Create Document From Template with signNow API on New Deleted Record (of Selectable Type) from Salesforce API

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New Deleted Record (of Selectable Type) from the Salesforce API

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Create Document From Template with the signNow API

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Getting Started#

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

Select this integration
Configure the New Deleted Record (of Selectable Type) trigger
1. Connect your Salesforce account
2. Configure timer
3. Select a Object Type
Configure the Create Document From Template action
1. Connect your signNow account
2. Configure Template ID
3. Optional- Configure Document 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 Deleted Record (of Selectable Type) on Salesforce

Description:Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. [See the docs](https://sforce.co/3msDDEE) for more information.

Version:0.0.4

Key:salesforce_rest_api-record-deleted

View on GitHub

Salesforce Overview#

The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.

Trigger Code#

import startCase from "lodash/startCase.js";

import common from "../common.mjs";

export default {
  ...common,
  type: "source",
  name: "New Deleted Record (of Selectable Type)",
  key: "salesforce_rest_api-record-deleted",
  description: "Emit new event (at regular intervals) when a record of arbitrary object type (selected as an input parameter by the user) is deleted. [See the docs](https://sforce.co/3msDDEE) for more information.",
  version: "0.0.4",
  methods: {
    ...common.methods,
    generateMeta(item) {
      const {
        id,
        deletedDate,
      } = item;
      const entityType = startCase(this.objectType);
      const summary = `${entityType} deleted: ${id}`;
      const ts = Date.parse(deletedDate);
      return {
        id,
        summary,
        ts,
      };
    },
    async processEvent(eventData) {
      const {
        startTimestamp,
        endTimestamp,
      } = eventData;
      const {
        deletedRecords,
        latestDateCovered,
      } = await this.salesforce.getDeletedForObjectType(
        this.objectType,
        startTimestamp,
        endTimestamp,
      );
      this.setLatestDateCovered(latestDateCovered);

      // When a record is deleted, the `getDeleted` API only shows the ID of the
      // deleted item and the date in which it was deleted.
      deletedRecords.forEach((item) => {
        const meta = this.generateMeta(item);
        this.$emit(item, meta);
      });
    },
  },
};

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
Salesforce	`salesforce`	`app`	This component uses the Salesforce app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Object Type	`objectType`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

About Salesforce#

Web services API for interacting with Salesforce

Action#

Create Document From Template on signNow

Description:Creates a new document copy out of a template. [See the documentation](https://docs.signnow.com/docs/signnow/template/operations/create-a-template-copy)

Version:0.0.1

Key:signnow-create-document-from-template

View on GitHub

Action Code#

import app from "../../signnow.app.mjs";

export default {
  key: "signnow-create-document-from-template",
  name: "Create Document From Template",
  description: "Creates a new document copy out of a template. [See the documentation](https://docs.signnow.com/docs/signnow/template/operations/create-a-template-copy)",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    templateId: {
      propDefinition: [
        app,
        "templateId",
      ],
    },
    documentName: {
      propDefinition: [
        app,
        "documentName",
      ],
    },
  },
  methods: {
    createDocumentFromTemplate({
      templateId, ...args
    }) {
      return this.app.post({
        path: `/template/${templateId}/copy`,
        ...args,
      });
    },
  },
  async run({ $ }) {
    const {
      createDocumentFromTemplate,
      templateId,
      documentName,
    } = this;

    const response = await createDocumentFromTemplate({
      $,
      templateId,
      data: {
        document_name: documentName,
      },
    });
    $.export("$summary", `Successfully created a document from template 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
signNow	`app`	`app`	This component uses the signNow app.
Template ID	`templateId`	`string`	The ID of the template. You can find the ID by clicking on the template in the SignNow Templates page and copying the ID from the menu.
Document Name	`documentName`	`string`	The name of the document

Action Authentication#

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

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

About signNow#

Electronic signature that scales with your workflow. Create and scale eSignature workflows with signNow, part of the airSlate Business Cloud. Sign and send documents for signing, generate agreements, negotiate contracts, accept payments, and automate business processes.

More Ways to Connect signNow + Salesforce#

Other Popular Integrations#

Create Document From Template with signNow API on New Record (of Selectable Type) from Salesforce API

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Create Document From Template with signNow API on New Deleted Record (of Selectable Type) from Salesforce API

Pipedream makes it easy to connect APIs for signNow, Salesforce and 2,200+ other apps remarkably fast.

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

Developers ♥ Pipedream

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