Send Document Using Template with BoldSign API on New Product Reviews from Trustpilot (Customer) API

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New Product Reviews from the Trustpilot (Customer) API

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Send Document Using Template with the BoldSign API

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Getting Started#

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

Select this integration
Configure the New Product Reviews trigger
1. Connect your Trustpilot (Customer) account
2. Configure timer
3. Select a Business Unit ID
Configure the Send Document Using Template action
1. Connect your BoldSign account
2. Select a Template ID
3. Optional- Configure Title
4. Optional- Configure Message
5. Configure Roles
6. Optional- Select a Brand ID
7. Optional- Configure Labels
8. Optional- Configure Disable Emails
9. Optional- Configure Disable SMS
10. Optional- Configure Hide Document ID
11. Optional- Configure Enable Auto Reminder
12. Optional- Configure Reminder Days
13. Optional- Configure Reminder Count
14. Optional- Select one or more CC
15. Optional- Configure Expiry Days
16. Optional- Configure Enable Print and Sign
17. Optional- Configure Enable Reassign
18. Optional- Configure Enable Signing Order
19. Optional- Configure Disable Expiry Alert
20. Optional- Configure Document Info
21. Optional- Configure Role Removal Indices
22. Optional- Select a Document Download Option
23. Optional- Configure Form Groups
24. Optional- Configure File Paths or URLs
25. Optional- Configure File URLs
26. Optional- Configure Recipient Notification Settings
27. Optional- Configure Remove Formfields
28. Optional- Configure Enable Audit Trail Localization
29. Optional- Configure syncDir
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 Product Reviews on Trustpilot (Customer)

Description:Emit new event when a customer posts a new product review on Trustpilot. This source periodically polls the Trustpilot API to detect new product reviews. Each event contains the complete review data including star rating, review text, product information, consumer details, and timestamps. Perfect for monitoring product feedback, analyzing customer satisfaction trends, and triggering automated responses or alerts for specific products.

Version:0.1.0

Key:trustpilot-new-product-reviews

View on GitHub

Trustpilot (Customer) Overview#

The Trustpilot (Customer) API lets you tap into the rich pool of customer review data on Trustpilot. You can use it to automate the process of collecting and managing reviews, responding to feedback, and analyzing customer sentiment. With Pipedream's integration, you can trigger workflows based on new reviews, aggregate review data for analysis, and sync Trustpilot data with other services like CRMs, support tickets, and marketing tools.

Trigger Code#

import common from "../common/polling.mjs";
import {
  DEFAULT_LIMIT,
  MAX_LIMIT,
} from "../../common/constants.mjs";

export default {
  ...common,
  key: "trustpilot-new-product-reviews",
  name: "New Product Reviews",
  description: "Emit new event when a customer posts a new product review on Trustpilot. This source periodically polls the Trustpilot API to detect new product reviews. Each event contains the complete review data including star rating, review text, product information, consumer details, and timestamps. Perfect for monitoring product feedback, analyzing customer satisfaction trends, and triggering automated responses or alerts for specific products.",
  version: "0.1.0",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    generateSummary(review) {
      const stars = review.stars || "N/A";
      const consumerName = review.consumer?.name || "Anonymous";
      const productName = review.product?.name || "Unknown Product";
      const businessUnit = this.businessUnitId || "Unknown";

      return `New ${stars}-star product review by ${consumerName} for "${productName}" (${businessUnit})`;
    },
    getFetchParams() {
      // Note: Product reviews API doesn't support time-based filtering,
      // so we'll rely on pagination and client-side filtering
      return {
        businessUnitId: this.businessUnitId,
        perPage: DEFAULT_LIMIT,
        page: 1,
      };
    },
    async fetchReviews($, params) {
      const perPage = params.perPage ?? DEFAULT_LIMIT;
      let page = params.page ?? 1;

      // fetch first page
      let result = await this.trustpilot.fetchProductReviews($, {
        ...params,
        page,
      });
      let all = Array.isArray(result.reviews)
        ? result.reviews
        : [];
      let lastPageSize = all.length;

      // keep paging while we get a full page and stay under MAX_LIMIT
      while (lastPageSize === perPage && all.length < MAX_LIMIT) {
        page += 1;
        const next = await this.trustpilot.fetchProductReviews($, {
          ...params,
          page,
        });
        const chunk = Array.isArray(next.reviews) ?
          next.reviews :
          [];
        if (chunk.length === 0) break;

        all = all.concat(chunk);
        lastPageSize = chunk.length;
        result = next; // preserve any metadata from the latest fetch
      }

