@friggframework/core 2.0.0--canary.703.12b980b.0 → 2.0.0--canary.707.df80bfd.0

package/integrations/definitions/examples/docusign-salesforce.definition.json

@@ -1,305 +0,0 @@
-{
-  "$schema": "https://friggframework.org/schemas/integration-definition/v0.1.json",
-  "schemaVersion": "0.1",
-  "id": "docusign-salesforce",
-  "version": "1.3.2",
-  "display": {
-    "label": "DocuSign \u2192 Salesforce",
-    "description": "Completed envelopes move the opportunity forward and attach the signed PDF; declined envelopes create a task for the owner; the opportunity page shows every envelope and its status.",
-    "category": "Contracts",
-    "tags": [
-      "e-signature",
-      "crm",
-      "contracts"
-    ]
-  },
-  "modules": {
-    "docusign": {
-      "module": "docusign",
-      "version": "^1.2"
-    },
-    "salesforce": {
-      "module": "salesforce",
-      "version": "^3.0"
-    }
-  },
-  "settings": {
-    "opportunityField": {
-      "type": "string",
-      "label": "Envelope custom field holding the Opportunity Id",
-      "default": "SalesforceOpportunityId",
-      "required": true
-    }
-  },
-  "workflows": [
-    {
-      "id": "completed-envelope",
-      "label": "Completed envelopes advance the opportunity",
-      "purpose": "write",
-      "default": "on",
-      "settings": {
-        "stage": {
-          "type": "enum",
-          "label": "Move the opportunity to",
-          "enum": [
-            "Negotiation/Review",
-            "Closed Won"
-          ],
-          "default": "Closed Won"
-        },
-        "attachPdf": {
-          "type": "boolean",
-          "label": "Attach the signed PDF",
-          "default": true
-        }
-      },
-      "trigger": {
-        "type": "webhook",
-        "module": "docusign",
-        "topic": "envelope.completed"
-      },
-      "steps": [
-        {
-          "id": "opp",
-          "use": "code",
-          "with": {
-            "ref": "@acme/docusign-steps#customFieldValue@1.0.0",
-            "with": {
-              "fields": "$.record.customFields.textCustomFields",
-              "name": "$.install.opportunityField"
-            }
-          }
-        },
-        {
-          "use": "stop",
-          "when": "$.steps.opp.value == null",
-          "with": {
-            "reason": "Envelope was not sent from a Salesforce opportunity"
-          }
-        },
-        {
-          "use": "salesforce.opportunity.update",
-          "with": {
-            "id": "$.steps.opp.value",
-            "fields": {
-              "StageName": "$.settings.stage",
-              "NextStep": "Signed {{record.completedDateTime | date}}: kick off onboarding"
-            }
-          }
-        },
-        {
-          "id": "pdf",
-          "use": "docusign.document.combined",
-          "when": "$.settings.attachPdf == true",
-          "with": {
-            "envelopeId": "$.record.envelopeId",
-            "certificate": true
-          }
-        },
-        {
-          "use": "salesforce.file.attach",
-          "when": "$.settings.attachPdf == true",
-          "with": {
-            "title": "{{record.emailSubject}} (signed)",
-            "pathOnClient": "{{record.envelopeId}}.pdf",
-            "versionData": "$.steps.pdf.base64",
-            "firstPublishLocationId": "$.steps.opp.value"
-          }
-        },
-        {
-          "id": "note",
-          "use": "template",
-          "with": {
-            "id": "completed-note"
-          }
-        },
-        {
-          "use": "salesforce.note.create",
-          "with": {
-            "title": "Envelope completed",
-            "content": "$.steps.note",
-            "linkedEntityId": "$.steps.opp.value"
-          }
-        }
-      ],
-      "retry": {
-        "max": 3,
-        "backoff": "exponential"
-      }
-    },
-    {
-      "id": "declined-envelope",
-      "label": "Declined envelopes create a task for the owner",
-      "purpose": "write",
-      "default": "on",
-      "trigger": {
-        "type": "webhook",
-        "module": "docusign",
-        "topic": "envelope.declined"
-      },
-      "steps": [
-        {
-          "id": "opp",
-          "use": "code",
-          "with": {
-            "ref": "@acme/docusign-steps#customFieldValue@1.0.0",
-            "with": {
-              "fields": "$.record.customFields.textCustomFields",
-              "name": "$.install.opportunityField"
-            }
-          }
-        },
-        {
