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PandaDoc document closure watcher

by recued-core v3 32 views

Use “PandaDoc document closure watcher” in Recued. It checks saved items on a schedule and updates them when the connected service reports a final status.

Complete workflow

PandaDoc Document Closure Loop 5 pinned recipes

Use PandaDoc Document Closure Loop in Recued for contracts, esignature, closed loop, and state pandadoc document closure watcher. It includes 3 ready-to-run workflows and 1 related pack in one install.

You are viewing one recipe in this workflow. Installing it opens the complete pack so its other recipes and background automations arrive together.

PandaDoc document closure watcher
This recipe Background automation

Use “PandaDoc document closure watcher” in Recued. It checks saved items on a schedule and updates them when the connected service reports a final status.

pandadoccontractsesignaturedocument
by recued-core pinned v3
Send PandaDoc document with closure

Use “Send PandaDoc document with closure” in Recued. It carries out the named workflow using the connections and settings you choose.

pandadoccontractsesignaturesend
by recued-core pinned v2
PandaDoc document closure watcher timeout
Background automation

Use “PandaDoc document closure watcher timeout” in Recued. Low-frequency timeout role for the connected service. It moves a limited batch of expired rows from active to timedout, deletes the active copy only after the durable timeout write succeeds, and notifies the owner once per batch.

pandadocwatchertimeoutowner-review
by recued-core pinned v2
View pack details, dependencies, and permissions →
How it works 101 steps

Inspect the data fetches, transforms, gates, and output this recipe runs.

Data fetch
▼ shared_document_watches core.storage.shared.list
List storage shared
▼
Process (100 steps)
■ now date_add
Add 0 days to
■ watch_rows filter
Filter by condition
■ watch_rows_with_document filter
Filter by condition
■ never_checked_watch_rows filter
Filter by condition
■ checked_watch_rows filter
Filter by condition
■ checked_watch_rows_oldest_first sort
Sort by value.last_checked_at
■ fair_watch_rows flatten
Flatten nested lists in
■ candidate_rows slice
Take a subset of
■ batch_count count
Count items in candidate rows
■ candidate_count count
Count items in watch rows with document
■ has_candidate compare
Check if candidate rows has data
■ has_connection compare
Check if connections pandadoc has data
■ skip_status_read any
Check if any of the conditions are true
■ batch_context_envelopes merge
Combine objects together
■ batch_contexts map
Extract from each item
◆ status recued-core.pandadoc.document.status.read
Read document status on pandadoc
skip: step.skip_status_read equal true
■ status_live_batch_context pick
Keep only specific fields from
■ status_batch_context_envelopes merge
Combine objects together
■ status_batch_contexts map
Extract from each item
■ live_status default
Apply default
■ live_status_live_batch_context pick
Keep only specific fields from
■ live_status_batch_context_envelopes merge
Combine objects together
■ live_status_batch_contexts map
Extract from each item
■ live_status_norm lowercase
Convert item live status to lowercase
■ live_status_norm_live_batch_context pick
Keep only specific fields from
■ live_status_norm_batch_context_envelopes merge
Combine objects together
■ live_status_norm_batch_contexts map
Extract from each item
■ terminal_status compare
Check if item live status norm is one of setting terminal statuses
■ terminal_status_live_batch_context pick
Keep only specific fields from
■ terminal_status_batch_context_envelopes merge
Combine objects together
■ terminal_status_batch_contexts map
Extract from each item
■ needs_owner_review compare
Check if item live status norm is one of setting owner review statuses
■ needs_owner_review_live_batch_context pick
Keep only specific fields from
■ needs_owner_review_batch_context_envelopes merge
Combine objects together
■ needs_owner_review_batch_contexts map
Extract from each item
■ resend_required compare
Check if item live status norm is one of setting resend required statuses
■ resend_required_live_batch_context pick
Keep only specific fields from
■ resend_required_batch_context_envelopes merge
Combine objects together
■ resend_required_batch_contexts map
Extract from each item
■ actionable_status any
Check if any of the conditions are true
■ actionable_status_live_batch_context pick
Keep only specific fields from
■ actionable_status_batch_context_envelopes merge
Combine objects together
■ actionable_status_batch_contexts map
Extract from each item
■ closed_status ternary
Apply ternary
■ closed_status_live_batch_context pick
Keep only specific fields from
■ closed_status_batch_context_envelopes merge
Combine objects together
■ closed_status_batch_contexts map
Extract from each item
■ owner_action_review ternary
Apply ternary
■ owner_action_review_live_batch_context pick
Keep only specific fields from
■ owner_action_review_batch_context_envelopes merge
Combine objects together
■ owner_action_review_batch_contexts map
Extract from each item
■ owner_action_final ternary
Apply ternary
■ owner_action_final_live_batch_context pick
Keep only specific fields from
■ owner_action_final_batch_context_envelopes merge
Combine objects together
■ owner_action_final_batch_contexts map
Extract from each item
■ skip_close any
Check if any of the conditions are true
■ skip_close_live_batch_context pick
Keep only specific fields from
■ skip_close_batch_context_envelopes merge
Combine objects together
■ skip_close_batch_contexts map
Extract from each item
■ closed_watch_key replace
Replace text in item watch key
■ closed_watch_key_live_batch_context pick
Keep only specific fields from
■ closed_watch_key_batch_context_envelopes merge
Combine objects together
■ closed_watch_key_batch_contexts map
Extract from each item
◆ close_watch core.storage.shared.write
Write storage shared
skip: item.skip_close equal true
■ close_watch_live_batch_context pick
Keep only specific fields from
■ close_watch_batch_context_envelopes merge
Combine objects together
■ close_watch_batch_contexts map
Extract from each item
◆ delete_closed_active_watch core.storage.shared.delete
Delete storage shared
skip: item.close_watch.ok not_equal true
■ delete_closed_active_watch_live_batch_context pick
Keep only specific fields from
■ delete_closed_active_watch_batch_context_envelopes merge
Combine objects together
■ delete_closed_active_watch_batch_contexts map
Extract from each item
■ notify_enabled compare
Check if setting notify when terminal equals true
■ notify_enabled_live_batch_context pick
Keep only specific fields from
■ notify_enabled_batch_context_envelopes merge
Combine objects together
■ notify_enabled_batch_contexts map
Extract from each item
■ status_should_notify compare
Check if item live status norm is one of setting notify statuses
■ status_should_notify_live_batch_context pick
Keep only specific fields from
■ status_should_notify_batch_context_envelopes merge
Combine objects together
■ status_should_notify_batch_contexts map
Extract from each item
■ should_notify all
Check if all conditions are true
■ should_notify_live_batch_context pick
Keep only specific fields from
■ should_notify_batch_context_envelopes merge
Combine objects together
■ should_notify_batch_contexts map
Extract from each item
◆ notify_owner core.notification.send
Send notification
skip: item.should_notify not_equal true
■ notify_owner_live_batch_context pick
Keep only specific fields from
■ notify_owner_batch_context_envelopes merge
Combine objects together
■ notify_owner_batch_contexts map
Extract from each item
■ refreshed_watch_value merge
Combine objects together
skip: item.delete_closed_active_watch.ok equal true
■ refreshed_watch_value_live_batch_context pick
Keep only specific fields from
■ refreshed_watch_value_batch_context_envelopes merge
Combine objects together
■ refreshed_watch_value_batch_contexts map
Extract from each item
◆ refresh_active_watch core.storage.shared.write
Write storage shared
skip: item.delete_closed_active_watch.ok equal true
■ refresh_active_watch_live_batch_context pick
Keep only specific fields from
■ refresh_active_watch_batch_context_envelopes merge
Combine objects together
■ refresh_active_watch_batch_contexts map
Extract from each item
■ closed_batch_rows filter
Filter by condition
■ refreshed_batch_rows filter
Filter by condition
■ closed_batch_count count
Count items in closed batch rows
■ refreshed_batch_count count
Count items in refreshed batch rows
■ summary to_summary
Format results as a summary card
▼
Output
summary summary
Settings 7 configurable

