Access Torch Activity from Google Spreadsheets

Tuesday, June 19th, 2012

Accessing activity in Torch Project Management from Google Spreadsheets is easy! Once you install the script from the gallery (instruction in the knowledge base), you can get message or event information by using the menu:

Or using a formula, such as:

=CountEvents("Project Name","Category","yes","no")

More info here >

The “Heap CRM Prospect Search” Google Apps Script

Thursday, April 1st, 2010

Using the Heap CRM Prospect Search Google Apps Script you can retrieve the average expected value, total expected value or number of items of any prospect search. Just like any Google Apps Script, it works right inside you spreadsheet allowing you to work with the menu items or interact with the functions as formulas in the cells. Let's try an example:

There is a user in my account named "Dave". I want to know how many customers Dave created in the last two weeks. So, I select "Number of Items" from the menu and when prompted I type:

type:customer user:Dave customer-after: -2 weeks

In a couple of seconds the selected cell is filled with the number of items. Just like the find and search report system in Heap, you really can do anything under the sun. So, you might want to brush up on the bucket selectors.

But, you can also use the functions as formulas. The following functions are available:

=NumberOfItems(CELL)
=TotalExpectedValue(CELL)
=AverageExpectedValue(CELL)

You can also use these in combination with built in functions. In the spreadsheet below, I use the "CONCATENATE" function to build the search phrase column like so:

=CONCATENATE("category:",A2," type:lead")

Then reference the search phrase column with each of the above functions:

Script install instructions >
Source >

Expanded Torch Financial Functions in Google Spreadsheets

Wednesday, March 31st, 2010

Use the new financial Google Apps Script for Torch Project Management to access an even more expanded data set directly in your Google spreadsheet. This script allow you to:

Time:

  • Total Cost by User (TotalUserCost)
  • Total Cost by Category (TotalCategoryCost)
  • Total Cost by Project (TotalProjectCost)

Expenses:

  • Total Cost by User (ExpenseUserCost)
  • Total Cost by Category (ExpenseCategoryCost)
  • Total Cost by Project (ExpenseProjectCost)

Invoices:

  • Total Balance by State (TotalInvoiceBalance)
  • Total Billed by State (TotalInvoice)
  • Total Balance by Customer (TotalCustomerBalance)
  • Total Billed by Customer (TotalCustomer)
  • Total Balance by Project (TotalProjectBalance)
  • Total Billed by Project (TotalProject)

These functions can be accessed from the menu, or, if you want, you can access them directly by typing something like "=FunctionName(CELL)" (functions provided in the "()").

This script works with both the project level webhooks and the all active projects webhook.

Knowledge Base >

Easier Google Apps Script Install (Torch Project Management)

Friday, March 26th, 2010

Installing Torch Project Management Google Apps Scripts into Google Docs is a lot easier thanks to the new insert script menu item. In an open Google spreadsheet, click the insert menu, then script:

Now search for "Torch Project Management":

Once installed, you still have to edit the first line of the script under tools->Scripts->Script Editor and paste in your webhook URL (found under Torch's help section under integration).

Knowledge Base Article >

Easier Google Apps Script Install (Heap CRM)

Friday, March 26th, 2010

Installing Heap CRM Google Apps Scripts into Google Docs is a lot easier thanks to the new insert script menu item. In an open Google spreadsheet, click the insert menu, then script:

Now search for "Heap CRM":

Once installed, you still have to edit the first line of the script under tools->Scripts->Script Editor and paste in your webhook URL (found under Heap's help section under integration).

Knowledge Base Article >

Using Torch WebHooks for Bug Tracking

Friday, January 29th, 2010

WebHooks in Torch Project Management are really flexible; Google Apps Scripts are really flexible. We've used this combination to help track bugs.

We have a feature in Heap CRM called "Search Reports." It's a really complicated feature. That's why we have a feedback form on the bottom. But, people put all sorts of things in this form: feature requests, confusion about the way things are calculated, etc. While we need these things they are obviously not as important as an actual error. In that case I want the message pinned to me and I want a task setup. I do this by simply including:

[category:Search Reports: Bug]
[pin:Ben Smith]
[event:Possible Search Report Bug]

in the webhook payload when the script detects the word "bug" or "error". The full example is here.

I hope this gets you thinking about the tasks in your workflow that could be automated; you might be able to do it with a webhook.

Getting Heap and Torch Data from Google Docs

Sunday, January 17th, 2010

One of the great things about Google Docs spreadsheets is how easy it is to add functionality. Google Apps Scripts allows you to write your own functions in JavaScript, right within in the spreadsheet. And now you can retrieve data from Heap CRM and Torch Project Management directly from the script.

Here is a sample worksheet:

You will notice that I have two menus (each with two options). However you can also interact with this data as a formula like so:

And in every other respect they are just spreadsheet cells. So here I've used the functions to reference the user name and category cell and then just filled the columns:

The reverse is also possible. You could use a script to retrieve data in a spreadsheet and post it to Heap and/or Torch. One use case is when using Google Forms you could have all or part of a form submission automatically posted to Heap or Torch.

The developer documentation and sample code is here:

Torch WebHook >
Heap WebHook >