← Asana + Nutshell integrations

Create Contact with Nutshell API on New Completed Task (Instant) from Asana API

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New Completed Task (Instant) from the Asana API
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Create Contact with the Nutshell API
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Getting Started

This integration creates a workflow with a Asana trigger and Nutshell 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 Completed Task (Instant) trigger
    1. Connect your Asana account
    2. Select a Workspace
    3. Select a Project
  3. Configure the Create Contact action
    1. Connect your Nutshell account
    2. Optional- Configure Name
    3. Optional- Configure Phones
    4. Configure Email
    5. Optional- Configure Address
    6. Optional- Select one or more Account Id
    7. Optional- Select one or more Lead Id
    8. Optional- Select a Territory Id
    9. Optional- Select one or more Audience Id
    10. Configure Description
  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 task completed in a project.
Version:0.1.9
Key:asana-new-completed-task

Asana Overview

The Asana API taps into the feature-rich project management platform, allowing you to automate tasks, sync data across apps, and enhance team collaboration. With the Asana API on Pipedream, you can create tasks, update project timelines, and trigger workflows from events within Asana—like new tasks or comments—streamlining your project management processes. Pipedream’s serverless platform empowers you to build complex workflows with minimal overhead, integrating Asana with numerous other services to maximize productivity and reduce manual workload.

Trigger Code

import common from "../common/common.mjs";
const { asana } = common.props;

export default {
  ...common,
  key: "asana-new-completed-task",
  type: "source",
  name: "New Completed Task (Instant)",
  description: "Emit new event for each task completed in a project.",
  version: "0.1.9",
  dedupe: "unique",
  props: {
    ...common.props,
    project: {
      label: "Project",
      description: "Gid of a project.",
      type: "string",
      propDefinition: [
        asana,
        "projects",
        (c) => ({
          workspace: c.workspace,
        }),
      ],
    },
  },

  methods: {
    ...common.methods,
    getWebhookFilter() {
      return {
        filters: [
          {
            action: "changed",
            resource_type: "task",
            fields: [
              "completed",
            ],
          },
        ],
        resource: this.project,
      };
    },
    async emitEvent(event) {
      const { body } = event;

      if (!body || !body.events) return;

      for (const e of body.events) {
        const { data: task } = await this.asana.getTask({
          taskId: e.resource.gid,
        });

        this.$emit(task, {
          id: task.gid,
          summary: task.name,
          ts: Date.now(),
        });
      }
    },
  },
};

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
AsanaasanaappThis component uses the Asana 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.
WorkspaceworkspacestringSelect a value from the drop down menu.
ProjectprojectstringSelect a value from the drop down menu.

Trigger Authentication

Asana uses OAuth authentication. When you connect your Asana account, Pipedream will open a popup window where you can sign into Asana and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Asana API.

Pipedream requests the following authorization scopes when you connect your account:

About Asana

Work anytime, anywhere with Asana. Keep remote and distributed teams, and your entire organization, focused on their goals, projects, and tasks with Asana.

Action

Description:Creates a new contact. [See the documentation](https://developers.nutshell.com/detail/class_core.html#a4b40d4fe9c7b8ddfd7231aca65cd1556)
Version:0.0.1
Key:nutshell-create-contact

Nutshell Overview

The Nutshell API allows you to access and manage data within the Nutshell CRM platform, enabling you to automate tasks, sync information across apps, and build custom integrations. With Pipedream, these capabilities are harnessed through serverless workflows that can trigger actions within Nutshell or react to events, all with minimal setup. You can create leads, update contacts, manage sales processes, and more, all in a scalable and efficient manner.

