← Shopify + Planview Leankit integrations

Add Card Type To Board with Planview Leankit API on New Draft Order (Instant) from Shopify API

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New Draft Order (Instant) from the Shopify 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 Shopify 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 Draft Order (Instant) trigger
    1. Connect your Shopify account
    2. Optional- Configure Metafield Namespaces
    3. Optional- Configure Private Metafield Namespaces
  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 for each new draft order submitted to a store.
Version:0.0.4
Key:shopify_developer_app-new-draft-order

Shopify Overview

The Shopify Admin REST & GraphQL API unleashes a myriad of possibilities to automate and enhance online store operations. It provides programmatic access to Shopify functionalities, allowing users to manage products, customers, orders, and more. Leveraging the Shopify Admin API within Pipedream, developers can create custom workflows that automate repetitive tasks, sync data across platforms, and respond dynamically to events in Shopify.

This integration can be used as a custom app on your store, or for automating actions on behalf of merchants through your Shopify app.

Looking for integrating into the Shopify Partner API for your apps, themes or referrals? Check out our Shopify Partner API integration.

Trigger Code

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

export default {
  ...common,
  key: "shopify_developer_app-new-draft-order",
  name: "New Draft Order (Instant)",
  type: "source",
  description: "Emit new event for each new draft order submitted to a store.",
  version: "0.0.4",
  dedupe: "unique",
  methods: {
    ...common.methods,
    getTopic() {
      return constants.EVENT_TOPIC.DRAFT_ORDERS_CREATE;
    },
    generateMeta(resource) {
      const ts = Date.parse(resource.created_at);
      return {
        id: resource.id,
        summary: `New Draft Order ${resource.id}.`,
        ts,
      };
    },
  },
};

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
ShopifyappappThis component uses the Shopify app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.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.
Metafield NamespacesmetafieldNamespacesstring[]

Array of namespaces for any metafields that should be included with each webhook. Metafield definitions can be found in your store's Settings -> Custom Data. Select a metafield to view its namespace under "Namespace and key". For example, if the value is custom.test_metafield, the namespace is custom.

Private Metafield NamespacesprivateMetafieldNamespacesstring[]

Array of namespaces for any private metafields that should be included with each webhook. Metafield definitions can be found in your store's Settings -> Custom Data. Select a metafield to view its namespace under "Namespace and key". For example, if the value is custom.test_metafield, the namespace is custom.

Trigger Authentication

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

Get your Access Token

Create a custom app in Shopify to obtain your Admin API access token. See our detailed instructions here.

Enter your Admin API access token below, and save it in a secure location (we recommend using a password manager such as 1Password)

About Shopify

Shopify is a complete commerce platform that lets anyone start, manage, and grow a business. You can use Shopify to build an online store, manage sales, market to customers, and accept payments in digital and physical locations.

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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