← Vitally + Asana integrations

Create Task with Asana API on New User Created from Vitally API

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New User Created from the Vitally API
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Create Task with the Asana API
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Getting Started

This integration creates a workflow with a Vitally trigger and Asana 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 User Created trigger
    1. Connect your Vitally account
    2. Configure Polling interval
    3. Optional- Select a Account Id
    4. Optional- Select a Organization Id
  3. Configure the Create Task action
    1. Connect your Asana account
    2. Select a Workspace
    3. Select a Project
    4. Configure Name
    5. Optional- Select one or more Tags
    6. Optional- Select a Assignee
    7. Optional- Select a Assignee Section
    8. Optional- Configure Completed
    9. Optional- Configure Due At
    10. Optional- Configure Due On
    11. Optional- Select one or more Followers
    12. Optional- Configure HTML Notes
    13. Optional- Configure Notes
    14. Optional- Select a Parent
    15. Optional- Configure Start On
    16. Optional- Configure Custom Fields
  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 new user is created.
Version:0.0.2
Key:vitally-new-user-created

Vitally Overview

The Vitally API offers a window into customer success operations, enabling you to automate workflows, integrate with other tools, and manipulate customer data programmatically. With Pipedream, you can harness this API to create custom automations that react to events in Vitally, sync data between Vitally and other platforms, or maintain up-to-date customer profiles across your business stack.

Trigger Code

import { DEFAULT_POLLING_SOURCE_TIMER_INTERVAL } from "@pipedream/platform";
import moment from "moment";
import vitally from "../../vitally.app.mjs";

export default {
  key: "vitally-new-user-created",
  name: "New User Created",
  version: "0.0.2",
  description: "Emit new event when a new user is created.",
  type: "source",
  dedupe: "unique",
  props: {
    vitally,
    db: "$.service.db",
    timer: {
      label: "Polling interval",
      description: "Pipedream will poll the Vitally on this schedule",
      type: "$.interface.timer",
      default: {
        intervalSeconds: DEFAULT_POLLING_SOURCE_TIMER_INTERVAL,
      },
    },
    accountId: {
      propDefinition: [
        vitally,
        "accountId",
      ],
      optional: true,
    },
    organizationId: {
      propDefinition: [
        vitally,
        "organizationId",
      ],
      optional: true,
    },
  },
  methods: {
    _getLastDate() {
      return this.db.get("lastDate") || 0;
    },
    _setLastDate(lastDate) {
      this.db.set("lastDate", lastDate);
    },
    async startEvent(maxResults) {
      const {
        vitally,
        accountId,
        organizationId,
      } = this;

      let responseArray = [];
      const lastDate = this._getLastDate();
      const items = vitally.paginate({
        fn: vitally.listUsers,
        accountId,
        organizationId,
        maxResults,
        params: {
          sortBy: "createdAt",
        },
      });

      for await (const item of items) {
        if (moment(item.createdAt).isSameOrBefore(lastDate)) {
          break;
        }
        responseArray.push(item);
      }

      if (responseArray.length) {
        this._setLastDate(responseArray[0].createdAt);
      }

      for (const responseItem of responseArray.reverse()) {
        this.$emit(
          responseItem,
          {
            id: responseItem.id,
            summary: `A new user with id: "${responseItem.id}" was created!`,
            ts: responseItem.createdAt,
          },
        );
      }
    },
  },
  hooks: {
    async deploy() {
      await this.startEvent(25);
    },
  },
  async run() {
    await this.startEvent();
  },
};

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
VitallyvitallyappThis component uses the Vitally app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
Polling intervaltimer$.interface.timer

Pipedream will poll the Vitally on this schedule

Account IdaccountIdstringSelect a value from the drop down menu.
Organization IdorganizationIdstringSelect a value from the drop down menu.

Trigger Authentication

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

To retrieve your API Key,

  • Click the drop down on the top left with Vitally logo
  • Go to “Settings” > “Integrations” > Vitally REST API
  • Copy the API Key under Secret Token
    Integrations

About Vitally

Modern #CustomerSuccess for B2B SaaS. 🚀 Unify your data, understand it deeply, and build powerful automation to drive a world-class customer experience.

Action

Description:Creates a new task. [See the documentation](https://developers.asana.com/docs/create-a-task)
Version:0.3.6
Key:asana-create-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.

