Create Document Attachment with PandaDoc API on New SNS Messages from AWS API

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New SNS Messages from the AWS API

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Create Document Attachment with the PandaDoc API

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Getting Started#

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

Select this integration
Configure the New SNS Messages trigger
1. Connect your AWS account
2. Select a AWS Region
3. Optional- Select a SNS Topic
4. Optional- Configure SNS Topic Name
Configure the Create Document Attachment action
1. Connect your PandaDoc account
2. Select a Document Id
3. Configure File
4. Configure File Name
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#

New SNS Messages on AWS

Description:Creates an SNS topic in your AWS account. Messages published to this topic are emitted from the Pipedream source.

Version:0.4.2

Key:aws-new-sns-messages

View on GitHub

AWS Overview#

The AWS API unlocks endless possibilities for automation with Pipedream. With this powerful combo, you can manage your AWS services and resources, automate deployment workflows, process data, and react to events across your AWS infrastructure. Pipedream offers a serverless platform for creating workflows triggered by various events that can execute AWS SDK functions, making it an efficient tool to integrate, automate, and orchestrate tasks across AWS services and other apps.

Trigger Code#

import base from "../common/sns.mjs";
import { toSingleLineString } from "../../common/utils.mjs";
import commonSNS from "../../common/common-sns.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  ...base,
  key: "aws-new-sns-messages",
  name: "New SNS Messages",
  description: toSingleLineString(`
    Creates an SNS topic in your AWS account.
    Messages published to this topic are emitted from the Pipedream source.
  `),
  version: "0.4.2",
  type: "source",
  dedupe: "unique", // Dedupe on SNS message ID
  props: {
    ...base.props,
    topicArn: {
      ...commonSNS.props.topic,
      optional: true,
    },
    topic: {
      label: "SNS Topic Name",
      description: toSingleLineString(`
        **Pipedream will create an SNS topic with this name in your account**,
        converting it to a [valid SNS topic
        name](https://docs.aws.amazon.com/sns/latest/api/API_CreateTopic.html).
      `),
      type: "string",
      optional: true,
    },
  },
  methods: {
    ...base.methods,
    getTopicName() {
      return this.convertNameToValidSNSTopicName(this.topic);
    },
  },
  async run(event) {
    if (!this.topicArn && !this.topic) {
      throw new ConfigurationError("Must specify either an existing topic or a new topic name");
    }

    if (this._isSubscriptionConfirmationEvent(event)) {
      const { body } = event;
      const subscriptionArn = await this._confirmSubscription(body);
      this._setSubscriptionArn(subscriptionArn);
      return;
    }

    await this.processEvent(event);
  },
};

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
AWS	`aws`	`app`	This component uses the AWS 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.
AWS Region	`region`	`string`	Select a value from the drop down menu.
SNS Topic	`topicArn`	`string`	Select a value from the drop down menu.
SNS Topic Name	`topic`	`string`	Pipedream will create an SNS topic with this name in your account, converting it to a valid SNS topic name.

Trigger Authentication#

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

Follow the AWS Instructions for creating an IAM user with an associated access and secret key.

As a best practice, attach the minimum set of IAM permissions necessary to perform the specific task in Pipedream. If your workflow only needs to perform a single API call, you should create a user and associate an IAM group / policy with permission to do only that task. You can create as many linked AWS accounts in Pipedream as you'd like.

Enter your access and secret key below.

About AWS#

Amazon Web Services (AWS) offers reliable, scalable, and inexpensive cloud computing services.

Action#

Create Document Attachment on PandaDoc

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

Version:0.0.7

Key:pandadoc-create-document-attachment

View on GitHub

PandaDoc Overview#

The PandaDoc API opens up a realm of possibilities for automating document workflows, creating a seamless bridge between document management and various business processes. With it, you can programmatically create, send, and track documents, streamline electronic signatures, and manage templates, among others. Integrations through Pipedream can harness these capabilities, enabling you to trigger actions in PandaDoc based on events from other apps, or vice versa.

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 documentation here](https://developers.pandadoc.com/reference/create-document-attachment)",
  type: "action",
  version: "0.0.7",
  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.

Label	Prop	Type	Description
PandaDoc	`app`	`app`	This component uses the PandaDoc app.
Document Id	`documentId`	`string`	Select a value from the drop down menu.
File	`file`	`string`	The file to upload from the `/tmp` folder. See the docs here on how to upload a file to `/tmp`.
File Name	`fileName`	`string`	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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Other Popular Integrations#

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Create Document Attachment with PandaDoc API on New SNS Messages from AWS API

Pipedream makes it easy to connect APIs for PandaDoc, AWS and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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