Configurable at install. Defaults shown — change them anytime in Recued.

channels setting = [object Object]
batch limit setting = 5
notify statuses setting = document.completed,document.paid,document.declined,document.voided,document.error,document.rejected,document.approved,completed,paid,declined,voided,error,rejected,approved
terminal statuses setting = document.completed,document.paid,document.declined,document.voided,document.error,document.rejected,completed,paid,declined,voided,error,rejected
notify when terminal setting = true
owner review statuses setting = document.declined,document.voided,document.error,document.rejected,document.approved,declined,voided,error,rejected,approved
resend required statuses setting = document.approved,approved

Uses (5 operations)

Shared store List storage shared core.storage.shared.list
Pack operation Read document status on pandadoc recued-core.pandadoc.document.status.read
Shared store Write storage shared core.storage.shared.write
Shared store Delete storage shared core.storage.shared.delete
Notifications Send notification core.notification.send

Trust & control

What installing this recipe would let it do. Recued grants these permissions at install — review them there before approving.

Permissions it requires

Send notificationsRead your Pandadoc connection
Declared by the recipe — Recued grants these at install, where you review them before approving.

What it's allowed to do

Read Shared store core.storage.shared.list read-only
Write Shared store core.storage.shared.write external change
Write Shared store core.storage.shared.delete external change
Read Notifications core.notification.send external change

1 more isn't listed here. You'll see it at install.

Data it touches

SurfacesShared storeNotifications
Warehousedata.shared

About

recued-core

Tags

pandadoc pandadoccontractsesignaturedocumentclosurestatusnotificationclosed-loopstate:pandadoc-document-closure-watcherpack:pandadoc-document-closure

Details

101 steps 7 configurable settings recipe_id: document-closure-watcher-pandadoc