Action Code

import { parseObject } from "../../common/utils.mjs";
import nutshell from "../../nutshell.app.mjs";

export default {
  key: "nutshell-create-contact",
  name: "Create Contact",
  description: "Creates a new contact. [See the documentation](https://developers.nutshell.com/detail/class_core.html#a4b40d4fe9c7b8ddfd7231aca65cd1556)",
  version: "0.0.1",
  type: "action",
  props: {
    nutshell,
    name: {
      type: "string",
      label: "Name",
      description: "The name to the contact.",
      optional: true,
    },
    phone: {
      propDefinition: [
        nutshell,
        "phone",
      ],
      description: "The phone numbers of the contact.",
    },
    email: {
      propDefinition: [
        nutshell,
        "email",
      ],
      description: "The email address of the contact.",
    },
    address: {
      propDefinition: [
        nutshell,
        "address",
      ],
      optional: true,
    },
    accountId: {
      propDefinition: [
        nutshell,
        "accountId",
      ],
      type: "string[]",
      description: "The account's Id to the Contact.",
      optional: true,
    },
    leadId: {
      propDefinition: [
        nutshell,
        "leadId",
        ({ accountId }) => ({
          accountId,
        }),
      ],
      optional: true,
    },
    territoryId: {
      propDefinition: [
        nutshell,
        "territoryId",
      ],
      description: "The territory of the contact.",
      optional: true,
    },
    audienceId: {
      propDefinition: [
        nutshell,
        "audienceId",
      ],
      optional: true,
    },
    description: {
      propDefinition: [
        nutshell,
        "description",
      ],
      description: "A description to identify the new contact.",
      reloadProps: true,
    },
  },
  async additionalProps() {
    const { result: { Contacts: fields } } = await this.getCustomFields();
    const props = {};
    let i = 0;
    for (const field of fields) {
      i++;
      props[`customField_${i}`] = {
        type: "string",
        label: field.name,
        description: `Custom field ${i}.`,
        optional: true,
      };
    }
    return props;
  },
  methods: {
    async getCustomFields() {
      return await this.nutshell.post({
        method: "findCustomFields",
      });
    },
    async parseCustomFields(props) {
      const customFields = {};
      const { result: { Contacts } } = await this.getCustomFields();

      let i = 0;
      for (const field of Contacts) {
        i++;
        if (props[`customField_${i}`]) {
          customFields[field.name] = props[`customField_${i}`];
        }
      }
      return customFields;
    },
  },
  async run({ $ }) {
    const customFields = await this.parseCustomFields(this);
    const response = await this.nutshell.post({
      $,
      method: "newContact",
      data: {
        params: {
          contact: {
            name: this.name,
            description: this.description,
            phone: this.phone && parseObject(this.phone),
            email: this.email && parseObject(this.email),
            address: this.address && parseObject(this.address),
            leads: this.leadId && this.leadId.map((lead) => ({
              id: lead,
            })),
            accounts: this.accountId && this.accountId.map((account) => ({
              id: account,
            })),
            territoryId: this.territoryId,
            audienceId: this.audienceId && this.audienceId.map((audience) => ({
              id: audience,
            })),
            customFields,
          },
        },
      },
    });

    $.export("$summary", `New contact created with Id: ${response.result?.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.

LabelPropTypeDescription
NutshellnutshellappThis component uses the Nutshell app.
Namenamestring

The name to the contact.

Phonesphonestring[]

The phone numbers of the contact.

Emailemailstring[]

The email address of the contact.

Addressaddressstring[]

A list of address objects. E.g. {"address_1":"100 Second St.","address_2":"Apt. 4","address_3":"c/o Barclay Fowler","city":"Ann Arbor","state":"MI","postalCode": "48103","country": "US"}

Account IdaccountIdstring[]Select a value from the drop down menu.
Lead IdleadIdstring[]Select a value from the drop down menu.
Territory IdterritoryIdstringSelect a value from the drop down menu.
Audience IdaudienceIdstring[]Select a value from the drop down menu.
Descriptiondescriptionstring

A description to identify the new contact.

Action Authentication

Nutshell uses OAuth authentication. When you connect your Nutshell account, Pipedream will open a popup window where you can sign into Nutshell and grant Pipedream permission to connect to your account. Pipedream securely stores and automatically refreshes the OAuth tokens so you can easily authenticate any Nutshell API.

Pipedream requests the following authorization scopes when you connect your account:

About Nutshell

The all-in-one CRM and email marketing platform that helps B2B organizations work together to win more deals.

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