      // truncate to MAX_LIMIT in case there are more than allowed
      result.reviews = all.slice(0, MAX_LIMIT);
      return result;
    },
    filterNewReviews(reviews, lastReviewTime) {
      // Product reviews require client-side filtering since API doesn't support
      // time-based filtering
      const lastTs = Number(lastReviewTime) || 0;
      const toMs = (d) => new Date(d).getTime();

      return lastTs
        ? reviews.filter((r) => toMs(r.createdAt) > lastTs)
        : reviews;
    },
    _getLastReviewTime() {
      // Product reviews store timestamp as number (ms), others store as ISO string
      return this.db.get("lastReviewTime");
    },
    _setLastReviewTime(time) {
      // Store as number for product reviews to match existing behavior
      const timeMs = typeof time === "string"
        ? new Date(time).getTime()
        : time;
      this.db.set("lastReviewTime", timeMs);
    },
  },
};

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
Trustpilot (Customer)	`trustpilot`	`app`	This component uses the Trustpilot (Customer) app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Business Unit ID	`businessUnitId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

About Trustpilot (Customer)#

Read reviews. Write reviews. Find companies you can trust.

Action#

Send Document Using Template on BoldSign

Description:Send documents for e-signature using a BoldSign template. [See the documentation](https://developers.boldsign.com/documents/send-document-from-template/?region=us)

Version:0.1.2

Key:boldsign-send-document-template

View on GitHub

Action Code#

import {
  ConfigurationError, getFileStreamAndMetadata,
} from "@pipedream/platform";
import boldsign from "../../boldsign.app.mjs";
import { DOCUMENT_DOWNLOAD_OPTIONS } from "../../common/constants.mjs";
import { parseObject } from "../../common/utils.mjs";

export default {
  key: "boldsign-send-document-template",
  name: "Send Document Using Template",
  description: "Send documents for e-signature using a BoldSign template. [See the documentation](https://developers.boldsign.com/documents/send-document-from-template/?region=us)",
  version: "0.1.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    boldsign,
    templateId: {
      propDefinition: [
        boldsign,
        "templateId",
      ],
    },
    title: {
      type: "string",
      label: "Title",
      description: "The title of the document.",
      optional: true,
    },
    message: {
      type: "string",
      label: "Message",
      description: "A message to include with the document.",
      optional: true,
    },
    roles: {
      type: "string[]",
      label: "Roles",
      description: "A role is simply a placeholder for a real person. For example, if we have a purchase order that will always be signed by two people, one from the company and one from the customer, we can create a template with two roles Customer and Representative. Example: **[{\"roleIndex\": 50,\"signerName\": \"Richard\",\"signerOrder\": 1,\"signerEmail\": \"richard@cubeflakes.com\",\"privateMessage\": \"Please check and sign the document.\",\"authenticationCode\": \"281028\",\"enableEmailOTP\": false,\"signerType\": \"Signer\",\"signerRole\": \"Manager\",\"formFields\": [{\"id\": \"SignField\",\"fieldType\": \"Signature\",\"pageNumber\": 1,\"bounds\": {\"x\": 100,\"y\": 100,\"width\": 100,\"height\": 50},\"isRequired\": true}]**.",
    },
    brandId: {
      propDefinition: [
        boldsign,
        "brandId",
      ],
      optional: true,
    },
    labels: {
      propDefinition: [
        boldsign,
        "labels",
      ],
      optional: true,
    },
    disableEmails: {
      type: "boolean",
      label: "Disable Emails",
      description: "Disable sending emails to recipients.",
      optional: true,
    },
    disableSMS: {
      type: "boolean",
      label: "Disable SMS",
      description: "Disable sending SMS to recipients.",
      optional: true,
    },
    hideDocumentId: {
      type: "boolean",
      label: "Hide Document ID",
      description: "Decides whether the document ID should be hidden or not.",
      optional: true,
    },
    enableAutoReminder: {
      type: "boolean",
      label: "Enable Auto Reminder",
      description: "Enable automatic reminders.",
      reloadProps: true,
      optional: true,
    },
    reminderDays: {
      type: "integer",
      label: "Reminder Days",
      description: "Number of days between reminders.",
      hidden: true,
      optional: true,
    },
    reminderCount: {
      type: "integer",
      label: "Reminder Count",
      description: "Number of reminder attempts.",
      hidden: true,
      optional: true,
    },
    cc: {
      propDefinition: [
        boldsign,
        "cc",
      ],
      optional: true,
    },
    expiryDays: {
      type: "integer",
      label: "Expiry Days",
      description: "Number of days before document expires.",
      optional: true,
    },
    enablePrintAndSign: {
      type: "boolean",
      label: "Enable Print and Sign",
      description: "Allow signers to print and sign document.",
      optional: true,
    },
    enableReassign: {
      type: "boolean",
      label: "Enable Reassign",
      description: "Allow signers to reassign the document.",
      optional: true,
    },
    enableSigningOrder: {
      type: "boolean",
      label: "Enable Signing Order",
      description: "Enable signing order for the document.",
      optional: true,
    },
    disableExpiryAlert: {
      type: "boolean",
      label: "Disable Expiry Alert",
      description: "Disable alerts before document expiry.",
      optional: true,
    },
    documentInfo: {
      type: "string[]",
      label: "Document Info",
      description: "Custom information fields for the document. [See the documentation](https://developers.boldsign.com/documents/send-document-from-template) for further information.",
      optional: true,
    },
    roleRemovalIndices: {
      type: "integer[]",
      label: "Role Removal Indices",
      description: "Removes the roles present in the template with their indices given in this property.",
      optional: true,
    },
    documentDownloadOption: {
      type: "string",
      label: "Document Download Option",
      description: "Option for document download configuration.",
      options: DOCUMENT_DOWNLOAD_OPTIONS,
      optional: true,
    },
    formGroups: {
      type: "string[]",
      label: "Form Groups",
      description: "Manages the rules and configuration of grouped form fields. [See the documentation](https://developers.boldsign.com/documents/send-document-from-template) for further information.",
      optional: true,
    },
    files: {
      type: "string[]",
      label: "File Paths or URLs",
      description: "The files to upload. For each entry, provide either a file URL or path to a file in the `/tmp` directory (for example, `/tmp/myFile.txt`)",
      optional: true,
    },
    fileUrls: {
      type: "string[]",
      label: "File URLs",
      description: "URLs of files to include in the document.",
      optional: true,
    },
    recipientNotificationSettings: {
      type: "object",
      label: "Recipient Notification Settings",
      description: "Settings for recipient notifications. [See the documentation](https://developers.boldsign.com/documents/send-document-from-template) for further information.",
      optional: true,
    },
    removeFormfields: {
      type: "string[]",
      label: "Remove Formfields",
      description: "The removeFormFields property in API allows you to exclude specific form fields from a document before sending it. You provide a string array with the IDs of the existing form fields you want to remove. One or more values can be specified.",
      optional: true,
    },
    enableAuditTrailLocalization: {
      type: "boolean",
      label: "Enable Audit Trail Localization",
      description: "Enable localization for audit trail based on the signer's language. If null is provided, the value will be inherited from the Business Profile settings. Only one additional language can be specified in the signer's languages besides English.",
      optional: true,
    },
    syncDir: {
      type: "dir",
      accessMode: "read",
      sync: true,
      optional: true,
    },
  },
  async additionalProps(props) {
    props.reminderDays.hidden = !this.enableAutoReminder;
    props.reminderCount.hidden = !this.enableAutoReminder;
    return {};
  },
  async run({ $ }) {
    try {
      const files = [];
      if (this.files) {
        for (const file of parseObject(this.files)) {
          const {
            stream, metadata,
          } = await getFileStreamAndMetadata(file);
          const chunks = [];
          for await (const chunk of stream) {
            chunks.push(chunk);
          }
          const buffer = Buffer.concat(chunks);
          files.push(`data:${metadata.contentType};base64,${buffer.toString("base64")}`);
        }
      }

