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(docs) Invoke workflows for external users #14589
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WalkthroughThis pull request introduces enhancements to the documentation for the Pipedream Connect API and workflows. A new "workflows" section has been added to the JSON metadata, and multiple documentation files have been updated to improve clarity, security, and usability. Key changes include the introduction of placeholder values for sensitive information, the addition of new sections on workflows and credential management, and the expansion of existing documentation to cover new API endpoints and error handling practices. Changes
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Actionable comments posted: 0
🧹 Outside diff range and nitpick comments (8)
docs-v2/pages/connect/workflows.mdx (3)
73-73
: Fix grammatical error in the conditional statement.There's a grammatical error in the sentence.
-If you've don't have a test account, create one: +If you don't have a test account, create one:🧰 Tools
🪛 LanguageTool
[grammar] ~73-~73: The text is not correct, but LanguageTool has no suggestions about how to correct the text.
Context: ...he workflow](#invoke-the-workflow). If you've don't have a test account, create one: - If ...(VE_DIDNT)
111-121
: Improve TypeScript example formatting and add error handling.The TypeScript example could be improved for better readability and robustness:
- Add missing comma after the user ID parameter
- Include error handling example
await pd.invokeWorkflowForExternalUser( "{your_endpoint_url}", // pass the endpoint ID or full URL here - "{your_external_user_id}" // The end user's ID in your system + "{your_external_user_id}", // The end user's ID in your system { method: "POST", body: { message: "Hello World" } }, HTTPAuthType.OAuth // Will automatically send the Authorization header with a fresh token -) +).catch(error => { + console.error('Workflow invocation failed:', error); + // Handle error appropriately +});
101-109
: Add security best practices note for credential handling.While the code correctly uses placeholders for sensitive information, it would be helpful to add a note about secure credential storage best practices.
Add a comment block above the client initialization:
// SECURITY BEST PRACTICES: // 1. Never hardcode credentials in your source code // 2. Use environment variables or a secure secret management service // 3. Rotate client secrets periodically // 4. Use the minimum required permissions for your OAuth clientdocs-v2/pages/connect/quickstart.mdx (2)
177-182
: Consider enhancing environment configuration guidance.While the environment comment is helpful, consider adding a callout or note section above the code example to emphasize the importance of environment configuration and provide guidance on determining the correct environment.
Add a note section before the code example:
+<Callout type="info"> +The `environment` parameter should match your deployment environment: +- Use "development" when testing with development credentials +- Use "production" when deploying to production or testing with production credentials + +Ensure you're using the correct environment to avoid authentication issues. +</Callout>
Line range hint
187-195
: Consider adding security best practices for credential handling.While the code examples and flow are clear, consider adding more explicit guidance on secure credential handling, particularly for the
include_credentials
parameter.Add security notes in the comments:
// Parse and return the data you need. These may contain credentials, - // which you should never return to the client + // SECURITY: Never expose raw credentials to the client. Instead: + // 1. Store credentials securely (e.g., encrypted in your database) + // 2. Return only necessary metadata (e.g., account ID, user email) + // 3. Use environment variables or a secure secrets managerAlso applies to: 213-221
docs-v2/pages/connect/api.mdx (2)
193-198
: Excellent improvements to security and consistency in client initialization examples.The changes across all client initialization examples demonstrate several improvements:
- Added environment context for better clarity
- Standardized sensitive information placeholders for better security
- Consistent structure across all examples
- Added projectId parameter for proper scoping
Consider adding a note about the importance of securing these credentials in production environments, perhaps recommending environment variables or secure credential management systems.
Also applies to: 212-217, 301-306, 469-474, 490-495, 613-618, 631-636, 697-702, 715-720, 781-786, 799-804, 861-866, 879-884
Line range hint
1-924
: Consider enhancing error response documentation.While the documentation is comprehensive, it would be beneficial to include specific error response examples and status codes for each endpoint, helping developers handle error cases more effectively.
docs-v2/pages/workflows/triggers.mdx (1)
Line range hint
146-215
: LGTM! Well-structured code examples for OAuth authentication.The examples effectively demonstrate OAuth authentication across TypeScript, Node.js, and cURL. The progression from obtaining an access token to using it in requests is clear and helpful.
