Create Document From Template with PandaDoc API on New Message (Instant) from Discord API

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Trigger workflow on

New Message (Instant) from the Discord API

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Create Document From Template with the PandaDoc API

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Getting Started#

This integration creates a workflow with a Discord 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 Message (Instant) trigger
1. Connect your Discord account
2. Configure Channels
3. Configure discordApphook
Configure the Create Document From Template action
1. Connect your PandaDoc account
2. Configure Document Name
3. Select a Template Id
4. Optional- Select a Document Folder Id
5. Optional- Configure Tags
6. Configure Recipients
7. Optional- Configure Tokens
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 Message (Instant) on Discord

Description:Emit new event for each message posted to one or more channels in a Discord server

Version:1.0.3

Key:discord-new-message

View on GitHub

Discord Overview#

The Discord API interacts seamlessly with Pipedream, empowering you to craft customized automations and workflows for your Discord server. With this powerful integration, you can automate tasks like message posting, user management, and notifications, based on a myriad of triggers and actions from different apps. These automations can enhance the Discord experience for community moderators and members, by synchronizing with external tools, organizing community engagement, and streamlining notifications.

Trigger Code#

import discord from "../../discord.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  type: "source",
  key: "discord-new-message",
  name: "New Message (Instant)",
  description: "Emit new event for each message posted to one or more channels in a Discord server",
  version: "1.0.3",

  dedupe: "unique",
  props: {
    discord,
    channels: {
      type: "$.discord.channel[]",
      appProp: "discord",
      label: "Channels",
      description: "Select the channel(s) you'd like to be notified for",
    },
    // eslint-disable-next-line pipedream/props-label,pipedream/props-description
    discordApphook: {
      type: "$.interface.apphook",
      appProp: "discord",
      async eventNames() {
        return this.channels || [];
      },
    },
  },
  async run(event) {
    if (event.guildID != this.discord.$auth.guild_id) {
      return;
    }
    this.$emit(event, {
      id: event.id,
    });
  },
  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
Discord	`discord`	`app`	This component uses the Discord app.
Channels	`channels`	`$.discord.channel[]`	Select the channel(s) you'd like to be notified for
	`discordApphook`	`$.interface.apphook`

Trigger Authentication#

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

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

botemailidentifyguilds

About Discord#

Use this app to create a Discord source that emits messages from your guild to a Pipedream workflow.

Action#

Create Document From Template on PandaDoc

Description:Create Document from PandaDoc Template. [See the docs here](https://developers.pandadoc.com/reference/create-document-from-pandadoc-template)

Version:0.0.6

Key:pandadoc-create-document-from-template

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";

export default {
  key: "pandadoc-create-document-from-template",
  name: "Create Document From Template",
  description: "Create Document from PandaDoc Template. [See the docs here](https://developers.pandadoc.com/reference/create-document-from-pandadoc-template)",
  type: "action",
  version: "0.0.6",
  props: {
    app,
    name: {
      propDefinition: [
        app,
        "name",
      ],
    },
    templateId: {
      propDefinition: [
        app,
        "templateId",
      ],
      reloadProps: true,
      description: "The ID of a template you want to use. Note: if you want to **prefill fields in your template**, you need to map your template fields to the API fields following [the instruction here](https://developers.pandadoc.com/reference/create-document-from-pandadoc-template#prefilled-fields)",
    },
    documentFolderId: {
      propDefinition: [
        app,
        "documentFolderId",
      ],
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "Mark your document with one or several tags.",
      optional: true,
    },
    recipients: {
      propDefinition: [
        app,
        "recipients",
      ],
    },
    tokens: {
      type: "string[]",
      label: "Tokens",
      description: `You may pass a list of tokens/values to pre-fill tokens (variables) used in a template. 
      Name is a token (variable) name in a template. 
      Value is a real value you would like to replace a token (variable) with.
      \n\nE.g. \`{ "name": "Favorite.Pet", "value": "Dog Doe" }\``,
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    const { fields } = await this.app.getTemplate({
      templateId: this.templateId,
    });
    for (const field of fields) {
      if (!field.merge_field) {
        continue;
      }
      props[field.merge_field] = {
        type: "string",
        label: `Field ${field.merge_field}`,
        optional: true,
      };
    }
    return props;
  },
  methods: {
    parseToAnyArray(arr) {
      if (!arr) {
        return undefined;
      }
      return arr.map((item) => {
        if (typeof (item) === "string") {
          return JSON.parse(item);
        }
        return item;
      });
    },
  },
  async run({ $ }) {
    const {
      name,
      templateId,
      documentFolderId,
      tags,
      recipients,
      tokens,
    } = this;

    const fields = {};
    const { fields: items } = await this.app.getTemplate({
      templateId: this.templateId,
    });
    for (const field of items) {
      if (!field.merge_field) {
        continue;
      }
      fields[field.merge_field] = {
        value: this[field.merge_field],
      };
    }

    const response = await this.app.createDocument({
      $,
      data: {
        name,
        template_uuid: templateId,
        folder_uuid: documentFolderId,
        tags,
        recipients: this.parseToAnyArray(recipients),
        tokens: this.parseToAnyArray(tokens),
        fields,
      },
    });

    $.export("$summary", `Successfully created document with template ID: ${templateId}`);
    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.
Template Id	`templateId`	`string`	Select a value from the drop down menu.
Document Folder Id	`documentFolderId`	`string`	Select a value from the drop down menu.
Tags	`tags`	`string[]`	Mark your document with one or several tags.
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" }`
Tokens	`tokens`	`string[]`	You may pass a list of tokens/values to pre-fill tokens (variables) used in a template. Name is a token (variable) name in a template. Value is a real value you would like to replace a token (variable) with. E.g. `{ "name": "Favorite.Pet", "value": "Dog Doe" }`

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

Create Document From Template with PandaDoc API on New Message (Instant) from Discord API

Pipedream makes it easy to connect APIs for PandaDoc, Discord and 2,000+ other apps remarkably fast.

Trusted by 800,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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