Archive for February, 2010

WebHook Support for Beanstalk Deployments in Torch

Wednesday, February 24th, 2010

In addition to receiving commit information from Beanstalk, you can now receive deployment notifications in Torch Project Management. Just drop your Torch webhook url into your deployment settings. Then when you deploy:

It will create a message:

Just like any other webhook interaction, deployments are scanned for pin, time, expense, complete, event/task and category instructions (as many as you want).

WuFoo (and others) Form Remapping Support in Torch Project Management

Tuesday, February 23rd, 2010

You can now much more easily send your WuFoo forms to Torch Project Management. Let’s setup a contact form.

1) Get the WebHook URL (under your help tab->integration) and paste it into the WuFoo WebHook url.

2) Fill out the form. Enter the Torch field you want the data to land in:

3) Torch detects that it received some data that wasn’t properly mapped, but it seemed like it could be, so it sends you an e-mail:

4) Paste the remap text into the HandshakeKey field in WuFoo.

Now, any form post will be placed in the proper fields in Torch. This method works with any web app that supports a remap or HankshakeKey field.

WuFoo (and others) Form Remapping Support in Heap CRM

Saturday, February 20th, 2010

You can now much more easily send your WuFoo forms to Heap CRM. Heap's WebHook can create a person, prospect or message depending on what fields you send. Let's setup a contact form.

1) Get the WebHook URL (under your help tab->integration) and paste it into the WuFoo WebHook url:

2) Fill out the form. Enter the Heap field you want the data to land in. If the WuFoo "special" form field doesn't allow you to do that, just enter valid example content (e.g any valid e-mail, any valid phone number, etc.):

3) Heap detects that it received some data that wasn't properly mapped, but it seemed like it could be, so it sends you an e-mail:

4) Paste the remap text into the HandshakeKey field in WuFoo.

Now, any form post will be placed in the proper fields in Heap. This method works with any web app that supports a remap or HankshakeKey field.

Fire Event Templates on Multiple Prospects in Heap CRM

Thursday, February 18th, 2010

You can now apply/fire an event template against multiple prospects at once in Heap CRM:

Just like an import, export or email, this applies to what you are looking at. So if you apply this to the all leads view, it will fire the event template against all leads (i.e. you probably don't want to do this). If you are looking at a particular category, it will fire against that category and if you are looking at a particular managing user it will fire on the transactions where the selected user is a managing user.

Torch Budget Enhancements – User Specific Budgets and View/Edit Tasks

Wednesday, February 17th, 2010

Torch Project Management's budgets have been enhanced with two new features: User specific budgets and the ability to view tasks. Now when you start digging into what a specific user is doing, you can set a budget for them on a particular project or category (it defaults to the budget for the project/category before you set it). This is separate from the budgets on the category/project itself, however, you set it the same way, just click the edit button next to the line.

You can also now view the tasks by just clicking on the red task count:

Once the pop-up is open you can complete the event, pin the event, e-mail the pinned users or open the event. This pop-up is available as you dig into a project, category, user, etc. So you can be very specific about what you are looking at.

Change Categories, Managing Users and Fire Templates all over E-Mail (Heap CRM)

Sunday, February 14th, 2010

Today, we are releasing a few new features to help make our power users even more productive in Heap CRM. There is a total of five new e-mail commands:

[template:Name of event template]

Fires an event template against the associated prospect

[add category: Name of Category]

Adds a category to the associated prospect

[remove category: Name of Category]

Removes a category from the associated prospect

[add user: Name of User]

Adds a managing user to associated prospect

[remove user: Name of User]

Removes a managing user from the associated prospect

All of these commands can be included in e-mail messages sent to message+… and event+…. You can have as many of each as you want.

Additionally, these commands can be included in E-Mail templates (or any e-mail sent out of Heap), messages sent to the WebHook and much more. (This means you can have an e-mail template fire an event template which in turn creates more events that fire another event template; our number one feature request from our power users)

Drag Events to the Arrows (Heap CRM and Torch Project Management)

Sunday, February 14th, 2010

You now can drag events to the arrows next to the month and year to move or copy (holding down shift on drop to copy):

This works in both Heap CRM and Torch Project Management in every calendar view.

Google Buzz Now Shows in Person Activity Feed (Heap CRM)

Wednesday, February 10th, 2010

Just like twitter support, Heap CRM now detects statements in the person notes section like:

Google profile: TimOReilly

Or

His Google buzz is TimOReilly.

You can include as many buzz addresses as you wish for a particular person and Heap properly orders, not only the contents of all the buzz feeds, but also the twitter feeds into one single timeline:

Using Custom and/or Hidden Fields when Receiving Data from MailChimp (Heap CRM)

Monday, February 8th, 2010

Heap's webhook is really smart. Basically, no matter what you throw at it, it will do something intelligent. All it really needs is to know is what you are sending. How do you do this in MailChimp? Well, you just need to "tag" the field with the field name in Heap; this is what it would look like with the notes field:

Not only can you save to any contact field (or transaction field if you decide to create a prospect) but you can also save into custom values:

And if you need to post predefined values, you have the option to make a field hidden:

Heap CRM WebHooks Now Accepts Custom Values

Monday, February 8th, 2010

If you are posting to the Heap CRM WebHook, you can now post to custom values: Just place the value in a POST or JSON field named the same thing as your custom value field name. If the custom value field name is something like "Referral Name" that can't be sent over POST or JSON, just remove the spaces from the field name (e.g., "ReferralName").