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Documill Leap Project Event

Salesforce offers automation tools that can be triggered in different ways. One of the ways to trigger an automation is by publishing a Platform Event into Salesforce. Documill Leap Salesforce app takes advantage of this by providing a Platform Event called Documill Leap Project Event. This Platform Event enables you to build automation triggered by the events that happened in your Leap projects.

To help you utilize Documill Leap Project Event, let’s have a look at the information it may contain.

Documill Leap Project Event fields

The project event data from Leap is captured in Salesforce as below fields:

  • documill_leap__Event_Date__c

  • documill_leap__Event_Type__c

  • documill_leap__Event_Outcome__c

  • documill_leap__Event_Collaborator__c

  • documill_leap__Event_Collaborator_Name__c

  • documill_leap__Event_Collaborator_Type__c

  • documill_leap__Event_Organization_Member__c

  • documill_leap__Event_Document_ID__c

  • documill_leap__Event_Document_Title__c

  • documill_leap__Event_Project_ID__c

  • documill_leap__Event_Project_Title__c

  • documill_leap__Event_Details__c

Because the information contained in those fields depends on the Event Type, let’s go through the available Event Types.

Event Types of Documill Leap Project Event

Documill Leap web app is able to send below project event data to Salesforce:

  • Project Status Change

  • Task Status Change

  • All Sign Tasks Completed

Let’s have a look at each of these Event Types:

Project Status Change

This event is published when a Leap Project changes its status. This includes when the project went live, became paused, got canceled, or got completed.

Example data...

Fields

Descriptions

Example values

documill_leap__Event_Date__c

The date when the project status changed.

2023-06-30 00:00:00

documill_leap__Event_Type__c

The type of the event.

ProjectStatusChange

documill_leap__Event_Outcome__c

The status to which the project has changed to.

  • PLANNING

  • SCHEDULED

  • LIVE

  • PAUSED

  • COMPLETED

  • CANCELED


To know the meaning of the project statuses, please refer to: Project Statuses

documill_leap__Event_Collaborator__c

The e-mail of the collaborator who changed the project status.

documill_leap__Event_Collaborator_Name__c

The name of the collaborator who changed the project status.

documill_leap__Event_Collaborator_Type__c

N/A

N/A

documill_leap__Event_Organization_Member__c

Whether the collaborator is part of the Leap organization or a guest.

  • True

  • False

documill_leap__Event_Document_ID__c

N/A

N/A

documill_leap__Event_Document_Title__c

N/A

N/A

documill_leap__Event_Project_ID__c

ID of the Leap Project that has its status changed.

documill_leap__Event_Project_Title__c

Title of the Leap Project that has its status changed.

documill_leap__Event_Details__c

The full details of the event in JSON format string.

CODE
{
  "id":"9081eb95-ac3b-4581-ad36-2e7cb368d088",
  "collaboratorId":"c2100096-5425-4f69-9a30-46722c470fa1",
  "creationDate":"Sep 28, 2023, 6:23:20 AM",
  "eventTags":{
    "project-name":"Koira Centrum",
    "project-id":"e9a26e57-d5f5-454c-b143-d7614abf6377",
    "project-status":"PAUSED"
  },
  "eventType":"PROJECT_STATUS_CHANGE",
  "status":"SUCCESS"
}

Task Status Change

This event is published when a Task changes its status. This includes when someone done editing a document, gave their review to a document, signed a document, and other task-related events.

Example data...

Fields

Descriptions

Example values

documill_leap__Event_Date__c

The date when task status changed.

2023-06-30 00:00:00

documill_leap__Event_Type__c

The type of the event.

TaskStatusChange

documill_leap__Event_Outcome__c

The status to which the task has changed to.

  • UPCOMING

  • AVAILABLE

  • IN_PROGRESS

  • COMPLETED

  • REJECTED
    (Known as Pending in the interface)

To know the meanings of the task statuses, please refer to: Introduction to Tasks

documill_leap__Event_Collaborator__c

The email of the collaborator who is assigned to the task.

documill_leap__Event_Collaborator_Name__c

The name of the collaborator who is assigned to the task.

documill_leap__Event_Collaborator_Type__c

The role of the collaborator inside their task.

  • APPROVING EDITOR

  • EDITOR

  • COMMENTER

  • OFFLINE EDITOR

  • REVIEWER

  • APPROVER

  • COMBINER

  • SIGNER

  • INTERNAL READER
    (Known as Recipient in the interface)

To know the differences between task roles, please refer to: Work on a Task | Task-Roles

documill_leap__Event_Organization_Member__c

Whether the collaborator is part of the Leap organization or a guest.

  • True

  • False

documill_leap__Event_Document_ID__c

ID of the document inside the task.

documill_leap__Event_Document_Title__c

Title of the document inside the task.

documill_leap__Event_Project_ID__c

ID of the Leap Project where the task is part of.

documill_leap__Event_Project_Title__c

Title of the Leap Project where the task is part of.

documill_leap__Event_Details__c

The full details of the event.

CODE
{
  "id":"0d787c15-aa9b-4181-959f-52703000364f",
  "collaboratorId":"c2100096-5425-4f69-9a30-46722c470fa1",
  "creationDate":"Sep 28, 2023, 6:25:20 AM",
  "eventTags":{
    "collaborator-id":"c2100096-5425-4f69-9a30-46722c470fa1",
    "collaborator-email":"alice.testaaja@gmail.com",
    "project-name":"Koira Centrum",
    "document-name":"Statement of Work.docx",
    "collaborator-name":"Alice Amber",
    "collaborator-project-role":"PROJECT_OWNER",
    "task-role":"REVIEWER",
    "task-status":"COMPLETED",
    "project-id":"e9a26e57-d5f5-454c-b143-d7614abf6377",
    "task-id":"06a069c5-3b91-4293-a1bb-8d64331030a3",
    "document-id":"5eed1b89-db25-45f7-aba5-866f4cc45926"
  },
  "eventType":"TASK_STATUS_CHANGE",
  "status":"SUCCESS"
}

All Sign Tasks Completed

This event is published when a document has been signed by all signers.

Example data...

Fields

Descriptions

Example values

documill_leap__Event_Date__c

The date when the document is signed by all signers.

2023-06-30 00:00:00

documill_leap__Event_Type__c

The type of the event.

AllSignTasksCompleted

documill_leap__Event_Outcome__c

N/A

N/A

documill_leap__Event_Collaborator__c

N/A

N/A

documill_leap__Event_Collaborator_Name__c

N/A

N/A

documill_leap__Event_Collaborator_Type__c

N/A

N/A

documill_leap__Event_Organization_Member__c

N/A

N/A

documill_leap__Event_Document_ID__c

ID in Leap of the document which was fully signed.

documill_leap__Event_Document_Title__c

Title of the document which was fully signed.

documill_leap__Event_Project_ID__c

ID of the Leap Project in which the document was signed.

documill_leap__Event_Project_Title__c

Title of the Leap Project in which the document was signed.

documill_leap__Event_Details__c

N/A

N/A

Configure Documill Leap web app

If this Documill Leap Project Event data is what you need for your Salesforce automation, you can configure Documill Leap web app to send project event data to Salesforce. To do that, please refer to: Sending Project Event Data to Salesforce .

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