Create Task with Pipeline 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 Task with the Pipeline API

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Getting Started#

This integration creates a workflow with a PandaDoc trigger and Pipeline 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 Task action
1. Connect your Pipeline account
2. Select a Event Category ID
3. Configure Name
4. Optional- Configure Description
5. Optional- Configure All Day
6. Configure Due Date
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 Task on Pipeline

Description:Creates a new calendar task in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Calendar-Entries-(Tasks-and-Events)/paths/~1calendar_entries/post)

Version:0.0.1

Key:pipeline-create-task

View on GitHub

Pipeline Overview#

The Pipeline API on Pipedream enables you to design robust automations that streamline your sales and engagement processes. By leveraging this API, you can programmatically manage your sales pipeline, track email interactions, and book meetings automatically. Create triggers based on email events, update deals based on customer actions, or sync your sales data with other platforms for deeper analysis. With Pipedream's serverless architecture, you can create workflows that respond in real-time, ensuring your sales team has the freshest information at their fingertips.

Action Code#

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

export default {
  name: "Create Task",
  key: "pipeline-create-task",
  description: "Creates a new calendar task in your Pipeline account. [See the docs here](https://app.pipelinecrm.com/api/docs#tag/Calendar-Entries-(Tasks-and-Events)/paths/~1calendar_entries/post)",
  version: "0.0.1",
  type: "action",
  props: {
    pipeline,
    eventCategoryId: {
      propDefinition: [
        pipeline,
        "eventCategoryId",
      ],
    },
    name: {
      propDefinition: [
        pipeline,
        "name",
      ],
      description: "The name of the task",
    },
    description: {
      propDefinition: [
        pipeline,
        "description",
      ],
      description: "A more detailed description of the task",
    },
    allDay: {
      propDefinition: [
        pipeline,
        "allDay",
      ],
      description: "Specify if this task is all day",
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "Datetime [in ISO 8601 format](https://en.wikipedia.org/wiki/ISO_8601). Due date of the task. For example `2023-02-22T23:31:23+00:00` or `2023-02-22`",
    },
  },
  async run({ $ }) {
    const data = {
      calendar_entry: {
        type: "CalendarTask",
        category_id: this.eventCategoryId,
        name: this.name,
        description: this.description,
        all_day: this.allDay,
        due_date: this.dueDate,
      },
    };

    const response = await this.pipeline.createCalendarEntry({
      data,
      $,
    });

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

    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
Pipeline	`pipeline`	`app`	This component uses the Pipeline app.
Event Category ID	`eventCategoryId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	The name of the task
Description	`description`	`string`	A more detailed description of the task
All Day	`allDay`	`boolean`	Specify if this task is all day
Due Date	`dueDate`	`string`	Datetime in ISO 8601 format. Due date of the task. For example `2023-02-22T23:31:23+00:00` or `2023-02-22`

Action Authentication#

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

To get your API Key, sign in to your Pipeline account, then Account Settings -> API Integrations -> View API Keys.

About Pipeline#

Pipeline is the first sales productivity platform to combine sales engagement and Customer Relationship Management (CRM) in one easy-to-use application. We make your sales process as organized and efficient as possible. Email your contacts, qualify leads, and get organized so you can spend more time closing! Over 17,000 salespeople use Pipeline to manage their sales.

More Ways to Connect Pipeline + PandaDoc#

Other Popular Integrations#

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Pipedream makes it easy to connect APIs for Pipeline, PandaDoc and 2,700+ other apps remarkably fast.

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

Developers ♥ Pipedream

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