Bluebeam channel

Use the Bluebeam channel to integrate with Bluebeam Studio and Bluebeam Revu to automate your collaboration sessions and projects, and gather data on project files.

How to connect

On the My pipelines page, select Create Pipeline.
Select the Bluebeam-Beta channel from your list of channels.
Select a step and Connect.
You're directed in a new window to enter your Bluebeam credentials.

Congrats, you've successfully connected your channel and you can start using it.

How to reconnect

You may need to reconnect your account to a channel. Reasons may be (but not limited to):

If you need to connect a different account.
Authorization updates, such as a changed password.
Editing the access rights that Pipelines has to the channel.

To reconnect:

Select a pipeline that already has this channel in it.
Open a step that contains this channel.
Under account, select Connect (or reconnect) and follow the process above, How to connect.

Steps

This table lists the steps you can use with the Bluebeam channel.

Type	Category	Step name	Description
query	job_result	Search Job Results
lookup	job_result	Look Up a Job Result
action	job	Cancel a Job
query	job	Search Jobs
lookup	job	Look Up a Job
action	project_file_job	Create a Combine PDF Files Job	Creates a job that combines the PDF file with a list of other PDF files.
action	project_file_job	Create a Convert Image to PDF Job	Creates a job that converts an image file to a PDF file.
action	project_file_job	Create a Convert PDF to PDF/A-1b Job	Creates a job that converts a PDF file to a PDF/A-1b file.
action	project_file_job	Create a PDF Page Counter Job	Creates a job that returns the number of pages in the PDF file.
action	project_file_job	Create a Delete PDF Pages Job	Creates a job that deletes pages from a PDF file.
action	project_file_job	Create an Export PDF Custom Column Job	Creates a job that exports the Custom Column definition of the PDF file to an .xml file.
action	project_file_job	Create an Export PDF Form Data Job	Creates a job that exports the form data from the PDF file to a .xml, .csv, or .fdf file.
action	project_file_job	Create an Export PDF Markups Job	Creates a job that exports the PDF file markups to an output file.
action	project_file_job	Create an Extract PDF Pages to Files Job	Creates a job that extracts all pages inside the PDF file to individual PDF files.
action	project_file_job	Create a Flatten PDF Annotations Job	Creates a job that flattens the annotation to be part of the page content for a given PDF file.
action	project_file_job	Create a Generate PDF Markups List Job	Creates a job that generates the list of the markups from the PDF file.
action	project_file_job	Create a Get PDF File Property Job	Creates a job that returns the value of a specified file property.
action	project_file_job	Create a Get PDF File Properties Job	Creates a job that returns the PDF file properties.
action	project_file_job	Create an Import PDF Markups Job	Creates a job that imports the markups from a list of files into the input PDF file.
action	project_file_job	Create an Insert PDF Job	Creates a job that inserts a PDF file into the active PDF file using the specified parameters to control what additional data is imported, such as bookmarks, file attachments, and file properties.
action	project_file_job	Create a Reduce PDF File Size Job	Creates a job that reduces the size of a PDF file.
action	project_file_job	Create a Replace PDF Pages Job	Creates a job that replaces the pages in the current PDF file with pages from the source PDF file.
action	project_file_job	Create a Set PDF File Property Job	Creates a job that sets the value for the specified property in the PDF file.
action	project_file_job	Retrieve Get File Property Job Results	Retrieves the value generated by the Get File Property job.
query	project_file_job	Retrieve Generate PDF Markups List Job Results	Retrieves the markups list generated by the Generate PDF Markups List job.
action	project_file_job	Retrieve Get PDF File Properties Job Results	Retrieves the file properties list generated by the Get PDF File Properties job.
action	project_file_revision	Restore a Project File Revision
query	project_file_revision	Search Project File Revisions
lookup	project_file_revision	Look Up a Project File Revision	Gets the revision metadata of a file. Includes the DownloadUrl, which can be used to download file content.
action	project_file	Delete a Project File
action	project_file	Checkout a Project File for Modification
action	project_file	Checkout a Project File to Studio Session	Checks out a Project file to a Session. Links a Project to a Session. The Session must exist and not be linked to any other Project.
action	project_file	Copy a Project File	Copies a Project file. The file can't be copied to another Project.
query	project_file	Search Project Files
lookup	project_file	Look Up a Project File	Gets file metadata. Includes the DownloadUrl, which can be used to download file content. DownloadUrl is valid for 10 minutes to begin download.
action	project_folder	Create a Project Folder	Creates a new empty Project folder.
action	project_folder	Update a Project Folder	Updates the Project folder. To move the folder, change the parent folder ID.
action	project_folder	Delete a Project Folder	Deletes a specified folder and all of its contents.
action	project_folder	Get Project Folder Permissions	Gets Project folder permissions. Returns an empty string if permission is not set
action	project_folder	Modify Project Folder Permissions	Updates Project folder permissions.
query	project_folder	Search Project Folders
lookup	project_folder	Look Up a Project Folder	Gets Project folder metadata. Use 0 to get the Project's root folder.
action	project_shared_link	Create a Project File Shared Link
action	project_shared_link	Update a Project Shared Link
action	project_shared_link	Delete a Project Shared Link
query	project_shared_link	Search Project Shared Links
lookup	project_shared_link	Look Up a Project Shared Link
action	project_user	Update User in a Project
action	project_user	Remove User from Project	Removes a user from a Project. This action does not prevent them from re-joining if the Project has open access.
action	project_user	Add User to a Project
action	project_user	Get Project User Permissions
action	project_user	Invite User to a Project by Email
action	project_user	Modify Project User Permissions
query	project_user	Search Project Users
lookup	project_user	Look Up a Project User
action	project	Create a Project	Creates a new Project. The current user is automatically added to the Projects's users.
action	project	Update a Project
action	project	Delete a Project
action	project	Get Project Permissions
action	project	Modify Project Permissions
query	project	Search Projects
lookup	project	Look Up a Project
action	session_activity	Create a Session Activity	Creates a Session activity. Only the chat operation is supported.
query	session_activity	Search Session Activities
lookup	session_activity	Look Up a Session Activity
action	session_file	Update Project Copy	Updates Project copy. If you checked a file out from a Studio Project and added that file into a Studio Session, you can use this step to update the Studio Project copy with any changes made in the Studio Session. This step only works on files that have been checked out from the Studio Project.
action	session_file	Delete a Session File
action	session_file	Get Metadata on Session Document Snapshot Job	Returns job status ("NoSnapshot", "Requested", "InProgress", "Complete", "Error"), which may be followed by additional information. Provides the download URL and timestamp of the last completed snapshot.
action	session_file	Start Session Document Snapshot Job	Starts a session document snapshop job. The result of a "Look Up a Session File" step contains the last successful snapshot. Password protected documents, documents with complex javascript, or documents with errors in them may not work.
query	session_file	Search Session Files
lookup	session_file	Look Up a Session File	Gets file metadata. Includes the DownloadUrl which can be used to download file content. DownloadUrl is valid for 10 minutes to begin download.
action	session_user	Update User in a Session
action	session_user	Add User to a Session
action	session_user	Get Session User Permissions
action	session_user	Invite User to a Session by Email
action	session_user	Modify Session User Permissions
query	session_user	Search Session Users
lookup	session_user	Look Up a Session User
action	session	Create a Session	Creates a new Session. Current user is automatically added to the Session's users.
action	session	Update a Session
action	session	Delete a Session
action	session	Get Session Permissions
action	session	Modify Session Permissions
query	session	Search Sessions
lookup	session	Look Up a Session
query	session	Search Session File Markups

