Send Template Signatures with SignerX API on Monthly Schedule from Schedule API

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Trigger workflow on

Monthly Schedule from the Schedule API

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Send Template Signatures with the SignerX API

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Getting Started#

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

Select this integration
Configure the Monthly Schedule trigger
1. Connect your Schedule account
2. Configure Cron Schedule
Configure the Send Template Signatures action
1. Connect your SignerX account
2. Select a Package ID
3. Configure Email
4. Configure First Name
5. Configure Last Name
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#

Monthly Schedule on Schedule

Description:Trigger your workflow on one or more days each month at a specific time (with timezone support).

Version:0.0.2

Key:schedule-monthly

View on GitHub

Schedule Overview#

The Schedule app in Pipedream is a powerful tool that allows you to trigger workflows at regular intervals, ranging from every minute to once a year. This enables the automation of repetitive tasks and the scheduling of actions to occur without manual intervention. By leveraging this API, you can execute code, run integrations, and process data on a reliable schedule, all within Pipedream's serverless environment.

Trigger Code#

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

export default {
  name: "Monthly Schedule",
  version: "0.0.2",
  key: "schedule-monthly",
  type: "source",
  description: "Trigger your workflow on one or more days each month at a specific time (with timezone support).",
  props: {
    schedule,
    cron: {
      propDefinition: [
        schedule,
        "cron",
      ],
      default: {
        cron: "0 10 1 * *",
      },
    },
  },
};

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
Schedule	`schedule`	`app`	This component uses the Schedule app.
Cron Schedule	`cron`	`$.interface.timer`	Enter a cron expression

Trigger Authentication#

The Schedule API does not require authentication.

About Schedule#

Trigger workflows on an interval or cron schedule.

Action#

Send Template Signatures on SignerX

Description:Add a recipient to a template and invite to sign. [See the documentation](https://documenter.getpostman.com/view/13877745/2sa3xv9kni)

Version:0.0.1

Key:signerx-send-template-signatures

View on GitHub

SignerX Overview#

The SignerX API enables automation of digital signing processes, offering a robust solution for managing document signatures electronically. Through Pipedream's integration capabilities, users can craft custom workflows that link SignerX with various other apps and services, enhancing efficiency and streamlining operations where signature collection and management are critical. This can include automated reminders for pending signatures, syncing signed documents to cloud storage, or updating records in CRM systems upon completion of signing.

Action Code#

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

export default {
  key: "signerx-send-template-signatures",
  name: "Send Template Signatures",
  description: "Add a recipient to a template and invite to sign. [See the documentation](https://documenter.getpostman.com/view/13877745/2sa3xv9kni)",
  version: "0.0.1",
  type: "action",
  props: {
    signerx,
    packageId: {
      propDefinition: [
        signerx,
        "packageId",
      ],
    },
    email: {
      type: "string",
      label: "Email",
      description: "The email address of the recipient",
    },
    firstName: {
      type: "string",
      label: "First Name",
      description: "The first name of the recipient",
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "The last name of the recipient",
    },
  },
  async run({ $ }) {
    const response = await this.signerx.addRecipientToTemplate({
      $,
      packageId: this.packageId,
      data: {
        id: this.packageId,
        email: this.email,
        first_name: this.firstName,
        last_name: this.lastName,
      },
    });
    $.export("$summary", `Successfully added recipient ${this.firstName} ${this.lastName} to package ${this.packageId}`);
    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
SignerX	`signerx`	`app`	This component uses the SignerX app.
Package ID	`packageId`	`string`	Select a value from the drop down menu.
Email	`email`	`string`	The email address of the recipient
First Name	`firstName`	`string`	The first name of the recipient
Last Name	`lastName`	`string`	The last name of the recipient

Action Authentication#

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

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

*