Consider adding a note about securely storing the OAuth credentials, perhaps referencing Pipedream's built-in secret management capabilities.
📜 Review details
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📒 Files selected for processing (7)
docs-v2/pages/connect/_meta.json
(1 hunks)docs-v2/pages/connect/api.mdx
(17 hunks)docs-v2/pages/connect/quickstart.mdx
(2 hunks)docs-v2/pages/connect/workflows.mdx
(1 hunks)docs-v2/pages/rest-api/index.mdx
(2 hunks)docs-v2/pages/workflows/index.mdx
(1 hunks)docs-v2/pages/workflows/triggers.mdx
(3 hunks)
✅ Files skipped from review due to trivial changes (1)
- docs-v2/pages/workflows/index.mdx
🧰 Additional context used
🪛 LanguageTool
docs-v2/pages/connect/workflows.mdx
[uncategorized] ~57-~57: Possible missing article found.
Context: ...nt — you can select the option to Use end user's auth via Connect: <div classN...
(AI_HYDRA_LEO_MISSING_THE)
[grammar] ~73-~73: The text is not correct, but LanguageTool has no suggestions about how to correct the text.
Context: ...he workflow](#invoke-the-workflow). If you've don't have a test account, create one: - If ...
(VE_DIDNT)
🔇 Additional comments (9)
docs-v2/pages/connect/_meta.json (1)
11-13
: LGTM! The new section is well-positioned.
The addition of the "workflows" section follows a logical progression in the documentation structure, placed appropriately after the quickstart guide and before the API reference.
Let's verify that the corresponding documentation file exists:
✅ Verification successful
Workflows documentation file exists as expected ✅
The verification confirms that docs-v2/pages/connect/workflows.mdx
exists, which aligns with the navigation structure defined in _meta.json
.
🏁 Scripts executed
The following scripts were executed for the analysis:
Script:
#!/bin/bash
# Description: Check if the workflows documentation file exists
# Expected: Should find the corresponding .mdx file
fd -e mdx workflows docs-v2/pages/connect/
Length of output: 80
docs-v2/pages/connect/workflows.mdx (2)
1-29
: Well-structured introduction with clear explanations!
The introduction effectively explains workflows, their capabilities, and features while maintaining good readability with appropriate visual aids and links to detailed documentation.
1-176
: Excellent documentation structure and content!
The documentation is well-organized, comprehensive, and provides clear instructions with appropriate examples. The use of visual aids, code examples, and step-by-step guides makes it very user-friendly.
🧰 Tools
🪛 LanguageTool
[uncategorized] ~57-~57: Possible missing article found.
Context: ...nt — you can select the option to Use end user's auth via Connect: <div classN...
(AI_HYDRA_LEO_MISSING_THE)
[grammar] ~73-~73: The text is not correct, but LanguageTool has no suggestions about how to correct the text.
Context: ...he workflow](#invoke-the-workflow). If you've don't have a test account, create one: - If ...
(VE_DIDNT)
docs-v2/pages/connect/quickstart.mdx (1)
203-208
: LGTM!
The JavaScript implementation maintains consistency with the TypeScript example and follows the same secure practices for handling sensitive information.
docs-v2/pages/connect/api.mdx (2)
126-126
: LGTM! Clear and well-structured documentation.
The new workflows section effectively directs users to the dedicated documentation while maintaining a clear and concise overview.
243-243
: LGTM! Consistent placeholder usage in API examples.
The API endpoint examples maintain consistency with the new placeholder format, making the documentation more uniform and easier to follow.
Also applies to: 870-870, 888-888
docs-v2/pages/workflows/triggers.mdx (2)
154-155
: LGTM! Consistent use of placeholders for sensitive information.
The placeholders for OAuth credentials follow a clear, consistent format that helps users understand what values to insert.
Also applies to: 178-179, 202-203
197-214
: LGTM! Clear and comprehensive cURL example for OAuth flow.
