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"name": "$process_flow", "type": "boolean", "label": "Process Flow" }, { "name": "$approval", "spec": [ { "name": "delegate", "type": "boolean", "label": "Delegate" }, { "name": "approve", "type": "boolean", "label": "Approve" }, { "name": "reject", "type": "boolean", "label": "Reject" }, { "name": "resubmit", "type": "boolean", "label": "Resubmit" } ], "type": "collection", "label": "Approval" }, { "name": "$editable", "type": "boolean", "label": "Editable" }, { "name": "$review_process", "spec": [ { "name": "approve", "type": "boolean", "label": "Approve" }, { "name": "reject", "type": "boolean", "label": "Reject" }, { "name": "resubmit", "type": "boolean", "label": "Resubmit" } ], "type": "collection", "label": "Review Process" }, { "name": "$converted_detail", "spec": [], "type": "collection", "label": "Converted Detail" }, { "name": "$in_merge", "type": "boolean", "label": "In Merge" }, { "name": "$approval_state", "type": "text", "label": "Approval State" }, { "name": "$followed", "type": "boolean", "label": "Followed" }, { "name": "$se_module", "type": "text", "label": "SE Module" }, { "name": "$calendar_booking_event", "type": "boolean", "label": "Calendar Booking Event" }, { "name": "$event_cancelled", "type": "boolean", "label": "Event Cancelled" }, { "name": "$u_id", "type": "text", "label": "U ID" }, { "name": "$send_notification", "type": "boolean", "label": "Send Notification" }, { "name": "$calendar_booking_call", "type": "boolean", "label": "Calendar Booking Call" }, { "name": "$is_shared_to_client", "type": "boolean", "label": "Is Shared to Client" } ] } }, { "id": 8, "module": "util:SetVariable2", "version": 1, "parameters": {}, "mapper": { "name": "Time", "scope": "roundtrip", "value": "{{formatDate(now; \"DD/MM/YYYY\")}}" }, "metadata": { "designer": { "x": 1200, "y": 150 }, "restore": { "expect": { "scope": { "label": "One cycle" } } }, "expect": [ { "name": "name", "type": "text", "label": "Variable name", "required": true }, { "name": "scope", "type": "select", "label": "Variable lifetime", "required": true, "validate": { "enum": [ "roundtrip", "execution" ] } }, { "name": "value", "type": "any", "label": "Variable value" } ], "interface": [ { "name": "Time", "type": "any", "label": "Time" } ] } }, { "id": 5, "module": "builtin:BasicRouter", "version": 1, "mapper": null, "metadata": { "designer": { "x": 1500, "y": 150 } }, "routes": [ { "flow": [ { "id": 6, "module": "pandadoc:createADocuments", "version": 1, "parameters": { "__IMTCONN__": 5987534 }, "filter": { "name": "", "conditions": [ [ { "a": "{{4.Service_Type}}", "b": "Retainer", "o": "text:equal" } ] ] }, "mapper": { "name": "{{4.Account_Name.name}} Service Level Agreement", "send": false, "fields": {}, "tokens": { "Date": "{{8.Time}}", "Amount": "{{formatNumber(4.Amount; 0; \".\"; \",\")}}", "Client.City": "{{3.Billing_City}}", "Client.State": "{{3.Billing_State}}", "Client.Company": "{{4.Account_Name.name}}", "Client.Country": "{{3.Billing_Country}}", "Client.PostalCode": "{{3.Billing_Code}}", "Client.StreetAddress": "{{3.Billing_Street}}" }, "template": "aW6j4DBDJXBSy8AJBNDxK9", "folder_uuid": "/" }, "metadata": { "designer": { "x": 1800, "y": 0 }, "restore": { "expect": { "tags": { "mode": "chose" }, "fields": { "collapsed": true }, "images": { "mode": "chose" }, "metadata": { "mode": "chose" }, "template": { "mode": "chose", "label": "Client Name - Service Agreement (Retainer)" }, "recipients": { "mode": "chose" }, "folder_uuid": { "mode": "chose" }, "content_placeholders": { "mode": "chose" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "pandadoc" }, "label": "My PandaDoc connection Sales (sales@thedarenetwork.com)" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:pandadoc", "label": "Connection", "required": true } ], "expect": [ { "name": "name", "type": "text", "label": "Document Name", "required": true }, { "name": "template", "type": "select", "label": "Template ID", "required": true }, { "name": "send", "type": "boolean", "label": "Send a document", "required": true }, { "name": "folder_uuid", "type": "folder", "label": "Folder" }, { "name": "tags", "spec": { "name": "value", "type": "text", "label": "Tag" }, "type": "array", "label": "Tags" }, { "name": "images", "spec": [ { "name": "name", "type": "text", "label": "Image Block Name", "required": true }, { "name": "urls", "type": "url", "label": "Image URL", "required": true } ], "type": "array", "label": "Images" }, { "name": "metadata", "spec": [ { "name": "key", "type": "text", "label": "Key", "required": true }, { "name": "value", "type": "text", "label": "Value", "required": true } ], "type": "array", "label": "Document Metadata" }, { "name": "content_placeholders", "spec": [ { "name": "block_id", "type": "select", "label": "Block ID", "dynamic": true, "options": [], "required": true }, { "name": "content_library_items", "spec": [ { "name": "id", "type": "select", "label": "Content Library Item ID", "dynamic": true, "options": { "store": [] }, "required": true } ], "type": "array", "label": "Content Library Items", "required": true } ], "type": "array", "label": "Content Placeholders" }, { "name": "tokens", "spec": [ { "name": "Recipient.Email", "type": "email", "label": "Role: Recipient Email", "metadata": { "role": "Recipient" } }, { "name": "Reciptent.Email", "type": "email", "label": "Role: Reciptent Email", "metadata": { "role": "Reciptent" } }, { "name": "Emil Eji.Email", "type": "email", "label": "Role: Emil Eji Email", "metadata": { "role": "Emil Eji" } }, { "name": "Client.Email", "type": "email", "label": "Role: Client Email", "metadata": { "role": "Client" } }, { "name": "Amount", "type": "text", "label": "Token: Amount " }, { "name": "Client.City", "type": "text", "label": "Role: Client City ", "metadata": { "role": "Client" } }, { "name": "Client.Company", "type": "text", "label": "Role: Client Company ", "metadata": { "role": "Client" } }, { "name": "Client.Country", "type": "text", "label": "Role: Client Country ", "metadata": { "role": "Client" } }, { "name": "Client.PostalCode", "type": "text", "label": "Role: Client Postal Code ", "metadata": { "role": "Client" } }, { "name": "Client.State", "type": "text", "label": "Role: Client State ", "metadata": { "role": "Client" } }, { "name": "Client.StreetAddress", "type": "text", "label": "Role: Client Street Address ", "metadata": { "role": "Client" } }, { "name": "Date", "type": "text", "label": "Token: Date " } ], "type": "collection", "label": "Tokens" }, { "name": "fields", "spec": [], "type": "collection", "label": "Fields" }, { "name": "recipients", "spec": [ { "name": "email", "type": "email", "label": "Email", "required": true }, { "name": "first_name", "type": "text", "label": "First name" }, { "name": "last_name", "type": "text", "label": "Last name" } ], "type": "array", "label": "CC Recipients" } ] } }, { "id": 27, "module": "util:FunctionSleep", "version": 1, "parameters": {}, "mapper": { "duration": "30" }, "metadata": { "designer": { "x": 2100, "y": 0 }, "restore": {}, "expect": [ { "name": "duration", "type": "uinteger", "label": "Delay", "required": true, "validate": { "max": 300, "min": 1 } } ] } }, { "id": 24, "module": "pandadoc:downloadADocument", "version": 1, "parameters": { "__IMTCONN__": 5987534 }, "mapper": { "document": "{{6.id}}" }, "metadata": { "designer": { "x": 2400, "y": 0 }, "restore": { "expect": { "document": { "mode": "edit" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "pandadoc" }, "label": "My PandaDoc connection Sales (sales@thedarenetwork.com)" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:pandadoc", "label": "Connection", "required": true } ], "expect": [ { "mode": "edit", "name": "document", "type": "select", "label": "Document ID", "required": true } ] } }, { "id": 26, "module": "google-drive:uploadAFile", "version": 4, "parameters": { "__IMTCONN__": 5709401 }, "mapper": { "data": "{{24.data}}", "select": "value", "convert": false, "filename": "{{24.filename}}", "folderId": "/", "destination": "drive" }, "metadata": { "designer": { "x": 2700, "y": 0 }, "restore": { "expect": { "select": { "label": "Select from the list" }, "folderId": { "mode": "chose", "path": [ "/" ] }, "destination": { "label": "My Drive" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "google-restricted" }, "label": "My Google Restricted connection (sales@thedarenetwork.com)" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:google-restricted", "label": "Connection", "required": true } ], "expect": [ { "type": "hidden" }, { "name": "select", "type": "select", "label": "Enter a Folder ID", "required": true, "validate": { "enum": [ "map", "value" ] } }, { "name": "title", "type": "text", "label": "New File Name" }, { "name": "filename", "type": "text", "label": "File Name", "required": true }, { "name": "data", "type": "buffer", "label": "Data", "required": true }, { "name": "convert", "type": "boolean", "label": "Convert a File", "required": true }, { "name": "destination", "type": "select", "label": "New Drive Location", "required": true, "validate": { "enum": [ "drive", "share", "team" ] } }, { "name": "folderId", "type": "folder", "label": "New Folder Location", "required": true } ], "advanced": true } }, { "id": 15, "module": "zohocrm:updateObject", "version": 3, "parameters": { "__IMTCONN__": 5740043 }, "mapper": { "id": "{{1.Deal}}", "module": "Deals", "sendNull": false, "Service_level_agreement_Link": "{{26.webViewLink}}" }, "metadata": { "designer": { "x": 3000, "y": 0 }, "restore": { "expect": { "id": { "mode": "edit" }, "Stage": { "mode": "chose", "label": "Empty" }, "module": { "mode": "chose", "label": "Deals" }, "Service": { "mode": "chose" }, "trigger": { "mode": "chose" }, "Send_SLA": { "mode": "chose" }, "sendNull": { "mode": "chose" }, "Lead_Source": { "mode": "chose", "label": "Empty" }, "Service_Type": { "mode": "chose", "label": "Empty" }, "Send_Proposal": { "mode": "chose" }, "Reason_For_Loss__s": { "mode": "chose", "label": "Empty" }, "Forecast_Category__s": { "mode": "chose", "label": "Empty" }, "Service_specification": { "mode": "chose", "label": "Empty" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "zohocrm2" }, "label": "My Zoho CRM connection" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:zohocrm2", "label": "Connection", "required": true } ], "expect": [ { "name": "module", "type": "select", "label": "Module", "required": true }, { "name": "sendNull", "type": "boolean", "label": "Send Null Values" }, { "name": "trigger", "type": "select", "label": "Trigger", "multiple": true, "validate": { "enum": [ "workflow", "approval", "blueprint" ] } }, { "mode": "edit", "name": "id", "type": "select", "label": "Object ID", "required": true }, { "name": "Owner", "type": "text", "label": "Deal Owner", "validate": { "max": 120 } }, { "name": "Amount", "type": "number" }, { "name": "Deal_Name", "type": "text", "label": "Deal Name", "validate": { "max": 120 } }, { "name": "Closing_Date", "time": false, "type": "date", "label": "Closing Date", "validate": { "max": 20 } }, { "name": "Account_Name", "type": "text", "label": "Account Name", "validate": { "max": 120 } }, { "name": "Stage", "type": "select" }, { "name": "Probability", "type": "number", "label": "Probability (%)" }, { "name": "Expected_Revenue", "type": "number", "label": "Expected