← Pipedream + PandaDoc integrations

Create Document Attachment with PandaDoc API on New Scheduled Tasks from Pipedream API

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New Scheduled Tasks from the Pipedream API
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Create Document Attachment with the PandaDoc API
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Developers Pipedream

Getting Started

This integration creates a workflow with a Pipedream trigger and PandaDoc 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 Scheduled Tasks trigger
    1. Connect your Pipedream account
    2. Optional- Configure Secret
  3. Configure the Create Document Attachment action
    1. Connect your PandaDoc account
    2. Select a Document Id
    3. Configure File
    4. Configure File Name
  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:Exposes an HTTP API for scheduling messages to be emitted at a future time
Version:0.3.1
Key:pipedream-new-scheduled-tasks

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.

Trigger Code

import pipedream from "../../pipedream.app.mjs";
import sampleEmit from "./test-event.mjs";
import { uuid } from "uuidv4";

export default {
  key: "pipedream-new-scheduled-tasks",
  name: "New Scheduled Tasks",
  type: "source",
  description:
    "Exposes an HTTP API for scheduling messages to be emitted at a future time",
  version: "0.3.1",
  dedupe: "unique", // Dedupe on a UUID generated for every scheduled task
  props: {
    pipedream,
    secret: {
      type: "string",
      secret: true,
      label: "Secret",
      optional: true,
      description:
        "**Optional but recommended**: if you enter a secret here, you must pass this value in the `x-pd-secret` HTTP header when making requests",
    },
    http: {
      label: "Endpoint",
      description: "The endpoint where you'll send task scheduler requests",
      type: "$.interface.http",
      customResponse: true,
    },
    db: "$.service.db",
  },
  methods: {
    // To schedule future emits, we emit to the selfChannel of the component
    selfChannel() {
      return "self";
    },
    // Queue for future emits that haven't yet been delivered
    queuedEventsChannel() {
      return "$in";
    },
    httpRespond({
      status, body,
    }) {
      this.http.respond({
        headers: {
          "content-type": "application/json",
        },
        status,
        body,
      });
    },
    async selfSubscribe() {
      // Subscribe the component to itself. We do this here because even in
      // the activate hook, the component isn't available to take subscriptions.
      // Scheduled tasks are sent to the self channel, which emits the message at
      // the specified delivery_ts to this component.
      const isSubscribedToSelf = this.db.get("isSubscribedToSelf");
      if (!isSubscribedToSelf) {
        const componentId = process.env.PD_COMPONENT;
        const selfChannel = this.selfChannel();
        console.log(`Subscribing to ${selfChannel} channel for event source`);
        console.log(
          await this.pipedream.subscribe(componentId, componentId, selfChannel),
        );
        this.db.set("isSubscribedToSelf", true);
      }
    },
    validateEventBody(event, operation) {
      const errors = [];

      // Secrets are optional, so we first check if the user configured
      // a secret, then check its value against the prop (validation below)
      if (this.secret && event.headers["x-pd-secret"] !== this.secret) {
        errors.push(
          "Secret on incoming request doesn't match the configured secret",
        );
      }

      if (operation === "schedule") {
        const {
          timestamp,
          message,
        } = event.body;
        // timestamp should be an ISO 8601 string. Parse and check for validity below.
        const epoch = Date.parse(timestamp);

        if (!timestamp) {
          errors.push(
            "No timestamp included in payload. Please provide an ISO8601 timestamp in the 'timestamp' field",
          );
        }
        if (timestamp && !epoch) {
          errors.push("Timestamp isn't a valid ISO 8601 string");
        }
        if (!message) {
          errors.push("No message passed in payload");
        }
      }

      return errors;
    },
    scheduleTask(event) {
      const errors = this.validateEventBody(event, "schedule");
      let status, body;

      if (errors.length) {
        console.log(errors);
        status = 400;
        body = {
          errors,
        };
      } else {
        const id = this.emitScheduleEvent(event.body, event.body.timestamp);
        status = 200;
        body = {
          msg: "Successfully scheduled task",
          id,
        };
      }

      this.httpRespond({
        status,
        body,
      });
    },
    emitScheduleEvent(event, timestamp) {
      const selfChannel = this.selfChannel();
      const epoch = Date.parse(timestamp);
      const $id = uuid();

      console.log(`Scheduled event to emit on: ${new Date(epoch)}`);

      this.$emit(
        {
          ...event,
          $channel: selfChannel,
          $id,
        },
        {
          name: selfChannel,
          id: $id,
          delivery_ts: epoch,
        },
      );

      return $id;
    },
    async cancelTask(event) {
      const errors = this.validateEventBody(event, "cancel");
      let status, msg;

      if (errors.length) {
        console.log(errors);
        status = 400;
        msg = "Secret on incoming request doesn't match the configured secret";
      } else {
        try {
          const id = event.body.id;
          const isCanceled = await this.deleteEvent(event);
          if (isCanceled) {
            status = 200;
            msg = `Cancelled scheduled task for event ${id}`;
          } else {
            status = 404;
            msg = `No event with ${id} found`;
          }
        } catch (error) {
          console.log(error);
          status = 500;
          msg = "Failed to schedule task. Please see the logs";
        }
      }

      this.httpRespond({
        status,
        body: {
          msg,
        },
      });
    },
    async deleteEvent(event) {
      const componentId = process.env.PD_COMPONENT;
      const inChannel = this.queuedEventsChannel();

