	`emailRequired`	`boolean`	Email required
Enforce Required Fields	`enforceRequiredFields`	`boolean`	Prevent closing document before filling all fields.
Allow Downloads	`allowDownloads`	`boolean`	Allow to download
Redirect URL	`redirectUrl`	`string`	Redirect to URL after complete.
Custom Message	`customMessage`	`string`	LinkToFill custom message.
Notification Emails	`notificationEmails`	`string[]`	LinkToFill notification emails.
Additional Documents	`additionalDocuments`	`string[]`	Additional documents required after filling the document. Max count 5.

Action Authentication#

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

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