← Docusign + Slack integrations

Add Star with Slack APIon Envelope Sent or Complete from Docusign API

Pipedream makes it easy to connect APIs for Slack, Docusign and + other apps remarkably fast.

Trigger workflow on
Envelope Sent or Complete from the Docusign API
Next, do this
Add Star with the Slack API
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Getting Started

This integration creates a workflow with a Docusign trigger and Slack 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 Envelope Sent or Complete trigger
    1. Connect your Docusign account
    2. Configure timer
    3. Select a Account
    4. Select one or more Status
  3. Configure the Add Star action
    1. Connect your Slack account
    2. Optional- Select a Channel
    3. Optional- Configure Timestamp
    4. Optional- Configure File ID
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, open source 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:Emits an event when an envelope status is set to sent or complete
Version:0.0.2
Key:docusign-envelope-sent-or-complete

Trigger Code

const docusign = require("../../docusign.app.js");

module.exports = {
  key: "docusign-envelope-sent-or-complete",
  name: "Envelope Sent or Complete",
  description:
    "Emits an event when an envelope status is set to sent or complete",
  version: "0.0.2",
  dedupe: "unique",
  props: {
    docusign,
    db: "$.service.db",
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: 60 * 15,
      },
    },
    account: {
      propDefinition: [
        docusign,
        "account",
      ],
    },
    status: {
      type: "string[]",
      label: "Status",
      description: "The envelope status that you are checking for",
      options: [
        "sent",
        "completed",
      ],
      default: [
        "sent",
      ],
    },
  },
  methods: {
    _getLastEvent() {
      return this.db.get("lastEvent");
    },
    _setLastEvent(lastEvent) {
      this.db.set("lastEvent", lastEvent);
    },
    monthAgo() {
      const monthAgo = new Date();
      monthAgo.setMonth(monthAgo.getMonth() - 1);
      return monthAgo;
    },
    generateMeta({
      envelopeId: id, emailSubject: summary, status,
    }, ts) {
      return {
        id: `${id}${status}`,
        summary,
        ts,
      };
    },
  },
  async run(event) {
    const { timestamp: ts } = event;
    const lastEvent = this._getLastEvent() || this.monthAgo().toISOString();
    const baseUri = await this.docusign.getBaseUri(this.account);
    let done = false;
    const params = {
      from_date: lastEvent,
      status: this.status.join(),
    };
    do {
      const {
        envelopes = [],
        nextUri,
        endPosition,
      } = await this.docusign.listEnvelopes(baseUri, params);
      if (nextUri) params.start_position += endPosition + 1;
      else done = true;

      for (const envelope of envelopes) {
        const meta = this.generateMeta(envelope, ts);
        this.$emit(envelope, meta);
      }
    } while (!done);
    this._setLastEvent(new Date(ts * 1000).toISOString());
  },
};

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.
N/Adb$.service.dbThis component uses $.service.db to maintain state between component invocations.
timer$.interface.timer
AccountaccountstringSelect a value from the drop down menu.
Statusstatusstring[]Select a value from the drop down menu:sentcompleted

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 a star to an item on behalf of the authenticated user
Version:0.0.1
Key:slack-add-star

Action Code

const slack = require("../../slack.app.js");

module.exports = {
  key: "slack-add-star",
  name: "Add Star",
  description: "Add a star to an item on behalf of the authenticated user",
  version: "0.0.1",
  type: "action",
  props: {
    slack,
    conversation: {
      propDefinition: [
        slack,
        "conversation",
      ],
      optional: true,
      description: "Channel to add star to, or channel where the message to add star to was posted (used with timestamp).",
    },
    timestamp: {
      propDefinition: [
        slack,
        "timestamp",
      ],
      optional: true,
      description: "Timestamp of the message to add star to.",
    },
    file: {
      propDefinition: [
        slack,
        "file",
      ],
      optional: true,
      description: "File to add star to.",
    },
  },
  async run() {
    return await this.slack.sdk().stars.add({
      conversation: this.conversation,
      timestamp: this.timestamp,
      file: this.file,
    });
  },
};

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
SlackslackappThis component uses the Slack app.
ChannelconversationstringSelect a value from the drop down menu.
Timestamptimestampstring

Timestamp of the message to add star to.

File IDfilestring

File to add star to.

Action Authentication

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

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

calls:readcalls:writechannels:historychannels:readchannels:writednd:readdnd:writeemoji:readfiles:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writepins:readpins:writereactions:readreactions:writereminders:readreminders:writeremote_files:readremote_files:sharestars:readstars:writeteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:usercommandsfiles:write:userusers.profile:writeusers.profile:read

About Slack

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

About Pipedream

Stop writing boilerplate code, struggling with authentication and managing infrastructure. Start connecting APIs with code-level control when you need it — and no code when you don't.

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Powerful features that scale
Manage concurrency and execution rate
Manage concurrency and execution rate

Queue up to 10,000 events per workfow and manage the concurrency and rate at which workflows are triggered.

Process large payloads up to 5 terabytes
Process large payloads up to 5 terabytes

Large file support enables you to trigger workflows with any data (e.g., large JSON files, images and videos) up to 5 terabytes.

Return custom responses to HTTP requests
Return custom responses to HTTP requests

Return any JSON-serializable response from an HTTP triggered workflow using $respond().

Use most npm packages
Use most npm packages

To use any npm package, just require() it -- there's no npm install or package.json required.

Maintain state between executions
Maintain state between executions

Use $checkpoint to save state in one workflow invocation and read it the next time your workflow runs.

Pass data between steps
Pass data between steps

Return data from any step to inspect it in a human-friendly way and reference the data in future steps via the steps object.