← Docusign + Jira integrations

Create Issue with Jira API on New Change in Envelope Status from Docusign API

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New Change in Envelope Status from the Docusign API
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Create Issue with the Jira API
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Getting Started

This integration creates a workflow with a Docusign trigger and Jira 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 Change in Envelope Status trigger
    1. Connect your Docusign account
    2. Select a Account
    3. Configure Polling Interval
    4. Select one or more Status
  3. Configure the Create Issue action
    1. Connect your Jira account
    2. Select a Cloud ID
    3. Optional- Configure History Metadata
    4. Optional- Configure Properties
    5. Optional- Configure Update
    6. Optional- Configure Additional properties
    7. Optional- Configure Update History
    8. Select a Project ID
    9. Select a Issue Type
  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 an envelope's status is updated
Version:0.0.1
Key:docusign-new-change-in-envelope-status

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.

Trigger Code

import docusign from "../../docusign.app.mjs";
import common from "./common.mjs";

export default {
  ...common,
  key: "docusign-new-change-in-envelope-status",
  version: "0.0.1",
  name: "New Change in Envelope Status",
  description: "Emit new event when an envelope's status is updated",
  type: "source",
  props: {
    docusign,
    account: {
      propDefinition: [
        docusign,
        "account",
      ],
    },
    ...common.props,
  },
};

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
DocusigndocusignappThis component uses the Docusign app.
AccountaccountstringSelect a value from the drop down menu.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling Intervaltimer$.interface.timer

Pipedream will poll the Docusign API on this schedule

Statusstatusstring[]Select a value from the drop down menu:anycompletedcreateddeclineddeleteddeliveredprocessingsentsignedtimedoutvoided

Trigger 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

Action

Description:Creates an issue or, where the option to create subtasks is enabled in Jira, a subtask. [See the documentation](https://developer.atlassian.com/cloud/jira/platform/rest/v3/api-group-issues/#api-rest-api-3-issue-post)
Version:0.1.26
Key:jira-create-issue

Jira Overview

The Jira API opens up a world of possibilities for automating project management tasks, syncing with other tools, and enhancing data visibility. With Pipedream's integration, you can streamline issue tracking by automatically creating, updating, and searching for issues in Jira, as well as managing projects, sprints, users, and more. This integration not only saves time but also ensures real-time data flow across various platforms, keeping teams in sync and projects on track.

Action Code

import constants from "../../common/constants.mjs";
import utils from "../../common/utils.mjs";
import common from "../common/issue.mjs";
import { ConfigurationError } from "@pipedream/platform";

export default {
  ...common,
  key: "jira-create-issue",
  name: "Create Issue",
  description: "Creates an issue or, where the option to create subtasks is enabled in Jira, a subtask. [See the documentation](https://developer.atlassian.com/cloud/jira/platform/rest/v3/api-group-issues/#api-rest-api-3-issue-post)",
  version: "0.1.26",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    ...common.props,
    updateHistory: {
      type: "boolean",
      label: "Update History",
      description: "Whether the project in which the issue is created is added to the user's **Recently viewed** project list, as shown under **Projects** in Jira",
      optional: true,
    },
    projectId: {
      propDefinition: [
        common.props.app,
        "projectID",
        ({ cloudId }) => ({
          cloudId,
        }),
      ],
    },
    issueTypeId: {
      reloadProps: true,
      propDefinition: [
        common.props.app,
        "issueType",
        ({
          cloudId, projectId,
        }) => ({
          cloudId,
          projectId,
        }),
      ],
    },
  },
  async additionalProps(existingProps) {
    const {
      cloudId,
      projectId,
      issueTypeId,
    } = this;

    if (isNaN(projectId) || !cloudId || isNaN(issueTypeId)) {
      existingProps.additionalProperties.optional = false;
      return {};
    }

    try {
      const {
        projects: [
          {
            issuetypes: [
              { fields = {} } = {},
            ],
          },
        ],
      } = await this.app.getCreateIssueMetadata({
        cloudId,
        params: {
          projectIds: projectId,
          issuetypeIds: issueTypeId,
          expand: "projects.issuetypes.fields",
        },
      });

      const keys = [
        constants.FIELD_KEY.ISSUETYPE,
        constants.FIELD_KEY.PROJECT,
      ];

      existingProps.additionalProperties.optional = true;
      return this.getDynamicFields({
        fields,
        predicate: ({ key }) => !keys.includes(key),
      });
    } catch {
      existingProps.additionalProperties.optional = false;
      return {};
    }
  },
  async run({ $ }) {
    const {
      // eslint-disable-next-line no-unused-vars
      app,
      cloudId,
      projectId,
      issueTypeId,
      updateHistory,
      historyMetadata,
      properties,
      update,
      additionalProperties,
      ...dynamicFields
    } = this;

    if ((!dynamicFields || Object.keys(dynamicFields).length === 0)
      && (!additionalProperties || Object.keys(additionalProperties).length === 0)
    ) {
      throw new ConfigurationError("Please provide at least one additional property");
    }

    const fields = utils.reduceProperties({
      initialProps: {
        project: {
          id: projectId,
        },
        issuetype: {
          id: issueTypeId,
        },
      },
      additionalProps: this.formatFields(dynamicFields),
    });

    const params = utils.reduceProperties({
      additionalProps: {
        updateHistory,
      },
    });

    const response = await this.app.createIssue({
      $,
      cloudId,
      params,
      data: {
        fields: {
          ...utils.parseObject(additionalProperties),
          ...fields,
        },
        historyMetadata: utils.parseObject(historyMetadata),
        properties: utils.parse(properties),
        update: utils.parseObject(update),
      },
    });

    $.export("$summary", `Issue has been created successfuly. (ID:${response.id}, KEY:${response.key})`);

    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
JiraappappThis component uses the Jira app.
Cloud IDcloudIdstringSelect a value from the drop down menu.
History MetadatahistoryMetadataobject

Additional issue history details

Propertiespropertiesstring

Details of issue properties to be added or updated. Please provide an array of objects with keys and values.

Updateupdateobject

A Map containing the field name and a list of operations to perform on the issue screen field. Note that fields included here cannot be included in fields.

Additional propertiesadditionalPropertiesobject

Extra properties of any type may be provided to this object

Update HistoryupdateHistoryboolean

Whether the project in which the issue is created is added to the user's Recently viewed project list, as shown under Projects in Jira

Project IDprojectIdstringSelect a value from the drop down menu.
Issue TypeissueTypeIdstringSelect a value from the drop down menu.

Action Authentication

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

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

read:jira-workmanage:jira-projectread:jira-userwrite:jira-workmanage:jira-data-providerread:meoffline_accessread:issue-details:jiraread:board-scope:jira-softwareread:webhook:jirawrite:webhook:jiraread:field:jiraread:project:jiradelete:webhook:jirawrite:board-scope:jira-softwareread:board-scope.admin:jira-softwareread:sprint:jira-softwarewrite:sprint:jira-softwareread:field.option:jirawrite:field.option:jiraread:custom-field-contextual-configuration:jira write:custom-field-contextual-configuration:jiramanage:jira-configurationread:jql:jira

About Jira

Jira is the #1 agile project management tool used by teams to plan, track, release, and support great software with confidence

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