← Jotform + Planview Leankit integrations

Add Card Type To Board with Planview Leankit API on New Submission (Instant) from Jotform API

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New Submission (Instant) from the Jotform API
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Add Card Type To Board with the Planview Leankit API
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Getting Started

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

  1. Select this integration
  2. Configure the New Submission (Instant) trigger
    1. Connect your Jotform account
    2. Optional- Select a Team
    3. Select a Form
  3. Configure the Add Card Type To Board action
    1. Connect your Planview Leankit account
    2. Select a Board Id
    3. Configure Name
    4. Configure Color Hex
    5. Optional- Configure Is Card Type
    6. Optional- Configure Is Task Type
  4. Deploy the workflow
  5. Send a test event to validate your setup
  6. 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

Description:Emit new event when a form is submitted
Version:0.1.5
Key:jotform-new-submission

Jotform Overview

Jotform’s API is a powerhouse for automating form and survey data management. With Pipedream, harness this API to trigger workflows from new form submissions, manipulate and analyze your form data, and sync it across various platforms. Think streamlined data entry to CRMs, instant notifications for new leads or feedback, and timely data backups to cloud storage.

Trigger Code

import jotform from "../../jotform.app.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  key: "jotform-new-submission",
  name: "New Submission (Instant)",
  description: "Emit new event when a form is submitted",
  version: "0.1.5",
  type: "source",
  dedupe: "unique",
  props: {
    jotform,
    http: "$.interface.http",
    teamId: {
      propDefinition: [
        jotform,
        "teamId",
      ],
    },
    formId: {
      propDefinition: [
        jotform,
        "formId",
        (c) => ({
          teamId: c.teamId,
          excludeDeleted: true,
        }),
      ],
    },
  },
  hooks: {
    async deploy() {
      const { content: form } = await this.jotform.getForm(this.formId, this.teamId);
      const { content: submissions } = await this.jotform.getFormSubmissions({
        formId: this.formId,
        teamId: this.teamId,
        params: {
          limit: 25,
          orderby: "created_at",
        },
      });
      for (let submission of submissions.reverse()) {
        const meta = {
          id: submission.id,
          summary: form.title,
          ts: Date.now(),
        };
        this.$emit(submission, meta);
      }
    },
    async activate() {
      return (await this.jotform.createHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        teamId: this.teamId,
      }));
    },
    async deactivate() {
      return (await this.jotform.deleteHook({
        endpoint: this.http.endpoint,
        formId: this.formId,
        teamId: this.teamId,
      }));
    },
  },
  async run(event) {
    const { body } = event;
    let { content: submission } = await this.jotform.getFormSubmission({
      submissionId: body.submissionID,
      teamId: this.teamId,
    });

    // insert answers from the webhook event
    const rawRequest = JSON.parse(body.rawRequest);
    for (const key of Object.keys(rawRequest)) {
      const regex = /^q(\d+)_/;
      const match = key.match(regex);
      if (match && match[1]) {
        submission.answers[match[1]].answer = rawRequest[key];
      }
    }

    this.$emit(submission, {
      summary: body.formTitle || JSON.stringify(body),
      id: body.submissionID,
      ts: Date.now(),
    });
  },
  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.
LabelPropTypeDescription
JotformjotformappThis component uses the Jotform app.
N/Ahttp$.interface.httpThis 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.
TeamteamIdstringSelect a value from the drop down menu.
FormformIdstringSelect a value from the drop down menu.

Trigger Authentication

Jotform uses API keys for authentication. When you connect your Jotform account, Pipedream securely stores the keys so you can easily authenticate to Jotform APIs in both code and no-code steps.

About Jotform

Jotform enables you to create online forms, collect responses directly in your email, and create fillable PDF forms.

Action

Description:Create a new card type on a board. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/card-type/create)
Version:0.0.1
Key:planview_leankit-create-card-type

Planview Leankit Overview

Planview LeanKit API empowers users to automate and integrate their Kanban workflow management. With this API, you can programmatically access boards, cards, and related data to sync with other systems, trigger actions based on board updates, and extract analytics for reporting purposes.

Action Code

import planviewLeankit from "../../planview_leankit.app.mjs";

export default {
  key: "planview_leankit-create-card-type",
  name: "Add Card Type To Board",
  version: "0.0.1",
  description: "Create a new card type on a board. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/card-type/create)",
  type: "action",
  props: {
    planviewLeankit,
    boardId: {
      propDefinition: [
        planviewLeankit,
        "boardId",
      ],
    },
    name: {
      type: "string",
      label: "Name",
      description: "Name of the card type.",
    },
    colorHex: {
      type: "string",
      label: "Color Hex",
      description: "Background color for cards of this card type. E.g. `#000000`",
    },
    isCardType: {
      type: "boolean",
      label: "Is Card Type",
      description: "Determines if card type will be used for standard cards on a board.",
      optional: true,
    },
    isTaskType: {
      type: "boolean",
      label: "Is Task Type",
      description: "Determines if card type will be used for task cards.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      planviewLeankit,
      boardId,
      ...data
    } = this;

    const response = await planviewLeankit.createCardType({
      $,
      boardId,
      data,
    });

    $.export("$summary", `A new card type with id ${response.id} was successfully created!`);
    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.

LabelPropTypeDescription
Planview LeankitplanviewLeankitappThis component uses the Planview Leankit app.
Board IdboardIdstringSelect a value from the drop down menu.
Namenamestring

Name of the card type.

Color HexcolorHexstring

Background color for cards of this card type. E.g. #000000

Is Card TypeisCardTypeboolean

Determines if card type will be used for standard cards on a board.

Is Task TypeisTaskTypeboolean

Determines if card type will be used for task cards.

Action Authentication

Planview Leankit uses API keys for authentication. When you connect your Planview Leankit account, Pipedream securely stores the keys so you can easily authenticate to Planview Leankit APIs in both code and no-code steps.

Planview requires users to enter the email and password they use for their Planview account in order to access their API programmatically. For more information, refer to the Planview documentation.

Pipedream recommends using a strong and unique password for your Planview account.

About Planview Leankit

Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe.

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