Create Card 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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Create Card 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.

Select this integration
Configure the New Submission (Instant) trigger
1. Connect your Jotform account
2. Optional- Select a Team
3. Select a Form
Configure the Create Card action
1. Connect your Planview Leankit account
2. Select a Board Id
3. Configure Title
4. Optional- Select a Type Id
5. Optional- Select one or more User Id
6. Optional- Configure Description
7. Optional- Configure Size
8. Optional- Select a Lane Id
9. Optional- Select one or more Parents Connections
10. Optional- Select one or more Children Connections
11. Optional- Select a Mirror Source Card Id
12. Optional- Select a Priority
13. Optional- Select a Custom Icon Id
14. Optional- Configure Custom Id
15. Optional- Configure External Link
16. Optional- Configure Index
17. Optional- Configure Planned Start
18. Optional- Configure Planned Finish
19. Optional- Select one or more Tags
20. Optional- Configure WIP Override Comment
21. Optional- Configure Custom Fields
22. Optional- Select a Planning Series Id
23. Optional- Select one or more Planning Increment Ids
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 Submission (Instant) on Jotform

Description:Emit new event when a form is submitted

Version:0.1.5

Key:jotform-new-submission

View on GitHub

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.

Label	Prop	Type	Description
Jotform	`jotform`	`app`	This component uses the Jotform 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.
Team	`teamId`	`string`	Select a value from the drop down menu.
Form	`formId`	`string`	Select 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#

Create Card on Planview Leankit

Description:Create a new card. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/card/create)

Version:0.0.1

Key:planview_leankit-create-card

View on GitHub

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",
  name: "Create Card",
  version: "0.0.1",
  description: "Create a new card. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/card/create)",
  type: "action",
  props: {
    planviewLeankit,
    boardId: {
      propDefinition: [
        planviewLeankit,
        "boardId",
      ],
    },
    title: {
      propDefinition: [
        planviewLeankit,
        "title",
      ],
    },
    typeId: {
      propDefinition: [
        planviewLeankit,
        "typeId",
        ({ boardId }) => ({
          boardId,
        }),
      ],
      optional: true,
    },
    assignedUserIds: {
      propDefinition: [
        planviewLeankit,
        "userId",
      ],
      type: "string[]",
      description: "Collection of users.",
      optional: true,
    },
    description: {
      propDefinition: [
        planviewLeankit,
        "description",
      ],
      optional: true,
    },
    size: {
      propDefinition: [
        planviewLeankit,
        "size",
      ],
      optional: true,
    },
    laneId: {
      propDefinition: [
        planviewLeankit,
        "laneId",
        ({ boardId }) => ({
          boardId,
        }),
      ],
      optional: true,
    },
    connectionsParent: {
      propDefinition: [
        planviewLeankit,
        "cardId",
      ],
      label: "Parents Connections",
      type: "string[]",
      description: "The parents connections.",
      optional: true,
    },
    connectionsChild: {
      propDefinition: [
        planviewLeankit,
        "cardId",
      ],
      label: "Children Connections",
      type: "string[]",
      description: "The children connections.",
      optional: true,
    },
    mirrorSourceCardId: {
      propDefinition: [
        planviewLeankit,
        "cardId",
      ],
      label: "Mirror Source Card Id",
      description: "The card that is the source for mirroring title, description and customId to this card.",
      optional: true,
    },
    priority: {
      propDefinition: [
        planviewLeankit,
        "priority",
      ],
      optional: true,
    },
    customIconId: {
      propDefinition: [
        planviewLeankit,
        "customIconId",
        ({ boardId }) => ({
          boardId,
        }),
      ],
      optional: true,
    },
    customId: {
      propDefinition: [
        planviewLeankit,
        "customId",
      ],
      optional: true,
    },
    externalLink: {
      propDefinition: [
        planviewLeankit,
        "externalLink",
      ],
      optional: true,
    },
    index: {
      propDefinition: [
        planviewLeankit,
        "index",
      ],
      optional: true,
    },
    plannedStart: {
      propDefinition: [
        planviewLeankit,
        "plannedStart",
      ],
      optional: true,
    },
    plannedFinish: {
      propDefinition: [
        planviewLeankit,
        "plannedFinish",
      ],
      optional: true,
    },
    tags: {
      propDefinition: [
        planviewLeankit,
        "tags",
        ({ boardId }) => ({
          boardId,
        }),
      ],
      optional: true,
    },
    wipOverrideComment: {
      propDefinition: [
        planviewLeankit,
        "wipOverrideComment",
      ],
      description: "This should be specified with a laneId update operation that would violate a WIP limit.",
      optional: true,
    },
    customFields: {
      propDefinition: [
        planviewLeankit,
        "customFields",
      ],
      optional: true,
    },
    planningSeriesId: {
      propDefinition: [
        planviewLeankit,
        "planningSeriesId",
      ],
      optional: true,
    },
    planningIncrementIds: {
      propDefinition: [
        planviewLeankit,
        "planningIncrementIds",
        ({ planningSeriesId }) => ({
          planningSeriesId,
        }),
      ],
      optional: true,
    },
  },
  async additionalProps() {
    const props = {};
    if (this.isBlocked) {
      props.blockReason = {
        propDefinition: [
          planviewLeankit,
          "blockReason",
        ],
        optional: true,
      };
    }
    return props;
  },
  async run({ $ }) {
    const {
      planviewLeankit,
      connectionsParent,
      connectionsChild,
      customFields,
      ...data
    } = this;
    const customFieldsArray = [];