Limits

No triggers are provided for this channel at this time
File support is not provided

Note
Bluebeam tokens expire after a certain period of time, which could cause errors in pipelines. Learn more about token expiration on Bluebeam's support site.

Examples

Create a new Bluebeam project from a Quickbase record

Create a pipeline with these steps:

Record created step to trigger the pipeline for any new project that is added in the respective Quickbase table.
Create a Project step from the Bluebeam channel to create a new project in Bluebeam.
Update Record step to record the Bluebeam project ID in the Quickbase table.

Example YAML:

# Bluebeam - Create a Project
#

# Account slugs:
#  - quickbase[<REDACTED>]: Realm Default Account <None>
#  - bluebeam[<REDACTED>]: pipelines-accounts [<REDACTED>] <None>
---
- META:
    name: Bluebeam - Create a Project
    tag_names:
    - bluebeam
    - Quickbase
    enabled: true
- TRIGGER quickbase[<REDACTED>] record on_create -> a:
    inputs-meta:
      export_fields: '"Bluebeam Project ID, Project Name" <7, 6>'
      table: '"Bluebeam Project Manager: BB Projects" <buxpzc5hu>'
- ACTION bluebeam[<REDACTED>] project create -> b:
    inputs:
      name: '{{a.project_name}}'
- a<>ACTION quickbase record update -> c:
    inputs:
      bluebeam_project_id: '{{b.id}}'
...

Delete a Bluebeam project from a Quickbase record

Create a pipeline with these steps:

Record Deleted step to trigger the pipeline for any new project that is deleted from the respective Quickbase table.
Look Up a Project step from the Bluebeam channel to find the project to be deleted in Bluebeam.
Delete a Project step to delete the project from Bluebeam.

Example YAML:

# Bluebeam -Delete a Project
#

# Account slugs:
#  - quickbase[<REDACTED>]: Realm Default Account <None>
#  - bluebeam[<REDACTED>]: pipelines-accounts (<REDACTED>) <None>
---
- META:
    name: Bluebeam -Delete a Project
    tag_names:
    - bluebeam
    - Quickbase
    enabled: false
- TRIGGER quickbase[<REDACTED>] record on_delete -> a:
    inputs-meta:
      export_fields: '"Bluebeam Project ID" <7>'
      table: '"Bluebeam Project Manager: BB Projects" <buxpzc5hu>'
- LOOKUP bluebeam[<REDACTED>] project look_up -> b:
    inputs:
      id: '{{a.bluebeam_project_id}}'
- b<>ACTION bluebeam project delete -> c: {}
...

Invite a Project Collaborator from a Quickbase record

Record created step to trigger the pipeline for any new email address that is added in the respective Quickbase table.
Invite User to a Project by Email step from the Bluebeam channel to invite the new collaborator to the Bluebeam project.

Example YAML:

# Bluebeam - Invite a Project Collaborator
#

# Account slugs:
#  - quickbase[<REDACTED>]: Realm Default Account <None>
#  - bluebeam[<REDACTED>]: pipelines-accounts (<REDACTED>) <None>
---
- META:
    name: Bluebeam - Invite a Project Collaborator
    tag_names:
    - bluebeam
    - Quickbase
    enabled: true
- TRIGGER quickbase[<REDACTED>] record on_create -> a:
    inputs-meta:
      export_fields: '"Collaborator Email, BB Project - Bluebeam Project ID" <6, 9>'
      table: '"Bluebeam Project Manager: BB Project Collaborators" <buxp2namt>'
- ACTION bluebeam[<REDACTED>] project_user invite_user_to_project_by_email -> b:
    inputs-meta:
      project_id: '{{a.bb_project_bluebeam_project_id}}'
    inputs:
      email: '{{a.collaborator_email}}'
      message: Come to Pipelines and let's collaborate together!
...