Upload Document with Docsumo API on New Field from Airtable API

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Trigger workflow on

New Field from the Airtable API

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Upload Document with the Docsumo API

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Getting Started#

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

Select this integration
Configure the New Field trigger
1. Connect your Airtable account
2. Configure timer
3. Select a Base
4. Select a Table
Configure the Upload Document action
1. Connect your Docsumo account
2. Select a File Type
3. Select a Document Type
4. Configure File
5. Optional- Configure User Doc Id
6. Optional- Configure File Name
7. Optional- Configure Doc Metadata
8. Optional- Configure Review Token
9. Optional- Configure Password
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 Field on Airtable

Description:Emit new event for each new field created in a table

Version:0.0.6

Key:airtable_oauth-new-field

View on GitHub

Airtable Overview#

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Trigger Code#

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

export default {
  name: "New Field",
  description: "Emit new event for each new field created in a table",
  key: "airtable_oauth-new-field",
  version: "0.0.6",
  type: "source",
  props: {
    ...common.props,
    tableId: {
      propDefinition: [
        common.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
  },
  methods: {
    _getFieldIds() {
      return this.db.get("fieldIds") || [];
    },
    _setFieldIds(fieldIds) {
      this.db.set("fieldIds", fieldIds);
    },
  },
  async run() {
    const fieldIds = this._getFieldIds();

    const { tables } = await this.airtable.listTables({
      baseId: this.baseId,
    });
    const { fields } = tables.find(({ id }) => id === this.tableId);

    for (const field of fields) {
      if (fieldIds.includes(field.id)) {
        continue;
      }
      fieldIds.push(field.id);
      this.$emit(field, {
        id: field.id,
        summary: field.name,
        ts: Date.now(),
      });
    }

    this._setFieldIds(fieldIds);
  },
};

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
Airtable	`airtable`	`app`	This component uses the Airtable app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Base	`baseId`	`string`	Select a value from the drop down menu.
Table	`tableId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable#

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

Action#

Upload Document on Docsumo

Description:Upload file using URL or base64 [See the documentation](https://support.docsumo.com/reference/post_api-v1-eevee-apikey-upload-custom).

Version:0.0.1

Key:docsumo-upload-document

View on GitHub

Docsumo Overview#

The Docsumo API offers robust capabilities for extracting and processing data from various types of documents, like invoices, receipts, and bank statements. It applies intelligent OCR (Optical Character Recognition) to transform unstructured documents into structured data. With Pipedream, you can harness this power to automate workflows, such as digitizing financial records, validating document data, or integrating extracted information into databases or other apps, all with minimal code.

Action Code#

import app from "../../docsumo.app.mjs";
import options from "../../common/options.mjs";

export default {
  name: "Upload Document",
  description: "Upload file using URL or base64 [See the documentation](https://support.docsumo.com/reference/post_api-v1-eevee-apikey-upload-custom).",
  key: "docsumo-upload-document",
  version: "0.0.1",
  type: "action",
  props: {
    app,
    fileType: {
      type: "string",
      label: "File Type",
      description: "Type of file to be uploaded",
      options: options.FILE_TYPES,
    },
    documentType: {
      propDefinition: [
        app,
        "documentType",
      ],
    },
    file: {
      type: "string",
      label: "File",
      description: "Url or base64 string based on file_type",
    },
    userDocId: {
      type: "string",
      label: "User Doc Id",
      description: "User defined document id",
      optional: true,
    },
    fileName: {
      type: "string",
      label: "File Name",
      description: "Name of the file",
      optional: true,
    },
    docMetadata: {
      type: "string",
      label: "Doc Metadata",
      description: "Metadata of the document",
      optional: true,
    },
    reviewToken: {
      type: "string",
      label: "Review Token",
      description: "Review token for the document",
      optional: true,
    },
    password: {
      type: "string",
      label: "Password",
      description: "Password for the document",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      file_type: this.fileType,
      type: this.documentType,
      file: this.file,
      user_doc_id: this.userDocId,
      filename: this.fileName,
      review_token: this.reviewToken,
      password: this.password,
      doc_meta_data: this.docMetadata,
    };
    const res = await this.app.uploadDocument(data, $);
    $.export("summary", `Document "${res.data.document[0].title}" successfully created.`);
    return res;
  },
};

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
Docsumo	`app`	`app`	This component uses the Docsumo app.
File Type	`fileType`	`string`	Select a value from the drop down menu:`urlbase64`
Document Type	`documentType`	`string`	Select a value from the drop down menu.
File	`file`	`string`	Url or base64 string based on file_type
User Doc Id	`userDocId`	`string`	User defined document id
File Name	`fileName`	`string`	Name of the file
Doc Metadata	`docMetadata`	`string`	Metadata of the document
Review Token	`reviewToken`	`string`	Review token for the document
Password	`password`	`string`	Password for the document

Action Authentication#

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

About Docsumo#

Make fast & accurate decisions from unstructured documents. Document AI software that converts unstructured documents to actionable data.

More Ways to Connect Docsumo + Airtable#

Other Popular Integrations#

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Upload Document with Docsumo API on New Field from Airtable API

Pipedream makes it easy to connect APIs for Docsumo, Airtable and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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