Create Document with Docupilot API on New Channel from Microsoft Teams API

Pipedream makes it easy to connect APIs for Docupilot, Microsoft Teams and 2,000+ other apps remarkably fast.

Trigger workflow on

New Channel from the Microsoft Teams API

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Create Document with the Docupilot API

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Getting Started#

This integration creates a workflow with a Microsoft Teams 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 New Channel trigger
1. Connect your Microsoft Teams account
2. Configure Polling interval
3. Select a Team
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#

New Channel on Microsoft Teams

Description:Emit new event when a new channel is created within a team

Version:0.0.6

Key:microsoft_teams-new-channel

View on GitHub

Microsoft Teams Overview#

The Microsoft Teams API on Pipedream allows you to automate tasks, streamline communication, and integrate with other services to enhance the functionality of Teams as a collaboration hub. With this API, you can send messages to channels, orchestrate complex workflows based on Teams events, and manage Teams' settings programmatically.

Trigger Code#

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

export default {
  ...base,
  key: "microsoft_teams-new-channel",
  name: "New Channel",
  description: "Emit new event when a new channel is created within a team",
  version: "0.0.6",
  type: "source",
  dedupe: "unique",
  props: {
    ...base.props,
    team: {
      propDefinition: [
        base.props.microsoftTeams,
        "team",
      ],
    },
  },
  methods: {
    ...base.methods,
    async getResources(lastCreated) {
      return this.getNewPaginatedResources(
        this.microsoftTeams.listChannels,
        {
          teamId: this.team,
        },
        lastCreated,
      );
    },
    generateMeta(channel) {
      return {
        id: channel.id,
        summary: channel.displayName,
        ts: Date.parse(channel.createdDateTime),
      };
    },
  },
};

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
Microsoft Teams	`microsoftTeams`	`app`	This component uses the Microsoft Teams app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the YouTube API on this schedule
Team	`team`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

User.Reademailoffline_accessopenidprofileChat.ReadChat.ReadWriteChatMessage.SendChannel.ReadBasic.AllChannelMessage.SendTeam.ReadBasic.AllSchedule.Read.All

About Microsoft Teams#

Microsoft Teams has communities, events, chats, channels, meetings, storage, tasks, and calendars in one place.

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 `$`.

Create Document with Docupilot API on New Channel from Microsoft Teams API

Pipedream makes it easy to connect APIs for Docupilot, Microsoft Teams and 2,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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