From 03aeb245d70a7c2bf2e31077f67806c1353bf022 Mon Sep 17 00:00:00 2001 From: Matt Chapman Date: Fri, 25 Aug 2023 14:27:41 +0100 Subject: [PATCH 01/13] Revert "Revert "shahmini master epic 3358"" --- ...enever a new task is created in Asana.yaml | 56 ++++++ ... each event retrieved from Eventbrite.yaml | 112 ++++++++++++ ... new account is created in Salesforce.yaml | 43 +++++ ... new campaign is created in MailChimp.yaml | 46 +++++ ...r a new case is created in Salesforce.yaml | 45 +++++ ... a new form entry is created in Wufoo.yaml | 46 +++++ ...new incident is created in ServiceNow.yaml | 43 +++++ ... opportunity is created in Salesforce.yaml | 69 ++++++++ ... each event retrieved from Eventbrite.yaml | 110 ++++++++++++ ...new campaign is created in Salesforce.yaml | 41 +++++ ... new row is appended in Google Sheets.yaml | 46 +++++ ...enever a new task is created in Asana.yaml | 88 ++++++++++ ...new response is added in SurveyMonkey.yaml | 54 ++++++ ... new row is appended in Google Sheets.yaml | 80 +++++++++ ... new subscriber is added to MailChimp.yaml | 53 ++++++ ...enever a new task is created in Asana.yaml | 58 +++++++ ...enever a new task is created in Asana.yaml | 55 ++++++ ...w task is created in Asana_instructions.md | 10 ++ ... retrieved from Eventbrite_instructions.md | 11 ++ ...t is created in Salesforce_instructions.md | 9 + ...gn is created in MailChimp_instructions.md | 11 ++ ...e is created in Salesforce_instructions.md | 9 + ... entry is created in Wufoo_instructions.md | 10 ++ ...t is created in ServiceNow_instructions.md | 9 + ...y is created in Salesforce_instructions.md | 14 ++ ... retrieved from Eventbrite_instructions.md | 14 ++ ...n is created in Salesforce_instructions.md | 17 ++ ... appended in Google Sheets_instructions.md | 14 ++ ...w task is created in Asana_instructions.md | 17 ++ ...e is added in SurveyMonkey_instructions.md | 10 ++ ... appended in Google Sheets_instructions.md | 15 ++ ...iber is added to MailChimp_instructions.md | 10 ++ ...w task is created in Asana_instructions.md | 10 ++ ...w task is created in Asana_instructions.md | 11 ++ resources/template-metadata.json | 161 +++++++++++++++++- 35 files changed, 1403 insertions(+), 4 deletions(-) create mode 100644 resources/Add a card to a list in Trello whenever a new task is created in Asana.yaml create mode 100644 resources/Create a folder in Box for each event retrieved from Eventbrite.yaml create mode 100644 resources/Create a folder in Box whenever a new account is created in Salesforce.yaml create mode 100644 resources/Create a folder in Box whenever a new campaign is created in MailChimp.yaml create mode 100644 resources/Create a folder in Box whenever a new case is created in Salesforce.yaml create mode 100644 resources/Create a folder in Box whenever a new form entry is created in Wufoo.yaml create mode 100644 resources/Create a folder in Box whenever a new incident is created in ServiceNow.yaml create mode 100644 resources/Create a folder in Box whenever a new opportunity is created in Salesforce.yaml create mode 100644 resources/Create a folder in Google Drive for each event retrieved from Eventbrite.yaml create mode 100644 resources/Create a folder in Google Drive whenever a new campaign is created in Salesforce.yaml create mode 100644 resources/Create a folder in Google Drive whenever a new row is appended in Google Sheets.yaml create mode 100644 resources/Create a row in Google Sheets whenever a new task is created in Asana.yaml create mode 100644 resources/Create a task in Asana whenever a new response is added in SurveyMonkey.yaml create mode 100644 resources/Create a task in Asana whenever a new row is appended in Google Sheets.yaml create mode 100644 resources/Create a task in Asana whenever a new subscriber is added to MailChimp.yaml create mode 100644 resources/Send a Gmail message whenever a new task is created in Asana.yaml create mode 100644 resources/Send a Slack message whenever a new task is created in Asana.yaml create mode 100644 resources/markdown/Add a card to a list in Trello whenever a new task is created in Asana_instructions.md create mode 100644 resources/markdown/Create a folder in Box for each event retrieved from Eventbrite_instructions.md create mode 100644 resources/markdown/Create a folder in Box whenever a new account is created in Salesforce_instructions.md create mode 100644 resources/markdown/Create a folder in Box whenever a new campaign is created in MailChimp_instructions.md create mode 100644 resources/markdown/Create a folder in Box whenever a new case is created in Salesforce_instructions.md create mode 100644 resources/markdown/Create a folder in Box whenever a new form entry is created in Wufoo_instructions.md create mode 100644 resources/markdown/Create a folder in Box whenever a new incident is created in ServiceNow_instructions.md create mode 100644 resources/markdown/Create a folder in Box whenever a new opportunity is created in Salesforce_instructions.md create mode 100644 resources/markdown/Create a folder in Google Drive for each event retrieved from Eventbrite_instructions.md create mode 100644 resources/markdown/Create a folder in Google Drive whenever a new campaign is created in Salesforce_instructions.md create mode 100644 resources/markdown/Create a folder in Google Drive whenever a new row is appended in Google Sheets_instructions.md create mode 100644 resources/markdown/Create a row in Google Sheets whenever a new task is created in Asana_instructions.md create mode 100644 resources/markdown/Create a task in Asana whenever a new response is added in SurveyMonkey_instructions.md create mode 100644 resources/markdown/Create a task in Asana whenever a new row is appended in Google Sheets_instructions.md create mode 100644 resources/markdown/Create a task in Asana whenever a new subscriber is added to MailChimp_instructions.md create mode 100644 resources/markdown/Send a Gmail message whenever a new task is created in Asana_instructions.md create mode 100644 resources/markdown/Send a Slack message whenever a new task is created in Asana_instructions.md diff --git a/resources/Add a card to a list in Trello whenever a new task is created in Asana.yaml b/resources/Add a card to a list in Trello whenever a new task is created in Asana.yaml new file mode 100644 index 000000000..6be3accc8 --- /dev/null +++ b/resources/Add a card to a list in Trello whenever a new task is created in Asana.yaml @@ -0,0 +1,56 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: asana + type: event-trigger + triggers: + CREATED: + input-context: + data: Tasks + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + workspace-id: '1204205574829453' + team-id: '1204205586130693' + project: '1204205585687152' + parentFilter: + workspace-id: '1204205574829453' + team-id: '1204205586130693' + project: '1204205585687152' + action-interfaces: + action-interface-1: + type: api-action + business-object: Card + connector-type: trello + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Trello Add card to list + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - desc: + template: '{{$Trigger.notes}}' + - idBoard: + template: 629d96c76766c513b0e82f66 + - idList: + template: 629d96c76766c513b0e82f6d + - idOrganization: + template: 6087b4630e5b124b38c75386 + - name: + template: '{{$Trigger.name}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Add a card to a list in Trello whenever a new task is created in Asana +models: {} diff --git a/resources/Create a folder in Box for each event retrieved from Eventbrite.yaml b/resources/Create a folder in Box for each event retrieved from Eventbrite.yaml new file mode 100644 index 000000000..6037a3355 --- /dev/null +++ b/resources/Create a folder in Box for each event retrieved from Eventbrite.yaml @@ -0,0 +1,112 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: streaming-connector-scheduler + type: event-trigger + triggers: + SCHEDULE: + input-context: + data: scheduler + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + subscription: + scheduleConfiguration: + interval: + unit: hour + value: 1 + runOnceOncheck: true + days: + - MON + - TUE + - WED + - THU + - FRI + - SAT + - SUN + timeZone: UTC + action-interfaces: + action-interface-1: + type: api-action + business-object: Event + connector-type: eventbrite + actions: + RETRIEVEALL: {} + action-interface-2: + type: api-action + business-object: Folder + connector-type: box + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: Eventbrite Retrieve events + target: + $ref: '#/integration/action-interfaces/action-interface-1' + filter: + where: + and: + - status: New + - organizationID: '344797520005' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: true + pagination-type: SKIP_LIMIT + allow-empty-output: true + - for-each: + name: For each + assembly: + $ref: '#/integration/assemblies/assembly-2' + source: + expression: '$EventbriteRetrieveevents ' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: EventbriteRetrieveevents + $ref: '#/node-output/Eventbrite Retrieve events/response/payload' + - variable: EventbriteRetrieveeventsMetadata + $ref: '#/node-output/Eventbrite Retrieve events/response' + - variable: flowDetails + $ref: '#/flowDetails' + mode: sequential + continue-on-error: true + map: + $map: http://ibm.com/appconnect/map/v1 + mappings: [] + display-name: Eventbrite Event + assembly-2: + assembly: + execute: + - create-action: + name: Box Create folder + target: + $ref: '#/integration/action-interfaces/action-interface-2' + map: + mappings: + - name: + template: '{{$Foreachitem.name.html}}' + - parent_id: + template: '0' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: EventbriteRetrieveevents + $ref: '#/node-output/Eventbrite Retrieve events/response/payload' + - variable: EventbriteRetrieveeventsMetadata + $ref: '#/node-output/Eventbrite Retrieve events/response' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a folder in Box for each event retrieved from Eventbrite +models: {} diff --git a/resources/Create a folder in Box whenever a new account is created in Salesforce.yaml b/resources/Create a folder in Box whenever a new account is created in Salesforce.yaml new file mode 100644 index 000000000..d369f2855 --- /dev/null +++ b/resources/Create a folder in Box whenever a new account is created in Salesforce.yaml @@ -0,0 +1,43 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: salesforce + type: event-trigger + triggers: + CREATED: + input-context: + data: Account + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: {} + action-interfaces: + action-interface-1: + type: api-action + business-object: Folder + connector-type: box + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Box Create folder + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - name: + template: '{{$Trigger.Name}}' + - parent_id: + template: '0' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a folder in Box whenever a new account is created in Salesforce +models: {} diff --git a/resources/Create a folder in Box whenever a new campaign is created in MailChimp.yaml b/resources/Create a folder in Box whenever a new campaign is created in MailChimp.yaml new file mode 100644 index 000000000..8d6b31392 --- /dev/null +++ b/resources/Create a folder in Box whenever a new campaign is created in MailChimp.yaml @@ -0,0 +1,46 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: mailchimp + type: event-trigger + triggers: + CREATED: + input-context: + data: Campaigns + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + list_id: 40277bc9bf + parentFilter: + list_id: 40277bc9bf + action-interfaces: + action-interface-1: + type: api-action + business-object: Folder + connector-type: box + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Box Create folder + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - name: + template: '{{$Trigger.settings.title}}' + - parent_id: + template: '0' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a folder in Box whenever a new campaign is created in MailChimp +models: {} diff --git a/resources/Create a folder in Box whenever a new case is created in Salesforce.yaml b/resources/Create a folder in Box whenever a new case is created in Salesforce.yaml new file mode 100644 index 000000000..49c4f6a44 --- /dev/null +++ b/resources/Create a folder in Box whenever a new case is created in Salesforce.yaml @@ -0,0 +1,45 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: salesforce + type: event-trigger + triggers: + CREATED: + input-context: + data: Case + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: {} + action-interfaces: + action-interface-1: + type: api-action + business-object: Folder + connector-type: box + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Box Create folder + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - name: + template: '{{$Trigger.CaseNumber}} ' + - parent_id: + template: '0' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + tags: + - incomplete + name: Create a folder in Box whenever a new case is created in Salesforce +models: {} diff --git a/resources/Create a folder in Box whenever a new form entry is created in Wufoo.yaml b/resources/Create a folder in Box whenever a new form entry is created in Wufoo.yaml new file mode 100644 index 000000000..360b0a277 --- /dev/null +++ b/resources/Create a folder in Box whenever a new form entry is created in Wufoo.yaml @@ -0,0 +1,46 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: wufoo + type: event-trigger + triggers: + CREATED: + input-context: + data: FormEntry + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + Hash: q1z0scqf0z2bi37 + parentFilter: + Hash: q1z0scqf0z2bi37 + action-interfaces: + action-interface-1: + type: api-action + business-object: Folder + connector-type: box + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Box Create folder + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - name: + template: '{{$Trigger.Field15}}' + - parent_id: + template: '0' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a folder in Box whenever a new form entry is created in Wufoo +models: {} diff --git a/resources/Create a folder in Box whenever a new incident is created in ServiceNow.yaml b/resources/Create a folder in Box whenever a new incident is created in ServiceNow.yaml new file mode 100644 index 000000000..491e5be28 --- /dev/null +++ b/resources/Create a folder in Box whenever a new incident