Revenue" }, { "name": "Next_Step", "type": "text", "label": "Next Step", "validate": { "max": 100 } }, { "name": "Lead_Source", "type": "select", "label": "Lead Source" }, { "name": "Campaign_Source", "type": "text", "label": "Campaign Source", "validate": { "max": 120 } }, { "name": "Contact_Name", "type": "text", "label": "Contact Name", "validate": { "max": 120 } }, { "name": "Description", "type": "text", "validate": { "max": 32000 } }, { "name": "Forecast_Category__s", "type": "select", "label": "Forecast Category" }, { "name": "Reason_For_Loss__s", "type": "select", "label": "Reason For Loss" }, { "name": "Service", "type": "select", "multiple": true }, { "name": "Service_Type", "type": "select", "label": "Service Type" }, { "name": "Send_Proposal", "type": "boolean", "label": "Send Proposal", "validate": { "max": 5 } }, { "name": "Send_SLA", "type": "boolean", "label": "Send SLA", "validate": { "max": 5 } }, { "name": "Proposal_Doc", "type": "url", "label": "Proposal Doc", "validate": { "max": 450 } }, { "name": "Service_level_agreement_Link", "type": "url", "label": "Service level agreement Link", "validate": { "max": 450 } }, { "name": "Service_specification", "type": "select", "label": "Service specification" } ], "advanced": true } } ] }, { "flow": [ { "id": 9, "module": "pandadoc:createADocuments", "version": 1, "parameters": { "__IMTCONN__": 5987534 }, "filter": { "name": "", "conditions": [ [ { "a": "{{4.Service_Type}}", "b": "One Time", "o": "text:equal" } ] ] }, "mapper": { "name": "{{4.Account_Name.name}} Service Level Agreement", "send": false, "fields": {}, "tokens": { "Date": "{{8.Time}}", "amount": "{{formatNumber(4.Amount; 0; \".\"; \",\")}}", "Client.City": "{{3.Billing_City}}", "Client.State": "{{3.Billing_State}}", "Client.Company": "{{4.Account_Name.name}}", "Client.Country": "{{3.Billing_Country}}", "Client.PostalCode": "{{3.Billing_Code}}", "Client.StreetAddress": "{{3.Billing_Street}}" }, "template": "g2CgrnhbtdvAgdt2ADds3B", "folder_uuid": null }, "metadata": { "designer": { "x": 1800, "y": 300 }, "restore": { "expect": { "tags": { "mode": "chose" }, "fields": { "collapsed": true }, "images": { "mode": "chose" }, "metadata": { "mode": "chose" }, "template": { "mode": "chose", "label": "Client Name - Service Agreement (One Time)" }, "recipients": { "mode": "chose" }, "folder_uuid": { "mode": "chose" }, "content_placeholders": { "mode": "chose" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "pandadoc" }, "label": "My PandaDoc connection Sales (sales@thedarenetwork.com)" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:pandadoc", "label": "Connection", "required": true } ], "expect": [ { "name": "name", "type": "text", "label": "Document Name", "required": true }, { "name": "template", "type": "select", "label": "Template ID", "required": true }, { "name": "send", "type": "boolean", "label": "Send a document", "required": true }, { "name": "folder_uuid", "type": "folder", "label": "Folder" }, { "name": "tags", "spec": { "name": "value", "type": "text", "label": "Tag" }, "type": "array", "label": "Tags" }, { "name": "images", "spec": [ { "name": "name", "type": "text", "label": "Image Block Name", "required": true }, { "name": "urls", "type": "url", "label": "Image URL", "required": true } ], "type": "array", "label": "Images" }, { "name": "metadata", "spec": [ { "name": "key", "type": "text", "label": "Key", "required": true }, { "name": "value", "type": "text", "label": "Value", "required": true } ], "type": "array", "label": "Document Metadata" }, { "name": "content_placeholders", "spec": [ { "name": "block_id", "type": "select", "label": "Block ID", "dynamic": true, "options": [], "required": true }, { "name": "content_library_items", "spec": [ { "name": "id", "type": "select", "label": "Content Library Item