The cURL example effectively demonstrates the complete OAuth flow, from token generation to API usage, with helpful comments guiding users through each step.
docs-v2/pages/rest-api/index.mdx (1)
Line range hint 687-700
: LGTM! Clear and well-documented search example.
The example effectively demonstrates how to search for components using natural language queries, with a clear request and response format.
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Actionable comments posted: 0
🧹 Outside diff range and nitpick comments (5)
docs-v2/pages/connect/workflows.mdx (5)
11-13
: Consider using versioned image URLs.The current image URL contains what appears to be a timestamp (
v1730935490
). To ensure long-term reliability, consider using a versioned URL or storing images in the repository's assets directory.
73-73
: Fix grammatical error.The sentence "If you've don't have a test account" contains incorrect grammar.
-If you've don't have a test account, create one: +If you don't have a test account, create one:🧰 Tools
🪛 LanguageTool
[grammar] ~73-~73: The text is not correct, but LanguageTool has no suggestions about how to correct the text.
Context: ...he workflow](#invoke-the-workflow). If you've don't have a test account, create one: - If ...(VE_DIDNT)
103-104
: Enhance environment selection guidance.The environment selection comments could be more explicit about when to use each environment. Consider adding a note explaining that:
- 'development' is for testing and development purposes
- 'production' is for live/production deployments
- environment: "development", // change to production if running for a test production account, or in production + environment: "development", // Use 'development' for testing, 'production' for live deploymentsAlso applies to: 130-131, 167-167
176-176
: Complete the Errors section.The "Errors" section appears to be incomplete. This section should include:
- Common error scenarios
- Error response formats
- Troubleshooting guidance
- Error handling best practices
Would you like me to help draft content for the Errors section?
101-102
: Add security best practices section.Consider adding security recommendations for handling client credentials and tokens:
- Secure storage of OAuth credentials
- Token rotation practices
- Rate limiting considerations
- Access control best practices
Would you like me to help draft a security best practices section?
📜 Review details
Configuration used: CodeRabbit UI
Review profile: CHILL
📒 Files selected for processing (1)
docs-v2/pages/connect/workflows.mdx
(1 hunks)
🧰 Additional context used
🪛 LanguageTool
docs-v2/pages/connect/workflows.mdx
[grammar] ~73-~73: The text is not correct, but LanguageTool has no suggestions about how to correct the text.
Context: ...he workflow](#invoke-the-workflow). If you've don't have a test account, create one: - If ...
(VE_DIDNT)
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Actionable comments posted: 1
🧹 Outside diff range and nitpick comments (2)
docs-v2/pages/connect/workflows.mdx (2)
73-73
: Fix grammatical error in the test account section.There's a grammatical error in the sentence.
-If you've don't have a test account, create one: +If you don't have a test account, create one:🧰 Tools
🪛 LanguageTool
[grammar] ~73-~73: The text is not correct, but LanguageTool has no suggestions about how to correct the text.
Context: ...he workflow](#invoke-the-workflow). If you've don't have a test account, create one: - If ...(VE_DIDNT)
101-109
: Add security note about credential handling.Consider adding a comment about secure credential storage best practices, particularly for production environments.
// These secrets should be saved securely and passed to your environment +// IMPORTANT: Never hardcode these values or commit them to version control const pd = createBackendClient({
📜 Review details
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📒 Files selected for processing (1)
docs-v2/pages/connect/workflows.mdx
(1 hunks)
🧰 Additional context used
🪛 LanguageTool
docs-v2/pages/connect/workflows.mdx
[grammar] ~73-~73: The text is not correct, but LanguageTool has no suggestions about how to correct the text.
Context: ...he workflow](#invoke-the-workflow). If you've don't have a test account, create one: - If ...
(VE_DIDNT)
🔇 Additional comments (2)
docs-v2/pages/connect/workflows.mdx (2)
1-29
: Well-structured introduction and overview section!
The introduction effectively explains workflows and their capabilities, with good use of visual aids and clear organization of information.
17-17
: Verify environment variable configuration.
The documentation uses {process.env.PUBLIC_APPS}
to display the number of integrated apps.
