Create Document From File with PandaDoc API on Inspection Completed from iAuditor by SafetyCulture API

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Trigger workflow on

Inspection Completed from the iAuditor by SafetyCulture API

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Create Document From File with the PandaDoc API

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Getting Started#

This integration creates a workflow with a iAuditor by SafetyCulture 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 Inspection Completed trigger
1. Connect your iAuditor by SafetyCulture account
Configure the Create Document From File action
1. Connect your PandaDoc account
2. Configure Document Name
3. Configure Recipients
4. Configure File Path or URL
5. Optional- Select a Document Folder Id
6. Optional- Configure Fields
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#

Inspection Completed on iAuditor by SafetyCulture

Description:Emit new event when an inspection has completed.

Version:0.0.1

Key:iauditor_by_safetyculture-inspection-completed

View on GitHub

iAuditor by SafetyCulture Overview#

iAuditor by SafetyCulture API allows you to tap into a rich reservoir of safety and quality inspection data, enabling you to automate workflows around inspection management. With this API on Pipedream, you can create custom integrations to trigger actions based on audit completions, new issues, or updates in iAuditor. Streamline safety processes, connect with other tools, and manipulate inspection data to fit your needs.

Trigger Code#

import common from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "iauditor_by_safetyculture-inspection-completed",
  name: "Inspection Completed",
  description: "Emit new event when an inspection has completed.",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEvent() {
      return "TRIGGER_EVENT_INSPECTION_COMPLETED";
    },
    generateMeta({ audit }) {
      return {
        id: audit.audit_id,
        summary: `New Inspection Completed ${audit.audit_id}`,
        ts: Date.parse(audit.audit_data.date_completed),
      };
    },
  },
  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.

Label	Prop	Type	Description
iAuditor by SafetyCulture	`safetyculture`	`app`	This component uses the iAuditor by SafetyCulture 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.

Trigger Authentication#

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

Generate and copy your API Token from your SafetyCulture account

About iAuditor by SafetyCulture#

SafetyCulture (iAuditor) is an inspection, issue capture and corrective action platform for teams that’s used over 50,000 times a day in over 85 countries.

Action#

Create Document From File on PandaDoc

Description:Create a document from a file or public file URL. [See the documentation here](https://developers.pandadoc.com/reference/create-document-from-pdf)

Version:1.0.0

Key:pandadoc-create-document-from-file

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 { ConfigurationError } from "@pipedream/platform";
import app from "../../pandadoc.app.mjs";
import createDocumentAttachment from "../create-document-attachment/create-document-attachment.mjs";

export default {
  key: "pandadoc-create-document-from-file",
  name: "Create Document From File",
  description: "Create a document from a file or public file URL. [See the documentation here](https://developers.pandadoc.com/reference/create-document-from-pdf)",
  type: "action",
  version: "1.0.0",
  props: {
    app,
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    recipients: {
      propDefinition: [
        app,
        "recipients",
      ],
    },
    file: {
      propDefinition: [
        app,
        "file",
      ],
    },
    documentFolderId: {
      propDefinition: [
        app,
        "documentFolderId",
      ],
    },
    fields: {
      type: "string",
      label: "Fields",
      description: `A \`fields\` object containing fields to add to the document. [See the documentation](https://developers.pandadoc.com/reference/create-document-from-pdf) for more information about fields.
      \nE.g. \`{ "name": { "value": "Jane", "role": "user" }, "like": { "value": true, "role": "user" } }\``,
      optional: true,
    },
  },
  methods: createDocumentAttachment.methods,
  async run({ $ }) {
    const {
      name,
      recipients,
      file,
      documentFolderId,
    } = this;

    let parsedRecipients;
    try {
      parsedRecipients = recipients.map((s) => JSON.parse(s));
    } catch (err) {
      throw new ConfigurationError("**Error parsing recipients** - each must be a valid JSON-stringified object");
    }

    const json = {
      name,
      recipients: parsedRecipients,
      folder_uuid: documentFolderId,
    };
    if (this.fields) {
      json.parse_form_fields = true;
      json.fields = typeof this.fields === "string"
        ? JSON.parse(this.fields)
        : this.fields;
    }

    const data = await this.getFormData(file);
    const contentType = `multipart/form-data; boundary=${data._boundary}`;
    data.append("data", JSON.stringify(json));

    const response = await this.app.createDocument({
      $,
      data,
      headers: {
        "Content-Type": contentType,
      },
    });

    $.export("$summary", `Successfully created document 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 Name	`name`	`string`	Specify the document's name.
Recipients	`recipients`	`string[]`	The list of recipients you're sending the document to. Every object must contain the email parameter. The role, first_name and last_name parameters are optional. If the role parameter passed, a person is assigned all fields matching their corresponding role. If not passed, a person will receive a read-only link to view the document. If the first_name and last_name not passed the system: 1. creates a new contact, if none exists with the given email; or 2. gets the existing contact with the given email that already exists. E.g. `{ "email": "john.doe@pipedream.com", "first_name": "John", "last_name": "Doe", "role": "user" }`
File Path or URL	`file`	`string`	The file to upload. Provide either a file URL or a path to a file in the `/tmp` directory (for example, `/tmp/myFile.txt`)
Document Folder Id	`documentFolderId`	`string`	Select a value from the drop down menu.
Fields	`fields`	`string`	A `fields` object containing fields to add to the document. See the documentation for more information about fields. E.g. `{ "name": { "value": "Jane", "role": "user" }, "like": { "value": true, "role": "user" } }`

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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Create Document From File with PandaDoc API on Inspection Completed from iAuditor by SafetyCulture API

Pipedream makes it easy to connect APIs for PandaDoc, iAuditor by SafetyCulture 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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