Create Note with Productboard API on Document Creation Failed (Instant) from PandaDoc API

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Document Creation Failed (Instant) from the PandaDoc API

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Create Note with the Productboard API

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Getting Started#

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

Select this integration
Configure the Document Creation Failed (Instant) trigger
1. Connect your PandaDoc account
Configure the Create Note action
1. Connect your Productboard account
2. Configure Title
3. Configure Content
4. Optional- Configure Email
5. Optional- Configure Tags
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#

Document Creation Failed (Instant) on PandaDoc

Description:Emit new event when a document failed to be created. [See the documentation here](https://developers.pandadoc.com/reference/create-webhooks-subscription)

Version:0.0.5

Key:pandadoc-document-creation-failed

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.

Trigger Code#

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

const DOCS_LINK = "https://developers.pandadoc.com/reference/create-webhooks-subscription";

export default {
  ...common,
  name: "Document Creation Failed (Instant)",
  description:
    `Emit new event when a document failed to be created. [See the documentation here](${DOCS_LINK})`,
  key: "pandadoc-document-creation-failed",
  version: "0.0.5",
  type: "source",
  methods: {
    ...common.methods,
    getHookName() {
      return "Document Creation Failed";
    },
    getHookTypes() {
      return [
        "document_creation_failed",
      ];
    },
  },
};

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
PandaDoc	`app`	`app`	This component uses the PandaDoc 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#

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

Action#

Create Note on Productboard

Description:Create a new note. [See the docs here](https://developer.productboard.com/#operation/create_note)

Version:0.0.1

Key:productboard-create-note

View on GitHub

Productboard Overview#

The Productboard API offers a way to extend the capabilities of Productboard, a product management platform that helps teams organize and prioritize user feedback and feature requests. By leveraging this API on Pipedream, you can automate repetitive tasks, sync data across various apps, and create custom integrations to streamline your product management process. This can include automating feedback collection, updating roadmaps, or coordinating cross-functional team efforts.

Action Code#

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

export default {
  key: "productboard-create-note",
  name: "Create Note",
  description: "Create a new note. [See the docs here](https://developer.productboard.com/#operation/create_note)",
  type: "action",
  version: "0.0.1",
  props: {
    productboard,
    title: {
      type: "string",
      label: "Title",
      description: "Title of the new note",
    },
    content: {
      type: "string",
      label: "Content",
      description: "Content of the new note in HTML-encoded rich text",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address to be attached to the note",
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "A set of tags for categorizing the note; tag uniqueness is case- and diacritic-insensitive",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      title: this.title,
      content: this.content,
      user: {
        email: this.email,
      },
      tags: this.tags,
    };
    const { data: note } = await this.productboard.createNote(data, $);

    $.export("$summary", `Successfully created note with ID ${note.id}`);

    return note;
  },
};

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
Productboard	`productboard`	`app`	This component uses the Productboard app.
Title	`title`	`string`	Title of the new note
Content	`content`	`string`	Content of the new note in HTML-encoded rich text
Email	`email`	`string`	Email address to be attached to the note
Tags	`tags`	`string[]`	A set of tags for categorizing the note; tag uniqueness is case- and diacritic-insensitive

Action Authentication#

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

Note: Productboard only provides Access Tokens to Pro accounts. If you do not see this option, you may be on the Essentials plan.

To retrieve your API key, navigate to your Productboard account and sign in
Go to “Workspace Settings” > “Integrations” > “Public API” > “Access Token”

Create Note with Productboard API on Document Creation Failed (Instant) from PandaDoc API

Pipedream makes it easy to connect APIs for Productboard, PandaDoc and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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