✅ Verification successful
Environment variable PUBLIC_APPS
is properly configured
The environment variable is correctly configured in next.config.js
with a value of "2,200" and is consistently used across multiple documentation files to display the number of integrated apps. This is a valid usage pattern for Next.js documentation.
🏁 Scripts executed
The following scripts were executed for the analysis:
Script:
#!/bin/bash
# Verify the environment variable usage in other documentation files
rg -l "PUBLIC_APPS" docs-v2/
Length of output: 504
Script:
#!/bin/bash
# Check how PUBLIC_APPS is configured in next.config.js
cat docs-v2/next.config.js
# Check a few examples of how it's used in documentation
echo "=== Usage in index.mdx ==="
rg "PUBLIC_APPS" docs-v2/pages/index.mdx -C 2
echo "=== Usage in connected-accounts/index.mdx ==="
rg "PUBLIC_APPS" docs-v2/pages/connected-accounts/index.mdx -C 2
Length of output: 3473
docs-v2/pages/connect/workflows.mdx
Outdated
</Tabs> | ||
</Steps> | ||
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## Errors |
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Complete the Errors section.
The "Errors" section is currently empty. This section should include:
- Common error scenarios
- Error codes and their meanings
- Troubleshooting steps
- Example error responses
This information is crucial for users to handle errors properly in their implementations.
Would you like me to help draft the content for the Errors section?
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Actionable comments posted: 3
🧹 Outside diff range and nitpick comments (5)
docs-v2/pages/connect/environments.mdx (2)
8-8
: Consider adding OAuth client usage detailsWhile the explanation is good, it would be helpful to clarify:
- Which OAuth clients are available
- Any limitations on OAuth client usage
- Whether this applies to all integrations or specific ones
18-20
: Enhance warning with security implicationsWhile the warning is clear about usage, consider adding security implications:
- Development mode might expose sensitive OAuth scopes
- Test data could be mixed with production data if not careful
docs-v2/pages/connect/workflows.mdx (3)
73-73
: Fix grammatical error.There's a grammatical error in the sentence: "If you've don't have a test account".
Apply this correction:
-If you've don't have a test account, create one: +If you don't have a test account, create one:🧰 Tools
🪛 LanguageTool
[grammar] ~73-~73: The text is not correct, but LanguageTool has no suggestions about how to correct the text.
Context: ...he workflow](#invoke-the-workflow). If you've don't have a test account, create one: - If ...(VE_DIDNT)
102-104
: Consider using environment constants.The environment value is hardcoded as "development" with a comment to change it for production. Consider using a constant or configuration value to prevent potential errors from forgotten manual changes.
Consider refactoring to use an environment variable or configuration constant:
const environment = process.env.PIPEDREAM_ENVIRONMENT || "development"; const pd = createBackendClient({ environment, // ... rest of the config });Also applies to: 130-131
187-187
: Fix missing preposition in error description.The sentence is missing the preposition "to" after "connected an account".
Apply this correction:
-but the user hasn't connected an account one or more of the apps +but the user hasn't connected an account to one or more of the apps🧰 Tools
🪛 LanguageTool
[uncategorized] ~187-~187: Possible missing preposition found.
Context: ...ut the user hasn't connected an account one or more of the apps that are configured...(AI_HYDRA_LEO_MISSING_TO)
📜 Review details
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Review profile: CHILL
📒 Files selected for processing (3)
docs-v2/pages/connect/_meta.json
(2 hunks)docs-v2/pages/connect/environments.mdx
(1 hunks)docs-v2/pages/connect/workflows.mdx
(1 hunks)
🚧 Files skipped from review as they are similar to previous changes (1)
- docs-v2/pages/connect/_meta.json
🧰 Additional context used
🪛 LanguageTool
docs-v2/pages/connect/workflows.mdx
[grammar] ~73-~73: The text is not correct, but LanguageTool has no suggestions about how to correct the text.
Context: ...he workflow](#invoke-the-workflow). If you've don't have a test account, create one: - If ...
(VE_DIDNT)
[uncategorized] ~187-~187: Possible missing preposition found.
Context: ...ut the user hasn't connected an account one or more of the apps that are configured...
