Create or Update Contact with PandaDoc API on New Page in Data Source from Notion API

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Trigger workflow on

New Page in Data Source from the Notion 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 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 New Page in Data Source trigger
1. Connect your Notion account
2. Configure timer
3. Select a Data Source ID
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
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 Page in Data Source on Notion

Description:Emit new event when a page is created in the selected data source. [See the documentation](https://developers.notion.com/reference/page)

Version:1.0.0

Key:notion-new-page

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 notion from "../../notion.app.mjs"; import base from "../common/base.mjs"; import constants from "../common/constants.mjs"; import sampleEmit from "./test-event.mjs"; export default { ...base, key: "notion-new-page", name: "New Page in Data Source", description: "Emit new event when a page is created in the selected data source. [See the documentation](https://developers.notion.com/reference/page)", version: "1.0.0", type: "source", props: { ...base.props, dataSourceId: { propDefinition: [ notion, "dataSourceId", ], }, }, hooks: { ...base.hooks, async deploy() { await this.processEvents(25); }, }, methods: { ...base.methods, async processEvents(max) { const pages = []; const lastCreatedTimestamp = this.getLastCreatedTimestamp(); const lastCreatedTimestampDate = new Date(lastCreatedTimestamp); const lastCreatedTimestampISO = lastCreatedTimestampDate.toISOString(); // Add a filter so that we only receive pages that have been created since the saved time. const params = { ...this.lastCreatedSortParam(), filter: { timestamp: "created_time", created_time: { after: lastCreatedTimestampISO, }, }, }; // Get pages in created order descending until the first page edited after // lastCreatedTimestamp, then reverse list of pages and emit const pagesStream = this.notion.getPages(this.dataSourceId, params); for await (const page of pagesStream) { if (!this.isResultNew(page.created_time, lastCreatedTimestamp) || (max && pages.length >= max)) { break; } pages.push(page); } pages.reverse().forEach((page) => { const meta = this.generateMeta( page, constants.types.PAGE, constants.timestamps.CREATED_TIME, constants.summaries.PAGE_ADDED, ); this.$emit(page, meta); }); const lastCreatedTime = pages[pages.length - 1]?.created_time; if (lastCreatedTime) { this.setLastCreatedTimestamp(Date.parse(lastCreatedTime)); } }, }, async run() { await this.processEvents(100); }, 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`
Data Source ID	`dataSourceId`	`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 or Update Contact on PandaDoc

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

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-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.

Label	Prop	Type	Description
PandaDoc	`app`	`app`	This component uses the PandaDoc app.
Email	`email`	`string`	Contact's email address.
First Name	`firstName`	`string`	Contact's first name.
Last Name	`lastName`	`string`	Contact's last name.
Company	`company`	`string`	Contact's company name.
Job Title	`jobTitle`	`string`	Contact's job title.
Phone	`phone`	`string`	Contact's phone number.
Country	`country`	`string`	Contact's country name.
State	`state`	`string`	Contact's state name.
Street Address	`streetAddress`	`string`	Contact's street address.
City	`city`	`string`	Contact's city name.
Postal Code	`postalCode`	`string`	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

Create or Update Contact with PandaDoc API on New Page in Data Source 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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