← PandaDoc + Google Drive integrations

Share File or Folder with Google Drive API on Document State Changed (Instant) from PandaDoc API

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Document State Changed (Instant) from the PandaDoc API
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Share File or Folder with the Google Drive API
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Getting Started

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

  1. Select this integration
  2. Configure the Document State Changed (Instant) trigger
    1. Connect your PandaDoc account
  3. Configure the Share File or Folder action
    1. Connect your Google Drive account
    2. Optional- Select a Drive
    3. Optional- Select a File
    4. Optional- Select a Folder
    5. Select a Type
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a document's state is changed. [See the documentation here](https://developers.pandadoc.com/reference/create-webhooks-subscription)
Version:0.0.5
Key:pandadoc-document-state-changed

PandaDoc Overview

The PandaDoc API opens up a realm of possibilities for automating document workflows, creating a seamless bridge between document management and various business processes. With it, you can programmatically create, send, and track documents, streamline electronic signatures, and manage templates, among others. Integrations through Pipedream can harness these capabilities, enabling you to trigger actions in PandaDoc based on events from other apps, or vice versa.

Trigger Code

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

const DOCS_LINK = "https://developers.pandadoc.com/reference/create-webhooks-subscription";

export default {
  ...common,
  name: "Document State Changed (Instant)",
  description:
    `Emit new event when a document's state is changed. [See the documentation here](${DOCS_LINK})`,
  key: "pandadoc-document-state-changed",
  version: "0.0.5",
  type: "source",
  methods: {
    ...common.methods,
    getHookName() {
      return "Document State Changed";
    },
    getHookTypes() {
      return [
        "document_state_changed",
      ];
    },
  },
};

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.
LabelPropTypeDescription
PandaDocappappThis component uses the PandaDoc app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis 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

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

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

read+write

About PandaDoc

Create, Approve, Track & eSign Docs 40% Faster

Action

Description:Add a [sharing permission](https://support.google.com/drive/answer/7166529) to the sharing preferences of a file or folder and provide a sharing URL. [See the documentation](https://developers.google.com/drive/api/v3/reference/permissions/create)
Version:0.1.9
Key:google_drive-add-file-sharing-preference

Google Drive Overview

The Google Drive API on Pipedream allows you to automate various file management tasks, such as creating, reading, updating, and deleting files within your Google Drive. You can also share files, manage permissions, and monitor changes to files and folders. This opens up possibilities for creating workflows that seamlessly integrate with other apps and services, streamlining document handling, backup processes, and collaborative workflows.

Action Code

import { ConfigurationError } from "@pipedream/platform";
import {
  GOOGLE_DRIVE_GRANTEE_DOMAIN,
  GOOGLE_DRIVE_GRANTEE_GROUP,
  GOOGLE_DRIVE_GRANTEE_USER,
  GOOGLE_DRIVE_ROLE_OPTIONS,
  GOOGLE_DRIVE_ROLE_OPTION_FILEORGANIZER,
  GOOGLE_DRIVE_ROLE_WRITER,
} from "../../common/constants.mjs";
import googleDrive from "../../google_drive.app.mjs";

/**
 * Uses Google Drive API to create a permission for a file. The role granted by
 * the permission is one of `owner`,`organizer`,`fileOrganizer`,
 * `writer`,`commenter`, `reader`. See the [Google Drive API Reference for
 * Permissions](https://bit.ly/2XKKG1X) for more information.
 */
export default {
  key: "google_drive-add-file-sharing-preference",
  name: "Share File or Folder",
  description:
    "Add a [sharing permission](https://support.google.com/drive/answer/7166529) to the sharing preferences of a file or folder and provide a sharing URL. [See the documentation](https://developers.google.com/drive/api/v3/reference/permissions/create)",
  version: "0.1.9",
  type: "action",
  props: {
    googleDrive,
    drive: {
      propDefinition: [
        googleDrive,
        "watchedDrive",
      ],
      optional: true,
    },
    fileId: {
      propDefinition: [
        googleDrive,
        "fileId",
        (c) => ({
          drive: c.drive,
        }),
      ],
      optional: true,
      description: "The file to share. You must specify either a file or a folder.",
    },
    folderId: {
      propDefinition: [
        googleDrive,
        "folderId",
        (c) => ({
          drive: c.drive,
        }),
      ],
      optional: true,
      description: "The folder to share. You must specify either a file or a folder.",
    },
    type: {
      propDefinition: [
        googleDrive,
        "type",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const obj = {};
    const {
      fileId, folderId, type,
    } = this;
    if (!(fileId || folderId) || !type) return obj;

    const emailAddress = {
      type: "string",
      label: "Email Address",
      description:
        "Enter the email address of the user that you'd like to share the file or folder with (e.g. `alex@altostrat.com`).",
    };

    switch (type) {
    case GOOGLE_DRIVE_GRANTEE_DOMAIN:
      obj.domain = {
        type: "string",
        label: "Domain",
        description:
            "Enter the domain of the G Suite organization that you'd like to share the file or folder with (e.g. `altostrat.com`). All G Suite organization users under this domain will have access to the file you share.",
      };
      break;
    case GOOGLE_DRIVE_GRANTEE_GROUP:
      obj.emailAddress = {
        ...emailAddress,
        description:
            "Enter the email address of the group that you'd like to share the file or folder with (e.g. `hiking-club@altostrat.com`)",
      };
      break;
    case GOOGLE_DRIVE_GRANTEE_USER:
      obj.emailAddress = emailAddress;
      break;

    default:
      break;
    }

    const isFolder = !!folderId;
    const options = GOOGLE_DRIVE_ROLE_OPTIONS;

    if (isFolder) {
      const writerOpt = options.find(({ value }) => value === GOOGLE_DRIVE_ROLE_WRITER);
      writerOpt.label = writerOpt.label.replace(/Writer/, "Contributor");
      options.push(GOOGLE_DRIVE_ROLE_OPTION_FILEORGANIZER);
    }

    return {
      ...obj,
      role: {
        type: "string",
        label: "Role",
        description: "The role granted by this permission",
        options,
      },
    };
  },
  async run({ $ }) {
    const {
      fileId, folderId, role, type, domain, emailAddress,
    } = this;
    if (!(fileId || folderId)) {
      throw new ConfigurationError("You must specify either a file or a folder");
    }
    // Create the permission for the file
    await this.googleDrive.createPermission(folderId ?? fileId, {
      role,
      type,
      domain,
      emailAddress,
    });

    // Get the file to get the `webViewLink` sharing URL
    const resp = await this.googleDrive.getFile(folderId ?? fileId);
    const webViewLink = resp.webViewLink;
    $.export(
      "$summary",
      `Successfully shared ${folderId
        ? "folder"
        : "file"} "${resp.name}" with ${type} "${
        emailAddress ?? domain ?? ""
      }" with role '${role}'`,
    );
    return webViewLink;
  },
};

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.

LabelPropTypeDescription
Google DrivegoogleDriveappThis component uses the Google Drive app.
DrivedrivestringSelect a value from the drop down menu.
FilefileIdstringSelect a value from the drop down menu.
FolderfolderIdstringSelect a value from the drop down menu.
TypetypestringSelect a value from the drop down menu:usergroupdomainanyone

Action Authentication

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

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

https://www.googleapis.com/auth/drive

About Google Drive

Google Drive is a file storage and synchronization service which allows you to create and share your work online, and access your documents from anywhere.

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