Archive for March, 2011

Updates to HeapCL / List Events, Filtering Lists & Save in GTD Format

Wednesday, March 23rd, 2011

To support the new features in the WebHook, HeapCL (Heap CRM's command line interface) has been updated.

Listing Events

First, let’s say I want to list events, I can type:

./heapCL --list="events"

And that would return all uncompleted events that I own or are associated to a prospect where I'm a managing user to my screen. I also could type:

./heapCL --list="events" --save="events.csv"

Which would save those events to a CSV file (in this case named events.csv).

Filtering Lists

Just like the WebHook itself, HeapCL now supports filtering lists. Let’s say I want any event associated to John Doe, I could type:

./heapCL --list="events John Doe"

If I wanted to filter e-mail templates I could type something like:

./heapCL --list="emailtemplates Hello World!" --save="templates.csv"

Which would return email templates where the subject line starts with "Hello World!" and save them to the file "templates.csv".

Saving in GTD Format

When listing events, you now have the option to save in a GTD (Getting Things Done) style format. If I type something like (ie. the key difference being the ".txt" instead of ".csv"):

./heapCL --list="events" --save="events.txt"

HeapCL will save a file similar to the following:

+John_Doe_-_ACME Holiday Follow-up on Feb 1st, 2011
+John_Doe_-_ACME @Tasks My Breakfast Meeting at 08:30 AM to 09:30 AM on Feb 6th, 2011
@Tasks Talk about Client Test on Mar 4th, 2011
...

Where each event is on its own new line, associations specified with a "+" and calendars specified with a "@". This format is commonly used when applying David Allen's Getting Things Done methodology and is compatible with programs like Todo.txt.

Save E-Mail Templates in Plain Text

When listing email templates, you now have the option to save them in plain text instead of CSV. If I type something like (ie. the key difference being the ".txt" instead of ".csv"):

./heapCL --list="emailtemplates" --save="templates.txt"

HeapCL will save all email templates in plain text format.

Updates to LaunchBar and QuickSilver Scripts

Both the LaunchBar and QuickSilver action scripts have been updated to take full advantage of the additional features. So once you update your action scripts, you can filter lists, grab events and save events in GTD format.

LaunchBar Action Script >
QuickSilver Action Script >

Installation and Update

Because of substantial changes to HeapCL, it is recommend for all users to download a new copy. Those of you updating will not have to reconfigure any settings, you will simply have to overwrite your existing installation with the new one.

Download >
More about HeapCL >

Update to Heap CRM WebHook / Listing Events & Filtering Lists

Wednesday, March 23rd, 2011

Heap CRM's WebHook has been updated to support listings events and filtering any list. Let's start with events.

Listing Events

Prior to today, you could get a list of email templates. Now you can also list events.

Specifically, you will get any uncompleted events that you own and any uncompleted events that are associated to a prospect where you are a managing user.

Here is typical JSON response:

[
{
'description': '',
'title': 'Holiday Follow-up',
'location': '',
'key': '425617',
'date': 'Feb 1st, 2011',
},
{
'description': 'See John about WebSite',
'title': 'My Breakfast Meeting at 08:30 AM to 09:30 AM',
'location': 'The Teahouse',
'key': '385722',
'calendar': 'Tasks',
'date': 'Feb 6th, 2011',
'association': 'John Doe - ACME'
}
]

Filtering Lists

You can filter any list by specifying the associated prospect name (events) or subject line (email templates). For instance, if I set the variable "list" to "events John" I get:

[
{
'description': 'See John about WebSite',
'title': 'My Breakfast Meeting at 08:30 AM to 09:30 AM',
'location': 'The Teahouse',
'key': '385722',
'calendar': 'Tasks',
'date': 'Feb 6th, 2011',
'association': 'John Doe - ACME'
}
]

If I set "list" to "emailtemplates Hello Friends!" I get:

[
{
"subject":"Hello Friends!",
"body":"Just wanted to say hi, and let you know we really appreciate your business!"
}
]

WebHook Documentation >

Updates to TorchCL / List Events, Filter by Project & Save in GTD Format

Sunday, March 20th, 2011

To support the new features in the WebHook, TorchCL (Torch Project Management's command line interface) has been updated.

Listing Events

First, let's say I want to list events, I can type:

./torchCL --list="events"

And that would return all uncompleted, pinned events to my screen. I also could type:

./torchCL --list="events" --save="events.csv"

Which would save those events to a CSV file (in this case named events.csv).

Filtering Lists

Just like the WebHook itself, TorchCL now supports filtering lists when using the "all active projects" WebHook url. Let's say I want any invoice in the project WebSite Design, I could type:

./torchCL --list="invoices WebSite Design" --save="invoices.csv"

And have the results saved to the file "invoices.csv". I can also filter events; let's say I want any event in the project "Newsletter". I could type:

./torchCL --list="events Newsletter"

Which would return uncompleted and pinned events in the newsletter project to my screen. Filters can be applied to events, invoices, payments, time and expenses.