is created in ServiceNow.yaml @@ -0,0 +1,43 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: servicenow + type: event-trigger + triggers: + CREATED: + input-context: + data: incident + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: {} + action-interfaces: + action-interface-1: + type: api-action + business-object: Folder + connector-type: box + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Box Create folder + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - name: + template: Incident {{$Trigger.number}} + - parent_id: + template: '0' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a folder in Box whenever a new incident is created in ServiceNow +models: {} diff --git a/resources/Create a folder in Box whenever a new opportunity is created in Salesforce.yaml b/resources/Create a folder in Box whenever a new opportunity is created in Salesforce.yaml new file mode 100644 index 000000000..2594b76c2 --- /dev/null +++ b/resources/Create a folder in Box whenever a new opportunity is created in Salesforce.yaml @@ -0,0 +1,69 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: salesforce + type: event-trigger + triggers: + CREATED: + input-context: + data: Opportunity + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: {} + action-interfaces: + action-interface-1: + type: api-action + business-object: Folder + connector-type: box + actions: + CREATE: {} + action-interface-2: + type: api-action + business-object: mail + connector-type: gmail + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Gmail Send email + target: + $ref: '#/integration/action-interfaces/action-interface-2' + map: + mappings: + - Body: + template: '{{$Trigger.Name}}' + - Subject: + template: opp name + - To: + template: aditya_pandit@abc.com + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + - create-action: + name: Box Create folder + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - name: + template: '{{$Trigger.Name}}' + - parent_id: + template: '0' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: GmailSendemail + $ref: '#/node-output/Gmail Send email/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a folder in Box whenever a new opportunity is created in Salesforce +models: {} diff --git a/resources/Create a folder in Google Drive for each event retrieved from Eventbrite.yaml b/resources/Create a folder in Google Drive for each event retrieved from Eventbrite.yaml new file mode 100644 index 000000000..f9902ec24 --- /dev/null +++ b/resources/Create a folder in Google Drive for each event retrieved from Eventbrite.yaml @@ -0,0 +1,110 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: streaming-connector-scheduler + type: event-trigger + triggers: + SCHEDULE: + input-context: + data: scheduler + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + subscription: + scheduleConfiguration: + interval: + unit: minute + value: 1 + runOnceOncheck: false + days: + - MON + - TUE + - WED + - THU + - FRI + - SAT + - SUN + timeZone: UTC + action-interfaces: + action-interface-1: + type: api-action + business-object: Event + connector-type: eventbrite + actions: + RETRIEVEALL: {} + action-interface-2: + type: api-action + business-object: Folder + connector-type: googledrive + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: Eventbrite Retrieve events + target: + $ref: '#/integration/action-interfaces/action-interface-1' + filter: + where: + and: + - status: new + - organizationID: '344797520005' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: true + pagination-type: SKIP_LIMIT + allow-empty-output: true + - for-each: + name: For each + assembly: + $ref: '#/integration/assemblies/assembly-2' + source: + expression: '$EventbriteRetrieveevents ' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: EventbriteRetrieveevents + $ref: '#/node-output/Eventbrite Retrieve events/response/payload' + - variable: EventbriteRetrieveeventsMetadata + $ref: '#/node-output/Eventbrite Retrieve events/response' + - variable: flowDetails + $ref: '#/flowDetails' + mode: sequential + continue-on-error: true + map: + $map: http://ibm.com/appconnect/map/v1 + mappings: [] + display-name: Eventbrite Event + assembly-2: + assembly: + execute: + - create-action: + name: Google Drive Create folder + target: + $ref: '#/integration/action-interfaces/action-interface-2' + map: + mappings: + - name: + template: '{{$Foreachitem.name.html}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: EventbriteRetrieveevents + $ref: '#/node-output/Eventbrite Retrieve events/response/payload' + - variable: EventbriteRetrieveeventsMetadata + $ref: '#/node-output/Eventbrite Retrieve events/response' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a folder in Google Drive for each event retrieved from Eventbrite +models: {} diff --git a/resources/Create a folder in Google Drive whenever a new campaign is created in Salesforce.yaml b/resources/Create a folder in Google Drive whenever a new campaign is created in Salesforce.yaml new file mode 100644 index 000000000..bae811dea --- /dev/null +++ b/resources/Create a folder in Google Drive whenever a new campaign is created in Salesforce.yaml @@ -0,0 +1,41 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: salesforce + type: event-trigger + triggers: + CREATED: + input-context: + data: Campaign + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: {} + action-interfaces: + action-interface-1: + type: api-action + business-object: Folder + connector-type: googledrive + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Google Drive Create folder + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - name: + template: '{{$Trigger.Name}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a folder in Google Drive whenever a new campaign is created in Salesforce +models: {} diff --git a/resources/Create a folder in Google Drive whenever a new row is appended in Google Sheets.yaml b/resources/Create a folder in Google Drive whenever a new row is appended in Google Sheets.yaml new file mode 100644 index 000000000..c1edd5e0c --- /dev/null +++ b/resources/Create a folder in Google Drive whenever a new row is appended in Google Sheets.yaml @@ -0,0 +1,46 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: googlesheet + type: event-trigger + triggers: + CREATED: + input-context: + data: worksheetRow + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + spreadsheetID: 10QFV6FZyCCTXEmC9h2OtPhwR6Grr3C-wHArA-5PJEBg + worksheetID: Sheet1 + parentFilter: + spreadsheetID: 10QFV6FZyCCTXEmC9h2OtPhwR6Grr3C-wHArA-5PJEBg + worksheetID: Sheet1 + action-interfaces: + action-interface-1: + type: api-action + business-object: Folder + connector-type: googledrive + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Google Drive Create folder + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - name: + template: '{{$Trigger.fields."1"}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a folder in Google Drive whenever a new row is appended in Google Sheets +models: {} diff --git a/resources/Create a row in Google Sheets whenever a new task is created in Asana.yaml b/resources/Create a row in Google Sheets whenever a new task is created in Asana.yaml new file mode 100644 index 000000000..db12efbcc --- /dev/null +++ b/resources/Create a row in Google Sheets whenever a new task is created in Asana.yaml @@ -0,0 +1,88 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: asana + type: event-trigger + triggers: + CREATED: + input-context: + data: Tasks + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + workspace-id: '1204205574829453' + team-id: '1204205586130693' + project: '1204205585687152' + parentFilter: + workspace-id: '1204205574829453' + team-id: '1204205586130693' + project: '1204205585687152' + action-interfaces: + action-interface-1: + type: api-action + business-object: worksheetRow + connector-type: googlesheet + actions: + CREATE: {} + action-interface-2: + type: api-action + business-object: message + connector-type: slack + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Google Sheets Create row + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - fields: + mappings: + - '1': + template: '{{$Trigger.name}}' + - '2': + template: '{{$Trigger.due_on}}' + - '3': + template: '{{$Trigger.completed_at}}' + - '4': + template: '{{$Trigger.notes}}' + - spreadsheetID: + template: 1YaNK_vjaV_cXraMsX-HQRgWqnkvuXLJfNk6fUWYY8nc + - worksheetID: + template: Sheet1 + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + - create-action: + name: Slack Send message + target: + $ref: '#/integration/action-interfaces/action-interface-2' + map: + mappings: + - OBJECT_ID: + template: C04KMH8MALT + - OBJECT_NAME: + template: channel + - text: + template: >- + Row number {{$GoogleSheetsCreaterow.rowNumber}} updated + against Asana Task {{$Trigger.gid}} + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: GoogleSheetsCreaterow + $ref: '#/node-output/Google Sheets Create row/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a row in Google Sheets whenever a new task is created in Asana +models: {} diff --git a/resources/Create a task in Asana whenever a new response is added in SurveyMonkey.yaml b/resources/Create a task in Asana whenever a new response is added in SurveyMonkey.yaml new file mode 100644 index 000000000..445955131 --- /dev/null +++ b/resources/Create a task in Asana whenever a new response is added in SurveyMonkey.yaml @@ -0,0 +1,54 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: surveymonkey + type: event-trigger + triggers: + CREATED: + input-context: + data: Responses + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + survey_id: '512752227' + collector_id: '451440817' + parentFilter: + survey_id: '512752227' + collector_id: '451440817' + action-interfaces: + action-interface-1: + type: api-action + business-object: Tasks + connector-type: asana + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Asana Create task + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - name: + template: >- + New response with response ID {{$Trigger.id}} received + for survey {{$Trigger.survey_id}} + - project: + template: '1204205585687152' + - team-id: + template: '1204205586130693' + - workspace-id: + template: '1204205574829453' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a task in Asana whenever a new response is added in SurveyMonkey +models: {} diff --git a/resources/Create a task in Asana whenever a new row is appended in Google Sheets.yaml b/resources/Create a task in Asana whenever a new row is appended in Google Sheets.yaml new file mode 100644 index 000000000..ffcd9acc7 --- /dev/null +++ b/resources/Create a task in Asana whenever a new row is appended in Google Sheets.yaml @@ -0,0 +1,80 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: googlesheet + type: event-trigger + triggers: + CREATED: + input-context: + data: worksheetRow + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + spreadsheetID: 1YaNK_vjaV_cXraMsX-HQRgWqnkvuXLJfNk6fUWYY8nc + worksheetID: Sheet1 + parentFilter: + spreadsheetID: 1YaNK_vjaV_cXraMsX-HQRgWqnkvuXLJfNk6fUWYY8nc + worksheetID: Sheet1 + action-interfaces: + action-interface-1: + type: api-action + business-object: Tasks + connector-type: asana + actions: + CREATE: {} + action-interface-2: + type: api-action + business-object: message + connector-type: slack + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Asana Create task + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - name: + template: '{{$Trigger.fields."1"}}' + - project: + template: '1204205585687152' + - team-id: + template: '1204205586130693' + - workspace-id: + template: '1204205574829453' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + - create-action: + name: Slack Send message + target: + $ref: '#/integration/action-interfaces/action-interface-2' + map: + mappings: + - OBJECT_ID: + template: C04KMH8MALT + - OBJECT_NAME: + template: channel + - text: + template: >- + Task is created with ID {{$AsanaCreatetask.gid}} for row + {{$Trigger.rowNumber}} + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: AsanaCreatetask + $ref: '#/node-output/Asana Create task/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a task in Asana whenever a new row is appended in Google Sheets +models: {} diff --git a/resources/Create a task in Asana whenever a new subscriber is added to MailChimp.yaml b/resources/Create a task in Asana whenever a new subscriber is added to MailChimp.yaml new file mode 100644 index 000000000..988302350 --- /dev/null +++ b/resources/Create a task in Asana whenever a new subscriber is added to MailChimp.yaml @@ -0,0 +1,53 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: mailchimp + type: event-trigger + triggers: + CREATED: + input-context: + data: Members + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + list_id: 40277bc9bf + parentFilter: + list_id: 40277bc9bf + action-interfaces: + action-interface-1: + type: api-action + business-object: Tasks + connector-type: asana + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Asana Create task + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - name: + template: >- + Task for Member - {{$Trigger.id}} , Name: + {{$Trigger.merge_fields.FNAME}} + {{$Trigger.merge_fields.LNAME}} + - project: + template: '1204205585687152' + - team-id: + template: '1204205586130693' + - workspace-id: + template: '1204205574829453' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a task in Asana whenever a new subscriber is added to MailChimp +models: {} diff --git a/resources/Send a Gmail message whenever a new task is created in Asana.yaml b/resources/Send a Gmail message whenever a new task is created in Asana.yaml new file mode 100644 index 000000000..e39ed1522 --- /dev/null +++ b/resources/Send a Gmail message whenever a new task is created in Asana.yaml @@ -0,0 +1,58 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: asana + type: event-trigger + triggers: + CREATED: + input-context: + data: Tasks + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + workspace-id: '1204205574829453' + team-id: '1204205586130693' + project: '1204205585687152' + parentFilter: + workspace-id: '1204205574829453' + team-id: '1204205586130693' + project: '1204205585687152' + action-interfaces: + action-interface-1: + type: api-action + business-object: mail + connector-type: gmail + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Gmail Send email + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - Body: + template: |- + Title: {{$Trigger.name}} + Task ID: {{$Trigger.gid}} + Project: {{$Trigger.project}} + Due Date: {{$Trigger.due_on}} + Created At: {{$Trigger.created_at}} + Notes: {{$Trigger.notes}} + - Subject: + template: 'New Asana Task Created - ID : {{$Trigger.gid}}' + - To: + template: pratik.tare@ibm.com + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Send a Gmail message whenever a new task is created in Asana +models: {} diff --git a/resources/Send a Slack message whenever a new task is created in Asana.yaml b/resources/Send a Slack message whenever a new task is created in Asana.yaml new file mode 100644 index 000000000..8a8c7c5d4 --- /dev/null +++ b/resources/Send a Slack message whenever a new task is created in Asana.yaml @@ -0,0 +1,55 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: asana + type: event-trigger + triggers: + CREATED: + input-context: + data: Tasks + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + workspace-id: '1204205574829453' + team-id: '1204205586130693' + project: '1204205585687152' + parentFilter: + workspace-id: '1204205574829453' + team-id: '1204205586130693' + project: '1204205585687152' + action-interfaces: + action-interface-1: + type: api-action + business-object: message + connector-type: slack + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Slack Send message + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - OBJECT_ID: + template: C04KMH8MALT + - OBJECT_NAME: + template: channel + - text: + template: >- + New task {{$Trigger.gid}} created in Asana for the + project {{$Trigger.project}} with Task name - + {{$Trigger.name}}, created at {{$Trigger.created_at}} + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Send a Slack message whenever a new task is created in Asana +models: {} diff --git a/resources/markdown/Add a card to a list in Trello whenever a new task is created in Asana_instructions.md b/resources/markdown/Add a card to a list in Trello whenever a new task is created in Asana_instructions.md new file mode 100644 index 000000000..ed9dfd3b5 --- /dev/null +++ b/resources/markdown/Add a card to a list in Trello whenever a new task is created in Asana_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Add%20a%20card%20to%20a%20list%20in%20Trello%20whenever%20a%20new%20task%20is%20created%20in%20Asana_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Asana](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-asana) + - [Trello](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-trello) +3. To start the flow, in the banner, click **Start flow**. + + +Use this template to add a card to a list in Trello whenever a new task is created in Asana. diff --git a/resources/markdown/Create a folder in Box for each event retrieved from Eventbrite_instructions.md b/resources/markdown/Create a folder in Box for each event retrieved from Eventbrite_instructions.md new file mode 100644 index 000000000..53969a947 --- /dev/null +++ b/resources/markdown/Create a folder in Box for each event retrieved from Eventbrite_instructions.md @@ -0,0 +1,11 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20folder%20in%20Box%20for%20each%20event%20retrieved%20from%20Eventbrite_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Eventbrite](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-eventbrite) + - [Box](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-box) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a folder in Box for each event retrieved from Eventbrite. + + diff --git a/resources/markdown/Create a folder in Box whenever a new account is created in Salesforce_instructions.md b/resources/markdown/Create a folder in Box whenever a new account is created in Salesforce_instructions.md new file mode 100644 index 000000000..0e3df5d96 --- /dev/null +++ b/resources/markdown/Create a folder in Box whenever a new account is created in Salesforce_instructions.md @@ -0,0 +1,9 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20folder%20in%20Box%20whenever%20a%20new%20account%20is%20created%20in%20Salesforce_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Salesforce](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce) + - [Box](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-box) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a folder in Box whenever a new account is created in Salesforce. diff --git a/resources/markdown/Create a folder in Box whenever a new campaign is created in MailChimp_instructions.md b/resources/markdown/Create a folder in Box whenever a new campaign is created in MailChimp_instructions.md new file mode 100644 index 000000000..383520631 --- /dev/null +++ b/resources/markdown/Create a folder in Box whenever a new campaign is created in MailChimp_instructions.md @@ -0,0 +1,11 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20folder%20in%20Box%20whenever%20a%20new%20campaign%20is%20created%20in%20MailChimp_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [MailChimp](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-mailchimp) + - [Box](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-box) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a folder in Box whenever a new campaign is created in MailChimp. + + diff --git a/resources/markdown/Create a folder in Box whenever a new case is created in Salesforce_instructions.md b/resources/markdown/Create a folder in Box whenever a new case is created in Salesforce_instructions.md new file mode 100644 index 000000000..c4d5efe64 --- /dev/null +++ b/resources/markdown/Create a folder in Box whenever a new case is created in Salesforce_instructions.md @@ -0,0 +1,9 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20folder%20in%20Box%20whenever%20a%20new%20case%20is%20created%20in%20Salesforce_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Salesforce](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce) + - [Box](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-box) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a folder in Box whenever a new case is created in Salesforce. diff --git a/resources/markdown/Create a folder in Box whenever a new form entry is created in Wufoo_instructions.md b/resources/markdown/Create a folder in Box whenever a new form entry is created in Wufoo_instructions.md new file mode 100644 index 000000000..8888bea29 --- /dev/null +++ b/resources/markdown/Create a folder in Box whenever a new form entry is created in Wufoo_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20folder%20in%20Box%20whenever%20a%20new%20form%20entry%20is%20created%20in%20Wufoo_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Wufoo](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-wufoo) + - [Box](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-box) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a folder in Box whenever a new form entry is created in Wufoo. + diff --git a/resources/markdown/Create a folder in Box whenever a new incident is created in ServiceNow_instructions.md b/resources/markdown/Create a folder in Box whenever a new incident is created in ServiceNow_instructions.md new file mode 100644 index 000000000..02d796271 --- /dev/null +++ b/resources/markdown/Create a folder in Box whenever a new incident is created in ServiceNow_instructions.md @@ -0,0 +1,9 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20folder%20in%20Box%20whenever%20a%20new%20account%20is%20created%20in%20Salesforce_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [ServiceNow](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-servicenow) + - [Box](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-box) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a folder in Box whenever a new incident is created in ServiceNow. diff --git a/resources/markdown/Create a folder in Box whenever a new opportunity is created in Salesforce_instructions.md b/resources/markdown/Create a folder in Box whenever a new opportunity is created in Salesforce_instructions.md new file mode 100644 index 000000000..1b44c4cb4 --- /dev/null +++ b/resources/markdown/Create a folder in Box whenever a new opportunity is created in Salesforce_instructions.md @@ -0,0 +1,14 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20folder%20in%20Box%20whenever%20a%20new%20opportunity%20is%20created%20in%20Salesforce_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Salesforce](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce) + - [Box](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-box) + - [Gmail](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-box) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a folder in Box whenever a new opportunity is created in Salesforce. + + + + diff --git a/resources/markdown/Create a folder in Google Drive for each event retrieved from Eventbrite_instructions.md b/resources/markdown/Create a folder in Google Drive for each event retrieved from Eventbrite_instructions.md new file mode 100644 index 000000000..e36f1cdfe --- /dev/null +++ b/resources/markdown/Create a folder in Google Drive for each event retrieved from Eventbrite_instructions.md @@ -0,0 +1,14 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20folder%20in%20Google%20Drive%20for%20each%20event%20retrieved%20from%20Eventbrite_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Eventbrite](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-eventbrite) + - [Google Drive](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-google-drive) +3. To start the flow, in the banner, click **Start flow**. + + +Use this template to create a folder in Google Drive for each event retrieved from Eventbrite. + + + + diff --git a/resources/markdown/Create a folder in Google Drive whenever a new campaign is created in Salesforce_instructions.md b/resources/markdown/Create a folder in Google Drive whenever a new campaign is created in Salesforce_instructions.md new file mode 100644 index 000000000..3e9b992f6 --- /dev/null +++ b/resources/markdown/Create a folder in Google Drive whenever a new campaign is created in Salesforce_instructions.md @@ -0,0 +1,17 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20folder%20in%20Google%20Drive%20whenever%20a%20new%20campaign%20is%20created%20in%20Salesforce_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Salesforce](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce) + - [Google Drive](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-google-drive) +3. To start the flow, in the banner, click **Start flow**. + + +Use this template to create a folder in Google Drive whenever a new campaign is created in Salesforce. + + + + + + + diff --git a/resources/markdown/Create a folder in Google Drive whenever a new row is appended in Google Sheets_instructions.md b/resources/markdown/Create a folder in Google Drive whenever a new row is appended in Google Sheets_instructions.md new file mode 100644 index 000000000..ae833af38 --- /dev/null +++ b/resources/markdown/Create a folder in Google Drive whenever a new row is appended in Google Sheets_instructions.md @@ -0,0 +1,14 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20folder%20in%20Google%20Drive%20whenever%20a%20new%20row%20is%20appended%20in%20Google%20Sheets_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Google Sheets](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-google-sheets) + - [Google Drive](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-google-drive) +3. To start the flow, in the banner, click **Start flow**. + + +Use this template to create a folder in Google Drive whenever a new row is appended in a Google Sheets spreadsheet. + + + + diff --git a/resources/markdown/Create a row in Google Sheets whenever a new task is created in Asana_instructions.md b/resources/markdown/Create a row in Google Sheets whenever a new task is created in Asana_instructions.md new file mode 100644 index 000000000..34d4e6dec --- /dev/null +++ b/resources/markdown/Create a row in Google Sheets whenever a new task is created in Asana_instructions.md @@ -0,0 +1,17 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20row%20in%20Google%20Sheets%20whenever%20a%20new%20task%20is%20created%20in%20Asana_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Google Sheets](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-google-sheets) + - [Asana](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-asana) + - [Slack](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-slack) +3. To start the flow, in the banner, click **Start flow**. + + +Use this template to create a row in a Google Sheets spreadsheet whenever a new task is created in Asana. A Slack notification is then posted in the intended channel. + + + + + + diff --git a/resources/markdown/Create a task in Asana whenever a new response is added in SurveyMonkey_instructions.md b/resources/markdown/Create a task in Asana whenever a new response is added in SurveyMonkey_instructions.md new file mode 100644 index 000000000..9d8c7cc04 --- /dev/null +++ b/resources/markdown/Create a task in Asana whenever a new response is added in SurveyMonkey_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Add%20a%20card%20to%20a%20list%20in%20Trello%20whenever%20a%20new%20task%20is%20created%20in%20Asana_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Asana](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-asana) + - [SurveyMonkey](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-surveymonkey) +3. To start the flow, in the banner, click **Start flow**. + + +Use this template to create a task in Asana whenever a new response is added in SurveyMonkey. diff --git a/resources/markdown/Create a task in Asana whenever a new row is appended in Google Sheets_instructions.md b/resources/markdown/Create a task in Asana whenever a new row is appended in Google Sheets_instructions.md new file mode 100644 index 000000000..f61381875 --- /dev/null +++ b/resources/markdown/Create a task in Asana whenever a new row is appended in Google Sheets_instructions.md @@ -0,0 +1,15 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20task%20in%20Asana%20whenever%20a%20new%20row%20is%20appended%20in%20Google%20Sheets_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Google Sheets](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-google-sheets) + - [Asana](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-asana) + - [Slack](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-slack) +3. To