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← Google Sheets + PandaDoc integrations

Create Document From Template with PandaDoc API on New Updates (Instant) from Google Sheets API

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New Updates (Instant) from the Google Sheets API
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Create Document From Template with the PandaDoc API
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Getting Started

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

  1. Select this integration
  2. Configure the New Updates (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
    6. Select one or more Worksheet ID(s)
  3. Configure the Create Document From Template action
    1. Connect your PandaDoc account
    2. Configure Document Name
    3. Select a Template Id
    4. Optional- Select a Document Folder Id
    5. Optional- Configure Tags
    6. Configure Recipients
    7. Optional- Configure Tokens
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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 Updates (Instant) on Google Sheets
Description:Emit new event each time a row or cell is updated in a spreadsheet.
Version:0.3.2
Key:google_sheets-new-updates

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 sampleEmit from "./test-event.mjs"; import newUpdates from "../common/new-updates.mjs"; export default { ...httpBase, ...newUpdates, key: "google_sheets-new-updates", type: "source", name: "New Updates (Instant)", description: "Emit new event each time a row or cell is updated in a spreadsheet.", version: "0.3.2", dedupe: "unique", props: { ...httpBase.props, ...newUpdates.props, }, methods: { ...httpBase.methods, ...newUpdates.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.
LabelPropTypeDescription
Google SheetsgoogleSheetsappThis component uses the Google Sheets app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
Push notification renewal scheduletimer$.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.

DrivewatchedDrivestringSelect a value from the drop down menu.
Spreadsheet IDsheetIDstringSelect a value from the drop down menu.
Watch DrivewatchDriveboolean

Set to true to watch the drive for changes. May reduce rate limiting.

Worksheet ID(s)worksheetIDsinteger[]Select a value from the drop down menu.

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

Create Document From Template on PandaDoc
Description:Create a Document from a PandaDoc Template. [See the documentation here](https://developers.pandadoc.com/reference/create-document-from-pandadoc-template)
Version:0.0.9
Key:pandadoc-create-document-from-template

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.

Action Code

import app from "../../pandadoc.app.mjs"; export default { key: "pandadoc-create-document-from-template", name: "Create Document From Template", description: "Create a Document from a PandaDoc Template. [See the documentation here](https://developers.pandadoc.com/reference/create-document-from-pandadoc-template)", type: "action", version: "0.0.9", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, props: { app, name: { propDefinition: [ app, "name", ], }, templateId: { propDefinition: [ app, "templateId", ], reloadProps: true, description: "The ID of a template you want to use. Note: if you want to **prefill fields in your template**, you need to map your template fields to the API fields following [the instruction here](https://developers.pandadoc.com/reference/create-document-from-pandadoc-template#prefilled-fields)", }, documentFolderId: { propDefinition: [ app, "documentFolderId", ], }, tags: { type: "string[]", label: "Tags", description: "Mark your document with one or several tags.", optional: true, }, recipients: { propDefinition: [ app, "recipients", ], }, tokens: { type: "string[]", label: "Tokens", description: `You may pass a list of tokens/values to pre-fill tokens (variables) used in a template. Name is a token (variable) name in a template. Value is a real value you would like to replace a token (variable) with. \n\nE.g. \`{ "name": "Favorite.Pet", "value": "Dog Doe" }\``, optional: true, }, }, async additionalProps() { const props = {}; if (!this.templateId) { return props; } const { fields, images, } = await this.app.getTemplate({ templateId: this.templateId, }); for (const field of fields) { if (!field.merge_field) { continue; } props[field.merge_field] = { type: "string", label: `Field ${field.merge_field}`, optional: true, }; } if (images?.length) { for (const image of images) { props[image.block_uuid] = { type: "string", label: `${image.name} URL`, optional: true, }; } } return props; }, methods: { parseToAnyArray(arr) { if (!arr) { return undefined; } return arr.map((item) => { if (typeof (item) === "string") { return JSON.parse(item); } return item; }); }, }, async run({ $ }) { const { name, templateId, documentFolderId, tags, recipients, tokens, } = this; const fields = {}; const { fields: items, images: templateImages, } = await this.app.getTemplate({ templateId: this.templateId, }); for (const field of items) { if (!field.merge_field) { continue; } fields[field.merge_field] = { value: this[field.merge_field], }; } const images = []; if (templateImages?.length) { for (const image of templateImages) { if (this[image.block_uuid]) { images.push({ name: image.name, urls: [ this[image.block_uuid], ], }); } } } const response = await this.app.createDocument({ $, data: { name, template_uuid: templateId, folder_uuid: documentFolderId, tags, recipients: this.parseToAnyArray(recipients), tokens: this.parseToAnyArray(tokens), fields, images, }, }); $.export("$summary", `Successfully created document with template ID: ${templateId}`); 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.

LabelPropTypeDescription
PandaDocappappThis component uses the PandaDoc app.
Document Namenamestring

Specify the document's name.

Template IdtemplateIdstringSelect a value from the drop down menu.
Document Folder IddocumentFolderIdstringSelect a value from the drop down menu.
Tagstagsstring[]

Mark your document with one or several tags.

Recipientsrecipientsstring[]

The list of recipients you're sending the document to. Every object must contain the email parameter.
The role, first_name and last_name parameters are optional. If the role parameter passed, a person is assigned all fields matching their corresponding role.
If not passed, a person will receive a read-only link to view the document.
If the first_name and last_name not passed the system: 1. creates a new contact,
if none exists with the given email; or 2. gets the existing contact with the given email that already exists.

