← SurveyMethods + PandaDoc integrations

List Contacts with PandaDoc API on New Response from SurveyMethods API

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Trigger workflow on
New Response from the SurveyMethods API
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List Contacts with the PandaDoc API
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Getting Started

This integration creates a workflow with a SurveyMethods 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 Response trigger
    1. Connect your SurveyMethods account
    2. Configure timer
    3. Select a Survey Code
  3. Configure the List Contacts action
    1. Connect your PandaDoc account
  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 for each response.
Version:0.0.3
Key:surveymethods-new-response

SurveyMethods Overview

The SurveyMethods API allows users to automate the management and analysis of surveys and the corresponding data. With the Pipedream integration, you can trigger workflows based on survey events, sync survey results with other databases or apps, and manage survey distribution programmatically. This serves to streamline the survey process from distribution to data actioning, all in real-time and without the need for manual intervention.

Trigger Code

import surveymethods from "../../surveymethods.app.mjs"; import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform"; export default { name: "New Response", version: "0.0.3", key: "surveymethods-new-response", description: "Emit new event for each response.", type: "source", dedupe: "unique", props: { surveymethods, db: "$.service.db", timer: { type: "$.interface.timer", static: { intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL, }, }, surveyCode: { propDefinition: [ surveymethods, "surveyCode", ], }, }, hooks: { async deploy() { const responses = await this.surveymethods.getResponses({ surveyCode: this.surveyCode, perPage: 10, }); responses.reverse().forEach(this.emitEvent); }, }, methods: { async emitEvent(data) { this.$emit(data, { id: data.code, summary: `New response with code ${data.code}`, ts: Date.parse(data.created_date), }); }, }, async run() { let page = 1; while (page >= 0) { const responses = await this.surveymethods.getResponses({ surveyCode: this.surveyCode, page, perPage: 100, }); responses.reverse().forEach(this.emitEvent); if (responses.length < 100) { return; } page++; } }, }; 

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
SurveyMethodssurveymethodsappThis component uses the SurveyMethods app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
Survey CodesurveyCodestringSelect a value from the drop down menu.

Trigger Authentication

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

Use your account email address as your Login ID.
To get your API Key, follow the below steps:

  1. Log in to your SurveyMethods account using your login id and password. The email
    address that you provide during the registration will be your login id.
  2. Go to the My Account Section.
  3. Click on the API tab.

About SurveyMethods

SurveyMethods provides powerful online survey software tool, advanced data analysis, email newsletters, and a comprehensive survey API.

Action

Description:List all contacts within an account. [See the documentation here](https://developers.pandadoc.com/reference/list-contacts)
Version:0.0.8
Key:pandadoc-list-contacts

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-list-contacts", name: "List Contacts", description: "List all contacts within an account. [See the documentation here](https://developers.pandadoc.com/reference/list-contacts)", type: "action", version: "0.0.8", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: true, }, props: { app, }, async run({ $ }) { const response = await this.app.listContacts({ $, }); $.export("$summary", `Successfully fetched ${response?.results?.length} contact(s).`); 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.

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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