← Concord + Pipedream integrations

Create a Subscription with Pipedream 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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Create a Subscription with the Pipedream API
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Developers Pipedream

Getting Started

This integration creates a workflow with a Concord trigger and Pipedream 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 Create a Subscription action
    1. Connect your Pipedream account
    2. Select a Subscription category
    3. Select a Subscription source
    4. Optional- Select a Event name
    5. Configure Listener 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, 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:Create a Subscription. [See Doc](https://pipedream.com/docs/api/rest/#subscriptions)
Version:0.1.0
Key:pipedream-create-subscription

Pipedream Overview

Pipedream is an API that allows you to build applications that can connect to
various data sources and processes them in real-time. You can use Pipedream to
create applications that can perform ETL (Extract, Transform, and Load) tasks,
as well as to create data-driven workflows.

Some examples of applications you can build using the Pipedream API include:

  • An application that can extract data from a database, transform it, and then
    load it into another database.
  • An application that can monitor a data source for changes, and then trigger a
    workflow in response to those changes.
  • An application that can poll an API for new data, and then process that data
    in real-time.

Action Code

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

export default {
  key: "pipedream-create-subscription",
  name: "Create a Subscription",
  description: "Create a Subscription. [See Doc](https://pipedream.com/docs/api/rest/#subscriptions)",
  version: "0.1.0",
  type: "action",
  props: {
    pipedream,
    subscriptionCategory: {
      propDefinition: [
        pipedream,
        "subscriptionCategory",
      ],
    },
    subscriptionSource: {
      propDefinition: [
        pipedream,
        "subscriptionSource",
        (c) => ({
          subscriptionCategory: c.subscriptionCategory,
        }),
      ],
    },
    eventName: {
      propDefinition: [
        pipedream,
        "eventName",
      ],
    },
    listenerId: {
      propDefinition: [
        pipedream,
        "listenerId",
      ],
    },
  },
  async run({ $ }) {
    const response = await this.pipedream
      .subscribe(this.subscriptionSource, this.listenerId, this.eventName);
    response?.data?.length > 0 && $.export("$summary", "Successfully created Subscription");
    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
PipedreampipedreamappThis component uses the Pipedream app.
Subscription categorysubscriptionCategorystringSelect a value from the drop down menu:OrganisationUserGlob patterns
Subscription sourcesubscriptionSourcestringSelect a value from the drop down menu.
Event nameeventNamestringSelect a value from the drop down menu:$errors$logs
Listener IDlistenerIdstring

The ID of the component or workflow you'd like to receive events

Action Authentication

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

About Pipedream

Integration platform for developers

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