Create New Task with Kanbanize API on New Transcript Created from Twilio API

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New Transcript Created from the Twilio API

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Create New Task with the Kanbanize API

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Getting Started#

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

Select this integration
Configure the New Transcript Created trigger
1. Connect your Twilio account
2. Configure Polling schedule
3. Optional- Configure Include Transcript Text?
Configure the Create New Task action
1. Connect your Kanbanize account
2. Select a Board Id
3. Optional- Configure Title
4. Optional- Configure Description
5. Optional- Select a Type
6. Optional- Select a Assignee
7. Optional- Select a Column
8. Optional- Select a Lane
9. Optional- Configure Position
10. Optional- Select a Template
11. Optional- Configure Exceeding Reason
12. Optional- Select a Priority
13. Optional- Configure Size
14. Optional- Configure External Link
15. Optional- Configure Deadline
16. Optional- Configure Color
17. Optional- Configure Tags
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 Transcript Created on Twilio

Description:Emit new event when a new call transcript is created

Version:0.0.1

Key:twilio-new-transcript-created

View on GitHub

Twilio Overview#

Twilio's API on Pipedream opens up a multitude of communication capabilities, allowing you to build robust, scalable, and automated workflows. With Twilio, you can send and receive SMS and MMS messages, make voice calls, and perform other communication functions programmatically. Leveraging Pipedream's seamless integration, you can connect these communications features with hundreds of other services to automate notifications, streamline customer interactions, and enhance operational efficiency.

Trigger Code#

import common from "../common/common-polling.mjs";

export default {
  ...common,
  key: "twilio-new-transcript-created",
  name: "New Transcript Created",
  description: "Emit new event when a new call transcript is created",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    includeTranscriptText: {
      propDefinition: [
        common.props.twilio,
        "includeTranscriptText",
      ],
    },
  },
  methods: {
    ...common.methods,
    async listResults(...args) {
      const results = await this.twilio.listTranscripts(...args);
      if (!this.includeTranscriptText) {
        return results;
      }
      const transcripts = [];
      for (const result of results) {
        const {
          sentences, transcript,
        } = await this.twilio.getSentences(result.sid);
        transcripts.push({
          ...result,
          sentences,
          transcript,
        });
      }
      return transcripts;
    },
    generateMeta(transcript) {
      const {
        sid: id,
        dateCreated,
      } = transcript;
      return {
        id,
        summary: `New transcript ${id}`,
        ts: Date.parse(dateCreated),
      };
    },
  },
};

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
Twilio	`twilio`	`app`	This component uses the Twilio app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling schedule	`timer`	`$.interface.timer`	Pipedream polls Twilio for events on this schedule.
Include Transcript Text?	`includeTranscriptText`	`boolean`	Set to `true` to include the transcript sentences in the response

Trigger Authentication#

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

To connect your Twilio account to Pipedream,

API Key and API Key SID

First, create an API key in Twilio.

There are three types of keys: Main, Standard, and Restricted. You'll need a Main key to interact with certain API endpoints, like /Accounts.
If you don't need to interact with those endpoints, you can use a Standard or Restricted key.

After creating your key, you'll see fields for Sid and Secret. Enter those in the fields below.

Account SID and Auth Token

Visit your Twilio Dashboard. You'll see your Account SID and Auth Token under Account info.

About Twilio#

Twilio is a cloud communications platform for building SMS, Voice & Messaging applications on an API built for global scale.

Action#

Create New Task on Kanbanize

Description:Create New Task. [See the docs here](https://kanbanize.com/api)

Version:0.0.1

Key:kanbanize-create-new-task

View on GitHub

Kanbanize Overview#

The Kanbanize API enables the automation of complex project management workflows within Kanban boards. By leveraging the API, you can create, update, and move cards, manage board configurations, and integrate real-time updates with other tools. It's a powerful way to streamline project tracking, automate task assignments, and synchronize data across various project management platforms.

Action Code#

import kanbanizeApp from "../../kanbanize.app.mjs";

