← Elastic Email + PandaDoc integrations

Create or Update Contact with PandaDoc API on New Email Open from Elastic Email API

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New Email Open from the Elastic Email API
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Create or Update Contact with the PandaDoc API
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Getting Started

This integration creates a workflow with a Elastic Email 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 Email Open trigger
    1. Connect your Elastic Email account
    2. Configure timer
  3. Configure the Create or Update Contact action
    1. Connect your PandaDoc account
    2. Configure Email
    3. Optional- Configure First Name
    4. Optional- Configure Last Name
    5. Optional- Configure Company
    6. Optional- Configure Job Title
    7. Optional- Configure Phone
    8. Optional- Configure Country
    9. Optional- Configure State
    10. Optional- Configure Street Address
    11. Optional- Configure City
    12. Optional- Configure Postal Code
  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

Description:Emit new event when a recipient opens an email. [See the documentation](https://elasticemail.com/developers/api-documentation/rest-api#operation/eventsGet).
Version:0.0.1
Key:elastic_email-new-email-open

Elastic Email Overview

The Elastic Email API allows you to integrate a robust email sending platform into your Pipedream workflows. Use it to send emails, manage contacts, and track campaign statistics. With this API, you can automate email notifications, synchronize subscriber lists, or trigger marketing campaigns based on user actions.

Trigger Code

import common from "../common/base.mjs"; import sampleEmit from "./test-event.mjs"; export default { ...common, key: "elastic_email-new-email-open", name: "New Email Open", description: "Emit new event when a recipient opens an email. [See the documentation](https://elasticemail.com/developers/api-documentation/rest-api#operation/eventsGet).", version: "0.0.1", type: "source", dedupe: "unique", methods: { ...common.methods, getEventType() { return [ "Open", ]; }, getDateField() { return "EventDate"; }, getIdField() { return "MsgID"; }, getSummary() { return "New Email opened"; }, }, 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
Elastic EmailappappThis component uses the Elastic Email app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer

Trigger Authentication

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

You can get your API Key in the Manage API Key page.

About Elastic Email

A modern email marketing and delivery platform for small businesses.

Action

Description:This method adds or updates a contact using the email as index. [See the documentation here](https://developers.pandadoc.com/reference/create-contact)
Version:0.0.8
Key:pandadoc-create-or-update-contact

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-or-update-contact", name: "Create or Update Contact", description: "This method adds or updates a contact using the email as index. [See the documentation here](https://developers.pandadoc.com/reference/create-contact)", type: "action", version: "0.0.8", annotations: { destructiveHint: true, openWorldHint: true, readOnlyHint: false, }, props: { app, email: { type: "string", label: "Email", description: "Contact's email address.", }, firstName: { type: "string", label: "First Name", description: "Contact's first name.", optional: true, }, lastName: { type: "string", label: "Last Name", description: "Contact's last name.", optional: true, }, company: { type: "string", label: "Company", description: "Contact's company name.", optional: true, }, jobTitle: { type: "string", label: "Job Title", description: "Contact's job title.", optional: true, }, phone: { type: "string", label: "Phone", description: "Contact's phone number.", optional: true, }, country: { type: "string", label: "Country", description: "Contact's country name.", optional: true, }, state: { type: "string", label: "State", description: "Contact's state name.", optional: true, }, streetAddress: { type: "string", label: "Street Address", description: "Contact's street address.", optional: true, }, city: { type: "string", label: "City", description: "Contact's city name.", optional: true, }, postalCode: { type: "string", label: "Postal Code", description: "Contact's postal code.", optional: true, }, }, async run({ $ }) { const { email, firstName, lastName, company, jobTitle, phone, country, state, streetAddress, city, postalCode, } = this; const response = await this.app.createOrUpdateContact({ $, data: { email, first_name: firstName, last_name: lastName, company, job_title: jobTitle, phone, country, state, street_address: streetAddress, city, postal_code: postalCode, }, }); $.export("$summary", `Successfully created or updated a contact with email: ${email}`); 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.
Emailemailstring

Contact's email address.

First NamefirstNamestring

Contact's first name.

Last NamelastNamestring

Contact's last name.

Companycompanystring

Contact's company name.

Job TitlejobTitlestring

Contact's job title.

Phonephonestring

Contact's phone number.

Countrycountrystring

Contact's country name.

Statestatestring

Contact's state name.

Street AddressstreetAddressstring

Contact's street address.

Citycitystring

Contact's city name.

Postal CodepostalCodestring

Contact's postal code.

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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