-          "use": "stop",
-          "when": "$.steps.opp.value == null",
-          "with": {
-            "reason": "Envelope was not sent from a Salesforce opportunity"
-          }
-        },
-        {
-          "id": "opportunity",
-          "use": "salesforce.opportunity.get",
-          "with": {
-            "id": "$.steps.opp.value"
-          }
-        },
-        {
-          "id": "description",
-          "use": "template",
-          "with": {
-            "id": "declined-task"
-          }
-        },
-        {
-          "use": "salesforce.task.create",
-          "with": {
-            "fields": {
-              "Subject": "Envelope declined by {{record.recipients.signers[0].name}}",
-              "Status": "Not Started",
-              "Priority": "High",
-              "ActivityDate": "{{record.declinedDateTime | date}}",
-              "WhatId": "$.steps.opp.value",
-              "OwnerId": "$.steps.opportunity.OwnerId",
-              "Description": "$.steps.description"
-            }
-          }
-        }
-      ]
-    }
-  ],
-  "queries": [
-    {
-      "id": "opportunity-envelopes",
-      "description": "Envelopes sent for this opportunity in the last year.",
-      "steps": [
-        {
-          "id": "envelopes",
-          "use": "docusign.envelope.list",
-          "with": {
-            "from_date": "-365d",
-            "custom_field": "{{install.opportunityField}}={{record.Id}}",
-            "count": 20
-          }
-        }
-      ],
-      "returns": {
-        "envelopes": "$.steps.envelopes"
-      }
-    }
-  ],
-  "ui": [
-    {
-      "id": "envelopes-card",
-      "label": "DocuSign envelopes",
-      "host": "salesforce",
-      "placement": "lightning.record.sidebar",
-      "objects": [
-        "opportunity"
-      ],
-      "data": {
-        "query": "opportunity-envelopes"
-      },
-      "view": {
-        "component": "Stack",
-        "children": [
-          {
-            "component": "Heading",
-            "props": {
-              "text": "DocuSign"
-            }
-          },
-          {
-            "component": "Table",
-            "props": {
-              "rows": "$.data.envelopes",
-              "columns": [
-                {
-                  "label": "Envelope",
-                  "value": "{{row.emailSubject | truncate: 40}}"
-                },
-                {
-                  "label": "Status",
-                  "value": "{{row.status}}"
-                },
-                {
-                  "label": "Sent",
-                  "value": "{{row.sentDateTime | date}}"
-                },
-                {
-                  "label": "Completed",
-                  "value": "{{row.completedDateTime | date}}"
-                }
-              ]
-            }
-          },
-          {
-            "component": "Empty",
-            "when": "$.data.envelopes[0] == null",
-            "props": {
-              "text": "No envelopes sent for this opportunity."
-            }
-          },
-          {
-            "component": "Button",
-            "props": {
-              "label": "Open DocuSign",
-              "action": {
-                "type": "open_url",
-                "url": "https://app.docusign.com/documents"
-              }
-            }
-          }
-        ]
-      }
-    }
-  ],
-  "templates": {
-    "completed-note": "{{record.emailSubject}} was completed on {{record.completedDateTime | date}}. Signers: {{record.recipients.signers[0].name}} <{{record.recipients.signers[0].email}}>. Envelope {{record.envelopeId}}.",
-    "declined-task": "{{record.recipients.signers[0].name}} ({{record.recipients.signers[0].email}}) declined \"{{record.emailSubject}}\" on {{record.declinedDateTime | date}}.\nReason: {{record.recipients.signers[0].declinedReason | default: 'none given'}}\nCorrect the documents and resend from DocuSign."
-  },
-  "lifecycle": {
-    "onInstall": [
-      {
-        "id": "connect",
-        "use": "docusign.connect.create",
-        "with": {
-          "name": "Frigg: Salesforce",
-          "urlToPublishTo": "$.install.webhookUrls.docusign",
-          "events": [
-            "envelope-sent",
-            "envelope-completed",
-            "envelope-declined"
-          ]
-        }
-      }
-    ],
-    "onUninstall": [
-      {
-        "use": "docusign.connect.delete",
-        "with": {
-          "connectId": "$.install.runtime.installed.connect.connectId"
-        }
-      }
-    ]
-  }
-}