Create Document From Template with signNow API on New User Created from Vitally API

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Trigger workflow on

New User Created from the Vitally API

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Create Document From Template with the signNow API

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Getting Started#

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

Select this integration
Configure the New User Created trigger
1. Connect your Vitally account
2. Configure Polling interval
3. Optional- Select a Account Id
4. Optional- Select a Organization Id
Configure the Create Document From Template action
1. Connect your signNow account
2. Configure Template ID
3. Optional- Configure Document Name
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 User Created on Vitally

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

Version:0.0.2

Key:vitally-new-user-created

View on GitHub

Vitally Overview#

The Vitally API offers a window into customer success operations, enabling you to automate workflows, integrate with other tools, and manipulate customer data programmatically. With Pipedream, you can harness this API to create custom automations that react to events in Vitally, sync data between Vitally and other platforms, or maintain up-to-date customer profiles across your business stack.

Trigger Code#

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import moment from "moment";
import vitally from "../../vitally.app.mjs";

export default {
  key: "vitally-new-user-created",
  name: "New User Created",
  version: "0.0.2",
  description: "Emit new event when a new user is created.",
  type: "source",
  dedupe: "unique",
  props: {
    vitally,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the Vitally on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    accountId: {
      propDefinition: [
        vitally,
        "accountId",
      ],
      optional: true,
    },
    organizationId: {
      propDefinition: [
        vitally,
        "organizationId",
      ],
      optional: true,
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate") || 0;
    },
    _setLastDate(lastDate) {
      this.db.set("lastDate", lastDate);
    },
    async startEvent(maxResults) {
      const {
        vitally,
        accountId,
        organizationId,
      } = this;

      let responseArray = [];
      const lastDate = this._getLastDate();
      const items = vitally.paginate({
        fn: vitally.listUsers,
        accountId,
        organizationId,
        maxResults,
        params: {
          sortBy: "createdAt",
        },
      });

      for await (const item of items) {
        if (moment(item.createdAt).isSameOrBefore(lastDate)) {
          break;
        }
        responseArray.push(item);
      }

      if (responseArray.length) {
        this._setLastDate(responseArray[0].createdAt);
      }

      for (const responseItem of responseArray.reverse()) {
        this.$emit(
          responseItem,
          {
            id: responseItem.id,
            summary: `A new user with id: "${responseItem.id}" was created!`,
            ts: responseItem.createdAt,
          },
        );
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
};

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
Vitally	`vitally`	`app`	This component uses the Vitally app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Vitally on this schedule
Account Id	`accountId`	`string`	Select a value from the drop down menu.
Organization Id	`organizationId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

To retrieve your API Key,

Click the drop down on the top left with Vitally logo
Go to “Settings” > “Integrations” > Vitally REST API
Copy the API Key under Secret Token

About Vitally#

Modern #CustomerSuccess for B2B SaaS. 🚀 Unify your data, understand it deeply, and build powerful automation to drive a world-class customer experience.

Action#

Create Document From Template on signNow

Description:Creates a new document copy out of a template. [See the documentation](https://docs.signnow.com/docs/signnow/template/operations/create-a-template-copy)

Version:0.0.1

Key:signnow-create-document-from-template

View on GitHub

Action Code#

import app from "../../signnow.app.mjs";

export default {
  key: "signnow-create-document-from-template",
  name: "Create Document From Template",
  description: "Creates a new document copy out of a template. [See the documentation](https://docs.signnow.com/docs/signnow/template/operations/create-a-template-copy)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    templateId: {
      propDefinition: [
        app,
        "templateId",
      ],
    },
    documentName: {
      propDefinition: [
        app,
        "documentName",
      ],
    },
  },
  methods: {
    createDocumentFromTemplate({
      templateId, ...args
    }) {
      return this.app.post({
        path: `/template/${templateId}/copy`,
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createDocumentFromTemplate,
      templateId,
      documentName,
    } = this;

    const response = await createDocumentFromTemplate({
      $,
      templateId,
      data: {
        document_name: documentName,
      },
    });
    $.export("$summary", `Successfully created a document from template 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
signNow	`app`	`app`	This component uses the signNow app.
Template ID	`templateId`	`string`	The ID of the template. You can find the ID by clicking on the template in the SignNow Templates page and copying the ID from the menu.
Document Name	`documentName`	`string`	The name of the document

Action 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.