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.

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.

Universal JSON and POST WebHook in Torch Project Management

Monday, July 20th, 2009

In addition to supporting Beanstalk, GitHub and Assembla, Torch Project Management supports a standard JSON payload posted to the WebHooks URL (it should be placed in the POST variable “json” with a "title" and "body" variable) or sending directly to the POST variables "title" and "body".

Just like our custom integrated applications you can:

  • Categorize the message
    • Add [category:Name of Category] to the body
  • Complete event/task entries
    • Add [complete:Name of Event/Task] to the body
  • Add Time entries
    • Add [time:Note about Time:1.5] to the body where 1.5 is the number of hours

MailChimp Integration in Heap CRM

Friday, July 3rd, 2009

For those of you who use MailChimp you can now integrate incoming information into Heap CRM using WebHooks. To get your URL, go to your help tab and select integration:

Heap Help Page

For the particular list you want to integrate select "Settings:"

Select Settings

Then select "WebHooks:"

Click on WebHooks

Paste your URL from Heap into this spot:

Configure WebHooks

Now when someone signs up for this list that doesn't exist in Heap, they will be added. If they update their profile your entry in Heap will be updated (and they will be added to categories based on interest groups they select in MailChimp). If they unsubscribe they will be removed from categories based on their interest groups.