Create New List with Klaviyo API on New Document Signed from Zoho Sign API

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Trigger workflow on

New Document Signed from the Zoho Sign API

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Create New List with the Klaviyo API

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Getting Started#

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

Select this integration
Configure the New Document Signed trigger
1. Connect your Zoho Sign account
2. Configure timer
Configure the Create New List action
1. Connect your Klaviyo account
2. Configure List 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 Document Signed on Zoho Sign

Description:Emit new event when a document has received a successful signature from all the required parties.

Version:0.0.1

Key:zoho_sign-document-signed

View on GitHub

Zoho Sign Overview#

Zoho Sign API lets you automate document signing processes. Integrate with Pipedream to create or manage documents, send them for signatures, and track status updates in real-time. Sync data with other apps, trigger workflows based on document actions, or automate follow-ups once signatures are received.

Trigger Code#

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

export default {
  ...common,
  key: "zoho_sign-document-signed",
  name: "New Document Signed",
  description: "Emit new event when a document has received a successful signature from all the required parties.",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    sortColumn() {
      return "modified_time";
    },
    isRelevant(doc) {
      return doc.sign_percentage === 100;
    },
    generateMeta(doc) {
      return {
        id: doc.request_id,
        summary: `Document ${doc.request_id} Signed`,
        ts: doc[this.sortColumn],
      };
    },
  },
};

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
Zoho Sign	`zohoSign`	`app`	This component uses the Zoho Sign app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`

Trigger Authentication#

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

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

ZohoSign.documents.READZohoSign.documents.UPDATEZohoSign.documents.DELETEZohoSign.account.CREATEZohoSign.account.UPDATEZohoSign.account.READZohoSign.account.DELETEZohoSign.templates.CREATEZohoSign.templates.READZohoSign.templates.UPDATE

About Zoho Sign#

Sign, Paperless. A complete digital signature app for business signatories.

Action#

Create New List on Klaviyo

Description:Creates a new list in an account. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/create-list)

Version:0.0.2

Key:klaviyo-create-new-list

View on GitHub

Klaviyo Overview#

The Klaviyo API grants you the power to automate and personalize your email marketing efforts. With it, you can manage lists, profiles, and campaigns, track event-driven communications, and analyze the results. By leveraging this API on Pipedream, you can create intricate, automated workflows that respond in real-time to your users' behavior, sync data across multiple platforms, and tailor your marketing strategies to improve engagement and conversion rates.

Action Code#

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

export default {
  key: "klaviyo-create-new-list",
  name: "Create New List",
  description: "Creates a new list in an account. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/create-list)",
  version: "0.0.2",
  type: "action",
  props: {
    klaviyo,
    listName: {
      propDefinition: [
        klaviyo,
        "listName",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.klaviyo.newList({
      data: {
        type: "list",
        attributes: {
          name: this.listName,
        },
      },
    });

    $.export("$summary", `"${this.listName}" successfully created!`);
    return response.body;
  },
};