← Asana + Vitally integrations

Create Task with Vitally API on New Task (Instant) from Asana API

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New Task (Instant) from the Asana API
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Create Task with the Vitally API
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Getting Started

This integration creates a workflow with a Asana trigger and Vitally 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 Task (Instant) trigger
    1. Connect your Asana account
    2. Select a Workspace
    3. Select a Project
  3. Configure the Create Task action
    1. Connect your Vitally account
    2. Configure Name
    3. Select a Account Id
    4. Optional- Configure External Id
    5. Optional- Configure Description
    6. Optional- Select a Assigned To Id
    7. Optional- Select a Completed By Id
    8. Optional- Configure Due Date
    9. Optional- Configure Completed At
    10. Optional- Select a Category Id
    11. Optional- Configure Tags
    12. Optional- Configure Traits
  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 for each task added to a project. [See docs here](https://developers.asana.com/docs/establish-a-webhook)
Version:0.1.6
Key:asana-new-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.

Trigger Code

import common from "../common/common.mjs";
const { asana } = common.props;

export default {
  ...common,
  key: "asana-new-task",
  type: "source",
  name: "New Task (Instant)",
  description: "Emit new event for each task added to a project. [See docs here](https://developers.asana.com/docs/establish-a-webhook)",
  version: "0.1.6",
  dedupe: "unique",
  props: {
    ...common.props,
    project: {
      label: "Project",
      description: "Gid of a project.",
      type: "string",
      propDefinition: [
        asana,
        "projects",
        (c) => ({
          workspace: c.workspace,
        }),
      ],
    },
  },
  methods: {
    ...common.methods,
    getWebhookFilter() {
      return {
        filters: [
          {
            action: "added",
            resource_type: "task",
          },
        ],
        resource: this.project,
      };
    },
    async emitEvent(event) {
      const { body } = event;

      if (!body || !body.events) return;

      for (const e of body.events) {
        // This conditional ignores when Asana fires a new subtask event
        if (e.parent && e.parent.resource_type === "task") continue;

        const { data: task } = await this.asana.getTask({
          taskId: e.resource.gid,
        });

        this.$emit(task, {
          id: task.gid,
          summary: task.name,
          ts: Date.now(),
        });
      }
    },
  },
};

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
AsanaasanaappThis component uses the Asana app.
N/Adb$.service.dbThis component uses $.service.db to maintain state between executions.
N/Ahttp$.interface.httpThis component uses $.interface.http to generate a unique URL when the component is first instantiated. Each request to the URL will trigger the run() method of the component.
WorkspaceworkspacestringSelect a value from the drop down menu.
ProjectprojectstringSelect a value from the drop down menu.

Trigger 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.

Action

Description:Create a new task. [See the documentation](https://docs.vitally.io/pushing-data-to-vitally/rest-api/tasks#create-a-task-post)
Version:0.0.2
Key:vitally-create-task

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.

Action Code

import vitally from "../../vitally.app.mjs";

export default {
  key: "vitally-create-task",
  name: "Create Task",
  version: "0.0.2",
  description: "Create a new task. [See the documentation](https://docs.vitally.io/pushing-data-to-vitally/rest-api/tasks#create-a-task-post)",
  type: "action",
  props: {
    vitally,
    name: {
      type: "string",
      label: "Name",
      description: "The name or subject of the task.",
    },
    accountId: {
      propDefinition: [
        vitally,
        "accountId",
      ],
    },
    externalId: {
      propDefinition: [
        vitally,
        "externalId",
      ],
      optional: true,
    },
    description: {
      type: "string",
      label: "Description",
      description: "The description of the task, may include HTML.",
      optional: true,
    },
    assignedToId: {
      propDefinition: [
        vitally,
        "assignedToId",
        ({ accountId }) => ({
          accountId,
        }),
      ],
      optional: true,
    },
    completedById: {
      propDefinition: [
        vitally,
        "assignedToId",
        ({ accountId }) => ({
          accountId,
        }),
      ],
      label: "Completed By Id",
      description: "The Id of the Vitally Admin User who completed to the Task.",
      optional: true,
    },
    dueDate: {
      type: "string",
      label: "Due Date",
      description: "The date when the Task is due. `Format: YYYY-MM-DD`.",
      optional: true,
    },
    completedAt: {
      type: "string",
      label: "Completed At",
      description: "The timestamp of when the Task was completed. `Format: YYYY-MM-DDTHH:MM:mm:ss.SSSZ`.",
      optional: true,
    },
    categoryId: {
      propDefinition: [
        vitally,
        "categoryId",
      ],
      optional: true,
    },
    tags: {
      type: "string[]",
      label: "Tags",
      description: "An array of string tags to associate to the note.",
      optional: true,
    },
    traits: {
      type: "object",
      label: "Traits",
      description: "A key-value JSON object of custom note traits.",
      optional: true,
    },
  },
  async run({ $ }) {
    const {
      vitally,
      ...data
    } = this;

    const response = await vitally.createTask({
      $,
      data,
    });

    $.export("$summary", `A new task with Id: ${response.id} was successfully created!`);
    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
VitallyvitallyappThis component uses the Vitally app.
Namenamestring

The name or subject of the task.

Account IdaccountIdstringSelect a value from the drop down menu.
External IdexternalIdstring

The unique Id of the task on your system.

Descriptiondescriptionstring

The description of the task, may include HTML.

Assigned To IdassignedToIdstringSelect a value from the drop down menu.
Completed By IdcompletedByIdstringSelect a value from the drop down menu.
Due DatedueDatestring

The date when the Task is due. Format: YYYY-MM-DD.

Completed AtcompletedAtstring

The timestamp of when the Task was completed. Format: YYYY-MM-DDTHH:MM:mm:ss.SSSZ.

Category IdcategoryIdstringSelect a value from the drop down menu.
Tagstagsstring[]

An array of string tags to associate to the note.

Traitstraitsobject

A key-value JSON object of custom note traits.

Action 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.

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