← Vtiger CRM + PDF.co integrations

Add PDF security with PDF.co API on New Lead Created from Vtiger CRM API

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New Lead Created from the Vtiger CRM API
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Add PDF security with the PDF.co API
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Getting Started

This integration creates a workflow with a Vtiger CRM trigger and PDF.co 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 Lead Created trigger
    1. Connect your Vtiger CRM account
    2. Configure timer
  3. Configure the Add PDF security action
    1. Connect your PDF.co account
    2. Optional- Configure Async
    3. Optional- Configure Name
    4. Optional- Configure Expiration
    5. Optional- Configure Profiles
    6. Configure URL
    7. Configure Owner Password
    8. Select a Encryption Algorithm
    9. Optional- Configure User Password
  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 new lead is created in VTiger CRM.
Version:0.0.1
Key:vtiger_crm-new-lead-created

Vtiger CRM Overview

The Vtiger CRM API lets you tap into your customer relationship data to create, read, update, and delete records across various entities such as contacts, leads, and opportunities. In Pipedream, you can leverage this API to automate workflows, sync data across platforms, and react to events in real-time, all without the need for dedicated backend code. You can create dynamic workflows that respond to webhooks, schedule tasks, and integrate with 1000+ apps readily available on Pipedream.

Trigger Code

import base from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...base,
  key: "vtiger_crm-new-lead-created",
  name: "New Lead Created",
  description: "Emit new event when a new lead is created in VTiger CRM.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...base.methods,
    async getResources(modifiedTime) {
      const { result: { updated: leads } } = await this.vtiger.getSync({
        params: {
          modifiedTime,
          elementType: "Leads",
          syncType: "user",
        },
      });
      return leads;
    },
    getTsField() {
      return "createdtime";
    },
    generateMeta(lead) {
      return {
        id: lead.id,
        summary: `New Lead with ID ${lead.id}`,
        ts: Date.parse(lead.createdtime),
      };
    },
  },
  sampleEmit,
};

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
Vtiger CRMvtigerappThis component uses the Vtiger CRM app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

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

To retrieve your Access Key,

  • Navigate to your Vtiger CRM account and sign in
  • Click the dropdown on the to right
  • Go to “My Preferences”

  • Your instance is 1234.abc if your Vtiger CRM dashboard URL is https://1234.abc.vtiger.com/
  • Enter the email address you use to log into VTiger CRM as the username

About Vtiger CRM

Vtiger all-in-one CRM empowers you to align your marketing, sales and support teams with unified customer data powered by One View

Action

Description:Add PDF security. [See docs here](https://apidocs.pdf.co/32-pdf-password-and-security)
Version:0.0.1
Key:pdf_co-pdf-add-security

PDF.co Overview

PDF.co API on Pipedream opens up opportunities for automating document handling tasks. You can create PDFs from scratch, merge multiple documents, extract text or data, convert PDFs to different formats, and even perform complex operations like filling out forms programmatically. With Pipedream's serverless platform, these capabilities can be integrated into workflows that respond to events, schedule tasks, or trigger on specific conditions, streamlining processes that involve PDF manipulation.

Action Code

import app from "../../pdf_co.app.mjs";
import constants from "../common/constants.mjs";

