Create Box with Streak API on New Task Advanced (Instant) from ClickUp API

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Trigger workflow on

New Task Advanced (Instant) from the ClickUp API

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Create Box with the Streak API

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Getting Started#

This integration creates a workflow with a ClickUp trigger and Streak action. When you configure and deploy the workflow, it will run on Pipedream's servers 24x7 for free.

Select this integration
Configure the New Task Advanced (Instant) trigger
1. Connect your ClickUp account
2. Select a Workspace
3. Select a Space
4. Optional- Configure Filter List ID By Folder?
Configure the Create Box action
1. Connect your Streak account
2. Select a Pipeline
3. Configure Name
4. Optional- Select a Stage
5. Optional- Configure Notes
6. Optional- Select a Team
7. Optional- Select one or more Team Members
Deploy the workflow
Send a test event to validate your setup
Turn on the trigger

Details#

This integration uses pre-built, source-available components from Pipedream's GitHub repo. These components are developed by Pipedream and the community, and verified and maintained by Pipedream.

To contribute an update to an existing component or create a new component, create a PR on GitHub. If you're new to Pipedream component development, you can start with quickstarts for trigger span and action development, and then review the component API reference.

Trigger#

New Task Advanced (Instant) on ClickUp

Description:Emit new event when a new task is created matching the filter

Version:0.0.6

Key:clickup-new-task-advanced

View on GitHub

ClickUp Overview#

The ClickUp API on Pipedream allows you to automate tasks, sync data across various platforms, and construct custom workflows to streamline project management. By leveraging the API, you can create tasks, update statuses, and manipulate lists or spaces programmatically. Whether you're looking to integrate ClickUp with your CRM, coordinate cross-functional teams, or just manage notifications, Pipedream's serverless platform lets you build scalable, event-driven processes with minimal fuss.

Trigger Code#

import builder from "../../common/builder.mjs";
import common from "../common/common.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "clickup-new-task-advanced",
  name: "New Task Advanced (Instant)",
  description: "Emit new event when a new task is created matching the filter",
  version: "0.0.6",
  dedupe: "unique",
  type: "source",
  props: {
    ...common.props,
    spaceId: {
      propDefinition: [
        common.props.app,
        "spaces",
        (c) => ({
          workspaceId: c.workspaceId,
        }),
      ],
    },
    listWithFolder: {
      optional: true,
      propDefinition: [
        common.props.app,
        "listWithFolder",
      ],
    },
  },
  additionalProps: builder.buildListProps({
    listPropsOptional: true,
  }),
  methods: {
    ...common.methods,
    _getMeta({ task_id: taskId }) {
      return {
        id: taskId,
        summary: String(taskId),
        ts: Date.now(),
      };
    },
    _getEventsList() {
      return [
        "taskCreated",
      ];
    },
    getTask({ task_id: taskId }) {
      return this.app.getTask({
        taskId,
      });
    },
    eventFilter(task) {
      let filter = true;
      if (this.listId && task.list.id !== this.listId) {
        filter = false;
      }
      if (this.folderId && task.folder.id !== this.folderId) {
        filter = false;
      }
      if (this.spaceId && task.space.id !== this.spaceId) {
        filter = false;
      }
      return filter;
    },
  },
  async run(httpRequest) {
    console.log("Event received");
    this.checkSignature(httpRequest);
    const task = await this.getTask(httpRequest.body);
    if (this.eventFilter(task)) {
      this.$emit({
        ...httpRequest.body,
        task,
      }, this._getMeta(httpRequest.body));
    }
  },
  sampleEmit,
};

Trigger Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI and CLI.

Label	Prop	Type	Description
ClickUp	`app`	`app`	This component uses the ClickUp app.
N/A	`http`	`$.interface.http`	This component uses `$.interface.http` to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the `run()` method of the component.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Workspace	`workspaceId`	`string`	Select a value from the drop down menu.
Space	`spaceId`	`string`	Select a value from the drop down menu.
Filter List ID By Folder?	`listWithFolder`	`boolean`	If `TRUE`, the List ID field will be filtered by the selected Folder ID

Trigger Authentication#

ClickUp uses OAuth authentication. When you connect your ClickUp account, Pipedream will open a popup window where you can sign into ClickUp and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any ClickUp API.

