Update Email Template with Amazon SES API on New Agreement with Status from Concord API

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Trigger workflow on

New Agreement with Status from the Concord API

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Update Email Template with the Amazon SES API

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Getting Started#

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

Select this integration
Configure the New Agreement with Status trigger
1. Connect your Concord account
2. Configure timer
3. Select a Organization ID
4. Optional- Select one or more Status(es)
5. Optional- Configure Filter by search pattern
Configure the Update Email Template action
1. Connect your Amazon SES account
2. Select a AWS Region
3. Select a Template Name
4. Optional- Configure Subject
5. Optional- Configure HTML
6. Optional- Configure Text
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 Agreement with Status on Concord

Description:Emit new event for new agreements with the specified status(es) [See the documentation](https://api.doc.concordnow.com/#tag/Agreement/operation/ListAgreements)

Version:0.0.1

Key:concord-new-agreement-with-status

View on GitHub

Concord Overview#

The Concord API provides access to a contract management platform that lets users automate the creation, negotiation, signing, and management of contracts. With the API, you can leverage Concord's features in a programmatic way, allowing for integration with external systems and automation of workflows. Using Pipedream, you can connect Concord's capabilities to a multitude of other services, trigger workflows based on events within Concord, or perform operations in Concord in response to triggers from other apps.

Trigger Code#

import app from "../../app/concord.app.mjs";
import { defineSource } from "@pipedream/types";
import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import { AGREEMENT_LIST_STATUSES } from "../../common/constants.mjs";
export default defineSource({
    key: "concord-new-agreement-with-status",
    name: "New Agreement with Status",
    description: "Emit new event for new agreements with the specified status(es) [See the documentation](https://api.doc.concordnow.com/#tag/Agreement/operation/ListAgreements)",
    version: "0.0.1",
    type: "source",
    props: {
        app,
        db: "$.service.db",
        timer: {
            type: "$.interface.timer",
            default: {
                intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
            },
        },
        organizationId: {
            propDefinition: [
                app,
                "organizationId",
            ],
        },
        statuses: {
            label: "Status(es)",
            description: "One or more statuses to emit events for. If none are selected, events will be emitted for all statuses.",
            type: "string[]",
            options: AGREEMENT_LIST_STATUSES,
            optional: true,
        },
        search: {
            label: "Filter by search pattern",
            description: "If set, events will only be emitted for agreement matching the specified pattern",
            type: "string",
            optional: true,
        },
    },
    hooks: {
        async deploy() {
            await this.getAndProcessData();
        },
    },
    methods: {
        getSavedIds() {
            return this.db.get("savedIds");
        },
        setSavedIds(data) {
            this.db.set("savedIds", data);
        },
        async getAndProcessData() {
            const { organizationId, search, statuses, } = this;
            const data = await this.app.listAgreements({
                organizationId,
                search,
                statuses,
            });
            if (data) {
                const savedIds = this.getSavedIds() ?? [];
                data
                    .filter(({ uuid }) => !savedIds.includes(uuid))
                    .reverse()
                    .forEach((obj) => {
                    this.emitEvent(obj);
                    savedIds.push(obj.uuid);
                });
                this.setSavedIds(savedIds);
            }
        },
        emitEvent(data) {
            const ts = Date.now();
            const { uuid: id } = data;
            this.$emit(data, {
                id,
                summary: `New Agreement (${data.status}): "${data.title}"`,
                ts,
            });
        },
    },
    async run() {
        await this.getAndProcessData();
    },
});

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
Concord	`app`	`app`	This component uses the Concord app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Organization ID	`organizationId`	`integer`	Select a value from the drop down menu.
Status(es)	`statuses`	`string[]`	Select a value from the drop down menu:`DRAFTVALIDATIONNEGOTIATIONSIGNINGUNKNOWN_CONTRACTFUTURE_CONTRACTCURRENT_CONTRACTCOMPLETED_CONTRACTCOMPLETED_CANCEL_CONTRACTCOMPLETED_CONTRACT_RENEWABLEBROKENNEGO_INVITETEMPLATETEMPLATE_AUTO`
Filter by search pattern	`search`	`string`	If set, events will only be emitted for agreement matching the specified pattern

Trigger Authentication#

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

To retrieve your API Key,

Navigate to your Concord account and sign in
Go to “Integrations” > “Concord API”

About Concord#

Take control of your contract lifecycle management with drafting, approvals, e-signature and storage — all in one place.

