If you are a Google Chrome user, you can install Heap CRM or Torch Project Management as a web app:

View in Chrome Web Store >

View in Chrome Web Store >

This is a major upgrade to Heap CRM’s powerful automation tools. Now you can evaluate any set of email commands on any schedule (this works analogously to email templates). Just create an event, fill the commands into the description and select “Execute description box”.

But, you can also include these commands in event templates:

If the event is associated to a prospect, you can use variables (and the commands will apply to that prospect):

You can also import events in CSV format and set the email template to "automate". Or you could import event templates from a CSV and set the email template to field to "automate".

With this combination of tools, you can do just about anything on a schedule.

Become an Automation Ninja >

GTD to CSV is a simple free program that converts GTD style event/task text files to a CSV format that Heap CRM and Torch Project Management can import as events and tasks.

This completes the circle: you can export events/tasks from HeapCL and TorchCL and save them in GTD format, convert them to CSV and import CSVs to Heap and/or Torch.

Torch Project Management now supports importing of events via CSV (import under the calendar tab):

To keep it simple, there is only one required field: title. Just like in the app, the start and end time is parsed directly from the title field (if they exist at all). If the item doesn't have a date, it is considered a task. However, all fields are supported, including pinned.

The import format matches the event CSV export added to TorchCL in March.

Example CSV >

Heap CRM now supports importing of events via CSV (import under the calendar tab):

To keep it simple, there is only two required fields: date and title. Just like in the app, the start and end time is parsed directly from the title field. However, all fields are supported, including fields like association that make connections throughout the application.

The import format matches the event CSV export added to HeapCL in March.

Example CSV >

Do you use Alfred and Torch Project Management? Now, just like LaunchBar or QuickSilver, you can interact with Torch directly from within Alfred.

In the new version of Alfred (version .9) you can setup terminal / shell shortcuts that automatically send data to TorchCL. Here is an image of my current shortcuts:

So if I wanted to mark a task as complete (in this case "TPS Report"), I would type:

Creating one of these shortcuts is super easy. For instance this is shortcut for completing a event/task:

Other Shortcuts:

Keyword: done:
Command: source ~/.bash_profile;torchCL --title "Simulated Message" --body "[complete: {query}]" --simulate

Keyword: expense:
Command: source ~/.bash_profile;torchCL --title "Simulated Message" --body "[expense: {query}]" --simulate

Keyword: expenses
Command: source ~/.bash_profile;torchCL --list "expenses" --save "~/desktop/results.csv"

Keyword: expenses:
Command: source ~/.bash_profile;torchCL --list "expenses {query}" --save "~/desktop/results.csv"

Keyword: invoices
Command: source ~/.bash_profile;torchCL --list "invoices" --save "~/desktop/results.csv"

Keyword: invoices:
Command: source ~/.bash_profile;torchCL --list "invoices {query}" --save "~/desktop/results.csv"

Keyword: payments
Command: source ~/.bash_profile;torchCL --list "payments" --save "~/desktop/results.csv"

Keyword: payments:
Command: source ~/.bash_profile;torchCL --list "payments {query}" --save "~/desktop/results.csv"

Keyword: task:
Command: source ~/.bash_profile;torchCL --title "Simulated Message" --body "[event: {query}]" --simulate

Keyword: tasks
Command: source ~/.bash_profile;torchCL --list "events" --save "~/desktop/results.csv"

Keyword: tasks:
Command: source ~/.bash_profile;torchCL --list "events {query}" --save "~/desktop/results.csv"

Keyword: time:
Command: source ~/.bash_profile;torchCL --title "Simulated Message" --body "[time: {query}]" --simulate

Keyword: times
Command: source ~/.bash_profile;torchCL --list "time" --save "~/desktop/results.csv"

Keyword: times:
Command: source ~/.bash_profile;torchCL --list "time {query}" --save "~/desktop/results.csv"

Alternatively you can simply download this zip file and move the contents to your Alfred scripts folder (~/Library/Application Support/Alfred/extensions or in your dropbox if you are syncing).

Alfred shortcuts >

Do you use Alfred and Heap CRM? Now, just like LaunchBar or QuickSilver, you can interact with Heap directly from within Alfred.

In the new version of Alfred (version .9) you can setup terminal / shell shortcuts that automatically send data to HeapCL. Here is an image of my current shortcuts:

So if I wanted to get the history of a prospect (in this case John Doe), I would type:

Which would save the history file to my desktop.

Creating one of these shortcuts is super easy. For instance this is shortcut for completing an event:

Other Shortcuts:

Keyword: complete:
Command: source ~/.bash_profile;heapCL --title="Simulated Message" --body="[complete: {query}]" --simulate

Keyword: event:
Command: source ~/.bash_profile;heapCL --title="Simulated Message" --body="[event: {query}]" --simulate

Keyword: events
Command: source ~/.bash_profile;heapCL --list="events" --save="~/desktop/results.csv"

Keyword: events:
Command: source ~/.bash_profile;heapCL --list="events {query}" --save="~/desktop/results.csv"

Keyword: history:
Command: source ~/.bash_profile;heapCL --history="{query}" --save="~/desktop/results.csv"

Keyword: search:
Command: source ~/.bash_profile;heapCL --search="{query}" --save="~/desktop/results.csv"

Keyword: searchpeople:
Command: source ~/.bash_profile;heapCL --searchpeople="{query}" --save="~/desktop/results.csv"

Keyword: stats:
Command: source ~/.bash_profile;heapCL --stats="{query}" --save="~/desktop/results.csv"

Keyword: templates
Command: source ~/.bash_profile;heapCL --list="emailtemplates" --save="~/desktop/results.csv"

Keyword: templates:
Command: source ~/.bash_profile;heapCL --list="emailtemplates {query}" --save="~/desktop/results.csv"

Alternatively you can simply download this zip file and move the contents to your Alfred scripts folder (~/Library/Application Support/Alfred/extensions or in your dropbox if you are syncing).

Alfred shortcuts >