← PostgreSQL + Kanbanize integrations

Create New Task with Kanbanize API on New Row Custom Query from PostgreSQL API

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New Row Custom Query from the PostgreSQL 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 PostgreSQL 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 Row Custom Query trigger
    1. Connect your PostgreSQL account
    2. Configure Polling Interval
    3. Select a Schema
    4. Select a Table
    5. Select a Column
    6. Configure SQL Query
    7. Optional- Configure Values
  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 new rows are returned from a custom query that you provide. [See the documentation](https://node-postgres.com/features/queries)
Version:2.0.6
Key:postgresql-new-row-custom-query

PostgreSQL Overview

On Pipedream, you can leverage the PostgreSQL app to create workflows that automate database operations, synchronize data across platforms, and react to database events in real-time. Think handling new row entries, updating records from webhooks, or even compiling reports on a set schedule. Pipedream's serverless platform provides a powerful way to connect PostgreSQL with a variety of apps, enabling you to create tailored automation that fits your specific needs.

Trigger Code

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

export default {
  ...common,
  name: "New Row Custom Query",
  key: "postgresql-new-row-custom-query",
  description: "Emit new event when new rows are returned from a custom query that you provide. [See the documentation](https://node-postgres.com/features/queries)",
  version: "2.0.6",
  type: "source",
  dedupe: "unique",
  props: {
    ...common.props,
    schema: {
      propDefinition: [
        common.props.postgresql,
        "schema",
      ],
    },
    table: {
      propDefinition: [
        common.props.postgresql,
        "table",
        (c) => ({
          schema: c.schema,
        }),
      ],
    },
    column: {
      propDefinition: [
        common.props.postgresql,
        "column",
        (c) => ({
          table: c.table,
          schema: c.schema,
        }),
      ],
    },
    query: {
      propDefinition: [
        common.props.postgresql,
        "query",
      ],
    },
    values: {
      propDefinition: [
        common.props.postgresql,
        "values",
      ],
    },
  },
  methods: {
    ...common.methods,
    generateMeta(row, column) {
      return {
        id: row[column],
        summary: "New Row",
        ts: Date.now(),
      };
    },
  },
  async run() {
    const {
      schema,
      table,
      column,
      query,
      values = [],
    } = this;

    if (!Array.isArray(values)) {
      throw new Error("No valid values provided. The values property must be an array.");
    }

    const numberOfValues = query?.match(/\$/g)?.length || 0;
    if (values.length !== numberOfValues) {
      throw new Error("The number of values provided does not match the number of values in the query.");
    }

    const isColumnUnique = await this.isColumnUnique(schema, table, column);
    if (!isColumnUnique) {
      throw new Error("The column selected contains duplicate values. Column must be unique");
    }

    const rows = await this.postgresql.executeQuery({
      text: query,
      values,
    });
    for (const row of rows) {
      const meta = this.generateMeta(row, column);
      this.$emit(row, meta);
    }
  },
};

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
PostgreSQLpostgresqlappThis component uses the PostgreSQL app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling Intervaltimer$.interface.timer

Pipedream will poll the API on this schedule

SchemaschemastringSelect a value from the drop down menu.
TabletablestringSelect a value from the drop down menu.
ColumncolumnstringSelect a value from the drop down menu.
SQL Queryquerystring

Your custom SQL Query using $1, $2... to represent values (eg. INSERT INTO users(name, email) VALUES($1, $2)

Valuesvaluesstring[]

List of values represented in your SQL Query above

Trigger Authentication

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

Connecting to Restricted Databases

Either enable the shared static IP for this account below, or configure a VPC to deploy any workflow in your workspace to a private network with a dedicated static IP. Learn more in our docs.

SSL Setup

Configure SSL on your PostgreSQL database by providing the CA (Certificate Authority), and choosing between Full Verification, Verify Certificate Authority (CA), or Skip Verification. Skipping verification is not recommended as this has serious security implications.

About PostgreSQL

PostgreSQL is a free and open-source relational database management system emphasizing extensibility and SQL compliance.

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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