Create or Update Contact with PandaDoc API on New Row from Snowflake API

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Trigger workflow on

New Row from the Snowflake API

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Create or Update Contact with the PandaDoc API

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Getting Started#

This integration creates a workflow with a Snowflake 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 Row trigger
1. Connect your Snowflake account
2. Configure timer
3. Select a Database
4. Select a Schema
5. Select a Table Name
6. Select a Unique Key
7. Optional- Configure Emit individual events
Configure the Create or Update Contact action
1. Connect your PandaDoc account
2. Configure Email
3. Optional- Configure First Name
4. Optional- Configure Last Name
5. Optional- Configure Company
6. Optional- Configure Job Title
7. Optional- Configure Phone
8. Optional- Configure Country
9. Optional- Configure State
10. Optional- Configure Street Address
11. Optional- Configure City
12. Optional- Configure Postal Code
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 Row on Snowflake

Description:Emit new event when a row is added to a table

Version:0.2.2

Key:snowflake-new-row

View on GitHub

Snowflake Overview#

Snowflake offers a cloud database and related tools to help developers create robust, secure, and scalable data warehouses. See Snowflake's Key Concepts & Architecture.

Getting Started

1. Create a user, role and warehouse in Snowflake

Snowflake recommends you create a new user, role, and warehouse when you integrate a third-party tool like Pipedream. This way, you can control permissions via the user / role, and separate Pipedream compute and costs with the warehouse. You can do this directly in the Snowflake UI.

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

2. Enter those details in Pipedream

Visit https://pipedream.com/accounts. Click the button to Connect an App. Enter the required Snowflake account data.

You'll only need to connect your account once in Pipedream. You can connect this account to multiple workflows to run queries against Snowflake, insert data, and more.

3. Build your first workflow

Visit https://pipedream.com/new to build your first workflow. Pipedream workflows let you connect Snowflake with 1,000+ other apps. You can trigger workflows on Snowflake queries, sending results to Slack, Google Sheets, or any app that exposes an API. Or you can accept data from another app, transform it with Python, Node.js, Go or Bash code, and insert it into Snowflake.

Learn more at Pipedream University.

Trigger Code#

import common from "../common-table-scan.mjs";

export default {
  ...common,
  type: "source",
  key: "snowflake-new-row",
  name: "New Row",
  description: "Emit new event when a row is added to a table",
  version: "0.2.2",
  methods: {
    ...common.methods,
    async getStatement(lastResultId) {
      const sqlText = `
        SELECT *
        FROM IDENTIFIER(:1)
        WHERE ${this.uniqueKey} > :2
        ORDER BY ${this.uniqueKey} ASC
      `;
      const binds = [
        this.tableName,
        lastResultId,
      ];
      return {
        sqlText,
        binds,
      };
    },
  },
};

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
Snowflake	`snowflake`	`app`	This component uses the Snowflake app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`	Watch for changes on this schedule
Database	`database`	`string`	Select a value from the drop down menu.
Schema	`schema`	`string`	Select a value from the drop down menu.
Table Name	`tableName`	`string`	Select a value from the drop down menu.
Unique Key	`uniqueKey`	`string`	Select a value from the drop down menu.
Emit individual events	`emitIndividualEvents`	`boolean`	Defaults to `true`, triggering workflows on each record in the result set. Set to `false` to emit records in batch (advanced)

Trigger Authentication#

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

We recommend you create a read-only account if you only need to query Snowflake. If you need to insert data into Snowflake, add permissions on the appropriate objects after you create your user.

About Snowflake#

A data warehouse built for the cloud

Action#

Create or Update Contact on PandaDoc

Description:This method adds or updates a contact using the email as index. [See the documentation here](https://developers.pandadoc.com/reference/create-contact)

Version:0.0.7

Key:pandadoc-create-or-update-contact

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-or-update-contact",
  name: "Create or Update Contact",
  description: "This method adds or updates a contact using the email as index. [See the documentation here](https://developers.pandadoc.com/reference/create-contact)",
  type: "action",
  version: "0.0.7",
  props: {
    app,
    email: {
      type: "string",
      label: "Email",
      description: "Contact's email address.",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "Contact's first name.",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Contact's last name.",
      optional: true,
    },
    company: {
      type: "string",
      label: "Company",
      description: "Contact's company name.",
      optional: true,
    },
    jobTitle: {
      type: "string",
      label: "Job Title",
      description: "Contact's job title.",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Contact's phone number.",
      optional: true,
    },
    country: {
      type: "string",
      label: "Country",
      description: "Contact's country name.",
      optional: true,
    },
    state: {
      type: "string",
      label: "State",
      description: "Contact's state name.",
      optional: true,
    },
    streetAddress: {
      type: "string",
      label: "Street Address",
      description: "Contact's street address.",
      optional: true,
    },
    city: {
      type: "string",
      label: "City",
      description: "Contact's city name.",
      optional: true,
    },
    postalCode: {
      type: "string",
      label: "Postal Code",
      description: "Contact's postal code.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      email,
      firstName,
      lastName,
      company,
      jobTitle,
      phone,
      country,
      state,
      streetAddress,
      city,
      postalCode,
    } = this;

    const response = await this.app.createOrUpdateContact({
      $,
      data: {
        email,
        first_name: firstName,
        last_name: lastName,
        company,
        job_title: jobTitle,
        phone,
        country,
        state,
        street_address: streetAddress,
        city,
        postal_code: postalCode,
      },
    });

    $.export("$summary", `Successfully created or updated a contact with email: ${email}`);
    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.
Email	`email`	`string`	Contact's email address.
First Name	`firstName`	`string`	Contact's first name.
Last Name	`lastName`	`string`	Contact's last name.
Company	`company`	`string`	Contact's company name.
Job Title	`jobTitle`	`string`	Contact's job title.
Phone	`phone`	`string`	Contact's phone number.
Country	`country`	`string`	Contact's country name.
State	`state`	`string`	Contact's state name.
Street Address	`streetAddress`	`string`	Contact's street address.
City	`city`	`string`	Contact's city name.
Postal Code	`postalCode`	`string`	Contact's postal code.

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