Saving in GTD Format

When listing events, you now have the option to save in a GTD (Getting Things Done) style format. If I type something like (ie. the key difference being the ".txt" instead of ".csv"):

./torchCL --list="events" --save="events.txt"

TorchCL will save a file similar to the following:

+WebSite_Design Review Graphics
+WebSite_Design @Graphics Lunch with John at 12:00 PM to 01:00 PM on Mar 26th, 2011

Where each event is on its own line, projects are specified with a "+" and categories are specified with the "@" sign. This format is commonly used when applying David Allen's Getting Things Done methodology and is compatible with programs like Todo.txt.

Updates to LaunchBar and QuickSilver Scripts

Both the LaunchBar and QuickSilver action scripts have been updated to take full advantage of the additional features. So once you update your action scripts, you can filter lists, grab events and save events in GTD format.

LaunchBar Action Script >
QuickSilver Action Script >

Installation and Update

Because of substantial changes to TorchCL, it is recommend for all users to download a new copy. Those of you updating will not have to reconfigure any settings, you will simply have to overwrite your existing installation with the new one.

Download >
More about TorchCL >

Updates to Torch WebHook / List Events & Filter by Project

Sunday, March 20th, 2011

Torch Project Management just had its WebHook enhanced. Let's start with events.

Listing Events

Prior to today, you could get a list of invoices, time entries, expenses and payments by specifying the appropriate term in the list variable. Now you can also list events.

Specifically, you are listing your uncompleted pinned events and tasks. If you are subscribing to a project specific WebHook, that would be any event/task you have pinned and is uncompleted in that project. If you are subscribing to the "all active projects" WebHook, then it will be any uncompleted, pinned event in a non-archived project.

Here is typical JSON response:

[{
"key": "1700",
"title": "Review Graphics",
"date": "",
"description": "",
"location": "",
"projectname": "WebSite Design",
"projectbudget": "2600.00"
},
{
"key": "942",
"title": "Lunch with John at 12:00 PM to 01:00 PM",
"date": "Mar 26th, 2011",
"description": "Talk about plans",
"location": "Cafe",
"category": "Graphics",
"categorybudget": "1500.00",
"projectname": "WebSite Design",
"projectbudget": "2600.00"
}]

Notice that both events and tasks are listed, tasks are simply listed without a date.

Filtering Lists

Prior to today, if you subscribed to the "all active projects" WebHook, you would always get every item in all non-archived projects. If you wanted to get a list of items specific to a project, you would need to change to a project specific WebHook. No more, now you can filter instead.

Say you are using the "all active projects" WebHook, but you only want events in the project "WebSite Redesign" then you could set the list variable to "events WebSite Redesign". Or, let's say you only want payments from the project "Newsletter", you could set the list variable to "payments Newsletter". This works with any of the list commands (invoices, time, expenses, payments and events).

WebHook Documentation >

Convert TorchCL exports to Ledger Format

Saturday, March 5th, 2011

If you happen to be using both Torch Project Management and Ledger you can now easily convert invoice, payment and expense entries into a format appropriate for Ledger.

For instance, the following would convert a payment CSV into a set of appropriate transactions.

./csvToLedger --open="payments.csv" -a "Assets:Checking, Assets:Accounts Receivables" -f "amount" -d "timestamp" -n "projectname" -s "save.txt"

For more info, and to download the software, go to:

https://github.com/tazzben/csvToLedger/wiki

Payments via JSON WebHook and API (Torch Project Management)

Thursday, March 3rd, 2011

You can now retrieve payment entries from Torch Project Management's WebHook or API. Just set the variable "list" to "payments" (there is an example under your help section). This will result in something like:

[{
"key": "13",
"timestamp": "2010-07-16 00:00:00",
"amount": "2050.000000",
"note": "Payment by Check",
"invoicename": "WebDesign Services",
}]

from the WebHook. Or something like this:

<?xml version="1.0" encoding="ISO-8859-1"?>
<response>
<list>
<payment>
<key>13</key>
<timestamp>2010-07-16 00:00:00</timestamp>
<amount>2050.000000</price>
<note>Payment by Check</note>
<invoicename>WebDesign Services</invoicename>
</payment>
</list>
</response>

from the API.

Because this is an update to the WebHook, this also means it will work with TorchCL. So, if you've ever wanted to automated entries into your ledger or more quickly create cash-flow statements, now it is just a command away.

Note:

The QuickSilver and LaunchBar integration scripts have been updated to recognize "payments" as an action. If you use either of these scripts, you should download the new version.