← Airtable + Kanbanize integrations

Create New Task with Kanbanize API on New, Modified or Deleted Records from Airtable API

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Trigger workflow on
New, Modified or Deleted Records from the Airtable 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 Airtable 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, Modified or Deleted Records trigger
    1. Connect your Airtable account
    2. Configure timer
    3. Select a Base
    4. Select a Table
    5. Optional- Configure Return Fields By Field ID
  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 each time a record is added, updated, or deleted in an Airtable table. Supports tables up to 10,000 records
Version:0.0.6
Key:airtable_oauth-new-modified-or-deleted-records

Airtable Overview

Airtable (OAuth) API on Pipedream allows you to manipulate and leverage your Airtable data in a myriad of powerful ways. Sync data between Airtable and other apps, trigger workflows on updates, or process bulk data operations asynchronously. By using Airtable's structured databases with Pipedream's serverless platform, you can craft custom automation solutions, integrate with other services seamlessly, and streamline complex data processes.

Trigger Code

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

export default {
  ...base,
  name: "New, Modified or Deleted Records",
  key: "airtable_oauth-new-modified-or-deleted-records",
  version: "0.0.6",
  type: "source",
  description: "Emit new event each time a record is added, updated, or deleted in an Airtable table. Supports tables up to 10,000 records",
  props: {
    ...base.props,
    tableId: {
      propDefinition: [
        base.props.airtable,
        "tableId",
        ({ baseId }) => ({
          baseId,
        }),
      ],
      description: "The table ID to watch for changes.",
    },
    returnFieldsByFieldId: {
      propDefinition: [
        base.props.airtable,
        "returnFieldsByFieldId",
      ],
    },
  },
  methods: {
    ...base.methods,
    _getPrevAllRecordIds() {
      return this.db.get("prevAllRecordIds");
    },
    _setPrevAllRecordIds(prevAllRecordIds) {
      this.db.set("prevAllRecordIds", prevAllRecordIds);
    },
  },
  async run(event) {
    const {
      baseId,
      tableId,
      viewId,
    } = this;

    const metadata = {
      baseId,
      tableId,
      viewId,
    };

    const prevAllRecordIds = this._getPrevAllRecordIds();

    const lastTimestamp = this._getLastTimestamp();
    const params = {
      filterByFormula: `LAST_MODIFIED_TIME() > "${lastTimestamp}"`,
      returnFieldsByFieldId: this.returnFieldsByFieldId || false,
    };

    const records = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });

    let allRecordIds = [],
      newRecordsCount = 0,
      modifiedRecordsCount = 0,
      deletedRecordsCount = 0;

    if (records) {
      for (const record of records) {
        if (!lastTimestamp || moment(record.createdTime) > moment(lastTimestamp)) {
          record.type = "new_record";
          newRecordsCount++;
        } else {
          record.type = "record_modified";
          modifiedRecordsCount++;
        }

        record.metadata = metadata;

        this.$emit(record, {
          summary: `${record.type}: ${JSON.stringify(record.fields)}`,
          id: record.id,
        });
      }
    }

    delete params.filterByFormula;

    const data = await this.airtable.listRecords({
      baseId,
      tableId,
      params,
    });
    if (!data.length || data.length === 0) return;
    allRecordIds = [
      ...data.map((record) => record.id),
    ];

    if (prevAllRecordIds) {
      const deletedRecordIds = prevAllRecordIds.filter(
        (prevRecord) => !allRecordIds.includes(prevRecord),
      );
      for (const recordID of deletedRecordIds) {
        deletedRecordsCount++;
        const deletedRecordObj = {
          metadata,
          type: "record_deleted",
          id: recordID,
        };
        this.$emit(deletedRecordObj, {
          summary: "record_deleted",
          id: recordID,
        });
      }
    }

    console.log(
      `Emitted ${newRecordsCount} new records(s) and ${modifiedRecordsCount} modified record(s) and ${deletedRecordsCount} deleted records.`,
    );
    this._setPrevAllRecordIds(allRecordIds);

    // We keep track of the timestamp of the current invocation
    this.updateLastTimestamp(event);
  },
};

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
AirtableairtableappThis component uses the Airtable app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
timer$.interface.timer
BasebaseIdstringSelect a value from the drop down menu.
TabletableIdstringSelect a value from the drop down menu.
Return Fields By Field IDreturnFieldsByFieldIdboolean

An optional boolean value that lets you return field objects where the key is the field id. This defaults to false, which returns field objects where the key is the field name.

Trigger Authentication

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

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

data.records:readdata.records:writedata.recordComments:readdata.recordComments:writeschema.bases:readschema.bases:writewebhook:manageuser.email:read

About Airtable

Airtable is a low-code platform to build next-gen apps. Move beyond rigid tools, operationalize your critical data, and reimagine workflows with AI.

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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