      const additionalData = {};
      if (this.enableAutoReminder) {
        additionalData.reminderSettings = {
          enableAutoReminder: this.enableAutoReminder,
          reminderDays: this.reminderDays,
          reminderCount: this.reminderCount,
        };
      }

      const response = await this.boldsign.sendDocument({
        $,
        headers: {
          "Content-Type": "application/json;odata.metadata=minimal;odata.streaming=true",
        },
        params: {
          templateId: this.templateId,
        },
        data: {
          title: this.title,
          message: this.message,
          roles: parseObject(this.roles),
          brandId: this.brandId,
          labels: parseObject(this.labels),
          disableEmails: this.disableEmails,
          disableSMS: this.disableSMS,
          hideDocumentId: this.hideDocumentId,
          reminderSettings: {
            enableAutoReminder: this.enableAutoReminder,
            reminderDays: this.reminderDays,
            reminderCount: this.reminderCount,
          },
          cc: parseObject(this.cc)?.map((item) => ({
            emailAddress: item,
          })),
          expiryDays: this.expiryDays,
          enablePrintAndSign: this.enablePrintAndSign,
          enableReassign: this.enableReassign,
          enableSigningOrder: this.enableSigningOrder,
          disableExpiryAlert: this.disableExpiryAlert,
          documentInfo: parseObject(this.documentInfo),
          roleRemovalIndices: parseObject(this.roleRemovalIndices),
          documentDownloadOption: this.documentDownloadOption,
          formGroups: parseObject(this.formGroups),
          files,
          fileUrls: parseObject(this.fileUrls),
          recipientNotificationSettings: parseObject(this.recipientNotificationSettings),
          removeFormfields: parseObject(this.removeFormfields),
          enableAuditTrailLocalization: this.enableAuditTrailLocalization,
          ...additionalData,
        },
      });
      $.export("$summary", `Document sent successfully using template ${this.templateId}`);
      return response;
    } catch ({ message }) {
      const parsedMessage = JSON.parse(message);
      let errorMessage = "";
      if (parsedMessage.error) errorMessage = parsedMessage.error;
      if (parsedMessage.errors) {
        Object.entries(parsedMessage.errors).map(([
          ,
          value,
        ]) => {
          errorMessage += `- ${value[0]}\n`;
        });
      }
      throw new ConfigurationError(errorMessage);
    }
  },
};

