Add Account with Outseta API on Document Deleted (Instant) from PandaDoc API

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Trigger workflow on

Document Deleted (Instant) from the PandaDoc API

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Add Account with the Outseta API

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Getting Started#

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

Select this integration
Configure the Document Deleted (Instant) trigger
1. Connect your PandaDoc account
Configure the Add Account action
1. Connect your Outseta account
2. Configure Name
3. Select a Billing Stage
4. Select a Person
5. Optional- Configure Mailing Address
6. Optional- Configure Billing Address
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#

Document Deleted (Instant) on PandaDoc

Description:Emit new event when a document is deleted. [See the documentation here](https://developers.pandadoc.com/reference/create-webhooks-subscription)

Version:0.0.5

Key:pandadoc-document-deleted

View on GitHub

PandaDoc Overview#

The PandaDoc API opens up a realm of possibilities for automating document workflows, creating a seamless bridge between document management and various business processes. With it, you can programmatically create, send, and track documents, streamline electronic signatures, and manage templates, among others. Integrations through Pipedream can harness these capabilities, enabling you to trigger actions in PandaDoc based on events from other apps, or vice versa.

Trigger Code#

import common from "../common.mjs"; const DOCS_LINK = "https://developers.pandadoc.com/reference/create-webhooks-subscription"; export default { ...common, name: "Document Deleted (Instant)", description: `Emit new event when a document is deleted. [See the documentation here](${DOCS_LINK})`, key: "pandadoc-document-deleted", version: "0.0.5", type: "source", methods: { ...common.methods, getHookName() { return "Document Deleted"; }, getHookTypes() { return [ "document_deleted", ]; }, }, };

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
PandaDoc	`app`	`app`	This component uses the PandaDoc 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.

Trigger Authentication#

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

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

read+write

About PandaDoc#

Create, Approve, Track & eSign Docs 40% Faster

Action#

Add Account on Outseta

Description:Add account with existing person. [See the documentation](https://documenter.getpostman.com/view/3613332/outseta-rest-api-v1/7TNfr6k#cf32f02d-896c-1835-f4a1-a9c13b3fbd72)

Version:0.0.2

Key:outseta-add-account

View on GitHub

Outseta Overview#

The Outseta API provides a versatile set of endpoints for interacting with a company's CRM, subscription billing, customer support, and email marketing functionalities. With this API on Pipedream, you can automate tasks, synchronize data across platforms, and build powerful workflows that cater to various aspects of SaaS business operations. Pipedream's serverless execution model enables integrating Outseta's services with numerous other apps without managing infrastructure, focusing on logic and efficiency.

Action Code#

import app from "../../outseta.app.mjs"; import constants from "../common/constants.mjs"; export default { key: "outseta-add-account", name: "Add Account", description: "Add account with existing person. [See the documentation](https://documenter.getpostman.com/view/3613332/outseta-rest-api-v1/7TNfr6k#cf32f02d-896c-1835-f4a1-a9c13b3fbd72)", version: "0.0.2", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { app, name: { type: "string", label: "Name", description: "The name of the account to be created", }, billingStage: { propDefinition: [ app, "billingStage", ], }, personAccount: { propDefinition: [ app, "person", ], }, mailingAddress: { type: "object", label: "Mailing Address", description: "The mailing address of the account", optional: true, default: constants.ADDRESS_DEFAULT_OBJ, }, billingAddress: { type: "object", label: "Billing Address", description: "The billing address of the account", optional: true, default: constants.ADDRESS_DEFAULT_OBJ, }, }, async run({ $ }) { const data = { Name: this.name, AccountStage: this.accountStage, MailingAddress: this.mailingAddress, BillingAddress: this.billingAddress, PersonAccount: [ { Person: { Uid: this.personAccount, }, IsPrimary: true, }, ], }; const response = await this.app.addAccount({ $, data, }); $.export("$summary", `Successfully added an account with UID: ${response.Uid}`); 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
Outseta	`app`	`app`	This component uses the Outseta app.
Name	`name`	`string`	The name of the account to be created
Billing Stage	`billingStage`	`string`	Select a value from the drop down menu:`{ "label": "Trialing", "value": "2" }{ "label": "Subscribing", "value": "3" }{ "label": "Cancelling", "value": "4" }{ "label": "Expired", "value": "5" }{ "label": "Trial Expired", "value": "6" }{ "label": "Past Due", "value": "7" }{ "label": "Cancelling Trial", "value": "8" }`
Person	`personAccount`	`string`	Select a value from the drop down menu.
Mailing Address	`mailingAddress`	`object`	The mailing address of the account
Billing Address	`billingAddress`	`object`	The billing address of the account

Action Authentication#

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

To retrieve your API Keys,

Navigate to your Outseta account and sign in
Go to “Settings” > “Integrations” > “API Keys”

Your domain is 1234 if your Outseta dashboard URL is https://1234.outseta.com/#/app/dashboard

Add Account with Outseta API on Document Deleted (Instant) from PandaDoc API

Pipedream makes it easy to connect APIs for Outseta, PandaDoc 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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