(AI_HYDRA_LEO_MISSING_TO)
🔇 Additional comments (2)
docs-v2/pages/connect/environments.mdx (1)
1-7
: LGTM!
The import statement and introduction are clear and well-structured.
docs-v2/pages/connect/workflows.mdx (1)
17-17
: Verify the environment variable interpolation.
The line references {process.env.PUBLIC_APPS}
which needs verification to ensure it's properly configured in the build environment.
Let's check for the environment variable usage:
#!/bin/bash
# Search for PUBLIC_APPS environment variable definition
rg "PUBLIC_APPS.*=" --type-add config:*.{json,env,yaml,yml} --type config
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## How to specify environment | ||
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||
You specify the environment when [creating a new Connect token](/connect/api/#create-a-new-token) with the Pipedream SDK or API. By default, the enviromment is set to `production`. When users succesfully connect their account, Pipedream saves it for that `external_user_id` in the specified `project_environment`. | ||
You specify the environment when [creating a new Connect token](/connect/api/#create-a-new-token) with the Pipedream SDK or API. By default, the enviromment is set to `production`. When users succesfully connect their account, Pipedream saves it for that `external_user_id` in the specified `environment`. |
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Fix typos in environment specification
There are two typos in this line:
- "enviromment" should be "environment"
- "succesfully" should be "successfully"
-You specify the environment when [creating a new Connect token](/connect/api/#create-a-new-token) with the Pipedream SDK or API. By default, the enviromment is set to `production`. When users succesfully connect their account, Pipedream saves it for that `external_user_id` in the specified `environment`.
+You specify the environment when [creating a new Connect token](/connect/api/#create-a-new-token) with the Pipedream SDK or API. By default, the environment is set to `production`. When users successfully connect their account, Pipedream saves it for that `external_user_id` in the specified `environment`.
📝 Committable suggestion
‼️ IMPORTANT
Carefully review the code before committing. Ensure that it accurately replaces the highlighted code, contains no missing lines, and has no issues with indentation. Thoroughly test & benchmark the code to ensure it meets the requirements.
You specify the environment when [creating a new Connect token](/connect/api/#create-a-new-token) with the Pipedream SDK or API. By default, the enviromment is set to `production`. When users succesfully connect their account, Pipedream saves it for that `external_user_id` in the specified `environment`. | |
You specify the environment when [creating a new Connect token](/connect/api/#create-a-new-token) with the Pipedream SDK or API. By default, the environment is set to `production`. When users successfully connect their account, Pipedream saves it for that `external_user_id` in the specified `environment`. |
import Callout from '@/components/Callout' | ||
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# Environments | ||
|
||
Pipedream Connect projects support two environments: `development` and `production`. | ||
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1. Connected accounts and credentials stored in `development` remain separate from `production`. | ||
2. In `development`, you can use the official Pipedream OAuth apps, so you can test integrations without creating your own OAuth client. | ||
2. In `development`, you can use the official Pipedream OAuth clients, so you can test integrations without creating your own OAuth client, and you can also use features that are typically only available on higher paid tiers, like [running workflows on behalf of your end users](/connect/workflows). | ||
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## How to specify environment | ||
|
||
You specify the environment when [creating a new Connect token](/connect/api/#create-a-new-token) with the Pipedream SDK or API. By default, the enviromment is set to `production`. When users succesfully connect their account, Pipedream saves it for that `external_user_id` in the specified `project_environment`. | ||
You specify the environment when [creating a new Connect token](/connect/api/#create-a-new-token) with the Pipedream SDK or API. By default, the enviromment is set to `production`. When users succesfully connect their account, Pipedream saves it for that `external_user_id` in the specified `environment`. | ||
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## Using development mode | ||
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When connecting an account in `development` mode, the end user who is connecting their account must be signed in to pipedream.com. | ||
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<Callout type="warning"> | ||
`development` mode should only be used by you and your team for testing. When you're ready to test with real users, switch to `production`. | ||
</Callout> |
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💡 Codebase verification
Missing referenced documentation file
- The file
docs-v2/pages/connect/api/.mdx
referenced in/connect/api/#create-a-new-token
does not exist.
