Create Contact with Teamleader Focus API on New Board Collaborator Created Event from Kanban Tool API

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New Board Collaborator Created Event from the Kanban Tool API

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Create Contact with the Teamleader Focus API

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Getting Started#

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

Select this integration
Configure the New Board Collaborator Created Event trigger
1. Connect your Kanban Tool account
2. Configure timer
3. Select a Board ID
Configure the Create Contact action
1. Connect your Teamleader Focus account
2. Optional- Configure First Name
3. Configure Last Name
4. Optional- Configure Email
5. Optional- Configure Website
6. Optional- Configure Phone
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 Board Collaborator Created Event on Kanban Tool

Description:Emit new events when a new board collaborator is created on selected board. [See the docs](https://kanbantool.com/developer/api-v3#fetching-boards-details)

Version:0.0.1

Key:kanban_tool-new-board-collaborator

View on GitHub

Kanban Tool Overview#

The Kanban Tool API allows for the seamless integration and manipulation of Kanban boards, tasks, and workflows to optimize project management and team collaboration. By leveraging this API on Pipedream, you can automate task updates, synchronize boards with other data sources, and create custom notifications—thus enhancing productivity and maintaining momentum across projects.

Trigger Code#

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

export default {
  ...common,
  key: "kanban_tool-new-board-collaborator",
  name: "New Board Collaborator Created Event",
  description: "Emit new events when a new board collaborator is created on selected board. [See the docs](https://kanbantool.com/developer/api-v3#fetching-boards-details)",
  version: "0.0.1",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    boardId: {
      propDefinition: [
        common.props.app,
        "boardId",
      ],
    },
  },
  methods: {
    ...common.methods,
    getResourceFnConfig() {
      return {
        resourceFn: this.app.getBoard,
        resourceKey: "collaborators",
        resourceFnArgs: {
          boardId: this.boardId,
        },
        pagingCfg: {
          noPaging: true,
        },
      };
    },
    getComparable() {
      return new Date().getTime();
    },
    compareFn(item) {
      const ids = this.getIds();
      const condition = !ids.includes(item.id);
      if (condition) {
        this.setIds([
          item.id,
          ...ids,
        ]);
      }
      return condition;
    },
    getMeta(item) {
      return {
        id: item?.id,
        summary: `New board collaborator created: ${item.name}(ID: ${item.id})`,
        ts: new Date(item?.created_at).getTime(),
      };
    },
  },
};

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
Kanban Tool	`app`	`app`	This component uses the Kanban Tool app.
	`timer`	`$.interface.timer`
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Board ID	`boardId`	`integer`	Select a value from the drop down menu.

Trigger Authentication#

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

To get your API Token, sign in to your Kanban Tool account, and go to My Profile then API access.
If your Kanban Tool URL is https://123.kanbantool.com/, your domain is 123.

About Kanban Tool#

Kanban Tool is a visual management solution that helps companies visualize workflow, track project progress, and analyze and significantly improve business processes. Kanban Tool provides powerful online Kanban boards with seamless time tracking.

Action#

Create Contact on Teamleader Focus

Description:Add a new contact. [See the documentation](https://developer.teamleader.eu/#/reference/crm/contacts/contacts.add)

Version:0.0.2

Key:teamleader_focus-create-contact

View on GitHub

Teamleader Focus Overview#

Teamleader Focus API lets you integrate your Teamleader account's features with Pipedream, enabling automation of various business processes. You can create, update, fetch, and manage data concerning contacts, companies, deals, projects, invoices, and tasks. Automating these aspects via Pipedream can streamline workflows, trigger actions based on events, and connect Teamleader Focus with other apps to enhance productivity.

Action Code#

import teamleaderFocus from "../../teamleader_focus.app.mjs";

export default {
  key: "teamleader_focus-create-contact",
  name: "Create Contact",
  description: "Add a new contact. [See the documentation](https://developer.teamleader.eu/#/reference/crm/contacts/contacts.add)",
  version: "0.0.2",
  type: "action",
  props: {
    teamleaderFocus,
    firstName: {
      type: "string",
      label: "First Name",
      description: "First name of the new contact",
      optional: true,
    },
    lastName: {
      type: "string",
      label: "Last Name",
      description: "Last name of the new contact",
    },
    email: {
      type: "string",
      label: "Email",
      description: "Email address of the new contact",
      optional: true,
    },
    website: {
      type: "string",
      label: "Website",
      description: "Website of the new contact",
      optional: true,
    },
    phone: {
      type: "string",
      label: "Phone",
      description: "Phone number of the new contact",
      optional: true,
    },
  },
  async run({ $ }) {
    const data = {
      first_name: this.firstName,
      last_name: this.lastName,
      website: this.website,
    };
    if (this.email) {
      data.emails = [
        {
          type: "primary",
          email: this.email,
        },
      ];
    }
    if (this.phone) {
      data.telephones = [
        {
          type: "phone",
          number: this.phone,
        },
      ];
    }

    const response = await this.teamleaderFocus.createContact({
      data,
      $,
    });

    if (response) {
      $.export("$summary", `Successfully created contact with ID ${response.data.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
Teamleader Focus	`teamleaderFocus`	`app`	This component uses the Teamleader Focus app.
First Name	`firstName`	`string`	First name of the new contact
Last Name	`lastName`	`string`	Last name of the new contact
Email	`email`	`string`	Email address of the new contact
Website	`website`	`string`	Website of the new contact
Phone	`phone`	`string`	Phone number of the new contact

Action Authentication#

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

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

Create Contact with Teamleader Focus API on New Board Collaborator Created Event from Kanban Tool API

Pipedream makes it easy to connect APIs for Teamleader Focus, Kanban Tool and 2,700+ other apps remarkably fast.

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

Developers ♥ Pipedream

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