export default {
  name: "Add PDF security",
  description: "Add PDF security. [See docs here](https://apidocs.pdf.co/32-pdf-password-and-security)",
  key: "pdf_co-pdf-add-security",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    async: {
      propDefinition: [
        app,
        "async",
      ],
    },
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    expiration: {
      propDefinition: [
        app,
        "expiration",
      ],
    },
    profiles: {
      propDefinition: [
        app,
        "profiles",
      ],
    },
    url: {
      propDefinition: [
        app,
        "url",
      ],
    },
    ownerPassword: {
      type: "string",
      label: "Owner Password",
      description: "The main owner password that is used for documents encryption and for setting/removing restrictions.",
    },
    encryptionAlgorithm: {
      type: "string",
      label: "Encryption Algorithm",
      description: "Encryption algorithm. Valid values: RC4_40bit, RC4_128bit, AES_128bit, AES_256bit. AES_128bit or higher is recommended.",
      options: constants.ENCRYPTION_ALGORITHM_OPTS,
      default: "AES_128bit",
    },
    userPassword: {
      type: "string",
      label: "User Password",
      description: "The optional user password will be asked for viewing and printing document.",
      optional: true,
      reloadProps: true,
    },
  },
  async additionalProps() {
    if (!this.userPassword || this.userPassword.length === 0) {
      return {};
    }
    return {
      allowAccessibilitySupport: {
        type: "boolean",
        label: "Allow Accessibility Support",
        description: "Allow or prohibit content extraction for accessibility needs.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      allowAssemblyDocument: {
        type: "boolean",
        label: "Allow Assembly Document",
        description: "Allow or prohibit assembling the document.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      allowPrintDocument: {
        type: "boolean",
        label: "Allow Print Document",
        description: "Allow or prohibit printing PDF document.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      allowFillForms: {
        type: "boolean",
        label: "Allow Fill Forms",
        description: "Allow or prohibit filling of interactive form fields (including signature fields) in PDF document.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      allowModifyDocument: {
        type: "boolean",
        label: "Allow Modify Document",
        description: "Allow or prohibit modification of PDF document.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      allowContentExtraction: {
        type: "boolean",
        label: "Allow Content Extraction",
        description: "Allow or prohibit copying content from PDF document.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      allowModifyAnnotations: {
        type: "boolean",
        label: "Allow Modify Annotations",
        description: "Allow or prohibit interacting with text annotations and forms in PDF document.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
      },
      printQuality: {
        type: "string",
        label: "Print Quality",
        description: "Allowed printing quality. Valid values: `HighResolution`, `LowResolution`.\n\nthis restriction applies when `User Password` (if any) is entered.",
        optional: true,
        options: constants.PRINT_QUALITY_OPTS,
      },
    };
  },
  async run({ $ }) {
    const payload = {
      url: this.url,
      ownerPassword: this.ownerPassword,
      userPassword: this.userPassword,
      encryptionAlgorithm: this.encryptionAlgorithm,
      allowAccessibilitySupport: this.allowAccessibilitySupport,
      allowAssemblyDocument: this.allowAssemblyDocument,
      allowPrintDocument: this.allowPrintDocument,
      allowFillForms: this.allowFillForms,
      allowModifyDocument: this.allowModifyDocument,
      allowContentExtraction: this.allowContentExtraction,
      allowModifyAnnotations: this.allowModifyAnnotations,
      printQuality: this.printQuality,
      async: this.async,
      profiles: this.profiles,
      name: this.name,
      expiration: this.expiration,
    };
    const endpoint = "/pdf/security/add";
    const response = await this.app.genericRequest(
      $,
      payload,
      endpoint,
    );
    $.export("$summary", `Successfully added security, from: ${this.url}`);
    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.

LabelPropTypeDescription
PDF.coappappThis component uses the PDF.co app.
Asyncasyncboolean

Runs processing asynchronously. Returns JobId.

Namenamestring

File name for generated output.

Expirationexpirationinteger

Output link expiration in minutes. Default is 60 (i.e. 60 minutes or 1 hour).

Profilesprofilesany

Use this parameter to set additional configuration for fine tuning and extra options. Explore PDF.co for profile examples.

URLurlstring

URL to the source file. Supports links from Google Drive, Dropbox and from built-in PDF.co files storage.

Owner PasswordownerPasswordstring

The main owner password that is used for documents encryption and for setting/removing restrictions.

Encryption AlgorithmencryptionAlgorithmstringSelect a value from the drop down menu:RC4_40bitRC4_128bitAES_128bitAES_256bit
User PassworduserPasswordstring

The optional user password will be asked for viewing and printing document.

Action Authentication

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

About PDF.co

PDF.co is a API platform for data extraction from PDF, spreadsheets, barcodes. 300+ integrations supported.

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