← Mailchimp + Docusign integrations

Create Signature Request with Docusign API on Link Clicked from Mailchimp API

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Link Clicked from the Mailchimp API
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Create Signature Request with the Docusign API
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Getting Started

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

  1. Select this integration
  2. Configure the Link Clicked trigger
    1. Connect your Mailchimp account
    2. Configure timer
    3. Select a Campaign ID
    4. Select a Campaign Link
    5. Configure Unique Clicks Only?
  3. Configure the Create Signature Request action
    1. Connect your Docusign account
    2. Select a Account
    3. Select a Template
    4. Configure Email Subject
    5. Optional- Configure Email Blurb
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a recipient clicks a pre-specified link in an specific campaign.
Version:0.0.2
Key:mailchimp-link-clicked

Mailchimp Overview

The Mailchimp API taps into the heart of your email marketing efforts, allowing you to manage subscribers, campaigns, and reports. With the API, you can automate tasks like syncing subscriber lists, segmenting contacts based on behavior, and personalizing email content to match user profiles. It's a powerful tool for marketers looking to fine-tune their email strategy and maximize engagement.

Trigger Code

import common from "../common/timer-based.mjs";

export default {
  ...common,
  key: "mailchimp-link-clicked",
  name: "Link Clicked",
  description: "Emit new event when a recipient clicks a pre-specified link in an specific campaign.",
  version: "0.0.2",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    campaignId: {
      propDefinition: [
        common.props.mailchimp,
        "campaignId",
      ],
      description: "The unique ID of the campaign you'd like to watch for new clicks on links",
    },
    linkId: {
      propDefinition: [
        common.props.mailchimp,
        "linkId",
        (c) => ({
          campaignId: c.campaignId,
        }),
      ],
    },
    uniqueClicksOnly: {
      type: "boolean",
      label: "Unique Clicks Only?",
      description: "Whether to count every link click or only count clicks coming from each user only once",
      default: false,
    },
  },
  hooks: {
    async deploy() {
      // Emits sample events on the first run during deploy.
      return this.emitReportSampleEvents(this.campaignId, this.linkId, (Date.now()));
    },
  },
  methods: {
    ...common.methods,
    getEventTypes() {
      return [
        "clicks",
      ];
    },
    generateMeta({
      eventPayload,
      diff: clickDiff,
      timestamp: ts,
    }) {
      const { id: linkId } = eventPayload;
      return {
        id: `${linkId}-${ts}`,
        summary: `${clickDiff} new clicks`,
        ts,
      };
    },
    getCachedCampaignDetails() {
      return this.getDbServiceVariable("recipientClicks");
    },
    async getCampaignDetails() {
      return this.mailchimp.getCampaignClickDetailsForLink(
        this.campaignId,
        this.linkId,
      );
    },
    getNodataErrorMessage() {
      return "No data found for specified campaign and link.";
    },
    getCurrentCampaignDetails(report) {
      return this.uniqueClicksOnly
        ? report.unique_clicks
        : report.total_clicks;
    },
    getDetailsDiff(currentRecipientClicks, recipientClicks) {
      return currentRecipientClicks - recipientClicks;
    },
    cacheCampaignDetails(currentRecipientClicks) {
      if (isNaN(currentRecipientClicks)) {
        if (this.uniqueClicksOnly) {
          this.setDbServiceVariable("recipientClicks", currentRecipientClicks.unique_clicks);
        } else {
          this.setDbServiceVariable("recipientClicks", currentRecipientClicks.total_clicks);
        }
      } else {
        this.setDbServiceVariable("recipientClicks", currentRecipientClicks);
      }
    },
    clearCampaignDetailsCache() {
      this.setDbServiceVariable("recipientClicks", 0);
    },
  },
  async run() {
    return this.emitReportEvents();
  },
};

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.
LabelPropTypeDescription
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
MailchimpmailchimpappThis component uses the Mailchimp app.
timer$.interface.timer
Campaign IDcampaignIdstringSelect a value from the drop down menu.
Campaign LinklinkIdstringSelect a value from the drop down menu.
Unique Clicks Only?uniqueClicksOnlyboolean

Whether to count every link click or only count clicks coming from each user only once

Trigger Authentication

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

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

About Mailchimp

Mailchimp is a marketing automation and email marketing platform.

Action

Description:Creates a signature request from a template [See the docs here](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create)
Version:0.1.3
Key:docusign-create-signature-request

Docusign Overview

The DocuSign API enables you to integrate electronic signature workflows into your applications, automate the process of sending and receiving documents for signatures, and securely manage related data. Leveraging Pipedream's platform, you can build powerful automations that streamline how contracts and agreements are handled, enhance compliance, and improve overall efficiency.

Action Code

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

export default {
  ...common,
  key: "docusign-create-signature-request",
  version: "0.1.3",
  name: "Create Signature Request",
  description: "Creates a signature request from a template [See the docs here](https://developers.docusign.com/docs/esign-rest-api/reference/envelopes/envelopes/create)",
  type: "action",
  methods: {
    ...common.methods,
    _getStatusType() {
      return "sent";
    },
  },
  props: {
    ...common.props,
    docusign,
    account: {
      propDefinition: [
        docusign,
        "account",
      ],
    },
    template: {
      propDefinition: [
        docusign,
        "template",
        (c) => ({
          account: c.account,
        }),
      ],
      reloadProps: true,
    },
    emailSubject: {
      propDefinition: [
        docusign,
        "emailSubject",
      ],
    },
    emailBlurb: {
      propDefinition: [
        docusign,
        "emailBlurb",
      ],
    },
  },
};

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.

LabelPropTypeDescription
DocusigndocusignappThis component uses the Docusign app.
AccountaccountstringSelect a value from the drop down menu.
TemplatetemplatestringSelect a value from the drop down menu.
Email SubjectemailSubjectstring

Subject line of email

Email BlurbemailBlurbstring

Email message to recipient. Overrides template setting.

Action Authentication

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

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

signatureextendedopenid

About Docusign

Electronic Signature and Agreement Cloud

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