← Slack + Kanbanize integrations

Create New Task with Kanbanize API on New Direct Message (Instant) from Slack API

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New Direct Message (Instant) from the Slack 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 Slack trigger and Kanbanize 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 Direct Message (Instant) trigger
    1. Connect your Slack account
    2. Configure slackApphook
    3. Optional- Configure Ignore Bots
    4. Optional- Configure Ignore Messages from Yourself
  3. 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
  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 when a message was posted in a direct message channel
Version:1.0.20
Key:slack-new-direct-message

Slack Overview

The Pipedream Slack app enables you to build event-driven workflows that interact with the Slack API. Once you authorize the Pipedream app's access to your workspace, you can use Pipedream workflows to perform common Slack actions or write your own code against the Slack API.

The Pipedream Slack app is not a typical app. You don't interact with it directly as a bot, and it doesn't add custom functionality to your workspace out of the box. It makes it easier to automate anything you'd typically use the Slack API for, using Pipedream workflows.

  • Automate posting updates to your team channels
  • Create a bot to answer common questions
  • Integrate with your existing tools and services
  • And much more!

Trigger Code

import common from "../common/base.mjs";
import sampleEmit from "./test-event.mjs";

export default {
  ...common,
  key: "slack-new-direct-message",
  name: "New Direct Message (Instant)",
  version: "1.0.20",
  description: "Emit new event when a message was posted in a direct message channel",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    // eslint-disable-next-line pipedream/props-description,pipedream/props-label
    slackApphook: {
      type: "$.interface.apphook",
      appProp: "slack",
      async eventNames() {
        return [
          "message.im",
        ];
      },
    },
    ignoreBot: {
      propDefinition: [
        common.props.slack,
        "ignoreBot",
      ],
    },
    ignoreSelf: {
      type: "boolean",
      label: "Ignore Messages from Yourself",
      description: "Ignores messages sent to yourself",
      default: false,
      optional: true,
    },
  },
  methods: {
    ...common.methods,
    getSummary() {
      return "New direct message received";
    },
    processEvent(event) {
      if ((this.ignoreSelf && event.user == this.slack.mySlackId())
        || ((this.ignoreBot) && (event.subtype === "bot_message" || event.bot_id))
        || (event.subtype === "message_changed")) {
        return;
      }
      return event;
    },
  },
  sampleEmit,
};

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
SlackslackappThis component uses the Slack app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
slackApphook$.interface.apphook
Ignore BotsignoreBotboolean

Ignore messages from bots

Ignore Messages from YourselfignoreSelfboolean

Ignores messages sent to yourself

Trigger Authentication

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

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

bookmarks:writecalls:readcalls:writechannels:historychannels:readchannels:writednd:readdnd:writeemoji:readfiles:readgroups:historygroups:readgroups:writeim:historyim:readim:writelinks:readlinks:writempim:historympim:readmpim:writepins:readpins:writereactions:readreactions:writereminders:readreminders:writeremote_files:readremote_files:sharestars:readstars:writeteam:readusergroups:readusergroups:writeusers:readusers:read.emailusers:writechat:write:botchat:write:usercommandsfiles:write:userusers.profile:writeusers.profile:readsearch:read

About Slack

Slack is a channel-based messaging platform. With Slack, people can work together more effectively, connect all their software tools and services, and find the information they need to do their best work — all within a secure, enterprise-grade environment.

Action

Description:Create New Task. [See the docs here](https://kanbanize.com/api)
Version:0.0.1
Key:kanbanize-create-new-task

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.

LabelPropTypeDescription
KanbanizekanbanizeAppappThis component uses the Kanbanize app.
Board IdboardIdstringSelect a value from the drop down menu.
Titletitlestring

Title of the task.

Descriptiondescriptionstring

Description of the task.

TypetypestringSelect a value from the drop down menu.
AssigneeassigneestringSelect a value from the drop down menu.
ColumncolumnstringSelect a value from the drop down menu.
LanelanestringSelect a value from the drop down menu.
Positionpositioninteger

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.

TemplatetemplatestringSelect a value from the drop down menu.
Exceeding ReasonexceedingReasonstring

If you can exceed a limit with a reason, supply it with this parameter.

Applicable only if column, lane and/or position are supplied.

PriorityprioritystringSelect a value from the drop down menu:lowaveragehigh
Sizesizeinteger

Size of the task.

External LinkextLinkstring

A external link in the following format: https://domain.com/resource

Deadlinedeadlinestring

Deadline in the format: yyyy-mm-dd (e.g. 2011-12-13).

Colorcolorstring

Any color code (e.g. #34A97B).

Tagstagsstring[]

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.

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