🔗 Analysis chain
Verify documentation cross-references
Let's ensure all referenced documentation sections exist and are accessible.
🏁 Scripts executed
The following scripts were executed for the analysis:
Script:
#!/bin/bash
# Description: Verify that referenced documentation sections exist
# Check for referenced documentation files
echo "Checking for referenced documentation files..."
for path in "/connect/workflows" "/connect/api/#create-a-new-token"; do
# Remove the hash part for file checking
file_path="docs-v2/pages${path%#*}.mdx"
if ! fd -t f "${file_path##*/}" | grep -q "$file_path"; then
echo "Warning: Referenced file not found: $file_path"
fi
done
Length of output: 602
<div className="mt-4"> | ||
<img width="500px" src="https://res.cloudinary.com/pipedreamin/image/upload/v1730935490/docs/pCBdtm7Ca9CdPHTe76PwfzddY_qowz2v.avif" /> | ||
</div> |
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💡 Codebase verification
Multiple Image URLs Contain Expiring Timestamps
Several image URLs in the documentation use timestamped Cloudinary URLs, which may lead to broken images in the future. Consider using permanent URL structures or implementing a stable versioning strategy.
🔗 Analysis chain
Consider using a more permanent image URL structure.
The current Cloudinary URL contains what appears to be a timestamp (v1730935490
). To ensure long-term stability, consider using a more permanent URL structure or implementing a versioning strategy that doesn't rely on timestamps.
Let's verify if this image URL pattern is consistent across the documentation:
🏁 Scripts executed
The following scripts were executed for the analysis:
Script:
#!/bin/bash
# Search for similar Cloudinary URLs with timestamps
rg -l "cloudinary.*v[0-9]{10}" --type mdx
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sed -n '11,13p' docs-v2/pages/connect/workflows.mdx
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rg 'https://res\.cloudinary\.com/.*/v\d+/.+\.(avif|png|jpg|jpeg|gif)' -g '*.mdx'
Length of output: 32589
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Actionable comments posted: 0
🧹 Outside diff range and nitpick comments (1)
docs-v2/pages/connect/workflows.mdx (1)
73-73
: Fix grammatical errorChange "If you've don't have" to "If you don't have"
-If you've don't have a test account, create one: +If you don't have a test account, create one:🧰 Tools
🪛 LanguageTool
[grammar] ~73-~73: The text is not correct, but LanguageTool has no suggestions about how to correct the text.
Context: ...he workflow](#invoke-the-workflow). If you've don't have a test account, create one: - If ...(VE_DIDNT)
📜 Review details
Configuration used: CodeRabbit UI
Review profile: CHILL
📒 Files selected for processing (2)
docs-v2/pages/connect/troubleshooting.mdx
(1 hunks)docs-v2/pages/connect/workflows.mdx
(1 hunks)
✅ Files skipped from review due to trivial changes (1)
- docs-v2/pages/connect/troubleshooting.mdx
🧰 Additional context used
🪛 LanguageTool
docs-v2/pages/connect/workflows.mdx
[uncategorized] ~57-~57: Possible missing article found.
Context: ...nt — you can select the option to Use end user's auth via Connect: <div classN...
(AI_HYDRA_LEO_MISSING_THE)
[grammar] ~73-~73: The text is not correct, but LanguageTool has no suggestions about how to correct the text.
Context: ...he workflow](#invoke-the-workflow). If you've don't have a test account, create one: - If ...
(VE_DIDNT)
🔇 Additional comments (2)
docs-v2/pages/connect/workflows.mdx (2)
98-171
: LGTM! Well-structured code examples
The code examples are well-organized, properly documented, and follow security best practices:
- Consistent use of placeholders for sensitive information
- Clear comments about secure credential handling
- Comprehensive examples in multiple languages
176-192
: LGTM! Comprehensive error documentation
The Errors section is now complete and well-structured, covering:
- Common error scenarios
- Clear explanations of causes
- Actionable resolution steps
- Links to relevant documentation
Summary by CodeRabbit
Release Notes
New Features
Documentation Updates