Send Template Signature with Boloforms API on New Worksheet (Instant) from Google Sheets API

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New Worksheet (Instant) from the Google Sheets API

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Send Template Signature with the Boloforms API

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Getting Started#

This integration creates a workflow with a Google Sheets trigger and Boloforms action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Worksheet (Instant) trigger
1. Connect your Google Sheets account
2. Configure Push notification renewal schedule
3. Optional- Select a Drive
4. Select a Spreadsheet ID
5. Optional- Configure Watch Drive
Configure the Send Template Signature action
1. Connect your Boloforms account
2. Select a Document ID
3. Configure Subject
4. Configure Message
5. Configure Receivers List
6. Optional- Configure Custom Variables
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 Worksheet (Instant) on Google Sheets

Description:Emit new event each time a new worksheet is created in a spreadsheet.

Version:0.2.2

Key:google_sheets-new-worksheet

View on GitHub

Google Sheets Overview#

The Google Sheets API allows for the creation, reading, updating, and deletion of data within Google Sheets, enabling a robust platform for spreadsheet management and data manipulation. Through Pipedream, you can craft serverless workflows that respond to various triggers, such as webhook events, emails, or scheduled times, to interact with Google Sheets. This synergy can automate reporting, synchronize data across applications, manage inventory, track leads in a CRM, or even conduct survey analysis by updating and retrieving sheet data on the fly.

Trigger Code#

import httpBase from "../common/http-based/sheet.mjs";
import newWorksheet from "../common/new-worksheet.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...httpBase,
  ...newWorksheet,
  key: "google_sheets-new-worksheet",
  type: "source",
  name: "New Worksheet (Instant)",
  description: "Emit new event each time a new worksheet is created in a spreadsheet.",
  version: "0.2.2",
  dedupe: "unique",
  hooks: {
    ...httpBase.hooks,
    ...newWorksheet.hooks,
  },
  props: {
    ...httpBase.props,
    ...newWorksheet.props,
  },
  methods: {
    ...httpBase.methods,
    ...newWorksheet.methods,
  },
  sampleEmit,
};

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
Google Sheets	`googleSheets`	`app`	This component uses the Google Sheets app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
Push notification renewal schedule	`timer`	`$.interface.timer`	The Google Drive API requires occasionally renewal of push notification subscriptions. This runs in the background, so you should not need to modify this schedule.
Drive	`watchedDrive`	`string`	Select a value from the drop down menu.
Spreadsheet ID	`sheetID`	`string`	Select a value from the drop down menu.
Watch Drive	`watchDrive`	`boolean`	Set to `true` to watch the drive for changes. May reduce rate limiting.

Trigger Authentication#

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

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

emailprofilehttps://www.googleapis.com/auth/drive

About Google Sheets#

Use Google Sheets to create and edit online spreadsheets. Get insights together with secure sharing in real-time and from any device.

Action#

Send Template Signature on Boloforms

Description:Dispatch a predefined template to obtain a signature. [See the documentation](https://help.boloforms.com/en/articles/8557564-sending-for-signing)

Version:0.0.2

Key:boloforms-send-template-signature

View on GitHub

Boloforms Overview#

Boloforms is a powerful tool designed to handle form submissions without the need for a server. With the Boloforms API, you can dynamically process, store, and manage form submissions. By integrating Boloforms with Pipedream, you can automate workflows, trigger actions in other apps, and streamline data management, making it an excellent choice for businesses and developers looking to enhance their form handling capabilities. Pipedream's capabilities allow you to connect Boloforms data with numerous other services like email platforms, databases, and CRM systems to enhance functionality and automate routine tasks.

Action Code#

import { ConfigurationError } from "@pipedream/platform";
import boloforms from "../../boloforms.app.mjs";
import { parseObject } from "../../common/utils.mjs";

export default {
  key: "boloforms-send-template-signature",
  name: "Send Template Signature",
  description: "Dispatch a predefined template to obtain a signature. [See the documentation](https://help.boloforms.com/en/articles/8557564-sending-for-signing)",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  type: "action",
  props: {
    boloforms,
    documentId: {
      propDefinition: [
        boloforms,
        "documentId",
        () => ({
          isStandAloneTemplate: true,
        }),
      ],
      type: "string",
    },
    subject: {
      propDefinition: [
        boloforms,
        "subject",
      ],
    },
    message: {
      propDefinition: [
        boloforms,
        "message",
      ],
    },
    receiversList: {
      type: "string[]",
      label: "Receivers List",
      description: "A list of receiver objects. **Format: {\"name\": \"Chirag Gupta\", \"email\": \"support@boloforms.com\", \"roleTitle\": \"Junior Doctor\", \"roleColour\": \"#8FB1C8\"}** `RoleTitle has to exactly same as the role you added otherwise it will not work properly`. `Give color to your role you can pass any hex code but it's necessary`.",
    },
    customVariables: {
      type: "string[]",
      label: "Custom Variables",
      description: "A list of custom variable objects. **Format: {\"varName\": \"[v1]\", \"varValue\": \"v1 value from api\" }**. `Variable name has to be in square barckets`. `If you don't pass customVariables then also the call would work, Boloforms will pass each variable as empty.`.",
      optional: true,
    },
  },
  async run({ $ }) {
    const response = await this.boloforms.dispatchPDFTemplate({
      $,
      data: {
        documentId: this.documentId,
        mailData: {
          subject: this.subject,
          message: this.message,
        },
        receiversList: parseObject(this.receiversList),
        customVariables: parseObject(this.customVariables),
      },
    });

    if (response.error) {
      throw new ConfigurationError(response.error);
    }

    $.export("$summary", `Template dispatched successfully to ${parseObject(this.receiversList).length} receivers`);
    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.

Label	Prop	Type	Description
Boloforms	`boloforms`	`app`	This component uses the Boloforms app.
Document ID	`documentId`	`string`	Select a value from the drop down menu.
Subject	`subject`	`string`	The subject will be sent.
Message	`message`	`string`	The message will be sent.
Receivers List	`receiversList`	`string[]`	A list of receiver objects. Format: {"name": "Chirag Gupta", "email": "support@boloforms.com", "roleTitle": "Junior Doctor", "roleColour": "#8FB1C8"} `RoleTitle has to exactly same as the role you added otherwise it will not work properly`. `Give color to your role you can pass any hex code but it's necessary`.
Custom Variables	`customVariables`	`string[]`	A list of custom variable objects. Format: {"varName": "[v1]", "varValue": "v1 value from api" }. `Variable name has to be in square barckets`. `If you don't pass customVariables then also the call would work, Boloforms will pass each variable as empty.`.

Action Authentication#

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

To retrieve your API Key and Workspace ID,

Navigate to your Boloforms account and sign in
Click the "Settings" menu on the left bottom.
Go to “API Key”

Send Template Signature with Boloforms API on New Worksheet (Instant) from Google Sheets API

Pipedream makes it easy to connect APIs for Boloforms, Google Sheets and 2,900+ other apps remarkably fast.

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

Developers ♥ Pipedream

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