Action#

Update Email Template on Amazon SES

Description:Update an email template. [See the docs](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/clients/client-sesv2/classes/updateemailtemplatecommand.html)

Version:0.0.1

Key:amazon_ses-update-email-template

View on GitHub

Amazon SES Overview#

Amazon Simple Email Service (SES) is a powerful cloud-based email sending service designed to help digital marketers and application developers send marketing, notification, and transactional emails. With the SES API, you can reliably send emails at scale, manage sender reputations, view email sending statistics, and maintain a high deliverability rate. Leveraging Pipedream's capabilities, you can integrate SES seamlessly into serverless workflows, automate email responses based on triggers from other apps, and analyze the effectiveness of your email campaigns by connecting to data analytics platforms.

Action Code#

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

export default {
  key: "amazon_ses-update-email-template",
  name: "Update Email Template",
  description: "Update an email template. [See the docs](https://docs.aws.amazon.com/AWSJavaScriptSDK/v3/latest/clients/client-sesv2/classes/updateemailtemplatecommand.html)",
  version: "0.0.1",
  type: "action",
  props: {
    ...base.props,
    TemplateName: {
      propDefinition: [
        base.props.amazonSes,
        "TemplateName",
        (c) => ({
          region: c.region,
        }),
      ],
    },
    Subject: {
      propDefinition: [
        base.props.amazonSes,
        "Subject",
      ],
      optional: true,
    },
    Html: {
      propDefinition: [
        base.props.amazonSes,
        "Html",
      ],
      optional: true,
    },
    Text: {
      propDefinition: [
        base.props.amazonSes,
        "Text",
      ],
      optional: true,
    },
  },
  async run({ $ }) {
    const { TemplateContent } = await this.amazonSes.getEmailTemplate(this.region, {
      TemplateName: this.TemplateName,
    });

    const params = {
      TemplateName: this.TemplateName,
      TemplateContent: {
        Subject: this.amazonSes.replaceCurlyBrackets(this.Subject) ?? TemplateContent.Subject,
        Html: this.amazonSes.replaceCurlyBrackets(this.Html) ?? TemplateContent.Html,
        Text: this.amazonSes.replaceCurlyBrackets(this.Text) ?? TemplateContent.Text,
      },
    };

    const response = await this.amazonSes.updateEmailTemplate(this.region, params);
    $.export("$summary", "Successfully updated email template");
    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
Amazon SES	`amazonSes`	`app`	This component uses the Amazon SES app.
AWS Region	`region`	`string`	Select a value from the drop down menu.
Template Name	`TemplateName`	`string`	Select a value from the drop down menu.
Subject	`Subject`	`string`	The email subject line. Use `\{\{` and `\}\}` to insert tags. Example: `This is a \{\{tagname\}\}`.
HTML	`Html`	`string`	The HTML email body. Use `\{\{` and `\}\}` to insert tags. Example: `This is a \{\{tagname\}\}`.
Text	`Text`	`string`	The email body that will be visible to recipients whose email clients do not display HTML. Use `\{\{` and `\}\}` to insert tags. Example: `This is a \{\{tagname\}\}`.

Action Authentication#

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

Follow the AWS Instructions for creating an IAM user with an associated access and secret key, with the minimum IAM permissions necessary to send email or hit the desired SES APIs from Pipedream.

Enter the access and secret key below.