← GatherUp + GetAccept integrations

Send Reminder with GetAccept API on New Positive Feedback Received from GatherUp API

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New Positive Feedback Received from the GatherUp API
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Send Reminder with the GetAccept API
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Getting Started

This integration creates a workflow with a GatherUp trigger and GetAccept 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 Positive Feedback Received trigger
    1. Connect your GatherUp account
    2. Configure timer
  3. Configure the Send Reminder action
    1. Connect your GetAccept account
    2. Select a Document Id
    3. Select a Type
    4. Optional- Configure Not Opened
    5. Optional- Configure Not Signed
    6. Optional- Configure Video Id
    7. Optional- Configure Text
  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 on each new positive feedback received.
Version:0.0.2
Key:gatherup-new-positive-feedback-received

GatherUp Overview

The GatherUp API facilitates the automation of customer feedback and review management processes. It enables seamless integration with Pipedream's serverless platform for creating workflows that can aggregate reviews, trigger actions based on customer feedback, and enhance reputation management. By leveraging the GatherUp API, businesses can automate the collection and analysis of customer reviews, respond to feedback promptly, and harness insights to improve service quality and customer satisfaction.

Trigger Code

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

export default {
  ...common,
  name: "New Positive Feedback Received",
  version: "0.0.2",
  key: "gatherup-new-positive-feedback-received",
  description: "Emit new event on each new positive feedback received.",
  type: "source",
  dedupe: "unique",
  methods: {
    ...common.methods,
    emitEvent(data) {
      if (data.recommend <= 6) return;

      this.$emit(data, {
        id: data.feedbackId,
        summary: `New positive feedback received with id ${data.feedbackId}`,
        ts: Date.parse(data.dateOfReview),
      });
    },
    async getResources(args = {}) {
      const {
        data: resources, perPage,
      } = await this.gatherup.getFeedbacks(args);

      return {
        resources,
        perPage,
      };
    },
  },
};

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

Trigger Authentication

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

You can get your Client ID and your Bearer Token on the Account Owner Details page.

About GatherUp

GatherUp™ is a customer experience and online review engine that enables insights, empowers marketing and converts customers.

Action

Description:Send a manual reminder for a document. [See the documentation](https://app.getaccept.com/api/#sendreminder).
Version:0.0.1
Key:getaccept-send-reminder

GetAccept Overview

The GetAccept API offers a suite of capabilities for automating and enhancing document workflow and e-signature processes. Within Pipedream's serverless environment, you can leverage the GetAccept API to create documents, send them for e-signature, track their status, and manage recipients. By integrating GetAccept with other apps on Pipedream, you can build powerful workflows to streamline how your business handles agreements, sales proposals, and contracts.

Action Code

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

export default {
  key: "getaccept-send-reminder",
  name: "Send Reminder",
  version: "0.0.1",
  description: "Send a manual reminder for a document. [See the documentation](https://app.getaccept.com/api/#sendreminder).",
  type: "action",
  props: {
    getaccept,
    documentId: {
      propDefinition: [
        getaccept,
        "documentId",
      ],
    },
    type: {
      type: "string",
      label: "Type",
      description: "Type of reminder to send.",
      options: [
        "email",
        "sms",
        "video",
      ],
      default: "email",
    },
    notOpened: {
      type: "boolean",
      label: "Not Opened",
      description: "This reminder will be sent if the recipients haven't opened the document.",
      optional: true,
    },
    notSigned: {
      type: "boolean",
      label: "Not Signed",
      description: "This reminder will be sent if the recipients haven't signed the document.",
      optional: true,
    },
    videoId: {
      type: "string",
      label: "Video Id",
      description: "Only when using video reminders. Use an existing or [upload a video](https://app.getaccept.com/api/#uploadvideo) and use the received video_id.",
      optional: true,
    },
    text: {
      type: "string",
      label: "Text",
      description: "The text content of the reminder email. Can contain merge tags.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      getaccept,
      documentId,
      notOpened,
      notSigned,
      videoId,
      ...data
    } = this;

    const response = await getaccept.sendReminder({
      $,
      documentId,
      data: {
        not_opened: notOpened,
        not_signed: notSigned,
        video_id: videoId,
        ...data,
      },
    });

    $.export("$summary", "Reminder was successfully sent!");
    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
GetAcceptgetacceptappThis component uses the GetAccept app.
Document IddocumentIdstringSelect a value from the drop down menu.
TypetypestringSelect a value from the drop down menu:emailsmsvideo
Not OpenednotOpenedboolean

This reminder will be sent if the recipients haven't opened the document.

Not SignednotSignedboolean

This reminder will be sent if the recipients haven't signed the document.

Video IdvideoIdstring

Only when using video reminders. Use an existing or upload a video and use the received video_id.

Texttextstring

The text content of the reminder email. Can contain merge tags.

Action Authentication

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

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

basic

About GetAccept

Our digital sales room empowers revenue teams to increase win rates by engaging and understanding buyers from opportunity to signed deal.

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New Feedback Received from the GatherUp API

Emit new event on each new feedback received.

 
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New Negative Feedback Received from the GatherUp API

Emit new event on each new negative feedback received.

 
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New Positive Feedback Received from the GatherUp API

Emit new event on each new positive feedback received.

 
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New Document Signed (Instant) from the GetAccept API

Emit new event when a document is signed.

 
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New Document Viewed (Instant) from the GetAccept API

Emit new event when a document is opened.

 
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Create Customer with the GatherUp API

Creates a customer. See docs here

 
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Create Contact with the GetAccept API

Create a new contact in the database for the current entity See the documentation

 
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Create Document with the GetAccept API

Create a document to be able to send it to a recipient. See the documentation

 
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Send a manual reminder for a document. See the documentation

 
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