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
BoldSign	`boldsign`	`app`	This component uses the BoldSign app.
Template ID	`templateId`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	The title of the document.
Message	`message`	`string`	A message to include with the document.
Roles	`roles`	`string[]`	A role is simply a placeholder for a real person. For example, if we have a purchase order that will always be signed by two people, one from the company and one from the customer, we can create a template with two roles Customer and Representative. Example: [{"roleIndex": 50,"signerName": "Richard","signerOrder": 1,"signerEmail": "richard@cubeflakes.com","privateMessage": "Please check and sign the document.","authenticationCode": "281028","enableEmailOTP": false,"signerType": "Signer","signerRole": "Manager","formFields": [{"id": "SignField","fieldType": "Signature","pageNumber": 1,"bounds": {"x": 100,"y": 100,"width": 100,"height": 50},"isRequired": true}].
Brand ID	`brandId`	`string`	Select a value from the drop down menu.
Labels	`labels`	`string[]`	Labels for categorizing documents.
Disable Emails	`disableEmails`	`boolean`	Disable sending emails to recipients.
Disable SMS	`disableSMS`	`boolean`	Disable sending SMS to recipients.
Hide Document ID	`hideDocumentId`	`boolean`	Decides whether the document ID should be hidden or not.
Enable Auto Reminder	`enableAutoReminder`	`boolean`	Enable automatic reminders.
CC	`cc`	`string[]`	Select a value from the drop down menu.
Expiry Days	`expiryDays`	`integer`	Number of days before document expires.
Enable Print and Sign	`enablePrintAndSign`	`boolean`	Allow signers to print and sign document.
Enable Reassign	`enableReassign`	`boolean`	Allow signers to reassign the document.
Enable Signing Order	`enableSigningOrder`	`boolean`	Enable signing order for the document.
Disable Expiry Alert	`disableExpiryAlert`	`boolean`	Disable alerts before document expiry.
Document Info	`documentInfo`	`string[]`	Custom information fields for the document. See the documentation for further information.
Role Removal Indices	`roleRemovalIndices`	`integer[]`	Removes the roles present in the template with their indices given in this property.
Document Download Option	`documentDownloadOption`	`string`	Select a value from the drop down menu:`CombinedIndividually`
Form Groups	`formGroups`	`string[]`	Manages the rules and configuration of grouped form fields. See the documentation for further information.
File Paths or URLs	`files`	`string[]`	The files to upload. For each entry, provide either a file URL or path to a file in the `/tmp` directory (for example, `/tmp/myFile.txt`)
File URLs	`fileUrls`	`string[]`	URLs of files to include in the document.
Recipient Notification Settings	`recipientNotificationSettings`	`object`	Settings for recipient notifications. See the documentation for further information.
Remove Formfields	`removeFormfields`	`string[]`	The removeFormFields property in API allows you to exclude specific form fields from a document before sending it. You provide a string array with the IDs of the existing form fields you want to remove. One or more values can be specified.
Enable Audit Trail Localization	`enableAuditTrailLocalization`	`boolean`	Enable localization for audit trail based on the signer's language. If null is provided, the value will be inherited from the Business Profile settings. Only one additional language can be specified in the signer's languages besides English.
syncDir	`syncDir`	`dir`

Action Authentication#

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

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

offline_accessBoldSign.Users.ReadBoldSign.Documents.WriteBoldSign.Documents.CreateBoldSign.Templates.ReadBoldSign.Templates.WriteBoldSign.Templates.CreateBoldSign.SenderIdentity.ReadBoldSign.Documents.ReadBoldSign.Contacts.Read

About BoldSign#

Electronic Signature Software & API

More Ways to Connect BoldSign + Trustpilot (Customer)#

Other Popular Integrations#

Send Document Using Template with BoldSign API on New Service Review Replies from Trustpilot (Customer) API

Trustpilot (Customer) + BoldSign

Send Document Using Template with BoldSign API on New Product Reviews from Trustpilot (Customer) API

Pipedream makes it easy to connect APIs for BoldSign, Trustpilot (Customer) and 3,000+ other apps remarkably fast.

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

Developers ♥ Pipedream

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