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.

Select this integration
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
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
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 User Created on Vitally

Description:Emit new event when a new user is created.

Version:0.0.2

Key:vitally-new-user-created

View on GitHub

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.

Label	Prop	Type	Description
Vitally	`vitally`	`app`	This component uses the Vitally app.
N/A	`db`	`$.service.db`	This component uses `$.service.db` to maintain state between executions.
Polling interval	`timer`	`$.interface.timer`	Pipedream will poll the Vitally on this schedule
Account Id	`accountId`	`string`	Select a value from the drop down menu.
Organization Id	`organizationId`	`string`	Select 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

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#

Create Task on Asana

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

Version:0.4.0

Key:asana-create-task

View on GitHub

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: "0.4.0",
  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",
        ({ workspace }) => ({
          workspace,
        }),
      ],
    },
    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",
        ({ workspace }) => ({
          workspace,
        }),
      ],
    },
    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.

Label	Prop	Type	Description
Asana	`asana`	`app`	This component uses the Asana app.
Workspace	`workspace`	`string`	Select a value from the drop down menu.
Project	`project`	`string`	Select a value from the drop down menu.
Name	`name`	`string`	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.
Tags	`tags`	`string[]`	Select a value from the drop down menu.
Assignee	`assignee`	`string`	Select a value from the drop down menu.
Assignee Section	`assignee_section`	`string`	Select a value from the drop down menu.
Completed	`completed`	`boolean`	True if the task is currently marked complete, false if not.
Due At	`due_at`	`string`	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 On	`due_on`	`string`	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.
Followers	`followers`	`string[]`	Select a value from the drop down menu.
HTML Notes	`html_notes`	`string`	The notes of the text with formatting as HTML.
Notes	`notes`	`string`	Free-form textual information associated with the task (i.e. its description).
Parent	`parent`	`string`	Select a value from the drop down menu.
Start On	`start_on`	`string`	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 Fields	`custom_fields`	`string`	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:

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

Pipedream makes it easy to connect APIs for Asana, Vitally and 2,400+ other apps remarkably fast.

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

Developers ♥ Pipedream

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