← Docsumo + Snowflake integrations

Insert Single Row with Snowflake API on New Document Status Changed from Docsumo API

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New Document Status Changed from the Docsumo API
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Insert Single Row with the Snowflake API
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Getting Started

This integration creates a workflow with a Docsumo trigger and Snowflake 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 Document Status Changed trigger
    1. Connect your Docsumo account
    2. Configure timer
  3. Configure the Insert Single Row action
    1. Connect your Snowflake account
    2. Select a Database
    3. Select a Schema
    4. Select a Table Name
  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 document status is changed
Version:0.0.1
Key:docsumo-document-status-changed

Docsumo Overview

The Docsumo API offers robust capabilities for extracting and processing data from various types of documents, like invoices, receipts, and bank statements. It applies intelligent OCR (Optical Character Recognition) to transform unstructured documents into structured data. With Pipedream, you can harness this power to automate workflows, such as digitizing financial records, validating document data, or integrating extracted information into databases or other apps, all with minimal code.

Trigger Code

import app from "../../docsumo.app.mjs";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";

export default {
  name: "New Document Status Changed",
  description: "Emit new event when document status is changed",
  key: "docsumo-document-status-changed",
  version: "0.0.1",
  type: "source",
  props: {
    app,
    timer: {
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    db: "$.service.db",
  },
  hooks: {
    async deploy() {
      const documents = await this.listAllDocuments();
      this.setDocuments(this.getDocumentsStatusMap(documents));
    },
  },
  methods: {
    setDocuments(documents) {
      this.db.set("documents", documents);
    },
    getDocuments() {
      return this.db.get("documents") || {};
    },
    getDocumentsStatusMap(documents) {
      const documentsStatusMap = {};
      for (const document of documents) {
        documentsStatusMap[document.doc_id] = document.status;
      }
      return documentsStatusMap;
    },
    getDocumentsMappedByDocId(documents) {
      const documentsMap = {};
      for (const document of documents) {
        documentsMap[document.doc_id] = document;
      }
      return documentsMap;
    },
    async listAllDocuments(params) {
      const PAGE_SIZE = 200;
      let page = 0;
      const documents = [];

      while (true) {
        const res = await this.app.listDocuments({
          ...params,
          limit: PAGE_SIZE,
          offset: (page * PAGE_SIZE),
        });
        if (res.data.documents.length === 0) {
          break;
        }
        documents.push(...res.data.documents);
        page++;
      }

      return documents;
    },
    emitEvent(doc, isNew) {
      this.$emit(doc, {
        id: `${doc.doc_id}-${doc.status}`,
        summary: `${isNew
          ? "New"
          : "Changed"
        } - ${doc.doc_id}`,
        ts: Date.now(),
      });
    },
  },
  async run() {
    const documents = await this.listAllDocuments();
    const changedDocuments = [];
    const newDocuments = [];
    const documentsMappedByDocId = this.getDocumentsMappedByDocId(documents);
    const prevDocumentsStatusMap = this.getDocuments();

    // Iterate over documentsStatusMap map
    for (const [
      docId,
      doc,
    ] of Object.entries(documentsMappedByDocId)) {
      // If document is new
      if (!prevDocumentsStatusMap[docId]) {
        newDocuments.push(doc);
      }

      // If document status has changed
      else if (prevDocumentsStatusMap[docId] !== doc.status) {
        changedDocuments.push(doc);
      }
    }

    this.setDocuments(this.getDocumentsStatusMap(documents));
    for (const doc of changedDocuments) {
      this.emitEvent(doc, false);
    }
    for (const doc of newDocuments) {
      this.emitEvent(doc, true);
    }
  },
};

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
DocsumoappappThis component uses the Docsumo app.
timer$.interface.timer
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.

Trigger Authentication

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

About Docsumo

Make fast & accurate decisions from unstructured documents. Document AI software that converts unstructured documents to actionable data.

Action

Description:Insert a row into a table
Version:1.1.2
Key:snowflake-insert-row

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.

Action Code

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

export default {
  type: "action",
  key: "snowflake-insert-row",
  name: "Insert Single Row",
  description: "Insert a row into a table",
  version: "1.1.2",
  props: {
    snowflake,
    database: {
      propDefinition: [
        snowflake,
        "database",
      ],
    },
    schema: {
      propDefinition: [
        snowflake,
        "schema",
        (c) =>  ({
          database: c.database,
        }),
      ],
    },
    tableName: {
      propDefinition: [
        snowflake,
        "tableName",
        (c) => ({
          database: c.database,
          schema: c.schema,
        }),
      ],
      description: "The table where you want to add a new row",
      reloadProps: true,
    },
  },
  async additionalProps() {
    const props = {};
    // Once a user selects the table, display the columns as additional props
    if (this.tableName) {
      const fields = await this.snowflake.listFieldsForTable(this.tableName);
      const defaultValue = {};
      for (const field of fields) {
        defaultValue[field.name] = "";
      }
      props["values"] = {
        type: "object",
        label: "Values",
        description: "Enter the values for each column",
        default: defaultValue,
      };
    }
    return props;
  },
  async run({ $ }) {
    const response = await this.snowflake.insertRow(this.tableName, this.values);
    $.export("$summary", `Successfully inserted row in ${this.tableName}`);
    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.

LabelPropTypeDescription
SnowflakesnowflakeappThis component uses the Snowflake app.
DatabasedatabasestringSelect a value from the drop down menu.
SchemaschemastringSelect a value from the drop down menu.
Table NametableNamestringSelect a value from the drop down menu.

Action 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.

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.

About Snowflake

A data warehouse built for the cloud

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