← Trello + Docusign integrations

Create Signature Request with Docusign APIon New Notification from Trello API

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Trigger workflow on
New Notification from the Trello API
Next, do this
Create Signature Request with the Docusign API
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Trusted by 200,000+ developers from startups to Fortune 500 companies

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Getting Started

This integration creates a workflow with a Trello 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 New Notification trigger
    1. Connect your Trello account
    2. Configure timer
  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
    6. Configure Recipient Email
    7. Configure Recipient Name
    8. Select a Recipient Role
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. Turn on the trigger

Details

This integration uses pre-built, open source 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:Emits an event for each new Trello notification for the authenticated user.
Version:0.0.4
Key:trello-new-notification

Trigger Code

const common = require("../common-polling.js");

module.exports = {
  ...common,
  key: "trello-new-notification",
  name: "New Notification",
  description:
    "Emits an event for each new Trello notification for the authenticated user.",
  version: "0.0.4",
  dedupe: "unique",
  methods: {
    ...common.methods,
    _getLastNotificationId() {
      return this.db.get("lastNotificationId") || null;
    },
    _setLastNotificationId(lastNotificationId) {
      this.db.set("lastNotificationId", lastNotificationId);
    },
    generateMeta({ id, type, date, data }) {
      return {
        id,
        summary: `${type} : ${data.card.name}`,
        ts: Date.parse(date),
      };
    },
  },
  async run(event) {
    const since = this._getLastNotificationId();
    const params = {
      since,
    };

    const notifications = await this.trello.getNotifications("me", params);

    const { length: notificationCount = 0 } = notifications;
    if (notificationCount <= 0) {
      console.log("No notifications to process");
      return;
    }
    const { id } = notifications[notificationCount - 1];
    this._setLastNotificationId(id);

    for (const notification of notifications) {
      this.emitEvent(notification);
    }
  },
};

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
TrellotrelloappThis component uses the Trello app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between component invocations.
timer$.interface.timer

Trigger Authentication

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

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

readwrite

About Trello

Trello keeps track of everything, from the big picture to the minute details

Action

Description:Creates a signature request from a template
Version:0.0.1
Key:docusign-create-signature-request

Action Code

const docusign = require("../../docusign.app.js");

module.exports = {
  key: "docusign-create-signature-request",
  name: "Create Signature Request",
  description: "Creates a signature request from a template",
  version: "0.0.1",
  type: "action",
  props: {
    docusign,
    account: {
      propDefinition: [
        docusign,
        "account",
      ],
    },
    template: {
      propDefinition: [
        docusign,
        "template",
        (c) => ({
          account: c.account,
        }),
      ],
    },
    emailSubject: {
      propDefinition: [
        docusign,
        "emailSubject",
      ],
    },
    emailBlurb: {
      propDefinition: [
        docusign,
        "emailBlurb",
      ],
    },
    recipientEmail: {
      propDefinition: [
        docusign,
        "recipientEmail",
      ],
    },
    recipientName: {
      propDefinition: [
        docusign,
        "recipientName",
      ],
    },
    role: {
      propDefinition: [
        docusign,
        "role",
        (c) => ({
          account: c.account,
          template: c.template,
        }),
      ],
    },
  },
  async run() {
    const baseUri = await this.docusign.getBaseUri(this.account);
    const data = {
      status: "sent",
      templateId: this.template,
      templateRoles: [
        {
          roleName: this.role,
          name: this.recipientName,
          email: this.recipientEmail,
        },
      ],
      emailSubject: this.emailSubject,
    };
    if (this.emailBlurb) data.emailBlurb = this.emailBlurb;
    try {
      return await this.docusign.createEnvelope(baseUri, data);
    } catch (err) {
      throw new Error(err.message);
    }
  },
};

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.

Recipient EmailrecipientEmailstring

Email address of signature request recipient

Recipient NamerecipientNamestring

The full name of the recipient

Recipient RolerolestringSelect a value from the drop down menu.

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

About Pipedream

Stop writing boilerplate code, struggling with authentication and managing infrastructure. Start connecting APIs with code-level control when you need it — and no code when you don't.

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Powerful features that scale
Manage concurrency and execution rate
Manage concurrency and execution rate

Queue up to 10,000 events per workfow and manage the concurrency and rate at which workflows are triggered.

Process large payloads up to 5 terabytes
Process large payloads up to 5 terabytes

Large file support enables you to trigger workflows with any data (e.g., large JSON files, images and videos) up to 5 terabytes.

Return custom responses to HTTP requests
Return custom responses to HTTP requests

Return any JSON-serializable response from an HTTP triggered workflow using $respond().

Use most npm packages
Use most npm packages

To use any npm package, just require() it -- there's no npm install or package.json required.

Maintain state between executions
Maintain state between executions

Use $checkpoint to save state in one workflow invocation and read it the next time your workflow runs.

Pass data between steps
Pass data between steps

Return data from any step to inspect it in a human-friendly way and reference the data in future steps via the steps object.