start the flow, in the banner, click **Start flow**. + + +Use this template to create a task in Asana whenever a new row is appended to a Google Sheets spreadsheet. A Slack notification is then posted in the intended channel. + + + + diff --git a/resources/markdown/Create a task in Asana whenever a new subscriber is added to MailChimp_instructions.md b/resources/markdown/Create a task in Asana whenever a new subscriber is added to MailChimp_instructions.md new file mode 100644 index 000000000..2003328d5 --- /dev/null +++ b/resources/markdown/Create a task in Asana whenever a new subscriber is added to MailChimp_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20task%20in%20Asana%20whenever%20a%20new%20subscriber%20is%20added%20to%20MailChimp_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Asana](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-asana) + - [Gmail](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-gmail) +3. To start the flow, in the banner, click **Start flow**. + + +Use this template to send a Gmail message to the intended recipients whenever a new task is created in Asana. diff --git a/resources/markdown/Send a Gmail message whenever a new task is created in Asana_instructions.md b/resources/markdown/Send a Gmail message whenever a new task is created in Asana_instructions.md new file mode 100644 index 000000000..742e67a40 --- /dev/null +++ b/resources/markdown/Send a Gmail message whenever a new task is created in Asana_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Send%20a%20Gmail%20message%20whenever%20a%20new%20task%20is%20created%20in%20Asana_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Asana](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-asana) + - [Gmail](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-gmail) +3. To start the flow, in the banner, click **Start flow**. + + +Use this template to send a Gmail message to the intended recipients whenever a new task is created in Asana. diff --git a/resources/markdown/Send a Slack message whenever a new task is created in Asana_instructions.md b/resources/markdown/Send a Slack message whenever a new task is created in Asana_instructions.md new file mode 100644 index 000000000..709d1b22e --- /dev/null +++ b/resources/markdown/Send a Slack message whenever a new task is created in Asana_instructions.md @@ -0,0 +1,11 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Send%20a%20Slack%20message%20whenever%20a%20new%20task%20is%20created%20in%20Asana_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Asana](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-asana) + - [Slack](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-slack) +3. To start the flow, in the banner, click **Start flow**. + + +Use this template to send a Slack message to the intended channel whenever a new task is created in Asana. + diff --git a/resources/template-metadata.json b/resources/template-metadata.json index 326cd6570..1f1aba3fc 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -10,7 +10,7 @@ }, { "name": "Open a ticket on ServiceNow from an identified issue in Slack and send an email using Gmail", - "description": "Use this template to open a ticket in ServiceNow directly from Slack using a simple slash command. The flow will send you an email using Gmail with the ticket ID number and creation date in the subject, and the description of the issue in the body of the email.", + "description": "Use this template to open a ticket in ServiceNow directly from Slack using a simple slash command. The flow sends you an email using Gmail with the ticket ID number and creation date in the subject, and the description of the issue in the body of the email.", "summary": "Slack to 2 applications", "sourceApp": "slack", "targetApps": ["servicenow", "gmail"], @@ -19,7 +19,7 @@ }, { "name": "Create a Slack translation bot", - "description": "Configure a /translate Slack slash command and use this template to translate messages from English to French, and French to English. Use /translate before a message for the bot to identify the language and translate the message. A message then appears in the channel in both languages, allowing for real time multilingual chat.", + "description": "Configure a /translate Slack slash command and use this template to translate messages from English to French, and French to English. Use /translate before a message for the bot to identify the language and translate the message. A message then appears in the channel in both languages, allowing for real-time multilingual chat.", "summary": "Slack to 2 applications", "sourceApp": "slack", "targetApps": ["watsonlt", "slack"], @@ -1781,7 +1781,7 @@ "tags": ["jira", "db2"], "offerings": ["app connect professional"] }, - { + { "name": "Create an incident in ServiceNow whenever a new customer issue record is added to IBM Db2", "description": "Use this template to create an incident in ServiceNow whenever a new customer issue record is added to IBM Db2.", "summary": "IBM Db2 to ServiceNow", @@ -1789,6 +1789,159 @@ "targetApps": ["servicenow"], "tags": ["db2", "servicenow"], "offerings": ["app connect professional"] - } + }, + { + "name": "Create a folder in Box whenever a new case is created in Salesforce", + "description": "Use this template to create a folder in Box whenever a new case is created in Salesforce.", + "summary": "Salesforce to Box", + "sourceApp": "salesforce", + "targetApps": ["box"], + "tags": ["salesforce", "box"], + "offerings": ["app connect professional"] + }, +{ + "name": "Create a folder in Box whenever a new opportunity is created in Salesforce", + "description": "Use this template to create a folder in Box whenever a new opportunity is created in Salesforce.", + "summary": "Salesforce to 2 applications", + "sourceApp": "salesforce", + "targetApps": ["gmail", "box"], + "tags": ["salesforce", "box", "gmail"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a folder in Box whenever a new account is created in Salesforce", + "description": "Use this template to create a folder in Box whenever a new account is created in Salesforce.", + "summary": "Salesforce to Box", + "sourceApp": "salesforce", + "targetApps": ["box"], + "tags": ["salesforce", "box"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a folder in Box whenever a new incident is created in ServiceNow", + "description": "Use this template to create a folder in Box whenever a new incident is created in ServiceNow.", + "summary": "ServiceNow to Box", + "sourceApp": "", + "targetApps": ["servicenow", "box"], + "tags": ["servicenow", "box"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a folder in Box for each event retrieved from Eventbrite", + "description": "Use this template to create a folder in Box for each event retrieved from Eventbrite.", + "summary": "Scheduler to 2 applications", + "sourceApp": "streaming-connector-scheduler", + "targetApps": ["eventbrite", "box"], + "tags": ["scheduler", "eventbrite", "box", "foreach"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a folder in Box whenever a new form entry is created in Wufoo", + "description": "Use this template to create a folder in Box whenever a new form entry is created in Wufoo.", + "summary": "Wufoo to Box", + "sourceApp": "wufoo", + "targetApps": ["box"], + "tags": ["wufoo", "box"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a folder in Box whenever a new campaign is created in MailChimp", + "description": "Use this template to create a folder in Box whenever a new campaign is created in MailChimp.", + "summary": "MailChimp to Box", + "sourceApp": "mailchimp", + "targetApps": ["box"], + "tags": ["mailchimp", "box"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a folder in Google Drive for each event retrieved from Eventbrite", + "description": "Use this template to create a folder in Google Drive for each event retrieved from Eventbrite.", + "summary": "Scheduler to 2 applications", + "sourceApp": "streaming-connector-scheduler", + "targetApps": ["eventbrite", "googledrive"], + "tags": ["scheduler", "googledrive", "eventbrite", "foreach"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a folder in Google Drive whenever a new row is appended in Google Sheets", + "description": "Use this template to create a folder in Google Drive whenever a new row is appended in a Google Sheets spreadsheet.", + "summary": "Google Sheets to Google Drive", + "sourceApp": "googlesheets", + "targetApps": ["googledrive"], + "tags": ["googlesheets", "googledrive"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a folder in Google Drive whenever a new campaign is created in Salesforce", + "description": "Use this template to create a folder in Google Drive whenever a new campaign is created in Salesforce.", + "summary": "Salesforce to Google Drive", + "sourceApp": "salesforce", + "targetApps": ["googledrive"], + "tags": ["salesforce", "googledrive"], + "offerings": ["app connect professional"] + }, + { + "name": "Send a Slack message whenever a new task is created in Asana", + "description": "Use this template to send a Slack message to the intended channel whenever a new task is created in Asana.", + "summary": "Asana to Slack", + "sourceApp": "asana", + "targetApps": ["slack"], + "tags": ["asana", "slack"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a task in Asana whenever a new row is appended in Google Sheets", + "description": "Use this template to create a task in Asana whenever a new row is appended to a Google Sheets spreadsheet. A Slack notification is then posted in the intended channel.", + "summary": "Google Sheets to 2 applications", + "sourceApp": "googlesheets", + "targetApps": ["asana", "slack"], + "tags": ["googlesheets", "asana", "slack"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a row in Google Sheets whenever a new task is created in Asana", + "description": "Use this template to create a row in a Google Sheets spreadsheet whenever a new task is created in Asana. A Slack notification is then posted in the intended channel.", + "summary": "Asana to 2 applications", + "sourceApp": "asana", + "targetApps": ["googlesheets", "slack"], + "tags": ["asana", "googlesheets", "slack"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a task in Asana whenever a new subscriber is added to MailChimp", + "description": "Use this template to create a task in Asana whenever a new subscriber is added in MailChimp.", + "summary": "MailChimp to Asana ", + "sourceApp": "mailchimp", + "targetApps": ["asana"], + "tags": ["mailchimp", "asana"], + "offerings": ["app connect professional"] + }, + { + "name": "Send a Gmail message whenever a new task is created in Asana", + "description": "Use this template to send a Gmail message to the intended recipients whenever a new task is created in Asana.", + "summary": "Asana to Gmail", + "sourceApp": "asana", + "targetApps": ["gmail"], + "tags": ["asana", "gmail"], + "offerings": ["app connect professional"] + }, + { + "name": "Add a card to a list in Trello whenever a new task is created in Asana", + "description": "Use this template to add a card to a list in Trello whenever a new task is created in Asana.", + "summary": "Asana to Trello", + "sourceApp": "asana", + "targetApps": ["trello"], + "tags": ["asana", "trello"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a task in Asana whenever a new response is added in SurveyMonkey", + "description": "Use this template to create a task in Asana whenever a new response is added in SurveyMonkey.", + "summary": "SurveyMonkey to Asana", + "sourceApp": "surveymonkey", + "targetApps": ["asana"], + "tags": ["surveymonkey", "asana"], + "offerings": ["app connect professional"] + } ] } From d16ec32835e38bfb590460e05a68bb3fc49ce620 Mon Sep 17 00:00:00 2001 From: prafullmahajan <55887834+prafullmahajan@users.noreply.github.com> Date: Fri, 8 Sep 2023 16:22:16 +0000 Subject: [PATCH 02/13] Shopify to square connector template (#358) * Update template-metadata.json * Create Create a customer in square when a customer created in shopify.yaml * Create Create a customer in square when a customer created in shopify_instructions.md * Update and rename Create a customer in square when a customer created in shopify.yaml to Create a customer in Square when a customer is created in Shopify.yaml correction * Update and rename Create a customer in square when a customer created in shopify_instructions.md to Create a customer in Square when a customer is created in Shopify_instructions.md corrections * Update template-metadata.json corrections --------- Co-authored-by: Deepak Ayilliath <87267785+Deepak-Ayilliath@users.noreply.github.com> --- ...when a customer is created in Shopify.yaml | 188 ++++++++++++++++++ ...omer is created in Shopify_instructions.md | 10 + resources/template-metadata.json | 11 +- 3 files changed, 208 insertions(+), 1 deletion(-) create mode 100644 resources/Create a customer in Square when a customer is created in Shopify.yaml create mode 100644 resources/markdown/Create a customer in Square when a customer is created in Shopify_instructions.md diff --git a/resources/Create a customer in Square when a customer is created in Shopify.yaml b/resources/Create a customer in Square when a customer is created in Shopify.yaml new file mode 100644 index 000000000..2fbd8d63e --- /dev/null +++ b/resources/Create a customer in Square when a customer is created in Shopify.yaml @@ -0,0 +1,188 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: api + trigger-interfaces: + trigger-interface-1: + triggers: + createCustomer: + assembly: + $ref: '#/integration/assemblies/assembly-1' + input-context: + data: Customer + output-context: + data: Customer + retrieveCustomer: + assembly: + $ref: '#/integration/assemblies/assembly-2' + input-context: + data: Customer + output-context: + data: Customer + options: + resources: + - business-object: Customer + model: + $ref: '#/models/Customer' + triggers: + create: createCustomer + retrieve: retrieveCustomer + type: api-trigger + action-interfaces: + action-interface-1: + type: api-action + business-object: customer + connector-type: shopify + actions: + CREATE: {} + action-interface-2: + type: api-action + business-object: customer + connector-type: shopify + actions: + RETRIEVEALL: {} + action-interface-3: + type: api-action + business-object: customers + connector-type: square + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - create-action: + name: Shopify Create customer + target: + $ref: '#/integration/action-interfaces/action-interface-1' + map: + mappings: + - email: + template: '{{$Request.email}}' + - first_name: + template: '{{$Request.first_name}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Request + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + - response: + name: response-1 + reply-maps: + - title: Customer successfully created + status-code: '200' + map: + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Request + $ref: '#/trigger/payload' + - variable: ShopifyCreatecustomer + $ref: '#/node-output/Shopify Create customer/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + mappings: + - id: + expression: '$ShopifyCreatecustomer.id ' + input: + - variable: Request + $ref: '#/trigger/payload' + - variable: ShopifyCreatecustomer + $ref: '#/node-output/Shopify Create customer/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + assembly-2: + assembly: + execute: + - retrieve-action: + name: Shopify Retrieve customers + target: + $ref: '#/integration/action-interfaces/action-interface-2' + filter: + where: + id: '{{$api.id}}' + input: + - variable: api + $ref: '#/trigger/api/parameters' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: true + pagination-type: TOKEN + allow-empty-output: false + - create-action: + name: Square Create customer + target: + $ref: '#/integration/action-interfaces/action-interface-3' + map: + mappings: + - email_address: + template: '{{$ShopifyRetrievecustomers.email}}' + - given_name: + template: '{{$ShopifyRetrievecustomers.first_name}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: api + $ref: '#/trigger/api/parameters' + - variable: ShopifyRetrievecustomers + $ref: '#/node-output/Shopify Retrieve customers/response/payload' + - variable: ShopifyRetrievecustomersMetadata + $ref: '#/node-output/Shopify Retrieve customers/response' + - variable: flowDetails + $ref: '#/flowDetails' + - response: + name: response-1 + reply-maps: + - title: Customer successfully retrieved + status-code: '$ShopifyRetrievecustomersMetadata."status-code" ' + map: + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: api + $ref: '#/trigger/api/parameters' + - variable: ShopifyRetrievecustomers + $ref: >- + #/node-output/Shopify Retrieve + customers/response/payload + - variable: ShopifyRetrievecustomersMetadata + $ref: '#/node-output/Shopify Retrieve customers/response' + - variable: SquareCreatecustomer + $ref: '#/node-output/Square Create customer/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + mappings: + - id: + expression: '$SquareCreatecustomer.customer_id ' + input: + - variable: api + $ref: '#/trigger/api/parameters' + - variable: ShopifyRetrievecustomers + $ref: >- + #/node-output/Shopify Retrieve + customers/response/payload + - variable: ShopifyRetrievecustomersMetadata + $ref: '#/node-output/Shopify Retrieve customers/response' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a customer in Square when a customer is created in Shopify +models: + Customer: + name: Customer + properties: + first_name: + required: false + id: false + type: string + id: + required: false + id: true + type: number + email: + required: false + id: false + type: string + plural: Customer + description: ' ' + operations: + create: '#/integration/assemblies/assembly-1' + retrieve: '#/integration/assemblies/assembly-2' + methods: {} diff --git a/resources/markdown/Create a customer in Square when a customer is created in Shopify_instructions.md b/resources/markdown/Create a customer in Square when a customer is created in Shopify_instructions.md new file mode 100644 index 000000000..c92fa8cf4 --- /dev/null +++ b/resources/markdown/Create a customer in Square when a customer is created in Shopify_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/master/resources/markdown/Create%20a%20customer%20in%20Square%20when%20a%20customer%20is%20created%20in%20Shopify_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +1. Click **Operations**, then click **Edit flow** to edit the operations. +1. Click on the Shopify node, and if you're not already connected, connect to your [Shopify account](https://ibm.biz/acshopify). +1. Click on the Square node, and if you're not already connected, connect to your [Square account](https://ibm.biz/acsquare). +1. Click **Done**. +1. To start the flow, in the banner click **Start flow**. + +For more information about this flow, see the tutorial [Creating flows for an API](https://www.ibm.com/docs/en/app-connect/saas?topic=designer-introduction-creating-flows-api-part-1). diff --git a/resources/template-metadata.json b/resources/template-metadata.json index 1f1aba3fc..696d737d2 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -1942,6 +1942,15 @@ "targetApps": ["asana"], "tags": ["surveymonkey", "asana"], "offerings": ["app connect professional"] - } + }, + { + "name": "Create a customer in Square when a customer is created in Shopify", + "description": "Use this template to create a new customer in Square when a new customer is created in Shopify.", + "summary": "2 flows using 2 applications", + "sourceApp": "api", + "targetApps": ["shopify", "square"], + "tags": ["api", "shopify", "square"], + "offerings": ["app connect professional"] + } ] } From a4630a0a68965471a22cefebc4cab7009cef4a42 Mon Sep 17 00:00:00 2001 From: shahminiaru <86762255+shahminiaru@users.noreply.github.com> Date: Mon, 11 Sep 2023 17:57:55 +0800 Subject: [PATCH 03/13] shahmini master HubSpot CRM (#330) * shahmini master HubSpot CRM Create Create a contact in HubSpot CRM and associate the contact with a company whenever a contact is created in Salesforce * shahmini master HubSpot crm Create a contact in HubSpot CRM and associate the contact with a company whenever a contact is created in Salesforce_instructions.md * Update template-metadata.json HubSpot CRM * Update template-metadata.json * Update template-metadata.json hubspot crm * Update template-metadata.json hubspotcrm * Update and rename Create a contact in HubSpot CRM and associate the contact with a company whenever a contact is created in Salesforce.yaml to Create a contact in HubSpot CRM whenever a contact is created in Salesforce and then associate the contact with a company.yaml * Update and rename Create a contact in HubSpot CRM and associate the contact with a company whenever a contact is created in Salesforce_instructions.md to Create a contact in HubSpot CRM whenever a contact is created in Salesforce and then associate the contact with a company_instructions.md * Update template-metadata.json * Update Create a contact in HubSpot CRM whenever a contact is created in Salesforce and then associate the contact with a company_instructions.md correction * Error correction --------- Co-authored-by: Deepak Ayilliath <87267785+Deepak-Ayilliath@users.noreply.github.com> Co-authored-by: Deepak Ayilliath --- ... associate the contact with a company.yaml | 340 ++++++++++++++++++ ...the contact with a company_instructions.md | 11 + resources/template-metadata.json | 11 +- 3 files changed, 361 insertions(+), 1 deletion(-) create mode 100644 resources/Create a contact in HubSpot CRM when a contact is created in Salesforce and then associate the contact with a company.yaml create mode 100644 resources/markdown/Create a contact in HubSpot CRM when a contact is created in Salesforce and then associate the contact with a company_instructions.md diff --git a/resources/Create a contact in HubSpot CRM when a contact is created in Salesforce and then associate the contact with a company.yaml b/resources/Create a contact in HubSpot CRM when a contact is created in Salesforce and then associate the contact with a company.yaml new file mode 100644 index 000000000..698b862c4 --- /dev/null +++ b/resources/Create a contact in HubSpot CRM when a contact is created in Salesforce and then associate the contact with a company.yaml @@ -0,0 +1,340 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + type: event-trigger + triggers: + CREATED: + input-context: + data: Contact + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: {} + connector-type: salesforce + action-interfaces: + action-interface-1: + type: api-action + business-object: postCrmV3ObjectsContacts_model + connector-type: hubspotcrm + actions: + postCrmV3ObjectsContacts: {} + action-interface-3: + type: api-action + business-object: Account + connector-type: salesforce + actions: + RETRIEVEALL: {} + action-interface-6: + type: api-action + business-object: postCrmV3ObjectsCompanies_model + connector-type: hubspotcrm + actions: + postCrmV3ObjectsCompanies: {} + action-interface-4: + type: api-action + business-object: getCrmV3ObjectsCompaniesSearch_model + connector-type: hubspotcrm + actions: + RETRIEVEALL: {} + action-interface-2: + type: api-action + business-object: >- + putCrmV4ObjectsContactsByFromObjectIdAssociationsDefaultByToObjectTypeByToObjectId_model + connector-type: hubspotcrm + actions: + putCrmV4ObjectsContactsByFromObjectIdAssociationsDefaultByToObjectTypeByToObjectId: {} + action-interface-7: + type: api-action + business-object: >- + putCrmV4ObjectsContactsByFromObjectIdAssociationsDefaultByToObjectTypeByToObjectId_model + connector-type: hubspotcrm + actions: + putCrmV4ObjectsContactsByFromObjectIdAssociationsDefaultByToObjectTypeByToObjectId: {} + assemblies: + assembly-1: + assembly: + execute: + - custom-action: + name: HubSpot CRM Create contact + target: + $ref: '#/integration/action-interfaces/action-interface-1' + action: postCrmV3ObjectsContacts + map: + mappings: + - properties: + mappings: + - email: + template: '{{$Trigger.Email}}' + - firstname: + template: '{{$Trigger.FirstName}}' + - jobtitle: + template: '{{$Trigger.Title}}' + - lastname: + template: '{{$Trigger.LastName}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + - if: + name: If 2 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: GmailSendemail2 + $ref: '#/node-output/Gmail Send email 2/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + '{{$Trigger.AccountId}}': + neq: '' + execute: + - retrieve-action: + name: Salesforce Retrieve accounts + target: + $ref: '#/integration/action-interfaces/action-interface-3' + filter: + where: + Id: '{{$Trigger.AccountId}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: false + pagination-type: TOKEN + allow-empty-output: false + - retrieve-action: + name: HubSpot CRM Retrieve companies with filter + target: + $ref: '#/integration/action-interfaces/action-interface-4' + filter: + where: + name: '{{$SalesforceRetrieveaccounts.Name}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceRetrieveaccounts + $ref: >- + #/block/If 2/node-output/Salesforce Retrieve + accounts/response/payload + - variable: SalesforceRetrieveaccountsMetadata + $ref: >- + #/block/If 2/node-output/Salesforce Retrieve + accounts/response + - variable: HubSpotCRMCreatecontact + $ref: >- + #/node-output/HubSpot CRM Create + contact/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: true + pagination-type: SKIP_LIMIT + allow-empty-output: true + - if: + name: If + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceRetrieveaccounts + $ref: >- + #/block/If 2/node-output/Salesforce Retrieve + accounts/response/payload + - variable: SalesforceRetrieveaccountsMetadata + $ref: >- + #/block/If 2/node-output/Salesforce Retrieve + accounts/response + - variable: HubSpotCRMCreatecontact + $ref: >- + #/block/If 2/node-output/HubSpot CRM Create + contact/response/payload + - variable: HubSpotCRMRetrievecompanieswithfilter + $ref: >- + #/block/If 2/node-output/HubSpot CRM Retrieve + companies with filter/response/payload + - variable: HubSpotCRMRetrievecompanieswithfilterMetadata + $ref: >- + #/block/If 2/node-output/HubSpot CRM Retrieve + companies with filter/response + - variable: GmailSendemail + $ref: >- + #/block/If 2/node-output/Gmail Send + email/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + '{{$count($HubSpotCRMRetrievecompanieswithfilter)}}': '0' + execute: + - custom-action: + name: HubSpot CRM Create company + target: + $ref: >- + #/integration/action-interfaces/action-interface-6 + action: postCrmV3ObjectsCompanies + map: + mappings: + - properties: + mappings: + - domain: + template: '{{$split(''$Trigger.Email'', "@")[1]}}' + - name: + template: '{{$SalesforceRetrieveaccounts[0].Name}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: HubSpotCRMRetrievecompanieswithfilter + $ref: >- + #/block/If 2/node-output/HubSpot CRM + Retrieve companies with + filter/response/payload + - variable: >- + HubSpotCRMRetrievecompanieswithfilterMetadata + $ref: >- + #/block/If 2/node-output/HubSpot CRM + Retrieve companies with filter/response + - variable: HubSpotCRMCreatecontact + $ref: >- + #/node-output/HubSpot CRM Create + contact/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + - custom-action: + name: >- + HubSpot CRM Create association with a + contact + target: + $ref: >- + #/integration/action-interfaces/action-interface-2 + action: >- + putCrmV4ObjectsContactsByFromObjectIdAssociationsDefaultByToObjectTypeByToObjectId + map: + mappings: + - fromObjectId: + template: '{{$HubSpotCRMCreatecontact.id}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: HubSpotCRMCreatecompany + $ref: >- + #/block/If/node-output/HubSpot CRM + Create company/response/payload + - variable: HubSpotCRMRetrievecompanieswithfilter + $ref: >- + #/block/If 2/node-output/HubSpot CRM + Retrieve companies with + filter/response/payload + - variable: >- + HubSpotCRMRetrievecompanieswithfilterMetadata + $ref: >- + #/block/If 2/node-output/HubSpot CRM + Retrieve companies with filter/response + - variable: HubSpotCRMCreatecontact + $ref: >- + #/node-output/HubSpot CRM Create + contact/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + filter: + where: + and: + - toObjectId: '{{$HubSpotCRMCreatecompany.id}}' + - toObjectType: Companies + - fromObjectId: '{{$HubSpotCRMCreatecontact.id}}' + input: + - variable: HubSpotCRMCreatecompany + $ref: >- + #/block/If/node-output/HubSpot CRM + Create company/response/payload + - variable: HubSpotCRMRetrievecompanieswithfilter + $ref: >- + #/block/If 2/node-output/HubSpot CRM + Retrieve companies with + filter/response/payload + - variable: >- + HubSpotCRMRetrievecompanieswithfilterMetadata + $ref: >- + #/block/If 2/node-output/HubSpot