E.g. { "email": "john.doe@pipedream.com", "first_name": "John", "last_name": "Doe", "role": "user" }

Tokenstokensstring[]

You may pass a list of tokens/values to pre-fill tokens (variables) used in a template.
Name is a token (variable) name in a template.
Value is a real value you would like to replace a token (variable) with.

E.g. { "name": "Favorite.Pet", "value": "Dog Doe" }

Action 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

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Popular Triggers

New Comment (Instant) from the Google Sheets API

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New Row Added from the Google Sheets API

Emit new event each time a row or rows are added to the bottom of a spreadsheet.

 
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New Row Added (Instant) from the Google Sheets API

Emit new event each time a row or rows are added to the bottom of a spreadsheet.

 
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New Updates (Instant) from the Google Sheets API

Emit new event each time a row or cell is updated in a spreadsheet.

 
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New Worksheet (Instant) from the Google Sheets API

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

 
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Document Creation Failed (Instant) from the PandaDoc API

Emit new event when a document failed to be created. See the documentation here

 
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Document Deleted (Instant) from the PandaDoc API

Emit new event when a document is deleted. See the documentation here

 
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Document State Changed (Instant) from the PandaDoc API

Emit new event when a document's state is changed. See the documentation here

 
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Document Updated (Instant) from the PandaDoc API

Emit new event when a document is updated. See the documentation here

 
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Recipient Completed (Instant) from the PandaDoc API

Emit new event when a recipient completes a document. See the documentation here

 
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Popular Actions

Add Single Row with the Google Sheets API

Add a single row of data to Google Sheets. See the documentation

 
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Add Multiple Rows with the Google Sheets API

Add multiple rows of data to a Google Sheet. See the documentation

 
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Get Values in Range with the Google Sheets API

Get all values or values from a range of cells using A1 notation. See the documentation

 
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Clear Cell with the Google Sheets API

Delete the content of a specific cell in a spreadsheet. See the documentation

 
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Clear Rows with the Google Sheets API

Delete the content of a row or rows in a spreadsheet. Deleted rows will appear as blank rows. See the documentation

 
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Copy Worksheet with the Google Sheets API

Copy an existing worksheet to another Google Sheets file. See the documentation

 
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Create Column with the Google Sheets API

Create a new column in a spreadsheet. See the documentation

 
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Create Spreadsheet with the Google Sheets API

Create a blank spreadsheet or duplicate an existing spreadsheet. See the documentation

 
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Create Worksheet with the Google Sheets API

Create a blank worksheet with a title. See the documentation

 
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Delete Rows with the Google Sheets API

Deletes the specified rows from a spreadsheet. See the documentation

 
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Delete Worksheet with the Google Sheets API

Delete a specific worksheet. See the documentation

 
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Find Row with the Google Sheets API

Find one or more rows by a column and value. See the documentation

 
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Get Cell with the Google Sheets API

Fetch the contents of a specific cell in a spreadsheet. See the documentation

 
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Get Current User with the Google Sheets API

Retrieve Google Sheets account metadata for the authenticated user by calling Drive's about.get, returning the user profile (display name, email, permission ID) and storage quota information. Helpful when you need to verify which Google account is active, tailor sheet operations to available storage, or give an LLM clear context about the user identity before composing read/write actions. See the Drive API documentation

 
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Get Spreadsheet by ID with the Google Sheets API

Returns the spreadsheet at the given ID. See the documentation for more information

 
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Insert an Anchored Note with the Google Sheets API

Insert a note on a spreadsheet cell. See the documentation

 
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Insert Comment with the Google Sheets API

Insert a comment into a spreadsheet. See the documentation

 
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List Worksheets with the Google Sheets API

Get a list of all worksheets in a spreadsheet. See the documentation

 
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Update Cell with the Google Sheets API

Update a cell in a spreadsheet. See the documentation

 
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Update Formatting with the Google Sheets API

Update the formatting of a cell in a spreadsheet. See the documentation

 
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Update Multiple Rows with the Google Sheets API

Update multiple rows in a spreadsheet defined by a range. See the documentation

 
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Update Row with the Google Sheets API

Update a row in a spreadsheet. See the documentation

 
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Upsert Row with the Google Sheets API

Upsert a row of data in a Google Sheet. See the documentation

 
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Create Document Attachment with the PandaDoc API

Adds an attachment to a document. See the documentation here

 
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Create Document From File with the PandaDoc API

Create a document from a file or public file URL. See the documentation here

 
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Create Document From Template with the PandaDoc API

Create a Document from a PandaDoc Template. See the documentation here

 
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Create Folder with the PandaDoc API

Create a new folder to store your documents. See the documentation here

 
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Create or Update Contact with the PandaDoc API

This method adds or updates a contact using the email as index. See the documentation here

 
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Download Document with the PandaDoc API

Download a document as PDF. See documentation here

 
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Download Protected Document with the PandaDoc API

Download a completed document as a verifiable PDF. See documentation here

 
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Get Document Details with the PandaDoc API

Return detailed data about a document. See the documentation here

 
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Get Document Status with the PandaDoc API

Get basic status info about a document. See documentation here

 
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List Contacts with the PandaDoc API

List all contacts within an account. See the documentation here

 
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List Document Attachments with the PandaDoc API

Returns a list of attachments associated with a specified document. See the documentation here

 
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List Documents with the PandaDoc API

List documents, optionally filtering by a search query or tags. See the documentation here

 
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List Folders with the PandaDoc API

List folders which contain Documents. See the documentation here

 
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Send Document with the PandaDoc API

Move a document to sent status and send an optional email. See the documentation

 
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