Need to insert a file into an E-Mail (or E-Mail Template)? Upload it to Google Docs directly from the insert window (Heap CRM)

Friday, July 15th, 2011

Let's say you're working on an E-Mail or (or E-Mail Template) in Heap CRM and you want to insert a Google Doc. But the file isn't upload to Docs yet. No problem, just drag the file directly from your computer and drop it on the "Insert Google Docs" window:

This feature requires a bleeding edge HTML5 API which is only currently supported by Chrome 12+ and Firefox 5+. Safari will add support soon in an upcoming update. IE may add support in version 10.

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 >