Create Certified Email with Signaturit API on Box Changed Pipeline (Instant) from Streak API

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Box Changed Pipeline (Instant) from the Streak API

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Create Certified Email with the Signaturit API

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Getting Started#

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

Select this integration
Configure the Box Changed Pipeline (Instant) trigger
1. Connect your Streak account
2. Select a Pipeline
Configure the Create Certified Email action
1. Connect your Signaturit account
2. Optional- Configure Body
3. Optional- Select a Branding ID
4. Optional- Configure Events URL
5. Optional- Configure Custom Data
6. Optional- Configure Attachments
7. Configure Recipients
8. Optional- Select a Type
9. Optional- Configure Subject
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#

Box Changed Pipeline (Instant) on Streak

Description:Emit new event when a box changes pipelines.

Version:0.0.2

Key:streak-box-changed-pipeline

View on GitHub

Streak Overview#

The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.

Trigger Code#

import common from "../common/pipeline-based.mjs";

export default {
  ...common,
  key: "streak-box-changed-pipeline",
  name: "Box Changed Pipeline (Instant)",
  description: "Emit new event when a box changes pipelines.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    async getHistoricalEvents(limit) {
      return this.streak.listBoxes({
        pipelineId: this.pipelineId,
        params: {
          limit,
          sortBy: "lastUpdatedTimestamp",
        },
      });
    },
    getEventType() {
      return "BOX_CHANGE_PIPELINE";
    },
    generateMeta(box) {
      return {
        id: box.lastUpdatedTimestamp,
        summary: box.name,
        ts: box.lastUpdatedTimestamp,
      };
    },
  },
};

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
Streak	`streak`	`app`	This component uses the Streak app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Pipeline	`pipelineId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

After completing installation of Streak CRM on your browser, navigate to Gmail, click on the Streak icon in the right sidebar, and select the Integrations button.

About Streak#

Streak is a flexible CRM and process management system that lives inside your Gmail inbox.

Action#

Create Certified Email on Signaturit

Description:Initiates the creation of a certified email. [See the documentation](https://docs.signaturit.com/api/latest#emails_create_email)

Version:0.0.1

Key:signaturit-create-certified-email

View on GitHub

Signaturit Overview#

The Signaturit API enables automated document signing, tracking, and management directly within Pipedream. By integrating this API, users can create workflows to send documents for signature, check the status of sent documents, and receive updates when documents are signed or declined, all from a serverless platform. By leveraging Pipedream's capacity for integrating various APIs and services, users can seamlessly include e-signature capabilities into their business processes without manual intervention.

Action Code#

import FormData from "form-data";
import fs from "fs";
import { TYPE_OPTIONS } from "../../common/constants.mjs";
import {
  checkTmp,
  parseObject,
} from "../../common/utils.mjs";
import signaturit from "../../signaturit.app.mjs";

export default {
  key: "signaturit-create-certified-email",
  name: "Create Certified Email",
  description: "Initiates the creation of a certified email. [See the documentation](https://docs.signaturit.com/api/latest#emails_create_email)",
  version: "0.0.1",
  type: "action",
  props: {
    signaturit,
    body: {
      propDefinition: [
        signaturit,
        "body",
      ],
      optional: true,
    },
    brandingId: {
      propDefinition: [
        signaturit,
        "brandingId",
      ],
      optional: true,
    },
    eventsUrl: {
      propDefinition: [
        signaturit,
        "eventsUrl",
      ],
      optional: true,
    },
    data: {
      propDefinition: [
        signaturit,
        "data",
      ],
      optional: true,
    },
    attachments: {
      propDefinition: [
        signaturit,
        "attachments",
      ],
      optional: true,
    },
    recipients: {
      propDefinition: [
        signaturit,
        "recipients",
      ],
    },
    type: {
      type: "string",
      label: "Type",
      description: "Type of certified email.",
      options: TYPE_OPTIONS,
      optional: true,
    },
    subject: {
      propDefinition: [
        signaturit,
        "subject",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const formData = new FormData();

    let i = 0;
    for (const recipient of parseObject(this.recipients)) {
      for (const [
        key,
        value,
      ] of Object.entries(recipient)) {
        formData.append(`recipients[${i}][${key}]`, value);
      }
      i++;
    }
    if (this.data) {
      for (const [
        key,
        value,
      ] of Object.entries(this.data)) {
        formData.append(`data[${key}]`, value);
      }
      i++;
    }
    if (this.body) formData.append("body", this.body);
    if (this.brandingId) formData.append("branding_id", this.brandingId);
    if (this.eventsUrl) formData.append("events_url", this.eventsUrl);
    if (this.type) formData.append("type", this.type);
    if (this.subject) formData.append("subject", this.subject);

    if (this.attachments) {
      let j = 0;
      for (const file of parseObject(this.attachments)) {
        formData.append(`attachments[${j++}]`, fs.createReadStream(checkTmp(file)));
      }
    }
    const response = await this.signaturit.createCertifiedEmail({
      $,
      data: formData,
      headers: formData.getHeaders(),
    });
    $.export("$summary", `Created certified email with ID: ${response.id}`);
    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.

Label	Prop	Type	Description
Signaturit	`signaturit`	`app`	This component uses the Signaturit app.
Body	`body`	`string`	Email body (html code is allowed).
Branding ID	`brandingId`	`string`	Select a value from the drop down menu.
Events URL	`eventsUrl`	`string`	URL to receive real-time events.
Custom Data	`data`	`object`	Custom key-value data in JSON format.
Attachments	`attachments`	`string[]`	A list of paths to the files saved to the `/tmp` directory (e.g. `/tmp/example.pdf`). See the documentation
Recipients	`recipients`	`string[]`	List of recipients in JSON format, e.g., '{"name": "John Doe", "email": "john@example.com"}'. See the documentation for further information.
Type	`type`	`string`	Select a value from the drop down menu:`{ "label": "Delivery - Send the email as it is certifying the delivery process.", "value": "delivery" }{ "label": "Open Document - Send a modified version of the email with a button that redirects the user to our platform to open the PDF attachments. With this method, you can track when the user opens the attached files. Note: This method only supports PDF documents to be attached.", "value": "open_document" }{ "label": "Open Every Document - This type works like the Open Document type but allows to track the opening of every PDF file in emails with multiple attachments.", "value": "open_every_document" }`
Subject	`subject`	`string`	Email subject for email type requests.

Action Authentication#

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

To retrieve your Acccess Token,

Navigate to your Signaturit account and sign in
Click the User dropdown on the top right
Go to “My account” > “Integrations”

Create Certified Email with Signaturit API on Box Changed Pipeline (Instant) from Streak API

Pipedream makes it easy to connect APIs for Signaturit, Streak and 2,700+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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