Create Document with Docupilot API on Daily schedule from Schedule API

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Trigger workflow on

Daily schedule from the Schedule API

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Create Document with the Docupilot API

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Getting Started#

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

Select this integration
Configure the Daily schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Create Document action
1. Connect your Docupilot account
2. Configure Template URL
3. Configure Template 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#

Daily schedule on Schedule

Description:Trigger your workflow every day.

Version:0.0.1

Key:schedule-daily

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

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

export default {
  name: "Daily schedule",
  version: "0.0.1",
  key: "schedule-daily",
  type: "source",
  description: "Trigger your workflow every day.",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 11 * * *",
      },
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Create Document on Docupilot

Description:Create a document [See docs here](https://help.docupilot.app/create-document/api-and-webhook-integration#api-integration)

Version:0.0.1

Key:docupilot-create-document

View on GitHub

Docupilot Overview#

Docupilot offers powerful document automation capabilities, allowing you to create dynamic documents based on templates and data inputs. With the Docupilot API, you can integrate this functionality directly into Pipedream workflows, triggering document generation from a myriad of events and data sources. Think of automating contract creation when a new deal is won in your CRM, or sending personalized letters en masse with the click of a button. The API empowers you to craft, distribute, and manage documents efficiently and programmatically.

Action Code#

import docupilot from "../../app/docupilot.app.mjs";
import { defineAction } from "@pipedream/types";
import { ConfigurationError } from "@pipedream/platform";
export default defineAction({
    name: "Create Document",
    description: "Create a document [See docs here](https://help.docupilot.app/create-document/api-and-webhook-integration#api-integration)",
    key: "docupilot-create-document",
    version: "0.0.1",
    type: "action",
    props: {
        docupilot,
        templateUrl: {
            type: "string",
            label: "Template URL",
            description: `Choose a template in the Docupilot dashboard, and go to the **Create** tab, then to **API integrations**.
        \\
        Copy the ***POST Merge URL*** here. Example: \`https://api.docupilot.app/documents/create/46ac75c3/5e7d03ec\``,
        },
        tokens: {
            type: "object",
            label: "Template Tokens",
            description: `The tokens used in this template (as object keys) and their values.
       \\
       Objects and arrays should be in JSON-stringified format.
       \\
       If you need to include characters such as \`{}[]\` in a value, and it should not be parsed as an object or array, prefix the key with \`$\`.`,
        },
    },
    async run({ $ }) {
        const url = this.templateUrl.trim();
        const baseUrl = this.docupilot._createDocumentBaseUrl();
        if (!url.startsWith(baseUrl)) {
            throw new ConfigurationError("Invalid `Template URL`. Check the prop and make sure you copied the URL properly.");
        }
        const data = {};
        const tokens = this.tokens;
        if (tokens) {
            Object.entries(tokens).forEach(([key, value,]) => {
                try {
                    if (!key.startsWith("$") && value.match(/({[^}]*})|(\[[^\]]*\])/)) {
                        value = JSON.parse(value);
                    }
                }
                catch (err) {
                    throw new ConfigurationError(`Error parsing JSON value for key \`${key}\`: *"${err}"*
            \\
            If this is not a JSON string for an object or array, prefix the key with \`$\` as in \`$${key}\``);
                }
                data[key.startsWith("$")
                    ? key.slice(1)
                    : key] = value;
            });
        }
        const params = {
            $,
            url,
            data,
        };
        const response = await this.docupilot.createDocument(params);
        $.export("$summary", "Created document successfully");
        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
Docupilot	`docupilot`	`app`	This component uses the Docupilot app.
Template URL	`templateUrl`	`string`	Choose a template in the Docupilot dashboard, and go to the Create tab, then to API integrations. Copy the POST Merge URL here. Example: `https://api.docupilot.app/documents/create/46ac75c3/5e7d03ec`
Template Tokens	`tokens`	`object`	The tokens used in this template (as object keys) and their values. Objects and arrays should be in JSON-stringified format. If you need to include characters such as `{}[]` in a value, and it should not be parsed as an object or array, prefix the key with `$`.