CRM + Retrieve companies with filter/response + - variable: HubSpotCRMCreatecontact + $ref: >- + #/node-output/HubSpot CRM Create + contact/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + else: + execute: + - custom-action: + name: >- + HubSpot CRM Create association with a contact + 2 + target: + $ref: >- + #/integration/action-interfaces/action-interface-7 + action: >- + putCrmV4ObjectsContactsByFromObjectIdAssociationsDefaultByToObjectTypeByToObjectId + map: + mappings: + - fromObjectId: + template: '{{$HubSpotCRMCreatecontact.id}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: HubSpotCRMAddassociations2 + $ref: >- + #/block/If/node-output/HubSpot CRM Add + associations 2/response/payload + - variable: HubSpotCRMRetrievecompanieswithfilter + $ref: >- + #/block/If 2/node-output/HubSpot CRM + Retrieve companies with + filter/response/payload + - variable: >- + HubSpotCRMRetrievecompanieswithfilterMetadata + $ref: >- + #/block/If 2/node-output/HubSpot CRM + Retrieve companies with filter/response + - variable: HubSpotCRMCreatecontact + $ref: >- + #/node-output/HubSpot CRM Create + contact/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + filter: + where: + and: + - toObjectId: >- + {{$HubSpotCRMRetrievecompanieswithfilter[0].id}} + - toObjectType: Companies + - fromObjectId: '{{$HubSpotCRMCreatecontact.id}}' + input: + - variable: HubSpotCRMAddassociations2 + $ref: >- + #/block/If/node-output/HubSpot CRM Add + associations 2/response/payload + - variable: HubSpotCRMRetrievecompanieswithfilter + $ref: >- + #/block/If 2/node-output/HubSpot CRM + Retrieve companies with + filter/response/payload + - variable: >- + HubSpotCRMRetrievecompanieswithfilterMetadata + $ref: >- + #/block/If 2/node-output/HubSpot CRM + Retrieve companies with filter/response + - variable: HubSpotCRMCreatecontact + $ref: >- + #/node-output/HubSpot CRM Create + contact/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + output-schema: {} + else: + execute: [] + output-schema: {} + name: Create a contact in HubSpot CRM when a contact is created in Salesforce and then associate the contact with a company +models: {} diff --git a/resources/markdown/Create a contact in HubSpot CRM when a contact is created in Salesforce and then associate the contact with a company_instructions.md b/resources/markdown/Create a contact in HubSpot CRM when a contact is created in Salesforce and then associate the contact with a company_instructions.md new file mode 100644 index 000000000..4f5e6d429 --- /dev/null +++ b/resources/markdown/Create a contact in HubSpot CRM when a contact is created in Salesforce and then associate the contact with a company_instructions.md @@ -0,0 +1,11 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20contact%20in%20HubSpot%20CRM%20when%20a%20contact%20is%20created%20in%20Salesforce%20and%20then%20associate%20the%20contact%20with%20a%20company_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Salesforce](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-salesforce) + - [HubSpot CRM](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-hubspot-crm) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a contact in HubSpot CRM with the contact details whenever a contact is created in Salesforce. If the Salesforce contact has the company’s details, then the company will be associated with the contact in HubSpot CRM. + +You can also visit the IBM Integration Community to learn more about this use case. diff --git a/resources/template-metadata.json b/resources/template-metadata.json index 696d737d2..b5dc02b6d 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -1951,6 +1951,15 @@ "targetApps": ["shopify", "square"], "tags": ["api", "shopify", "square"], "offerings": ["app connect professional"] - } + }, + { + "name": "Create a contact in HubSpot CRM when a contact is created in Salesforce and then associate the contact with a company", + "description": "Use this template to create a contact in HubSpot CRM with the contact details whenever a contact is created in Salesforce. If the Salesforce contact has the company’s details, then the company will be associated with the contact in HubSpot CRM.", + "summary": "Salesforce to 2 applications", + "sourceApp": "salesforce", + "targetApps": ["hubspotcrm", "salesforce"], + "tags": ["salesforce", "hubspotcrm", "if"], + "offerings": ["app connect professional"] + } ] } From d9b0ec29013278eb9710866f3dac897cdf206a9a Mon Sep 17 00:00:00 2001 From: Deepak Ayilliath <87267785+Deepak-Ayilliath@users.noreply.github.com> Date: Mon, 11 Sep 2023 19:37:38 +0530 Subject: [PATCH 04/13] Oracle EBS to MS Dynamics 365 for Sales (#361) * Oracle EBS to MS Dynamics 365 for Sales * Corrections --- ...is received in Microsoft Dynamics 365.yaml | 123 ++++++++++++++++++ ... in Microsoft Dynamics 365_instructions.md | 9 ++ resources/template-metadata.json | 15 ++- 3 files changed, 144 insertions(+), 3 deletions(-) create mode 100644 resources/Create an order in Oracle E-Business Suite when a new order is received in Microsoft Dynamics 365.yaml create mode 100644 resources/markdown/Create an order in Oracle E-Business Suite when a new order is received in Microsoft Dynamics 365_instructions.md diff --git a/resources/Create an order in Oracle E-Business Suite when a new order is received in Microsoft Dynamics 365.yaml b/resources/Create an order in Oracle E-Business Suite when a new order is received in Microsoft Dynamics 365.yaml new file mode 100644 index 000000000..637d30c4f --- /dev/null +++ b/resources/Create an order in Oracle E-Business Suite when a new order is received in Microsoft Dynamics 365.yaml @@ -0,0 +1,123 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: msdynamicscrmrest + type: event-trigger + triggers: + CREATED_POLLER: + input-context: + data: SalesOrder + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + subscription: + createdField: createdon + updatedField: modifiedon + timeFormat: YYYY-MM-DDTHH:mm:ssZ + timeZone: UTC + pollingInterval: '5' + isCreatedQueryable: true + action-interfaces: + action-interface-1: + type: api-action + business-object: OE_INBOUND_INT_Service___PROCESS_ORDER + connector-type: oracleebs + actions: + CREATE_ORDER: {} + assemblies: + assembly-1: + assembly: + execute: + - if: + name: If + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + '{{$Trigger.shipto_stateorprovince}}': not empty + execute: + - custom-action: + name: Oracle E-Business Suite Create order + target: + $ref: '#/integration/action-interfaces/action-interface-1' + action: CREATE_ORDER + map: + mappings: + - P_HEADER_REC: + mappings: + - CREATION_DATE: + template: '{{$Trigger.datefulfilled}}' + - FREIGHT_TERMS_CODE: + template: '{{$Trigger.shipto_freighttermscode}}' + - ORDER_TYPE_ID: + template: '{{$Trigger.ordernumber}}' + - PRICE_LIST_ID: + template: '{{$Trigger.pricelevelid}}' + - SHIP_TO_ADDRESS_ID: + template: '{{$Trigger.shipto_addressid}}' + - SHIP_TO_ADDRESS_REF: + template: '{{$Trigger.shipto_composite}}' + - P_HEADER_VAL_REC: + mappings: + - DELIVER_TO_ZIP: + template: '{{$Trigger.shipto_postalcode}}' + - PRICE_LIST: + template: '{{$Trigger.skippricecalculation}}' + - SHIP_FROM_POSTAL_CODE: + template: '{{$Trigger.shipto_postalcode}}' + - SHIP_TO_ADDRESS3: + template: '{{$Trigger.shipto_line3}}' + - SHIP_TO_CITY: + template: '{{$Trigger.shipto_city}}' + - SHIP_TO_CONTACT_FIRST_NAME: + template: '{{$Trigger.shipto_contactname}}' + - SHIP_TO_COUNTRY: + template: '{{$Trigger.shipto_country}}' + - SOLD_TO_LOCATION_STATE: + template: '{{$Trigger.shipto_stateorprovince}}' + - SOAHeader: + mappings: + - NLSLanguage: + template: US + - OrgId: + template: '{{$Trigger.ordernumber}}' + - RespApplication: + template: '{{$Trigger.processid}}' + - Responsibility: + template: '{{$Trigger.ordernumber}}' + - SecurityGroup: + template: '{{$Trigger.owningteam}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: flowDetails + $ref: '#/flowDetails' + completion-action: + terminate: + info: + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + message: Send order + status-code: 200 + else: + execute: [] + completion-action: + terminate: + info: + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + message: Order needs manual review. + status-code: 200 + output-schema: {} + name: Create an order in Oracle E-Business Suite when a new order is received in Microsoft Dynamics 365 +models: {} diff --git a/resources/markdown/Create an order in Oracle E-Business Suite when a new order is received in Microsoft Dynamics 365_instructions.md b/resources/markdown/Create an order in Oracle E-Business Suite when a new order is received in Microsoft Dynamics 365_instructions.md new file mode 100644 index 000000000..ec44b5ac9 --- /dev/null +++ b/resources/markdown/Create an order in Oracle E-Business Suite when a new order is received in Microsoft Dynamics 365_instructions.md @@ -0,0 +1,9 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20an%20order%20in%20Oracle%20E-Business%20Suite%20when%20a%20new%20order%20is%20received%20in%20Microsoft%20Dynamics%20365_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Microsoft Dynamics 365 for Sales](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-microsoft-dynamics-365-sales) + - [Oracle E-Business Suite](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-oracle-e-business-suite) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create an order in Oracle E-Business Suite whenever a new order is received in Microsoft Dynamics 365 for Sales. \ No newline at end of file diff --git a/resources/template-metadata.json b/resources/template-metadata.json index b5dc02b6d..9cf0608b7 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -1951,8 +1951,8 @@ "targetApps": ["shopify", "square"], "tags": ["api", "shopify", "square"], "offerings": ["app connect professional"] - }, - { + }, + { "name": "Create a contact in HubSpot CRM when a contact is created in Salesforce and then associate the contact with a company", "description": "Use this template to create a contact in HubSpot CRM with the contact details whenever a contact is created in Salesforce. If the Salesforce contact has the company’s details, then the company will be associated with the contact in HubSpot CRM.", "summary": "Salesforce to 2 applications", @@ -1960,6 +1960,15 @@ "targetApps": ["hubspotcrm", "salesforce"], "tags": ["salesforce", "hubspotcrm", "if"], "offerings": ["app connect professional"] - } + }, + { + "name": "Create an order in Oracle E-Business Suite when a new order is received in Microsoft Dynamics 365", + "description": "Use this template to create an order in Oracle E-Business Suite when a new order is received in Microsoft Dynamics 365 for Sales.", + "summary": "Microsoft Dynamics 365 for Sales to Oracle E-Business Suite", + "sourceApp": "msdynamicscrmrest", + "targetApps": ["msdynamicscrmrest", "oracleebs"], + "tags": ["msdynamicscrmrest", "oracleebs"], + "offerings": ["app connect professional"] + } ] } From 588e8663fd6a3dbc762a98bea7f72068a9ca7e47 Mon Sep 17 00:00:00 2001 From: Deepak Ayilliath <87267785+Deepak-Ayilliath@users.noreply.github.com> Date: Mon, 11 Sep 2023 19:46:07 +0530 Subject: [PATCH 05/13] Update template-metadata.json Update template-metadata.json --- resources/template-metadata.json | 2 +- 1 file changed, 1 insertion(+), 1 deletion(-) diff --git a/resources/template-metadata.json b/resources/template-metadata.json index 9cf0608b7..a033ce37f 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -1966,7 +1966,7 @@ "description": "Use this template to create an order in Oracle E-Business Suite when a new order is received in Microsoft Dynamics 365 for Sales.", "summary": "Microsoft Dynamics 365 for Sales to Oracle E-Business Suite", "sourceApp": "msdynamicscrmrest", - "targetApps": ["msdynamicscrmrest", "oracleebs"], + "targetApps": ["oracleebs"], "tags": ["msdynamicscrmrest", "oracleebs"], "offerings": ["app connect professional"] } From e44934bebc451e9d398582c8018874bad2d2427a Mon Sep 17 00:00:00 2001 From: shahminiaru <86762255+shahminiaru@users.noreply.github.com> Date: Tue, 12 Sep 2023 14:50:08 +0800 Subject: [PATCH 06/13] Update template-metadata.json (#362) Corrected the connector reference for Google Sheets. --- resources/template-metadata.json | 23 ++++++++++++----------- 1 file changed, 12 insertions(+), 11 deletions(-) diff --git a/resources/template-metadata.json b/resources/template-metadata.json index a033ce37f..2ecc576ba 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -122,7 +122,7 @@ "summary": "Slack to 3 applications", "sourceApp": "slack", "targetApps": ["googlesheet", "marketo", "slack"], - "tags": ["slack", "marketo", "googlesheets", "spreadsheet", "marketing", "contact", "lead", "leadcapturing"], + "tags": ["slack", "marketo", "googlesheet", "spreadsheet", "marketing", "contact", "lead", "leadcapturing"], "offerings": ["app connect professional"] }, { @@ -248,7 +248,7 @@ "summary": "1 flow using 2 applications", "sourceApp": "api", "targetApps": ["googlesheet", "salesforce"], - "tags": ["api", "salesforce", "googlesheets"], + "tags": ["api", "salesforce", "googlesheet"], "offerings": ["app connect professional"] }, { @@ -869,7 +869,7 @@ "summary": "Google Sheets to Trello", "sourceApp": "googlesheet", "targetApps": ["trello"], - "tags": ["trello", "googlesheets", "spreadsheet", "record", "card", "event-driven flow", "row","metadata"], + "tags": ["trello", "googlesheet", "spreadsheet", "record", "card", "event-driven flow", "row","metadata"], "offerings": ["app connect professional"] }, { @@ -1821,8 +1821,8 @@ "name": "Create a folder in Box whenever a new incident is created in ServiceNow", "description": "Use this template to create a folder in Box whenever a new incident is created in ServiceNow.", "summary": "ServiceNow to Box", - "sourceApp": "", - "targetApps": ["servicenow", "box"], + "sourceApp": "servicenow", + "targetApps": ["box"], "tags": ["servicenow", "box"], "offerings": ["app connect professional"] }, @@ -1866,9 +1866,9 @@ "name": "Create a folder in Google Drive whenever a new row is appended in Google Sheets", "description": "Use this template to create a folder in Google Drive whenever a new row is appended in a Google Sheets spreadsheet.", "summary": "Google Sheets to Google Drive", - "sourceApp": "googlesheets", + "sourceApp": "googlesheet", "targetApps": ["googledrive"], - "tags": ["googlesheets", "googledrive"], + "tags": ["googlesheet", "googledrive"], "offerings": ["app