← Concord + Google Sheets integrations

Add Single Row with Google Sheets API on New Agreement with Status from Concord API

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New Agreement with Status from the Concord API
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Add Single Row with the Google Sheets API
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Getting Started

This integration creates a workflow with a Concord trigger and Google Sheets 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 Agreement with Status trigger
    1. Connect your Concord account
    2. Configure timer
    3. Select a Organization ID
    4. Optional- Select one or more Status(es)
    5. Optional- Configure Filter by search pattern
  3. Configure the Add Single Row action
    1. Connect your Google Sheets account
    2. Optional- Select a Drive
    3. Select a Spreadsheet
    4. Select a Sheet Name
    5. Select a Does the first row of the sheet have headers?
  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 for new agreements with the specified status(es) [See the documentation](https://api.doc.concordnow.com/#tag/Agreement/operation/ListAgreements)
Version:0.0.1
Key:concord-new-agreement-with-status

Concord Overview

The Concord API provides access to a contract management platform that lets users automate the creation, negotiation, signing, and management of contracts. With the API, you can leverage Concord's features in a programmatic way, allowing for integration with external systems and automation of workflows. Using Pipedream, you can connect Concord's capabilities to a multitude of other services, trigger workflows based on events within Concord, or perform operations in Concord in response to triggers from other apps.

Trigger Code

import app from "../../app/concord.app.mjs";
import { defineSource } from "@pipedream/types";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import { AGREEMENT_LIST_STATUSES } from "../../common/constants.mjs";
export default defineSource({
    key: "concord-new-agreement-with-status",
    name: "New Agreement with Status",
    description: "Emit new event for new agreements with the specified status(es) [See the documentation](https://api.doc.concordnow.com/#tag/Agreement/operation/ListAgreements)",
    version: "0.0.1",
    type: "source",
    props: {
        app,
        db: "$.service.db",
        timer: {
            type: "$.interface.timer",
            default: {
                intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
            },
        },
        organizationId: {
            propDefinition: [
                app,
                "organizationId",
            ],
        },
        statuses: {
            label: "Status(es)",
            description: "One or more statuses to emit events for. If none are selected, events will be emitted for all statuses.",
            type: "string[]",
            options: AGREEMENT_LIST_STATUSES,
            optional: true,
        },
        search: {
            label: "Filter by search pattern",
            description: "If set, events will only be emitted for agreement matching the specified pattern",
            type: "string",
            optional: true,
        },
    },
    hooks: {
        async deploy() {
            await this.getAndProcessData();
        },
    },
    methods: {
        getSavedIds() {
            return this.db.get("savedIds");
        },
        setSavedIds(data) {
            this.db.set("savedIds", data);
        },
        async getAndProcessData() {
            const { organizationId, search, statuses, } = this;
            const data = await this.app.listAgreements({
                organizationId,
                search,
                statuses,
            });
            if (data) {
                const savedIds = this.getSavedIds() ?? [];
                data
                    .filter(({ uuid }) => !savedIds.includes(uuid))
                    .reverse()
                    .forEach((obj) => {
                    this.emitEvent(obj);
                    savedIds.push(obj.uuid);
                });
                this.setSavedIds(savedIds);
            }
        },
        emitEvent(data) {
            const ts = Date.now();
            const { uuid: id } = data;
            this.$emit(data, {
                id,
                summary: `New Agreement (${data.status}): "${data.title}"`,
                ts,
            });
        },
    },
    async run() {
        await this.getAndProcessData();
    },
});

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
ConcordappappThis component uses the Concord app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Organization IDorganizationIdintegerSelect a value from the drop down menu.
Status(es)statusesstring[]Select a value from the drop down menu:DRAFTVALIDATIONNEGOTIATIONSIGNINGUNKNOWN_CONTRACTFUTURE_CONTRACTCURRENT_CONTRACTCOMPLETED_CONTRACTCOMPLETED_CANCEL_CONTRACTCOMPLETED_CONTRACT_RENEWABLEBROKENNEGO_INVITETEMPLATETEMPLATE_AUTO
Filter by search patternsearchstring

If set, events will only be emitted for agreement matching the specified pattern

Trigger Authentication

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

To retrieve your API Key,

  • Navigate to your Concord account and sign in
  • Go to “Integrations” > “Concord API”

About Concord

Take control of your contract lifecycle management with drafting, approvals, e-signature and storage — all in one place.

Action

Description:Add a single row of data to Google Sheets
Version:2.1.4
Key:google_sheets-add-single-row

Google Sheets Overview

The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.