      // The user must pass a scheduled event UUID they'd like to cancel
      // We lookup the event by ID and delete it
      const { id } = event.body;

      // List events in the $in channel - the queue of scheduled events, to be emitted in the future
      const events = await this.pipedream.listEvents(
        componentId,
        inChannel,
      );
      console.log("Events: ", events);

      // Find the event in the list by id
      const eventToCancel = events.data.find((e) => {
        const { metadata } = e;
        return metadata.id === id;
      });

      console.log("Event to cancel: ", eventToCancel);

      if (!eventToCancel) {
        console.log(`No event with ${id} found`);
        return false;
      }

      // Delete the event
      await this.pipedream.deleteEvent(
        componentId,
        eventToCancel.id,
        inChannel,
      );
      return true;
    },
    emitEvent(event, summary) {
      // Delete the channel name and id from the incoming event, which were used only as metadata
      const id = event.$id;
      delete event.$channel;
      delete event.$id;

      this.$emit(event, {
        summary: summary ?? JSON.stringify(event),
        id,
        ts: +new Date(),
      });
    },
  },
  async run(event) {
    await this.selfSubscribe();

    const { path } = event;
    if (path === "/schedule") {
      this.scheduleTask(event);
    } else if (path === "/cancel") {
      await this.cancelTask(event);
    } else if (event.$channel === this.selfChannel()) {
      this.emitEvent(event);
    }
  },
  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
PipedreampipedreamappThis component uses the Pipedream app.
Secretsecretstring

Optional but recommended: if you enter a secret here, you must pass this value in the x-pd-secret HTTP header when making requests

N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger 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

Action

Description:Adds an attachment to a document. [See the docs here](https://developers.pandadoc.com/reference/create-document-attachment)
Version:0.0.6
Key:pandadoc-create-document-attachment

PandaDoc Overview

The PandaDoc API is a powerful tool that can be used to create and customize
documents with ease. With the PandaDoc API, you can connect to the PandaDoc
cloud Platform and create automated document workflows, streamline document
creation and editing, and more.

Using the PandaDoc API, you can:

  • Automate and streamline document creation and editing
  • Create custom document workflows
  • Securely store documents and access document data
  • Track document activity and analyze document data
  • Automate document approvals and sign-off
  • Integrate PandaDoc with third-party applications
  • Personalize documents with dynamic data fields
  • Generate intelligent document insights
  • View, sign, and approve documents online
  • Automatically store documents in cloud-based file storage
  • Automatically send documents directly to customers
  • Customize integration with your organization's branding
  • Create reports and dashboard to monitor document performance

Action Code

import app from "../../pandadoc.app.mjs";
import { ConfigurationError } from "@pipedream/platform";
import fs from "fs";
import path from "path";
import FormData from "form-data";

export default {
  key: "pandadoc-create-document-attachment",
  name: "Create Document Attachment",
  description: "Adds an attachment to a document. [See the docs here](https://developers.pandadoc.com/reference/create-document-attachment)",
  type: "action",
  version: "0.0.6",
  props: {
    app,
    documentId: {
      propDefinition: [
        app,
        "documentId",
      ],
    },
    file: {
      propDefinition: [
        app,
        "file",
      ],
    },
    fileName: {
      type: "string",
      label: "File Name",
      description: "A name you want to set for a file in the system",
    },
  },
  methods: {
    isValidFile(filePath) {
      const filePathWithTmp = `/tmp/${filePath}`;
      if (fs.existsSync(filePathWithTmp)) {
        return filePathWithTmp;
      } else if (fs.existsSync(filePath)) {
        return filePath;
      }
      return false;
    },
    getFileStream(filePath) {
      return fs.createReadStream(filePath);
    },
    getFileMeta(filePath) {
      const stats = fs.statSync(filePath);
      return {
        name: path.basename(filePath),
        size: stats.size,
      };
    },
    getFormData(file, fileName) {
      const fileValidation = this.isValidFile(file);
      if (!fileValidation) {
        throw new ConfigurationError("`file` must be a valid file path!");
      }

      const fileMeta = this.getFileMeta(fileValidation);
      const fileContent = this.getFileStream(fileValidation);
      const data = new FormData();
      if (fileName) data.append("name", fileName);
      data.append("file", fileContent, {
        knownLength: fileMeta.size,
      });

      return data;
    },
  },
  async run({ $ }) {
    const {
      documentId,
      file,
      fileName,
    } = this;

    const data = this.getFormData(file, fileName);

    const response = await this.app.createDocumentAttachments({
      $,
      documentId,
      data,
      headers: {
        "Content-Type": `multipart/form-data; boundary=${data._boundary}`,
      },
    });

    $.export("$summary", `Successfully created document attachment with ID: ${response.uuid}`);
    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
PandaDocappappThis component uses the PandaDoc app.
Document IddocumentIdstringSelect a value from the drop down menu.
Filefilestring

The file to upload from the /tmp folder. See the docs here on how to upload a file to /tmp.

File NamefileNamestring

A name you want to set for a file in the system

Action Authentication

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

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

read+write

About PandaDoc

Create, Approve, Track & eSign Docs 40% Faster

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