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 >

Mark Events as Complete (via E-Mail, WebHook and Message Processing) and Concatenate Fields (through WebHook) (Heap CRM)

Thursday, June 10th, 2010

Heap CRM now support the ability complete events through an advanced e-mail command:

[complete:Name of Event]

When the message is associated to a prospect it will search for the first uncompleted event matching the name you specify connected to that prospect. Otherwise it will search all events.

You can also have multiple fields from a WebHook feed concatenated into a single Heap CRM field. If you are setting up a set of fields in a program like WuFoo, just specify the field more than once:

And when you receive the e-mail telling you the handshake/remap key, it will have concatenated the fields:

WuFoo (and others) Form Remapping Support in Torch Project Management

Tuesday, February 23rd, 2010

You can now much more easily send your WuFoo forms to Torch Project Management. Let’s setup a contact form.

1) Get the WebHook URL (under your help tab->integration) and paste it into the WuFoo WebHook url.

2) Fill out the form. Enter the Torch field you want the data to land in:

3) Torch detects that it received some data that wasn’t properly mapped, but it seemed like it could be, so it sends you an e-mail:

4) Paste the remap text into the HandshakeKey field in WuFoo.

Now, any form post will be placed in the proper fields in Torch. This method works with any web app that supports a remap or HankshakeKey field.

WuFoo (and others) Form Remapping Support in Heap CRM

Saturday, February 20th, 2010

You can now much more easily send your WuFoo forms to Heap CRM. Heap's WebHook can create a person, prospect or message depending on what fields you send. Let's setup a contact form.

1) Get the WebHook URL (under your help tab->integration) and paste it into the WuFoo WebHook url:

2) Fill out the form. Enter the Heap field you want the data to land in. If the WuFoo "special" form field doesn't allow you to do that, just enter valid example content (e.g any valid e-mail, any valid phone number, etc.):

3) Heap detects that it received some data that wasn't properly mapped, but it seemed like it could be, so it sends you an e-mail:

4) Paste the remap text into the HandshakeKey field in WuFoo.

Now, any form post will be placed in the proper fields in Heap. This method works with any web app that supports a remap or HankshakeKey field.