Add or update multiple records with Data Stores API on New Folder from Docusign Developer API

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Trigger workflow on

New Folder from the Docusign Developer API

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Add or update multiple records with the Data Stores API

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Getting Started#

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

Select this integration
Configure the New Folder trigger
1. Connect your Docusign Developer account
2. Select a Account
3. Configure Polling Interval
4. Select one or more Folder types
Configure the Add or update multiple records action
1. Connect your Data Stores account
2. Configure Data Store
3. Configure Data
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 Folder on Docusign Developer

Description:Emit new event when a new folder is created

Version:0.0.2

Key:docusign_developer-new-folder

View on GitHub

Docusign Developer Overview#

The DocuSign Developer API enables automation around electronic agreements, signatures, and approval processes. It's a powerful tool for streamlining document workflows, allowing you to create, send, and manage documents programmatically. With Pipedream, you can harness this capability to integrate DocuSign seamlessly with other services, triggering actions based on document status, automating follow-ups, syncing data with CRM systems, and more.

Trigger Code#

import docusign from "../../docusign_developer.app.mjs";
import common from "../../../docusign/sources/new-folder/common.mjs";

export default {
  ...common,
  key: "docusign_developer-new-folder",
  version: "0.0.2",
  name: "New Folder",
  description: "Emit new event when a new folder is created",
  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.

Label	Prop	Type	Description
Docusign Developer	`docusign`	`app`	This component uses the Docusign Developer app.
Account	`account`	`string`	Select a value from the drop down menu.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling Interval	`timer`	`$.interface.timer`	Pipedream will poll the Docusign API on this schedule
Folder types	`include`	`string[]`	Select a value from the drop down menu:`envelope_folderstemplate_foldersshared_template_folders`

Trigger Authentication#

Docusign Developer uses OAuth authentication. When you connect your Docusign Developer account, Pipedream will open a popup window where you can sign into Docusign Developer 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 Developer API.

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

signatureextendedopenid

About Docusign Developer#

Electronic Signature and Agreement Cloud (for developers)

Action#

Add or update multiple records on Data Stores

Description:Add or update multiple records to your [Pipedream Data Store](https://pipedream.com/data-stores/).

Version:0.0.6

Key:data_stores-add-update-multiple-records

View on GitHub

Data Stores Overview#

Data Stores are a key-value store that allow you to persist state and share data across workflows. You can perform CRUD operations, enabling dynamic data management within your serverless architecture. Use it to save results from API calls, user inputs, or interim data; then read, update, or enrich this data in subsequent steps or workflows. Data Stores simplify stateful logic and cross-workflow communication, making them ideal for tracking process statuses, aggregating metrics, or serving as a simple configuration store.

Action Code#

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

export default {
  key: "data_stores-add-update-multiple-records",
  name: "Add or update multiple records",
  description: "Add or update multiple records to your [Pipedream Data Store](https://pipedream.com/data-stores/).",
  version: "0.0.6",
  type: "action",
  props: {
    app,
    dataStore: {
      propDefinition: [
        app,
        "dataStore",
      ],
    },
    data: {
      label: "Data",
      type: "object",
      description: "Enter data you'd like to add as key-value pairs, or reference an object from a previous step using a custom expression (e.g., `{{steps.data.$return_value}}`). Note that any keys that are duplicated will get overwritten with the last value entered (so `[{jerry: \"constanza\", jerry: \"seinfeld\"}]` will get stored as `[{jerry: \"seinfeld\"}]`).",
    },
  },
  methods: {
    /**
     * Tries to convert a string to a JSON object or a primitive value.
     * @param {any} value Value to be converted
     * @returns The converted value
     */
    convertString(value) {
      // If type is already primitive non string, return it
      const primitives = [
        "boolean",
        "number",
      ];
      if (primitives.includes(typeof value)) {
        return value;
      }

      // Tries to convert string to possible other primitive types
      if (typeof value === "string") {
        // Convert boolean
        if (value.toLowerCase() === "true") {
          return true;
        }
        if (value.toLowerCase() === "false") {
          return false;
        }

        // Convert number
        if (!isNaN(value)) {
          return parseFloat(value);
        }
      }

      return this.app.evaluate(value);
    },
    /**
     * Add all the key-value pairs in the map object to be used in the data store
     * @param {*} data Data to be parsed
     * @param {Map} map Hashmap to be updated
     */
    populateHashMapOfData(data, map) {
      if (!Array.isArray(data) && typeof(data) === "object") {
        Object.keys(data).forEach((key) => map[key] = this.convertString(data[key]));
        return;
      }

      if (Array.isArray(data)) {
        for (const item of data) {
          this.populateHashMapOfData(item, map);
        }
      }
    },
    getHashMapOfData(data) {
      const map = {};
      this.populateHashMapOfData(data, map);
      return map;
    },
  },
  async run({ $ }) {
    if (typeof this.data === "string") {
      this.data = this.app.evaluate(this.data);
    }
    const map = this.getHashMapOfData(this.data);
    const keys = Object.keys(map);
    const promises = Object.keys(map).map((key) => this.dataStore.set(key, map[key]));
    await Promise.all(promises);
    if (keys.length === 0) {
      $.export("$summary", "No data was added to the data store.");
    } else {
      // eslint-disable-next-line multiline-ternary
      $.export("$summary", `Successfully added or updated ${keys.length} record${keys.length === 1 ? "" : "s"}`);
    }
    return map;
  },
};

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
Data Stores	`app`	`app`	This component uses the Data Stores app.
Data Store	`dataStore`	`data_store`	Select an existing Data Store or create a new one.
Data	`data`	`object`	Enter data you'd like to add as key-value pairs, or reference an object from a previous step using a custom expression (e.g., `{{steps.data.$return_value}}`). Note that any keys that are duplicated will get overwritten with the last value entered (so `[{jerry: "constanza", jerry: "seinfeld"}]` will get stored as `[{jerry: "seinfeld"}]`).