Pipedream requests the following authorization scopes when you connect your account:

About ClickUp#

ClickUp is an all-in-one productivity platform that works as an ideal place for teams to come together, brainstorm, plan, and collaborate on everything from process docs to product designs.

Action#

Create Box on Streak

Description:Create a new box in Streak. [See the docs](https://streak.readme.io/reference/create-a-box)

Version:0.0.1

Key:streak-create-box

View on GitHub

Streak Overview#

The Streak API taps into the core of Streak’s CRM functionality within Gmail, allowing users to automate interactions with pipeline data, such as leads, contacts, and sales opportunities. With Pipedream, you can harness this API to craft serverless workflows that react to events in Streak and connect with countless other services to streamline CRM tasks, sync data across platforms, or trigger communications based on pipeline changes.

Action Code#

import streak from "../../streak.app.mjs";

const docLink = "https://streak.readme.io/reference/create-a-box";

export default {
  key: "streak-create-box",
  name: "Create Box",
  description: `Create a new box in Streak. [See the docs](${docLink})`,
  version: "0.0.1",
  type: "action",
  props: {
    streak,
    pipelineId: {
      propDefinition: [
        streak,
        "pipelineId",
      ],
      reloadProps: true,
    },
    name: {
      type: "string",
      label: "Name",
      description: "Name of the box",
    },
    stage: {
      propDefinition: [
        streak,
        "stage",
        (c) => ({
          pipelineId: c.pipelineId,
        }),
      ],
      optional: true,
    },
    notes: {
      type: "string",
      label: "Notes",
      description: "The notes on the box",
      optional: true,
    },
    teamId: {
      propDefinition: [
        streak,
        "teamId",
      ],
      optional: true,
    },
    assignees: {
      propDefinition: [
        streak,
        "teamMembers",
        (c) => ({
          teamId: c.teamId,
        }),
      ],
      description: "The member(s) of your team this box will be assigned to",
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    const fields = await this.streak.listPipelineFields({
      pipelineId: this.pipelineId,
    });
    for (const field of fields) {
      props[`${this.pipelineId}_${field.key}`] = this.streak.customFieldToProp(field);
    }
    return props;
  },
  async run({ $ }) {
    const response = await this.streak.createBox({
      $,
      pipelineId: this.pipelineId,
      data: {
        name: this.name,
        stageKey: this.stage,
        notes: this.notes,
        assignedToSharingEntries: this.assignees?.map((assignee) => ({
          email: assignee,
        })),
      },
    });

    const updateCustomFields = Object.keys(this)
      .filter((k) => k.includes(`${this.pipelineId}_`))
      .map((k) => this.streak.updateFieldValue({
        boxId: response.boxKey,
        fieldId: k.split(`${this.pipelineId}_`)[1],
        value: this[k],
      }));
    await Promise.all(updateCustomFields);

    $.export("$summary", "Successfully created box");
    return response;
  },
};

Action Configuration#

This component may be configured based on the props defined in the component code. Pipedream automatically prompts for input values in the UI.

Label	Prop	Type	Description
Streak	`streak`	`app`	This component uses the Streak app.
Pipeline	`pipelineId`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	Name of the box
Stage	`stage`	`string`	Select a value from the drop down menu.
Notes	`notes`	`string`	The notes on the box
Team	`teamId`	`string`	Select a value from the drop down menu.
Team Members	`assignees`	`string[]`	Select a value from the drop down menu.

Create Box with Streak API on New Task Advanced (Instant) from ClickUp API

Pipedream makes it easy to connect APIs for Streak, ClickUp and 2,400+ other apps remarkably fast.

Trusted by 1,000,000+ developers from startups to Fortune 500 companies

Developers ♥ Pipedream

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