← Docusign + Klaviyo integrations

Add Member To List with Klaviyo API on New Change in Envelope Status from Docusign API

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New Change in Envelope Status from the Docusign API
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Add Member To List with the Klaviyo API
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Getting Started

This integration creates a workflow with a Docusign trigger and Klaviyo 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 New Change in Envelope Status trigger
    1. Connect your Docusign account
    2. Select a Account
    3. Configure Polling Interval
    4. Select one or more Status
  3. Configure the Add Member To List action
    1. Connect your Klaviyo account
    2. Select a List
    3. Select one or more Profile Ids
  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 an envelope's status is updated
Version:0.0.1
Key:docusign-new-change-in-envelope-status

Docusign Overview

The DocuSign API enables you to integrate electronic signature workflows into your applications, automate the process of sending and receiving documents for signatures, and securely manage related data. Leveraging Pipedream's platform, you can build powerful automations that streamline how contracts and agreements are handled, enhance compliance, and improve overall efficiency.

Trigger Code

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

export default {
  ...common,
  key: "docusign-new-change-in-envelope-status",
  version: "0.0.1",
  name: "New Change in Envelope Status",
  description: "Emit new event when an envelope's status is updated",
  type: "source",
  props: {
    docusign,
    account: {
      propDefinition: [
        docusign,
        "account",
      ],
    },
    ...common.props,
  },
};

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
DocusigndocusignappThis component uses the Docusign app.
AccountaccountstringSelect a value from the drop down menu.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling Intervaltimer$.interface.timer

Pipedream will poll the Docusign API on this schedule

Statusstatusstring[]Select a value from the drop down menu:anycompletedcreateddeclineddeleteddeliveredprocessingsentsignedtimedoutvoided

Trigger Authentication

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

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

signatureextendedopenid

About Docusign

Electronic Signature and Agreement Cloud

Action

Description:Add member to a specific list. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/add-members)
Version:1.0.0
Key:klaviyo-add-member-to-list

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 { parseObject } from "../../common/utils.mjs";
import klaviyo from "../../klaviyo.app.mjs";

export default {
  key: "klaviyo-add-member-to-list",
  name: "Add Member To List",
  description: "Add member to a specific list. [See the docs here](https://developers.klaviyo.com/en/v1-2/reference/add-members)",
  version: "1.0.0",
  type: "action",
  props: {
    klaviyo,
    list: {
      propDefinition: [
        klaviyo,
        "list",
      ],
    },
    profileIds: {
      propDefinition: [
        klaviyo,
        "profileIds",
      ],
    },
  },
  async run({ $ }) {
    const { response } = await this.klaviyo.subscribeProfiles({
      listId: this.list.value,
      data: parseObject(this.profileIds)?.map(({ value: id }) => ({
        type: "profile",
        id,
      })),
    });

    $.export("$summary", `${this.profileId} successfully added to "${this.list.label}"!`);
    return response.data;
  },
};

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
KlaviyoklaviyoappThis component uses the Klaviyo app.
ListliststringSelect a value from the drop down menu.
Profile IdsprofileIdsstring[]Select a value from the drop down menu.

Action Authentication

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

About Klaviyo

Email Marketing and SMS Marketing Platform

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