connect professional"] }, { @@ -1893,9 +1893,9 @@ "name": "Create a task in Asana whenever a new row is appended in Google Sheets", "description": "Use this template to create a task in Asana whenever a new row is appended to a Google Sheets spreadsheet. A Slack notification is then posted in the intended channel.", "summary": "Google Sheets to 2 applications", - "sourceApp": "googlesheets", + "sourceApp": "googlesheet", "targetApps": ["asana", "slack"], - "tags": ["googlesheets", "asana", "slack"], + "tags": ["googlesheet", "asana", "slack"], "offerings": ["app connect professional"] }, { @@ -1903,8 +1903,8 @@ "description": "Use this template to create a row in a Google Sheets spreadsheet whenever a new task is created in Asana. A Slack notification is then posted in the intended channel.", "summary": "Asana to 2 applications", "sourceApp": "asana", - "targetApps": ["googlesheets", "slack"], - "tags": ["asana", "googlesheets", "slack"], + "targetApps": ["googlesheet", "slack"], + "tags": ["asana", "googlesheet", "slack"], "offerings": ["app connect professional"] }, { @@ -1972,3 +1972,4 @@ } ] } + From 4d6e3c21b4012b97bc34faa77ad289af8663f6f2 Mon Sep 17 00:00:00 2001 From: prafullmahajan <55887834+prafullmahajan@users.noreply.github.com> Date: Thu, 14 Sep 2023 11:50:29 +0000 Subject: [PATCH 07/13] Bamboohr connector usecase template (#367) * Adding Usecase Templates for BambooHR * Adding Instruction Files for BambooHR Connector * Update template-metadata.json * Update template-metadata.json * Delete resources/Create an employee in BambooHR on creating an employee in freshteam.yaml * Delete resources/markdown/Create an employee in BambooHR on creating an employee in freshteam_instructions.md * Update template-metadata.json * Corrections --------- Co-authored-by: Deepak Ayilliath --- ...new form entry in Wufoo from BambooHR.yaml | 184 ++++++++++++++++++ ...n on creating an employee in BambooHR.yaml | 182 +++++++++++++++++ ...try in Wufoo from BambooHR_instructions.md | 10 + ...ng an employee in BambooHR_instructions.md | 8 + resources/template-metadata.json | 18 ++ 5 files changed, 402 insertions(+) create mode 100644 resources/Create a new form entry in Wufoo from BambooHR.yaml create mode 100644 resources/Send an email notification on creating an employee in BambooHR.yaml create mode 100644 resources/markdown/Create a new form entry in Wufoo from BambooHR_instructions.md create mode 100644 resources/markdown/Send an email notification on creating an employee in BambooHR_instructions.md diff --git a/resources/Create a new form entry in Wufoo from BambooHR.yaml b/resources/Create a new form entry in Wufoo from BambooHR.yaml new file mode 100644 index 000000000..5814fe19a --- /dev/null +++ b/resources/Create a new form entry in Wufoo from BambooHR.yaml @@ -0,0 +1,184 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: api + trigger-interfaces: + trigger-interface-1: + triggers: + createEmployeeReports: + assembly: + $ref: '#/integration/assemblies/assembly-1' + input-context: + data: EmployeeReports + output-context: + data: EmployeeReports + options: + resources: + - business-object: EmployeeReports + model: + $ref: '#/models/EmployeeReports' + triggers: + create: createEmployeeReports + type: api-trigger + action-interfaces: + action-interface-1: + type: api-action + business-object: reports + connector-type: bamboohr + actions: + CREATEREPORT: {} + action-interface-2: + type: api-action + business-object: FormEntry + connector-type: wufoo + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - custom-action: + name: bambooHR Request a custom report + target: + $ref: '#/integration/action-interfaces/action-interface-1' + action: CREATEREPORT + map: + mappings: + - format: + template: '{{$Request.format}}' + - inputfields: + expression: '$Request.fields ' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Request + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + - for-each: + name: For each + assembly: + $ref: '#/integration/assemblies/assembly-2' + source: + expression: '$bambooHRRequestacustomreport.employees ' + input: + - variable: Request + $ref: '#/trigger/payload' + - variable: bambooHRRequestacustomreport + $ref: >- + #/node-output/bambooHR Request a custom + report/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + mode: sequential + continue-on-error: true + map: + $map: http://ibm.com/appconnect/map/v1 + customSchemas: + properties.`output`: + type: object + properties: + firstName: + type: string + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Request + $ref: '#/trigger/payload' + - variable: bambooHRRequestacustomreport + $ref: >- + #/node-output/bambooHR Request a custom + report/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + mappings: + - output: + mappings: + - firstName: + template: '{{$Foreachitem.firstName}}' + display-name: bambooHR employees + - response: + name: response-1 + reply-maps: + - title: EmployeeReports successfully created + status-code: 201 + map: + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Request + $ref: '#/trigger/payload' + - variable: bambooHRRequestacustomreport + $ref: >- + #/node-output/bambooHR Request a custom + report/response/payload + - variable: Foreach + $ref: '#/node-output/For each/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + mappings: + - result: + template: '{{$Foreach.output}}' + input: [] + assembly-2: + assembly: + execute: + - create-action: + name: Wufoo Create form entry + target: + $ref: '#/integration/action-interfaces/action-interface-2' + map: + mappings: + - Field1: + template: '{{$Foreachitem.firstName}}' + - Field16: + template: '{{$Foreachitem.employeeNumber}}' + - Field17: + template: '{{$Foreachitem.middleName}}' + - Field18: + template: '{{$Foreachitem.maritalStatus}}' + - Field2: + template: '{{$Foreachitem.lastName}}' + - Field22: + template: '{{$Foreachitem.workPhone}}' + - Field24: + template: '{{$Foreachitem.gender}}' + - Field26: + template: '{{$Foreachitem.employmentHistoryStatus}}' + - Field27: + template: '{{$Foreachitem.workEmail}}' + - Field29: + template: '{{$Foreachitem.supervisorId}}' + - Hash: + template: q1h28nis04w3mqu + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Request + $ref: '#/trigger/payload' + - variable: bambooHRRequestacustomreport + $ref: >- + #/node-output/bambooHR Request a custom + report/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a new form entry in Wufoo from BambooHR +models: + EmployeeReports: + name: EmployeeReports + properties: + result: + required: false + id: true + type: string + fields: + required: false + id: false + type: + - string + format: + required: false + id: false + type: string + plural: EmployeeReports + description: ' ' + operations: + create: '#/integration/assemblies/assembly-1' diff --git a/resources/Send an email notification on creating an employee in BambooHR.yaml b/resources/Send an email notification on creating an employee in BambooHR.yaml new file mode 100644 index 000000000..af5d6d4bc --- /dev/null +++ b/resources/Send an email notification on creating an employee in BambooHR.yaml @@ -0,0 +1,182 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: streaming-connector-scheduler + type: event-trigger + triggers: + SCHEDULE: + input-context: + data: scheduler + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + subscription: + scheduleConfiguration: + interval: + unit: minute + value: 1 + runOnceOncheck: false + days: + - MON + - TUE + - WED + - THU + - FRI + - SAT + - SUN + timeZone: UTC + action-interfaces: + action-interface-1: + type: api-action + business-object: employees + connector-type: bamboohr + actions: + RETRIEVEALL: {} + action-interface-2: + type: api-action + business-object: employees + connector-type: bamboohr + actions: + RETRIEVEALL: {} + action-interface-5: + type: api-action + business-object: mail + connector-type: gmail + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: bambooHR Retrieve employees + target: + $ref: '#/integration/action-interfaces/action-interface-1' + filter: + where: + and: + - type: inserted + - since: '{{$Trigger.lastEventTime}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: true + allow-empty-output: true + - for-each: + name: For each + assembly: + $ref: '#/integration/assemblies/assembly-2' + source: + expression: '$bambooHRRetrieveemployees ' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: bambooHRRetrieveemployees + $ref: '#/node-output/bambooHR Retrieve employees/response/payload' + - variable: bambooHRRetrieveemployeesMetadata + $ref: '#/node-output/bambooHR Retrieve employees/response' + - variable: flowDetails + $ref: '#/flowDetails' + mode: sequential + continue-on-error: true + map: + $map: http://ibm.com/appconnect/map/v1 + customSchemas: + properties.`output`: + type: object + properties: + firstName: + type: string + lastName: + type: string + id: + type: string + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: If + $ref: '#/block/For each/node-output/If/response/payload' + - variable: bambooHRRetrieveemployees + $ref: '#/node-output/bambooHR Retrieve employees/response/payload' + - variable: bambooHRRetrieveemployeesMetadata + $ref: '#/node-output/bambooHR Retrieve employees/response' + - variable: flowDetails + $ref: '#/flowDetails' + mappings: + - output: + mappings: + - id: + template: '{{$Foreachitem.id}}' + display-name: bambooHR employees + assembly-2: + assembly: + execute: + - retrieve-action: + name: bambooHR Retrieve employees 2 + target: + $ref: '#/integration/action-interfaces/action-interface-2' + filter: + where: + id: '{{$Foreachitem.id}}' + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: bambooHRRetrieveemployees + $ref: '#/node-output/bambooHR Retrieve employees/response/payload' + - variable: bambooHRRetrieveemployeesMetadata + $ref: '#/node-output/bambooHR Retrieve employees/response' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: true + allow-empty-output: true + - create-action: + name: Gmail Send email + target: + $ref: '#/integration/action-interfaces/action-interface-5' + map: + mappings: + - Body: + template: |- + Hi, + Please find the employee details created in BambooHR: + EmployeeID: {{$bambooHRRetrieveemployees2.id}} + FirstName : {{$bambooHRRetrieveemployees2.firstName}} + LastName : {{$bambooHRRetrieveemployees2.lastName}} + - CC: + template: test@email.com + - Subject: + template: '{{$Foreachitem.id}} - Created In BambooHR Portal' + - To: + template: test@email.com + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: bambooHRRetrieveemployees2 + $ref: >- + #/block/For each/node-output/bambooHR Retrieve employees + 2/response/payload + - variable: bambooHRRetrieveemployees2Metadata + $ref: >- + #/block/For each/node-output/bambooHR Retrieve employees + 2/response + - variable: bambooHRRetrieveemployees + $ref: '#/node-output/bambooHR Retrieve employees/response/payload' + - variable: bambooHRRetrieveemployeesMetadata + $ref: '#/node-output/bambooHR Retrieve employees/response' + - variable: flowDetails + $ref: '#/flowDetails' + name: Send an email notification on creating an employee in BambooHR +models: {} diff --git a/resources/markdown/Create a new form entry in Wufoo from BambooHR_instructions.md b/resources/markdown/Create a new form entry in Wufoo from BambooHR_instructions.md new file mode 100644 index 000000000..9b2bd6f9e --- /dev/null +++ b/resources/markdown/Create a new form entry in Wufoo from BambooHR_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/master/resources/markdown/Create%20a%20new%20form%20entry%20in%20Wufoo%20from%20BambooHR_instructions.md)(opens in a new window). + +1. Click **Create flow** to start using the template. +1. Click **Operations**, then click **Edit flow** to edit the operations. +1. Click the BambooHR node, and if you're not already connected, connect to your [BambooHR account](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-bamboohr). +1. Click the Wufoo node, and if you're not already connected, connect to your [Wufoo account](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-wufoo). +1. Click **Done**. +1. To start the flow, in the banner click **Start flow**. + +For more information about this flow, see the tutorial [Creating flows for an API](https://www.ibm.com/docs/en/app-connect/saas?topic=designer-introduction-creating-flows-api-part-1). \ No newline at end of file diff --git a/resources/markdown/Send an email notification on creating an employee in BambooHR_instructions.md b/resources/markdown/Send an email notification on creating an employee in BambooHR_instructions.md new file mode 100644 index 000000000..955b7a66c --- /dev/null +++ b/resources/markdown/Send an email notification on creating an employee in BambooHR_instructions.md @@ -0,0 +1,8 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/blob/master/resources/markdown/Send%20an%20email%20notification%20on%20creating%20an%20employee%20in%20BambooHR_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +1. Connect to the following accounts by using your credentials: + - [BambooHR](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-bamboohr) + - [Gmail](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-gmail) +1. To start the flow, in the banner, click **Start flow**. + diff --git a/resources/template-metadata.json b/resources/template-metadata.json index 2ecc576ba..155f3771e 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -1969,6 +1969,24 @@ "targetApps": ["oracleebs"], "tags": ["msdynamicscrmrest", "oracleebs"], "offerings": ["app connect professional"] + }, + { + "name": "Send an email notification on creating an employee in BambooHR", + "description": "Use this template to send an email notification to a user or employee on Gmail on adding a new employee in BambooHR.", + "summary": "Scheduler to 2 applications", + "sourceApp": "streaming-connector-scheduler", + "targetApps": ["bamboohr", "gmail"], + "tags": ["scheduler","bamboohr", "gmail"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a new form entry in Wufoo from BambooHR", + "description": "Use this template to create a new employee entry in Wufoo from BambooHR", + "summary": "1 flow using 2 applications", + "sourceApp": "api", + "targetApps": ["bamboohr", "wufoo"], + "tags": ["api", "bamboohr", "wufoo"], + "offerings": ["app connect professional"] } ] } From a86f15ef53a0a1e2f061cc729c47cfc211f28d0b Mon Sep 17 00:00:00 2001 