Action Code

import googleSheets from "../../google_sheets.app.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  key: "google_sheets-add-single-row",
  name: "Add Single Row",
  description: "Add a single row of data to Google Sheets",
  version: "2.1.4",
  type: "action",
  props: {
    googleSheets,
    drive: {
      propDefinition: [
        googleSheets,
        "watchedDrive",
      ],
    },
    sheetId: {
      propDefinition: [
        googleSheets,
        "sheetID",
        (c) => ({
          driveId: googleSheets.methods.getDriveId(c.drive),
        }),
      ],
      description: "",
      withLabel: true,
    },
    sheetName: {
      propDefinition: [
        googleSheets,
        "sheetName",
        (c) => ({
          sheetId: c.sheetId?.value || c.sheetId,
        }),
      ],
      description: "",
    },
    hasHeaders: {
      type: "string",
      label: "Does the first row of the sheet have headers?",
      description: "If the first row of your document has headers we'll retrieve them to make it easy to enter the value for each column.",
      options: [
        "Yes",
        "No",
      ],
      reloadProps: true,
    },
  },
  async additionalProps() {
    const sheetId = this.sheetId?.value || this.sheetId;
    const props = {};
    if (this.hasHeaders === "Yes") {
      const { values } = await this.googleSheets.getSpreadsheetValues(sheetId, `${this.sheetName}!1:1`);
      if (!values[0]?.length) {
        throw new ConfigurationError("Could not find a header row. Please either add headers and click \"Refresh fields\" or adjust the action configuration to continue.");
      }
      for (let i = 0; i < values[0]?.length; i++) {
        props[`col_${i.toString().padStart(4, "0")}`] = {
          type: "string",
          label: values[0][i],
          optional: true,
        };
      }
    } else if (this.hasHeaders === "No") {
      props.myColumnData = {
        type: "string[]",
        label: "Values",
        description: "Provide a value for each cell of the row. Google Sheets accepts strings, numbers and boolean values for each cell. To set a cell to an empty value, pass an empty string.",
      };
    }
    return props;
  },
  async run({ $ }) {
    const sheetId = this.sheetId?.value || this.sheetId;
    let cells;
    if (this.hasHeaders === "Yes") {
      // TODO: If we could create a variable using this.allColumns in additionalProps, we dont need
      // to call getSpreadsheetValues here again.
      const { values: rows } = await this.googleSheets.getSpreadsheetValues(sheetId, `${this.sheetName}!1:1`);
      const [
        headers,
      ] = rows;
      cells = headers
        .map((_, i) => `col_${i.toString().padStart(4, "0")}`)
        .map((column) => this[column] ?? "");
    } else {
      cells = this.googleSheets.sanitizedArray(this.myColumnData);
    }

    // validate input
    if (!cells || !cells.length) {
      throw new Error("Please enter an array of elements in `Cells / Column Values`.");
    } else if (!Array.isArray(cells)) {
      throw new Error("Cell / Column data is not an array. Please enter an array of elements in `Cells / Column Values`.");
    } else if (Array.isArray(cells[0])) {
      throw new Error("Cell / Column data is a multi-dimensional array. A one-dimensional is expected. If you're trying to send multiple rows to Google Sheets, search for the action to add multiple rows to Sheets.");
    }

    const {
      arr,
      convertedIndexes,
    } = this.googleSheets.arrayValuesToString(cells);

    const data = await this.googleSheets.addRowsToSheet({
      spreadsheetId: sheetId,
      range: this.sheetName,
      rows: [
        arr,
      ],
    });

    let summary = `Added 1 row to [${this.sheetId?.label || this.sheetId} (${data.updatedRange})](https://docs.google.com/spreadsheets/d/${sheetId}).`;
    if (convertedIndexes.length > 0) {
      summary += " We detected something other than a string/number/boolean in at least one of the fields and automatically converted it to a string.";
    }
    $.export("$summary", summary);

    return 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
Google SheetsgoogleSheetsappThis component uses the Google Sheets app.
DrivedrivestringSelect a value from the drop down menu.
SpreadsheetsheetIdstringSelect a value from the drop down menu.
Sheet NamesheetNamestringSelect a value from the drop down menu.
Does the first row of the sheet have headers?hasHeadersstringSelect a value from the drop down menu:YesNo

Action Authentication

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

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

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

About Google Sheets

Use Google Sheets to create and edit online spreadsheets. Get insights together with secure sharing in real-time and from any device.

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