Create Document From Template with PandaDoc API on Page or Subpage Updated from Notion API

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Trigger workflow on

Page or Subpage Updated from the Notion 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 Notion trigger and PandaDoc action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the Page or Subpage Updated trigger
1. Connect your Notion account
2. Configure timer
3. Configure infoLabel
4. Select a Page ID
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
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#

Page or Subpage Updated on Notion

Description:Emit new event when the selected page or one of its sub-pages is updated. [See the documentation](https://developers.notion.com/reference/page)

Version:0.0.13

Key:notion-page-or-subpage-updated

View on GitHub

Notion Overview#

Notion's API allows for the creation, reading, updating, and deleting of pages, databases, and their contents within Notion. Using Pipedream's platform, you can build workflows that connect Notion with various other services to automate tasks such as content management, task tracking, and data synchronization. With Pipedream's serverless execution, you can trigger these workflows on a schedule, or by external events from other services, without managing any infrastructure.

Trigger Code#

import base from "../common/base.mjs"; import constants from "../common/constants.mjs"; import sampleEmit from "./test-event.mjs"; export default { ...base, key: "notion-page-or-subpage-updated", name: "Page or Subpage Updated", /* eslint-disable-line pipedream/source-name */ description: "Emit new event when the selected page or one of its sub-pages is updated. [See the documentation](https://developers.notion.com/reference/page)", version: "0.0.13", type: "source", dedupe: "unique", props: { ...base.props, infoLabel: { type: "alert", alertType: "info", content: "Ensure the selected page is shared with your Pipedream integration to receive events.", }, pageId: { propDefinition: [ base.props.notion, "pageId", ], }, }, methods: { ...base.methods, isRelevant(page) { return (page.id == this.pageId) || (page.parent?.page_id == this.pageId); }, emitPage(page) { const meta = this.generateMeta( page, constants.types.PAGE, constants.timestamps.LAST_EDITED_TIME, constants.summaries.PAGE_UPDATED, true, ); this.$emit(page, meta); }, }, async run() { const params = this.lastUpdatedSortParam(); const lastCheckedTimestamp = this.getLastUpdatedTimestamp(); let maxTimestamp = lastCheckedTimestamp; let hasMore = false; do { const { results: pages, next_cursor: next, } = await this.notion.search(undefined, params); hasMore = next ? true : false; params.next_cursor = next; for (const page of pages) { if (!this.isResultNew(page?.last_edited_time, lastCheckedTimestamp)) { hasMore = false; break; } if (this.isRelevant(page)) { this.emitPage(page); } if (this.isResultNew(page.last_edited_time, maxTimestamp)) { maxTimestamp = Date.parse(page.last_edited_time); } } } while (hasMore); this.setLastUpdatedTimestamp(maxTimestamp); }, 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.

Label	Prop	Type	Description
Notion	`notion`	`app`	This component uses the Notion app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
	`timer`	`$.interface.timer`
Page ID	`pageId`	`string`	Select a value from the drop down menu.

Trigger Authentication#

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

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

About Notion#

Notion is a new tool that blends your everyday work apps into one. It's the all-in-one workspace for you and your team.

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

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.

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.

Label	Prop	Type	Description
PandaDoc	`app`	`app`	This component uses the PandaDoc app.
Document Name	`name`	`string`	Specify the document's name.
Template Id	`templateId`	`string`	Select a value from the drop down menu.
Document Folder Id	`documentFolderId`	`string`	Select a value from the drop down menu.
Tags	`tags`	`string[]`	Mark your document with one or several tags.
Recipients	`recipients`	`string[]`	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" }`
Tokens	`tokens`	`string[]`	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

Create Document From Template with PandaDoc API on Page or Subpage Updated from Notion API

Pipedream makes it easy to connect APIs for PandaDoc, Notion and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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