Create Custom Field with Planview Leankit API on New Project Created from ProWorkflow API

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Trigger workflow on

New Project Created from the ProWorkflow API

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Create Custom Field with the Planview Leankit API

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Getting Started#

This integration creates a workflow with a ProWorkflow 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 Project Created trigger
1. Connect your ProWorkflow account
Configure the Create Custom Field action
1. Connect your Planview Leankit account
2. Select a Board Id
3. Configure Label
4. Optional- Configure Help Text
5. Select a Field Type
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 Project Created on ProWorkflow

Description:Emit new event when a new project is created. [See the docs](https://api.proworkflow.net/?documentation#gettingstartedgetfields).

Version:0.0.1

Key:proworkflow-new-project-created

View on GitHub

ProWorkflow Overview#

The ProWorkflow API offers a powerhouse of project management and workflow automation capabilities. With Pipedream, you can leverage these abilities to create custom integrations that boost productivity and streamline operations. By tapping into ProWorkflow's endpoints, you can automate project creation, task assignments, time tracking, and report generation. This API dovetails neatly with other apps on Pipedream, allowing you to create multifaceted workflows that respond in real-time to external triggers, such as emails, form submissions, and calendar events.

Trigger Code#

import common from "../common/webhook.mjs";
import constants from "../../common/constants.mjs";

export default {
  ...common,
  key: "proworkflow-new-project-created",
  name: "New Project Created",
  description: "Emit new event when a new project is created. [See the docs](https://api.proworkflow.net/?documentation#gettingstartedgetfields).",
  type: "source",
  version: "0.0.1",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getEventName() {
      return constants.EVENT_NAME.NEWPROJECT;
    },
    generateMeta(event) {
      return {
        id: event.id,
        summary: `New Project: ${event.project.id}`,
        ts: Date.parse(event.project.lastmodified),
      };
    },
  },
};

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
ProWorkflow	`app`	`app`	This component uses the ProWorkflow app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
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.

Trigger Authentication#

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

ProWorkflow requires their users enter their account API key as well as username (or email) and password in order to connect to their API. For more info, refer to ProWorkflow's documentation

Get your API key in the main ProWorkflow application
Pipedream recommends using a strong and unique password for your ProWorkflow account

About ProWorkflow#

Leading project, task and time management software! ProWorkflow is an online project management software that enables you to keep accurate time-keeping records, organize, plan, and delegate jobs and tasks whilst using the timeline to have an overview of company activity.

Action#

Create Custom Field on Planview Leankit

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

Version:0.0.2

Key:planview_leankit-create-custom-field

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";
import { customFieldOptions } from "../common/utils.mjs";

export default {
  key: "planview_leankit-create-custom-field",
  name: "Create Custom Field",
  version: "0.0.2",
  annotations: {
    destructiveHint: false,
    openWorldHint: true,
    readOnlyHint: false,
  },
  description: "Create a new custom field. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/custom-field)",
  type: "action",
  props: {
    planviewLeankit,
    boardId: {
      propDefinition: [
        planviewLeankit,
        "boardId",
      ],
    },
    label: {
      type: "string",
      label: "Label",
      description: "The label of the custom field.",
    },
    helpText: {
      type: "string",
      label: "Help Text",
      description: "The text to explain the custom field.",
      optional: true,
    },
    type: {
      type: "string",
      label: "Field Type",
      description: "The type of the custom field.",
      default: "text",
      reloadProps: true,
      options: [
        "text",
        "number",
        "date",
        "dropdown",
        "multi-select",
        "richText",
      ],
    },
  },
  async additionalProps() {
    const props = {};
    if (this.type && customFieldOptions.includes(this.type)) {
      props.values = {
        type: "string[]",
        label: "Values",
        description: `The options of the ${this.type}`,
      };
    }
    return props;
  },
  async run({ $ }) {
    const {
      planviewLeankit,
      boardId,
      values,
      type,
      ...data
    } = this;

    const { customFields } = await planviewLeankit.updateCustomField({
      $,
      boardId,
      data: [
        {
          op: "add",
          path: "/",
          value: {
            type: (type === "dropdown")
              ? "choice"
              : (type === "multi-select")
                ? "multi"
                : type,
            choiceConfiguration: {
              choices: values,
            },
            ...data,
          },
        },
      ],
    });

    $.export("$summary", `A new custom field with id ${customFields[0].id} was successfully created!`);
    return customFields[0];
  },
};

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.
Label	`label`	`string`	The label of the custom field.
Help Text	`helpText`	`string`	The text to explain the custom field.
Field Type	`type`	`string`	Select a value from the drop down menu:`textnumberdatedropdownmulti-selectrichText`

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 + ProWorkflow#

Other Popular Integrations#

Add Client to Project with ProWorkflow API on New Card Updated On Board from Planview Leankit API

Planview Leankit + ProWorkflow

Create Custom Field with Planview Leankit API on New Project Created from ProWorkflow API

Pipedream makes it easy to connect APIs for Planview Leankit, ProWorkflow and 2,800+ other apps remarkably fast.

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

Developers ♥ Pipedream

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