Archive for November, 2010

Using TorchCL and Automator to Automatically Post Files to a Project

Wednesday, November 24th, 2010

This is a quick example of using folder actions with Apple's Automator and TorchCL. So let's say you have a project for a client in Torch and you are expected to place final versions of files in a specific category. Let's also assume you have already installed TorchCL.

What you would like to happen is when you place a file(s) in a specific folder then a message is automatically posted with the appropriate file(s).

So, open up automator, select new folder action:

So, what's going on here is I'm receiving the list of files from the finder and I'm building a variable (files) to send to TorchCL. Then I'm running TorchCL.

I've got a couple of email commands in the body. When using the non-project specific webhook (as I am) you need to specify which project this applies to, so I'm including the [project:] command (if you are using a project specific webhook, this would be unnecessary). I also want to place this message in a specific category, so I'm using the [category:] command. I could just as easily pin the message to the client, add followup events, etc., the body of the message is parsed for all e-mail commands.

Now I need to tie this script to the specific folder. Right click the folder you want to use and select services->folder actions. Now select the name of the automator script.

Ok, so now it is time to try it out. I'm dropping two files into demo:

And a few seconds later, this message appears:

Introducing TorchCL

Saturday, November 20th, 2010

Ever wanted to built an automation tool to talk to Torch Project Management? Until today, this would require some programming. Not any more, anyone who can use a command line can use TorchCL.

With TorchCL you can do anything that can be done using the webhook, but directly from the command prompt. That means you can automate tasks, build triggers or just help you migrate some data to Torch. Got a Mac, TorchCL is the perfect companion to OS X Automator.

TorchCL runs on Windows and any *nix system that supports Python (including OS X).

Find our more about TorchCL >

Introducing HeapCL

Saturday, November 20th, 2010

Ever wanted to built an automation tool to talk to Heap CRM? Until today, this would require some programming. Not any more, anyone who can use a command line can use HeapCL.

With HeapCL you can do anything that can be done using the webhook, but directly from the command prompt. That means you can automate tasks, build triggers or just help you migrate some data to Heap. Got a Mac, HeapCL is the perfect companion to OS X Automator.

HeapCL runs on Windows and any *nix system that supports Python (including OS X).

Find our more about HeapCL >

Attach Files to Messages when using the WebHook (Heap CRM and Torch Project Management)

Thursday, November 11th, 2010

When using Heap CRM's or Torch Project Management's WebHook you can attach files in a couple of ways:

  1. Upload the files along with the WebHook data (the same way a browser uploads a file to a web page)
  2. Include an array named "files" which contains a url list for each file

Let's see how this works when using a service like WuFoo. Let's say you want to collect tech support requests in a Torch project. You've setup a form at WuFoo which you allow your customers to fill out:

When submitted, this data is automatically transmitted to the Torch WebHook creating the following message:

Heap WebHook Developer Page >
Torch WebHook Developer Page >

E-Mail Templates via JSON WebHook (Heap CRM)

Wednesday, November 10th, 2010

You can both retrieve and post E-Mail Templates to Heap CRM via the WebHook. Just set "list" to "eventtemplates" (there is an example under your help section). This will result in something like:

[
{
"subject":"[event name] [event location]",
"body":"[event description]\n\nSome more text\n\n[convert to: lead]"
}
]

Additionally, you can create a new E-Mail Template by posting to (or including JSON) the variables "subject" and "body".

Because this addition is to the WebHook, you can use this info in a whole bunch of places including Google Spreadsheets, your website, or really anywhere you can process JSON.

WebHook Developer Page >