Action Code

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

export default {
  key: "asana-create-task",
  name: "Create Task",
  description: "Creates a new task. [See the documentation](https://developers.asana.com/docs/create-a-task)",
  version: "0.3.6",
  type: "action",
  props: {
    ...common.props,
    name: {
      label: "Name",
      description: "Name of the task. This is generally a short sentence fragment that fits on a line in the UI for maximum readability. However, it can be longer.",
      type: "string",
    },
    tags: {
      propDefinition: [
        asana,
        "tags",
      ],
      optional: true,
    },
    assignee: {
      label: "Assignee",
      description: "Gid of a user.",
      type: "string",
      optional: true,
      propDefinition: [
        asana,
        "users",
      ],
    },
    assignee_section: {
      label: "Assignee Section",
      description: "The assignee section is a subdivision of a project that groups tasks together in the assignee's \"My Tasks\" list.",
      type: "string",
      optional: true,
      propDefinition: [
        asana,
        "sections",
        (c) => ({
          project: c.project,
        }),
      ],
    },
    completed: {
      label: "Completed",
      description: "True if the task is currently marked complete, false if not.",
      type: "boolean",
      optional: true,
    },
    due_at: {
      label: "Due At",
      description: "The UTC date and time on which this task is due, or null if the task has no due time. This takes an ISO 8601 date string in UTC and should not be used together with due_on.",
      type: "string",
      optional: true,
    },
    due_on: {
      label: "Due On",
      description: "The localized date on which this task is due, or null if the task has no due date. This takes a date with YYYY-MM-DD format and should not be used together with due_at.",
      type: "string",
      optional: true,
    },
    followers: {
      label: "Followers",
      description: "An array of strings identifying users. These can either be the string \"me\", an email, or the gid of a user.",
      type: "string[]",
      optional: true,
      propDefinition: [
        asana,
        "users",
      ],
    },
    html_notes: {
      label: "HTML Notes",
      description: "The notes of the text with formatting as HTML.",
      type: "string",
      optional: true,
    },
    notes: {
      label: "Notes",
      description: "Free-form textual information associated with the task (i.e. its description).",
      type: "string",
      optional: true,
    },
    parent: {
      label: "Parent",
      description: "Gid of a task.",
      type: "string",
      optional: true,
      propDefinition: [
        asana,
        "tasks",
        (c) => ({
          project: c.project,
        }),
      ],
    },
    start_on: {
      label: "Start On",
      description: "The day on which work begins for the task , or null if the task has no start date. This takes a date with YYYY-MM-DD format.",
      type: "string",
      optional: true,
    },
    custom_fields: {
      label: "Custom Fields",
      description: `An object where each key is a Custom Field gid and each value is an enum gid, string, or number: E.g. {
        "4578152156": "Not Started",
        "5678904321": "On Hold"
      }`,
      type: "string",
      optional: true,
    },
  },
  async run({ $ }) {
    let customFields;
    if (this.custom_fields) customFields = JSON.parse(this.custom_fields);

    const response = await this.asana._makeRequest({
      path: "tasks",
      method: "post",
      data: {
        data: {
          name: this.name,
          assignee: this.assignee,
          assignee_section: this.assignee_section,
          completed: this.completed,
          due_at: this.due_at,
          due_on: this.due_on,
          followers: this.followers,
          html_notes: this.html_notes,
          notes: this.notes,
          parent: this.parent,
          projects: this.project,
          start_on: this.start_on,
          tags: this.tags,
          workspace: this.workspace,
          custom_fields: customFields,
        },
      },
      $,
    });

    $.export("$summary", "Successfully created task");

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

Name of the task. This is generally a short sentence fragment that fits on a line in the UI for maximum readability. However, it can be longer.

Tagstagsstring[]Select a value from the drop down menu.
AssigneeassigneestringSelect a value from the drop down menu.
Assignee Sectionassignee_sectionstringSelect a value from the drop down menu.
Completedcompletedboolean

True if the task is currently marked complete, false if not.

Due Atdue_atstring

The UTC date and time on which this task is due, or null if the task has no due time. This takes an ISO 8601 date string in UTC and should not be used together with due_on.

Due Ondue_onstring

The localized date on which this task is due, or null if the task has no due date. This takes a date with YYYY-MM-DD format and should not be used together with due_at.

Followersfollowersstring[]Select a value from the drop down menu.
HTML Noteshtml_notesstring

The notes of the text with formatting as HTML.

Notesnotesstring

Free-form textual information associated with the task (i.e. its description).

ParentparentstringSelect a value from the drop down menu.
Start Onstart_onstring

The day on which work begins for the task , or null if the task has no start date. This takes a date with YYYY-MM-DD format.

Custom Fieldscustom_fieldsstring

An object where each key is a Custom Field gid and each value is an enum gid, string, or number: E.g. {
"4578152156": "Not Started",
"5678904321": "On Hold"
}

Action 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.

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