export default {
  key: "kanbanize-create-new-task",
  name: "Create New Task",
  description: "Create New Task. [See the docs here](https://kanbanize.com/api)",
  version: "0.0.1",
  type: "action",
  props: {
    kanbanizeApp,
    boardId: {
      description: "The ID of the board whose structure you want to get.\n\nYou can see the board ID on the dashboard screen, in the upper right corner of each board.",
      propDefinition: [
        kanbanizeApp,
        "boardId",
      ],
    },
    title: {
      propDefinition: [
        kanbanizeApp,
        "title",
      ],
    },
    description: {
      propDefinition: [
        kanbanizeApp,
        "description",
      ],
    },
    type: {
      propDefinition: [
        kanbanizeApp,
        "type",
        (c) => ({
          boardId: c.boardId,
        }),
      ],
    },
    assignee: {
      propDefinition: [
        kanbanizeApp,
        "assignee",
        (c) => ({
          boardId: c.boardId,
        }),
      ],
    },
    column: {
      label: "Column",
      description: "The name of the column to create the task into (default is Backlog).",
      type: "string",
      optional: true,
      async options() {
        if (!this.boardId) {
          return [];
        }
        return this.kanbanizeApp.getBoardsColumns(this.boardId);
      },
    },
    lane: {
      label: "Lane",
      description: "The name of the swimlane to put the newly created task into.\n\nIf omitted, the task will be placed in the first swimlane.",
      type: "string",
      optional: true,
      async options() {
        if (!this.boardId) {
          return [];
        }
        return this.kanbanizeApp.getBoardsLanes(this.boardId);
      },
    },
    position: {
      label: "Position",
      description: "The position of the task in the new column/swimlane (zero-based).\n\nIf omitted, the task will be placed at the bottom of the column.",
      type: "integer",
      optional: true,
    },
    template: {
      label: "Template",
      description: "The name of the template you want to apply.\n\nIf you specify any property as part of the request, the one specified in the template will be overwritten.",
      type: "string",
      optional: true,
      async options() {
        if (!this.boardId) {
          return [];
        }
        return this.kanbanizeApp.getTemplates(this.boardId);
      },
    },
    exceedingReason: {
      label: "Exceeding Reason",
      description: "If you can exceed a limit with a reason, supply it with this parameter.\n\nApplicable only if column, lane and/or position are supplied.",
      type: "string",
      optional: true,
    },
    priority: {
      propDefinition: [
        kanbanizeApp,
        "priority",
      ],
    },
    size: {
      propDefinition: [
        kanbanizeApp,
        "size",
      ],
    },
    extLink: {
      propDefinition: [
        kanbanizeApp,
        "extLink",
      ],
    },
    deadline: {
      propDefinition: [
        kanbanizeApp,
        "deadline",
      ],
    },
    color: {
      propDefinition: [
        kanbanizeApp,
        "color",
      ],
    },
    tags: {
      propDefinition: [
        kanbanizeApp,
        "tags",
      ],
    },
  },
  async additionalProps() {
    if (!this.boardId) {
      return {};
    }
    return this.kanbanizeApp.getCustomFieldsProps(this.boardId);
  },
  methods: {
    removeUnusedParams(searchParams) {
      return Object.keys(searchParams).reduce((acc, key) => (
        (searchParams[key] === undefined || searchParams[key] === null) ?
          acc :
          {
            ...acc,
            [key]: searchParams[key],
          }
      ), {});
    },
    async getCustomFieldsParams(boardId) {
      const customFieldsTaskParam = {};
      const customFields = await this.kanbanizeApp.getCustomFields(boardId);
      for (const customField of customFields) {
        customFieldsTaskParam[customField.name] = this[`cf-${customField.fieldid}`];
      }
      return customFieldsTaskParam;
    },
  },
  async run({ $ }) {
    const customFieldsTaskParam = await this.getCustomFieldsParams(this.boardId);
    const taskParam = this.removeUnusedParams({
      ...customFieldsTaskParam,
      boardid: this.boardId,
      title: this.title,
      description: this.description,
      priority: this.priority,
      extlink: this.extLink,
      deadline: this.deadline,
      type: this.type,
      assignee: this.assignee,
      column: this.column,
      lane: this.lane,
      template: this.template,
      size: this.size,
      position: this.position,
      exceedingreason: this.exceedingReason,
      tags: this.tags ?
        this.tags.join(" ") :
        null,
      color: this.color ?
        this.color.replace("#", "") :
        null,
      returntaskdetails: 1,
    });
    const response = await this.kanbanizeApp.createNewTask(taskParam);
    $.export("$summary", `Successfully created new task #${response.id}`);
    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
Kanbanize	`kanbanizeApp`	`app`	This component uses the Kanbanize app.
Board Id	`boardId`	`string`	Select a value from the drop down menu.
Title	`title`	`string`	Title of the task.
Description	`description`	`string`	Description of the task.
Type	`type`	`string`	Select a value from the drop down menu.
Assignee	`assignee`	`string`	Select a value from the drop down menu.
Column	`column`	`string`	Select a value from the drop down menu.
Lane	`lane`	`string`	Select a value from the drop down menu.
Position	`position`	`integer`	The position of the task in the new column/swimlane (zero-based). If omitted, the task will be placed at the bottom of the column.
Template	`template`	`string`	Select a value from the drop down menu.
Exceeding Reason	`exceedingReason`	`string`	If you can exceed a limit with a reason, supply it with this parameter. Applicable only if column, lane and/or position are supplied.
Priority	`priority`	`string`	Select a value from the drop down menu:`lowaveragehigh`
Size	`size`	`integer`	Size of the task.
External Link	`extLink`	`string`	A external link in the following format: `https://domain.com/resource`
Deadline	`deadline`	`string`	Deadline in the format: yyyy-mm-dd (e.g. 2011-12-13).
Color	`color`	`string`	Any color code (e.g. #34A97B).
Tags	`tags`	`string[]`	List of tags.

Action Authentication#

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

To generate an API key, go to your account, click on the user dropdown menu at the top right corner of your Kanbanize account and select "API".
If your Kanbanize URL is https://12345678.kanbanize.com/, your subdomain is 12345678.

About Kanbanize#

Kanbanize is designed to help advanced product teams apply the principles of Lean and Kanban to their work to maximize results.

More Ways to Connect Kanbanize + Twilio#

Other Popular Integrations#

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