    if (customFields) {
      Object.entries(customFields).map((k) => (
        customFieldsArray.push({
          fieldId: k[0],
          value: k[1],
        })));
    }
    const response = await planviewLeankit.createCard({
      $,
      data: {
        connections: {
          parents: connectionsParent,
          children: connectionsChild,
        },
        customFields: customFieldsArray,
        ...data,
      },
    });

    $.export("$summary", `A new card 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.

Label	Prop	Type	Description
Planview Leankit	`planviewLeankit`	`app`	This component uses the Planview Leankit app.
Board Id	`boardId`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	The card title.
Type Id	`typeId`	`string`	Select a value from the drop down menu.
User Id	`assignedUserIds`	`string[]`	Select a value from the drop down menu.
Description	`description`	`string`	The card description.
Size	`size`	`integer`	The card size.
Lane Id	`laneId`	`string`	Select a value from the drop down menu.
Parents Connections	`connectionsParent`	`string[]`	Select a value from the drop down menu.
Children Connections	`connectionsChild`	`string[]`	Select a value from the drop down menu.
Mirror Source Card Id	`mirrorSourceCardId`	`string`	Select a value from the drop down menu.
Priority	`priority`	`string`	Select a value from the drop down menu:`criticalhighnormallow`
Custom Icon Id	`customIconId`	`string`	Select a value from the drop down menu.
Custom Id	`customId`	`string`	The card header.
External Link	`externalLink`	`object`	External link object with string label and string url fields.
Index	`index`	`integer`	The position of the card in the lane starting at 0 as the first position.
Planned Start	`plannedStart`	`string`	The card planning start date. String format: `YYYY-MM-DD`
Planned Finish	`plannedFinish`	`string`	The card planning finish date. String format: `YYYY-MM-DD`
Tags	`tags`	`string[]`	Select a value from the drop down menu.
WIP Override Comment	`wipOverrideComment`	`string`	This should be specified with a laneId update operation that would violate a WIP limit.
Custom Fields	`customFields`	`object`	Collection of custom fields. Each field has a string fieldId and string value property.
Planning Series Id	`planningSeriesId`	`string`	Select a value from the drop down menu.
Planning Increment Ids	`planningIncrementIds`	`string[]`	Select a value from the drop down menu.

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.

More Ways to Connect Planview Leankit + Jotform#

Other Popular Integrations#

Create a Parent/Child Connection with Planview Leankit API on New Submission (Instant) from Jotform API

Jotform + Planview Leankit

Create Card with Planview Leankit API on New Submission (Instant) from Jotform API

Pipedream makes it easy to connect APIs for Planview Leankit, Jotform 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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