Create Signature Request with Docusign API on Prime Contract Event(Instant) from Procore API

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Prime Contract Event(Instant) from the Procore 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 Procore trigger and Docusign action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Prime Contract Event(Instant) trigger
1. Connect your Procore account
2. Select a Company
3. Optional- Select a Project
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
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#

Prime Contract Event(Instant) on Procore

Description:Emits an event each time a Prime Contract is created, updated, or deleted in a project.

Version:0.0.2

Key:procore-prime-contract

View on GitHub

Procore Overview#

The Procore API empowers developers to interact with its construction management software programmatically, enabling automation of tasks, data synchronization, and enhanced reporting. With APIs covering project management, quality and safety, construction financials, and field productivity, you can craft workflows that streamline operations, reduce manual entry, and provide real-time insights. On Pipedream, these capabilities can be harnessed to create workflows that react to events in Procore or orchestrate actions between Procore and other apps, optimizing construction project workflows.

Trigger Code#

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

module.exports = {
  ...common,
  name: "Prime Contract Event(Instant)",
  key: "procore-prime-contract",
  description:
    "Emits an event each time a Prime Contract is created, updated, or deleted in a project.",
  version: "0.0.2",
  type: "source",
  methods: {
    ...common.methods,
    getResourceName() {
      return "Prime Contracts";
    },
    async getDataToEmit(body) {
      const { resource_id: resourceId } = body;
      const resource = await this.procore.getPrimeContract(
        this.company,
        this.project,
        resourceId,
      );
      return {
        ...body,
        resource,
      };
    },
    getMeta({
      id, event_type, timestamp, resource,
    }) {
      const { title } = resource;
      const eventType = event_type;
      const ts = new Date(timestamp).getTime();
      return {
        id,
        summary: `${eventType} ${title}`,
        ts,
      };
    },
  },
};

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
Procore	`procore`	`app`	This component uses the Procore 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.
Company	`company`	`integer`	Select a value from the drop down menu.
Project	`project`	`integer`	Select a value from the drop down menu.

Trigger Authentication#

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

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

About Procore#

The all-in-one construction management software built to help you finish quality projects — safely, on time, and within budget.

Action#

Create Signature Request on Docusign

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

View on GitHub

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.

Label	Prop	Type	Description
Docusign	`docusign`	`app`	This component uses the Docusign app.
Account	`account`	`string`	Select a value from the drop down menu.
Template	`template`	`string`	Select a value from the drop down menu.
Email Subject	`emailSubject`	`string`	Subject line of email
Email Blurb	`emailBlurb`	`string`	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