← PandaDoc + Elastic Email integrations

Send Email with Elastic Email API on Document Updated (Instant) from PandaDoc API

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Trigger workflow on
Document Updated (Instant) from the PandaDoc API
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Send Email with the Elastic Email API
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Getting Started

This integration creates a workflow with a PandaDoc trigger and Elastic Email 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 Document Updated (Instant) trigger
    1. Connect your PandaDoc account
  3. Configure the Send Email action
    1. Connect your Elastic Email account
    2. Configure Recipients
    3. Configure From
    4. Optional- Select a Body Content Type
    5. Optional- Configure Body Content
    6. Optional- Configure Merge
    7. Optional- Configure Reply To
    8. Optional- Configure Subject
    9. Optional- Select a Template Name
    10. Optional- Configure Time Offset
    11. Optional- Configure Pool Name
    12. Optional- Configure Channel Name
    13. Optional- Select a Encoding
    14. Optional- Configure Track Opens
    15. Optional- Configure Track Clicks
  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 document is updated. [See the documentation here](https://developers.pandadoc.com/reference/create-webhooks-subscription)
Version:0.0.5
Key:pandadoc-document-updated

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.

Trigger Code

import common from "../common.mjs"; const DOCS_LINK = "https://developers.pandadoc.com/reference/create-webhooks-subscription"; export default { ...common, name: "Document Updated (Instant)", description: `Emit new event when a document is updated. [See the documentation here](${DOCS_LINK})`, key: "pandadoc-document-updated", version: "0.0.5", type: "source", methods: { ...common.methods, getHookName() { return "Document Updated"; }, getHookTypes() { return [ "document_updated", ]; }, }, }; 

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
PandaDocappappThis component uses the PandaDoc 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.

Trigger 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

Action

Description:Sends an email to one or more recipients. [See the documentation](https://elasticemail.com/developers/api-documentation/rest-api#operation/emailsPost)
Version:0.0.3
Key:elastic_email-send-email

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.

Action Code

import { BODY_CONTENT_TYPE_OPTIONS, ENCODING_OPTIONS, } from "../../common/constants.mjs"; import { parseObject, isValidEmailFormat, } from "../../common/utils.mjs"; import { ConfigurationError } from "@pipedream/platform"; import app from "../../elastic_email.app.mjs"; export default { key: "elastic_email-send-email", name: "Send Email", description: "Sends an email to one or more recipients. [See the documentation](https://elasticemail.com/developers/api-documentation/rest-api#operation/emailsPost)", version: "0.0.3", annotations: { destructiveHint: false, openWorldHint: true, readOnlyHint: false, }, type: "action", props: { app, recipients: { type: "string[]", label: "Recipients", description: "List of recipients", }, from: { type: "string", label: "From", description: "Your e-mail with an optional name (e.g.: `email@domain.com` or `John Doe <email@domain.com>`)", }, bodyContentType: { type: "string", label: "Body Content Type", description: "Type of body part", options: BODY_CONTENT_TYPE_OPTIONS, optional: true, }, bodyContent: { type: "string", label: "Body Content", description: "Actual content of the body part", optional: true, }, merge: { type: "object", label: "Merge", description: "A key-value collection of custom merge fields, shared between recipients. Should be used in e-mail body like so: {firstname}, {lastname} etc.", optional: true, }, replyTo: { type: "string", label: "Reply To", description: "To what address should the recipients reply to (e.g. `email@domain.com` or `John Doe <email@domain.com>`)", optional: true, }, subject: { type: "string", label: "Subject", description: "Default subject of email.", optional: true, }, templateName: { propDefinition: [ app, "templateName", ], optional: true, }, timeOffset: { type: "integer", label: "Time Offset", description: "By how long should an e-mail be delayed (in minutes). Maximum is 35 days.", optional: true, }, poolName: { type: "string", label: "Pool Name", description: "Name of your custom IP Pool to be used in the sending process", optional: true, }, channelName: { type: "string", label: "Channel Name", description: "Name of selected channel.", optional: true, }, encoding: { type: "string", label: "Encoding", description: "Encoding type for the email headers", options: ENCODING_OPTIONS, optional: true, }, trackOpens: { type: "boolean", label: "Track Opens", description: "Should the opens be tracked? If no value has been provided, Account's default setting will be used.", optional: true, }, trackClicks: { type: "boolean", label: "Track Clicks", description: "Should the clicks be tracked? If no value has been provided, Account's default setting will be used.", optional: true, }, }, async run({ $ }) { if (this.from && !isValidEmailFormat(this.from)) { throw new ConfigurationError("Invalid email format for 'From'"); } if (this.replyTo && !isValidEmailFormat(this.replyTo)) { throw new ConfigurationError("Invalid email format for 'Reply To'"); } const response = await this.app.sendBulkEmails({ $, data: { Recipients: parseObject(this.recipients)?.map((item) => ({ Email: item, })), Content: { From: this.from, Body: [ { ContentType: this.bodyContentType, Body: this.bodyContent, }, ], Merge: parseObject(this.merge), ReplyTo: this.replyTo, Subject: this.subject, TemplateName: this.templateName, }, Options: { TimeOffset: this.timeOffset, PoolName: this.poolName, ChannelName: this.channelName, Encoding: this.encoding, TrackOpens: this.trackOpens, TrackClicks: this.trackClicks, }, }, }); $.export("$summary", `Emails sent successfully to ${this.recipients.join(", ")}`); 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
Elastic EmailappappThis component uses the Elastic Email app.
Recipientsrecipientsstring[]

List of recipients

Fromfromstring

Your e-mail with an optional name (e.g.: email@domain.com or John Doe <email@domain.com>)

Body Content TypebodyContentTypestringSelect a value from the drop down menu:HTMLPlainTextAMPCSS
Body ContentbodyContentstring

Actual content of the body part

Mergemergeobject

A key-value collection of custom merge fields, shared between recipients. Should be used in e-mail body like so: {firstname}, {lastname} etc.

Reply ToreplyTostring

To what address should the recipients reply to (e.g. email@domain.com or John Doe <email@domain.com>)

Subjectsubjectstring

Default subject of email.

Template NametemplateNamestringSelect a value from the drop down menu.
Time OffsettimeOffsetinteger

By how long should an e-mail be delayed (in minutes). Maximum is 35 days.

Pool NamepoolNamestring

Name of your custom IP Pool to be used in the sending process

Channel NamechannelNamestring

Name of selected channel.

EncodingencodingstringSelect a value from the drop down menu:UserProvidedNoneRaw7bitRaw8bitQuotedPrintableBase64Uue
Track OpenstrackOpensboolean

Should the opens be tracked? If no value has been provided, Account's default setting will be used.

Track ClickstrackClicksboolean

Should the clicks be tracked? If no value has been provided, Account's default setting will be used.

Action 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.

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