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.

Add Projects in More Places (Torch Project Management)

Monday, May 24th, 2010

We've heard you loud and clear, you want to be able to add projects outside of the main web application: Now you can.

Offline Mobile Interface:

More ...

Chrome Extensions (All three):

More ...

API:

More ...

WebHook:

More ...

Regardless of the interface, when you create a new project it automatically triggers the default categories, events and budgets you have setup under "Settings"->"Default Categories".

Torch Project Management has Expense Tracking

Sunday, September 27th, 2009

You can now track expenses in Torch Project Management. This is really handy if you buy products on behalf of your client and later bill for them. You can also use expense tracking to make sure your project expenses don't get out of control (whether you later bill for them or not).

The Expense Page:

Expense Page

Importing into Invoices:

Just like time entries, you can import expenses into invoices. Torch keeps track of which entries have been billed, so you can continue to use the same categories throughout the entire project.

First, click "Expenses from Category":

Import to Invoice

Then, select the correct category:

Select Category to Import to Invoice

The category now shows up on your invoice as a section:

Imported Category

Accessing Expenses from the Offline Mobile Interface (for iPhone and Android):

Over the next few usages of the Offline Mobile Interface your app will be upgraded to support expenses automatically. Here is the new main screen:

HTML5 Front

Adding expenses:

HTML5 Add Expenses

Adding Expenses from E-Mail:

You can add expenses from any e-mail being sent into Torch using the following command:

[expense:Note about expense:200]

You can have as many of these on a single message as you want, however each must be on its own line.

Adding Expenses from a WebHooked App (like Beanstalk or GitHub):

You can add expenses using the following command:

[expense:Note about expense:200]

You can have as many of these on a single commit as you want.

The API has also been updated to support expenses.

Torch’s API

Friday, May 22nd, 2009

Torch Project Management now has an API. Using only XML, you can now interact with messages, events, time, categories and projects. Probably the coolest ability (compared to Heap's Simple API), is that you can combine multiple requests into a single XML blob you send to Torch. The documentation page is up here:

http://torch.wbpsystems.com/api.php

I've also included sample PHP code. If you have any questions, please contact support.

The JavaScript Add-On API for Heap CRM

Wednesday, June 25th, 2008

The Add-On API is quite simply the most important feature enhancement we have ever released for Heap CRM. With it (and knowledge of JavaScript), any developer can create new features and functions for Heap.

An Add-On can interact with Heap data, store their own data and interact with other websites. In short, they can do everything they need to do directly from JavaScript.

Developers can learn more here. Admin users of all three lines of Heap CRM can install Add-Ons from the Settings->Account screen. Once installed each Add-On will appear as a tab within Heap.