Issue Virtual Card with Ramp (Sandbox) API on New Agreement with Status from Concord API

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Trigger workflow on

New Agreement with Status from the Concord API

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Issue Virtual Card with the Ramp (Sandbox) API

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Getting Started#

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

Select this integration
Configure the New Agreement with Status trigger
1. Connect your Concord account
2. Configure timer
3. Select a Organization ID
4. Optional- Select one or more Status(es)
5. Optional- Configure Filter by search pattern
Configure the Issue Virtual Card action
1. Connect your Ramp (Sandbox) account
2. Configure Virtual Card Name
3. Select a User ID
4. Configure Link to Existing Spend Program
5. Optional- Select a Spend Program ID
6. Optional- Select one or more Allowed Categories
7. Optional- Select one or more Blocked Categories
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#

New Agreement with Status on Concord

Description:Emit new event for new agreements with the specified status(es) [See the documentation](https://api.doc.concordnow.com/#tag/Agreement/operation/ListAgreements)

Version:0.0.1

Key:concord-new-agreement-with-status

View on GitHub

Concord Overview#

The Concord API provides access to a contract management platform that lets users automate the creation, negotiation, signing, and management of contracts. With the API, you can leverage Concord's features in a programmatic way, allowing for integration with external systems and automation of workflows. Using Pipedream, you can connect Concord's capabilities to a multitude of other services, trigger workflows based on events within Concord, or perform operations in Concord in response to triggers from other apps.

Trigger Code#

import app from "../../app/concord.app.mjs";
import { defineSource } from "@pipedream/types";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import { AGREEMENT_LIST_STATUSES } from "../../common/constants.mjs";
export default defineSource({
    key: "concord-new-agreement-with-status",
    name: "New Agreement with Status",
    description: "Emit new event for new agreements with the specified status(es) [See the documentation](https://api.doc.concordnow.com/#tag/Agreement/operation/ListAgreements)",
    version: "0.0.1",
    type: "source",
    props: {
        app,
        db: "$.service.db",
        timer: {
            type: "$.interface.timer",
            default: {
                intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
            },
        },
        organizationId: {
            propDefinition: [
                app,
                "organizationId",
            ],
        },
        statuses: {
            label: "Status(es)",
            description: "One or more statuses to emit events for. If none are selected, events will be emitted for all statuses.",
            type: "string[]",
            options: AGREEMENT_LIST_STATUSES,
            optional: true,
        },
        search: {
            label: "Filter by search pattern",
            description: "If set, events will only be emitted for agreement matching the specified pattern",
            type: "string",
            optional: true,
        },
    },
    hooks: {
        async deploy() {
            await this.getAndProcessData();
        },
    },
    methods: {
        getSavedIds() {
            return this.db.get("savedIds");
        },
        setSavedIds(data) {
            this.db.set("savedIds", data);
        },
        async getAndProcessData() {
            const { organizationId, search, statuses, } = this;
            const data = await this.app.listAgreements({
                organizationId,
                search,
                statuses,
            });
            if (data) {
                const savedIds = this.getSavedIds() ?? [];
                data
                    .filter(({ uuid }) => !savedIds.includes(uuid))
                    .reverse()
                    .forEach((obj) => {
                    this.emitEvent(obj);
                    savedIds.push(obj.uuid);
                });
                this.setSavedIds(savedIds);
            }
        },
        emitEvent(data) {
            const ts = Date.now();
            const { uuid: id } = data;
            this.$emit(data, {
                id,
                summary: `New Agreement (${data.status}): "${data.title}"`,
                ts,
            });
        },
    },
    async run() {
        await this.getAndProcessData();
    },
});

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
Concord	`app`	`app`	This component uses the Concord app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Organization ID	`organizationId`	`integer`	Select a value from the drop down menu.
Status(es)	`statuses`	`string[]`	Select a value from the drop down menu:`DRAFTVALIDATIONNEGOTIATIONSIGNINGUNKNOWN_CONTRACTFUTURE_CONTRACTCURRENT_CONTRACTCOMPLETED_CONTRACTCOMPLETED_CANCEL_CONTRACTCOMPLETED_CONTRACT_RENEWABLEBROKENNEGO_INVITETEMPLATETEMPLATE_AUTO`
Filter by search pattern	`search`	`string`	If set, events will only be emitted for agreement matching the specified pattern

Trigger Authentication#

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

To retrieve your API Key,

Navigate to your Concord account and sign in
Go to “Integrations” > “Concord API”

About Concord#

Take control of your contract lifecycle management with drafting, approvals, e-signature and storage — all in one place.

Action#

Issue Virtual Card on Ramp (Sandbox)

Description:Creates a new virtual card for a given user. [See the documentation](https://docs.ramp.com/developer-api/v1/reference/rest/limits#post-developer-v1-limits-deferred)

Version:0.0.3

Key:ramp_sandbox-issue-virtual-card

View on GitHub

Ramp (Sandbox) Overview#

The Ramp (Sandbox) API provides programmatic access to manage corporate cards and spending in a controlled environment, ideal for testing and development. With this API on Pipedream, developers can automate financial operations, synchronize accounting data, and streamline expense management workflows. Leveraging Pipedream's capabilities, users can integrate Ramp with other services to enhance financial visibility, automate reconciliation processes, and trigger actions based on spending activities.

Action Code#

import ramp from "../../ramp_sandbox.app.mjs";
import issueVirtualCard from "../../../ramp/actions/issue-virtual-card/issue-virtual-card.mjs";

export default {
  ...issueVirtualCard,
  key: "ramp_sandbox-issue-virtual-card",
  name: "Issue Virtual Card",
  description: "Creates a new virtual card for a given user. [See the documentation](https://docs.ramp.com/developer-api/v1/reference/rest/limits#post-developer-v1-limits-deferred)",
  version: "0.0.3",
  type: "action",
  props: {
    ramp,
    displayName: {
      type: "string",
      label: "Virtual Card Name",
      description: "The name of the virtual card",
    },
    userId: {
      propDefinition: [
        ramp,
        "userId",
      ],
    },
    linkToSpendProgram: {
      type: "boolean",
      label: "Link to Existing Spend Program",
      description: "Whether to link the card to an existing spend program",
      reloadProps: true,
    },
    spendProgramId: {
      propDefinition: [
        ramp,
        "spendProgramId",
      ],
      hidden: true,
    },
    allowedCategories: {
      propDefinition: [
        ramp,
        "allowedCategories",
      ],
      hidden: true,
    },
    blockedCategories: {
      propDefinition: [
        ramp,
        "blockedCategories",
      ],
      hidden: true,
    },
  },
};

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
Ramp (Sandbox)	`ramp`	`app`	This component uses the Ramp (Sandbox) app.
Virtual Card Name	`displayName`	`string`	The name of the virtual card
User ID	`userId`	`string`	Select a value from the drop down menu.
Link to Existing Spend Program	`linkToSpendProgram`	`boolean`	Whether to link the card to an existing spend program

Action Authentication#

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

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

transactions:readcards:readcards:writespend_programs:readspend_programs:writeusers:readusers:writelocations:readlocations:writelimits:readlimits:writedepartments:readdepartments:writebusiness:readreceipts:readtransfers:readvendors:readmerchants:readaccounting:readreceipts:write