ID", "dynamic": true, "options": { "store": [] }, "required": true } ], "type": "array", "label": "Content Library Items", "required": true } ], "type": "array", "label": "Content Placeholders" }, { "name": "tokens", "spec": [ { "name": "Client.Email", "type": "email", "label": "Role: Client Email", "metadata": { "role": "Client" } }, { "name": "Client.City", "type": "text", "label": "Role: Client City ", "metadata": { "role": "Client" } }, { "name": "Client.Company", "type": "text", "label": "Role: Client Company ", "metadata": { "role": "Client" } }, { "name": "Client.Country", "type": "text", "label": "Role: Client Country ", "metadata": { "role": "Client" } }, { "name": "Client.PostalCode", "type": "text", "label": "Role: Client Postal Code ", "metadata": { "role": "Client" } }, { "name": "Client.State", "type": "text", "label": "Role: Client State ", "metadata": { "role": "Client" } }, { "name": "Client.StreetAddress", "type": "text", "label": "Role: Client Street Address ", "metadata": { "role": "Client" } }, { "name": "Date", "type": "text", "label": "Token: Date " }, { "name": "amount", "type": "text", "label": "Token: Amount " } ], "type": "collection", "label": "Tokens" }, { "name": "fields", "spec": [], "type": "collection", "label": "Fields" }, { "name": "recipients", "spec": [ { "name": "email", "type": "email", "label": "Email", "required": true }, { "name": "first_name", "type": "text", "label": "First name" }, { "name": "last_name", "type": "text", "label": "Last name" } ], "type": "array", "label": "CC Recipients" } ] } }, { "id": 28, "module": "util:FunctionSleep", "version": 1, "parameters": {}, "mapper": { "duration": "30" }, "metadata": { "designer": { "x": 2100, "y": 300 }, "restore": {}, "expect": [ { "name": "duration", "type": "uinteger", "label": "Delay", "required": true, "validate": { "max": 300, "min": 1 } } ] } }, { "id": 10, "module": "pandadoc:downloadADocument", "version": 1, "parameters": { "__IMTCONN__": 5987534 }, "mapper": { "document": "{{9.id}}" }, "metadata": { "designer": { "x": 2400, "y": 300 }, "restore": { "expect": { "document": { "mode": "edit" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "pandadoc" }, "label": "My PandaDoc connection Sales (sales@thedarenetwork.com)" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:pandadoc", "label": "Connection", "required": true } ], "expect": [ { "mode": "edit", "name": "document", "type": "select", "label": "Document ID", "required": true } ] } }, { "id": 14, "module": "google-drive:uploadAFile", "version": 4, "parameters": { "__IMTCONN__": 5709401 }, "mapper": { "data": "{{10.data}}", "select": "value", "convert": false, "filename": "{{10.filename}}", "folderId": "/", "destination": "drive" }, "metadata": { "designer": { "x": 2700, "y": 300 }, "restore": { "expect": { "select": { "label": "Select from the list" }, "folderId": { "mode": "chose", "path": [ "/" ] }, "destination": { "label": "My Drive" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "google-restricted" }, "label": "My Google Restricted connection (sales@thedarenetwork.com)" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:google-restricted", "label": "Connection", "required": true } ], "expect": [ { "type": "hidden" }, { "name": "select", "type": "select", "label": "Enter a Folder ID", "required": true, "validate": { "enum": [ "map", "value" ] } }, { "name": "title", "type": "text", "label": "New File Name" }, { "name": "filename", "type": "text", "label": "File Name", "required": true }, { "name": "data", "type": "buffer", "label": "Data", "required": true }, { "name": "convert", "type": "boolean", "label": "Convert a File", "required": true }, { "name": "destination", "type": "select", "label": "New Drive Location", "required": true, "validate": { "enum": [ "drive", "share", "team" ] } }, { "name": "folderId", "type": "folder", "label": "New Folder Location", "required": true } ] } }, { "id": 16, "module": "zohocrm:updateObject", "version": 3, "parameters": { "__IMTCONN__": 5740043 }, "mapper": { "id": "{{1.Deal}}", "module": "Deals", "sendNull": false, "Service_level_agreement_Link": "{{14.webViewLink}}" }, "metadata": { "designer": { "x": 3000, "y": 300 }, "restore": { "expect": { "id": { "mode": "edit" }, "Type": { "mode": "chose", "label": "Empty" }, "Stage": { "mode": "chose", "label": "Empty" }, "module": { "mode": "chose", "label": "Deals" }, "Service": { "mode": "chose" }, "trigger": { "mode": "chose" }, "Send_SLA": { "mode": "chose" }, "sendNull": { "mode": "chose" }, "Lead_Source": { "mode": "chose", "label": "Empty" }, "Service_Type": { "mode": "chose", "label": "Empty" }, "Send_Proposal": { "mode": "chose" }, "Reason_For_Loss__s": { "mode": "chose", "label": "Empty" }, "Forecast_Category__s": { "mode": "chose", "label": "Empty" } }, "parameters": { "__IMTCONN__": { "data": { "scoped": "true", "connection": "zohocrm2" }, "label": "My Zoho CRM connection" } } }, "parameters": [ { "name": "__IMTCONN__", "type": "account:zohocrm2", "label": "Connection", "required": true } ], "expect": [ { "name": "module", "type": "select", "label": "Module", "required": true }, { "name": "sendNull", "type": "boolean", "label": "Send Null Values" }, { "name": "trigger", "type": "select", "label": "Trigger", "multiple": true, "validate": { "enum": [ "workflow", "approval", "blueprint" ] } }, { "mode": "edit", "name": "id", "type": "select", "label": "Object ID", "required": true }, { "name": "Owner", "type": "text", "label": "Deal Owner", "validate": { "max": 120 } }, { "name": "Amount", "type": "number" }, { "name": "Deal_Name", "type": "text", "label": "Deal Name", "validate": { "max": 120 } }, { "name": "Closing_Date", "time": false, "type": "date", "label": "Closing Date", "validate": { "max": 20 } }, { "name": "Account_Name", "type": "text", "label": "Account Name", "validate": { "max": 120 } }, { "name": "Stage", "type": "select" }, { "name": "Type", "type": "select" }, { "name": "Probability", "type": "number", "label": "Probability (%)" }, { "name": "Expected_Revenue", "type": "number", "label": "Expected Revenue" }, { "name": "Next_Step", "type": "text", "label": "Next Step", "validate": { "max": 100 } }, { "name": "Lead_Source", "type": "select", "label": "Lead Source" }, { "name": "Campaign_Source", "type": "text", "label": "Campaign Source", "validate": { "max": 120 } }, { "name": "Contact_Name", "type": "text", "label": "Contact Name", "validate": { "max": 120 } }, { "name": "Description", "type": "text", "validate": { "max": 32000 } }, { "name": "Forecast_Category__s", "type": "select", "label": "Forecast Category" }, { "name": "Reason_For_Loss__s", "type": "select", "label": "Reason For Loss" }, { "name": "Service", "type": "select", "multiple": true }, { "name": "Service_Type", "type": "select", "label": "Service Type" }, { "name": "Send_Proposal", "type": "boolean", "label": "Send Proposal", "validate": { "max": 5 } }, { "name": "Send_SLA", "type": "boolean", "label": "Send SLA", "validate": { "max": 5 } }, { "name": "Proposal_Doc", "type": "url", "label": "Proposal Doc", "validate": { "max": 450 } }, { "name": "Service_level_agreement_Link", "type": "url", "label": "Service level agreement Link", "validate": { "max": 450 } } ], "advanced": true } } ] } ] } ], "metadata": { "instant": true, "version": 1, "scenario": { "roundtrips": 1, "maxErrors": 3, "autoCommit": true, "autoCommitTriggerLast": true, "sequential": false, "slots": null, "confidential": false, "dataloss": false, "dlq": false, "freshVariables": false }, "designer": { "orphans": [] }, "zone": "us2.make.com", "notes": [] } }