From: shahminiaru <86762255+shahminiaru@users.noreply.github.com> Date: Thu, 14 Sep 2023 21:25:04 +0800 Subject: [PATCH 08/13] salesforce ae 2 shahmini master (#345) MIME-Version: 1.0 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: 8bit * salesforce ae 2 shahmini cp4i 3 UCs for SF AE part 2 release * salesforce ae 2 shahmini master SF AE 2 * Update template-metadata.json entries for SF AE 2 UCs * Delete resources/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp * Delete resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md * Update template-metadata.json { "name": "Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp ", "description": "Use this template to associate a newly created prospect to a list in Salesforce Account Engagement from a MailChimp list whenever a new subscriber is created in MailChimp. If the list exists, based on the new subscriber, a prospect is created, and the prospect is then associated with the existing list. If the list does not exist, a list is created along with the prospect details, and it will be associated with the newly created list in Salesforce Account Engagement.", "summary": "MailChimp to Salesforce Account Engagement", "sourceApp": "mailchimp", "targetApps": ["salesforceae"], "tags": ["mailchimp", "salesforceae", "if"], "offerings": ["app connect professional"] }, * sfae 2 Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp * Update template-metadata.json Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp * Create Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp * Update template-metadata.json entries for SF AE 2 * Delete resources/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml * Delete resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md * Update template-metadata.json { "name": "Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp ", "description": "Use this template to associate a newly created prospect to a list in Salesforce Account Engagement from a MailChimp list whenever a new subscriber is created in MailChimp. If the list exists, based on the new subscriber, a prospect is created, and the prospect is then associated with the existing list. If the list does not exist, a list is created along with the prospect details, and it will be associated with the newly created list in Salesforce Account Engagement.", "summary": "MailChimp to Salesforce Account Engagement", "sourceApp": "mailchimp", "targetApps": ["salesforceae"], "tags": ["mailchimp", "salesforceae", "if"], "offerings": ["app connect professional"] }, * sf ae 2 Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp * sf ae 2 Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions * Update template-metadata.json Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp * Update template-metadata.json --------- Co-authored-by: Deepak Ayilliath <87267785+Deepak-Ayilliath@users.noreply.github.com> --- ...ew subscriber is created in MailChimp.yaml | 323 ++++++++++++++++++ ...alesforce Account Engagement prospect.yaml | 177 ++++++++++ ...ed from Salesforce Account Engagement.yaml | 226 ++++++++++++ ...er is created in MailChimp_instructions.md | 10 + ...ccount Engagement prospect_instructions.md | 13 + ...esforce Account Engagement_instructions.md | 12 + resources/template-metadata.json | 30 +- 7 files changed, 789 insertions(+), 2 deletions(-) create mode 100644 resources/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml create mode 100644 resources/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect.yaml create mode 100644 resources/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement.yaml create mode 100644 resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md create mode 100644 resources/markdown/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect_instructions.md create mode 100644 resources/markdown/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement_instructions.md diff --git a/resources/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml b/resources/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml new file mode 100644 index 000000000..15ae11077 --- /dev/null +++ b/resources/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp.yaml @@ -0,0 +1,323 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + type: event-trigger + triggers: + CREATED: + input-context: + data: Members + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + list_id: 6fc8383307 + parentFilter: + list_id: 6fc8383307 + connector-type: mailchimp + action-interfaces: + action-interface-3: + type: api-action + business-object: getApiV5ObjectsLists_model + connector-type: salesforceae + actions: + RETRIEVEALL: {} + action-interface-4: + type: api-action + business-object: postApiV5ObjectsLists_model + connector-type: salesforceae + actions: + postApiV5ObjectsLists: {} + action-interface-5: + type: api-action + business-object: postApiV5ObjectsProspects_model + connector-type: salesforceae + actions: + postApiV5ObjectsProspects: {} + action-interface-6: + type: api-action + business-object: postApiV5ObjectsListMemberships_model + connector-type: salesforceae + actions: + postApiV5ObjectsListMemberships: {} + action-interface-7: + type: api-action + business-object: postApiV5ObjectsProspects_model + connector-type: salesforceae + actions: + postApiV5ObjectsProspects: {} + action-interface-8: + type: api-action + business-object: postApiV5ObjectsListMemberships_model + connector-type: salesforceae + actions: + postApiV5ObjectsListMemberships: {} + action-interface-1: + type: api-action + business-object: Lists + connector-type: mailchimp + actions: + RETRIEVEALL: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: MailChimp Retrieve lists + target: + $ref: '#/integration/action-interfaces/action-interface-1' + filter: + where: + id: '{{$Trigger.list_id}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: false + pagination-type: SKIP_LIMIT + allow-empty-output: false + - retrieve-action: + name: Salesforce Account Engagement Retrieve lists + target: + $ref: '#/integration/action-interfaces/action-interface-3' + filter: + where: + and: + - Pardot-Business-Unit-Id: 0Uv4L000000blJTSAY + - name: '{{$MailChimpRetrievelists.name}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MailChimpRetrievelists + $ref: '#/node-output/MailChimp Retrieve lists/response/payload' + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: true + pagination-type: TOKEN + allow-empty-output: true + - if: + name: If + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MailChimpRetrievemembers + $ref: '#/node-output/MailChimp Retrieve members/response/payload' + - variable: MailChimpRetrievemembersMetadata + $ref: '#/node-output/MailChimp Retrieve members/response' + - variable: MailChimpRetrievelists + $ref: '#/node-output/MailChimp Retrieve lists/response/payload' + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: SalesforceAccountEngagementRetrievelists + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + lists/response/payload + - variable: SalesforceAccountEngagementRetrievelistsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + lists/response + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + '{{$SalesforceAccountEngagementRetrievelistsMetadata."status-code"}}': '204' + execute: + - custom-action: + name: Salesforce Account Engagement Create list + target: + $ref: '#/integration/action-interfaces/action-interface-4' + action: postApiV5ObjectsLists + map: + mappings: + - Pardot-Business-Unit-Id: + template: 0Uv4L000000blJTSAY + - name: + template: '{{$MailChimpRetrievelists.name}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MailChimpRetrievelists + $ref: >- + #/node-output/MailChimp Retrieve + lists/response/payload + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: SalesforceAccountEngagementRetrievelists + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response/payload + - variable: SalesforceAccountEngagementRetrievelistsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response + - variable: flowDetails + $ref: '#/flowDetails' + - custom-action: + name: Salesforce Account Engagement Create prospect + target: + $ref: '#/integration/action-interfaces/action-interface-5' + action: postApiV5ObjectsProspects + map: + mappings: + - Pardot-Business-Unit-Id: + template: 0Uv4L000000blJTSAY + - email: + template: '{{$Trigger.email_address}}' + - firstName: + template: '{{$Trigger.merge_fields.FNAME}}' + - lastName: + template: '{{$Trigger.merge_fields.LNAME}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementCreatelist + $ref: >- + #/block/If/node-output/Salesforce Account + Engagement Create list/response/payload + - variable: MailChimpRetrievelists + $ref: >- + #/node-output/MailChimp Retrieve + lists/response/payload + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: SalesforceAccountEngagementRetrievelists + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response/payload + - variable: SalesforceAccountEngagementRetrievelistsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response + - variable: flowDetails + $ref: '#/flowDetails' + - custom-action: + name: Salesforce Account Engagement Create list membership + target: + $ref: '#/integration/action-interfaces/action-interface-6' + action: postApiV5ObjectsListMemberships + map: + mappings: + - Pardot-Business-Unit-Id: + template: 0Uv4L000000blJTSAY + - listId: + expression: '$SalesforceAccountEngagementCreatelist.id ' + - prospectId: + expression: '$SalesforceAccountEngagementCreateprospect.id ' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementCreatelist + $ref: >- + #/block/If/node-output/Salesforce Account + Engagement Create list/response/payload + - variable: SalesforceAccountEngagementCreateprospect + $ref: >- + #/block/If/node-output/Salesforce Account + Engagement Create prospect/response/payload + - variable: MailChimpRetrievelists + $ref: >- + #/node-output/MailChimp Retrieve + lists/response/payload + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: SalesforceAccountEngagementRetrievelists + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response/payload + - variable: SalesforceAccountEngagementRetrievelistsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response + - variable: flowDetails + $ref: '#/flowDetails' + else: + execute: + - custom-action: + name: Salesforce Account Engagement Create prospect 2 + target: + $ref: '#/integration/action-interfaces/action-interface-7' + action: postApiV5ObjectsProspects + map: + mappings: + - Pardot-Business-Unit-Id: + template: 0Uv4L000000blJTSAY + - email: + template: '{{$Trigger.email_address}}' + - firstName: + template: '{{$Trigger.merge_fields.FNAME}}' + - lastName: + template: '{{$Trigger.merge_fields.LNAME}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MailChimpRetrievelists + $ref: >- + #/node-output/MailChimp Retrieve + lists/response/payload + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: SalesforceAccountEngagementRetrievelists + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response/payload + - variable: SalesforceAccountEngagementRetrievelistsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response + - variable: flowDetails + $ref: '#/flowDetails' + - custom-action: + name: Salesforce Account Engagement Create list membership 2 + target: + $ref: '#/integration/action-interfaces/action-interface-8' + action: postApiV5ObjectsListMemberships + map: + mappings: + - Pardot-Business-Unit-Id: + template: 0Uv4L000000blJTSAY + - listId: + expression: '$SalesforceAccountEngagementRetrievelists.id ' + - prospectId: + expression: '$SalesforceAccountEngagementCreateprospect2.id ' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementCreateprospect2 + $ref: >- + #/block/If/node-output/Salesforce Account + Engagement Create prospect 2/response/payload + - variable: MailChimpRetrievemembers + $ref: >- + #/node-output/MailChimp Retrieve + members/response/payload + - variable: MailChimpRetrievemembersMetadata + $ref: '#/node-output/MailChimp Retrieve members/response' + - variable: MailChimpRetrievelists + $ref: >- + #/node-output/MailChimp Retrieve + lists/response/payload + - variable: MailChimpRetrievelistsMetadata + $ref: '#/node-output/MailChimp Retrieve lists/response' + - variable: SalesforceAccountEngagementRetrievelists + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response/payload + - variable: SalesforceAccountEngagementRetrievelistsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve lists/response + - variable: flowDetails + $ref: '#/flowDetails' + output-schema: {} + name: Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp +models: {} diff --git a/resources/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect.yaml b/resources/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect.yaml new file mode 100644 index 000000000..61224a712 --- /dev/null +++ b/resources/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect.yaml @@ -0,0 +1,177 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: streaming-connector-scheduler + type: event-trigger + triggers: + SCHEDULE: + input-context: + data: scheduler + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + subscription: + scheduleConfiguration: + interval: + unit: minute + value: 1 + runOnceOncheck: false + days: + - MON + - TUE + - WED + - THU + - FRI + - SAT + - SUN + timeZone: UTC + action-interfaces: + action-interface-1: + type: api-action + business-object: getApiV5ObjectsProspects_model + connector-type: salesforceae + actions: + RETRIEVEALL: {} + action-interface-2: + type: api-action + business-object: postApiEmailVersion4DoSendProspectIdByIdTemplate_model + connector-type: salesforceae + actions: + postApiEmailVersion4DoSendProspectIdByIdTemplate: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: Salesforce Account Engagement Retrieve prospects + target: + $ref: '#/integration/action-interfaces/action-interface-1' + filter: + where: + and: + - Pardot-Business-Unit-Id: 0Uv4L000000blJTSAY + - createdAt: '{{$Trigger.currentEventTime}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: true + pagination-type: TOKEN + allow-empty-output: true + - for-each: + name: For each + assembly: + $ref: '#/integration/assemblies/assembly-2' + source: + expression: '$SalesforceAccountEngagementRetrieveprospects ' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrieveprospects + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + prospects/response/payload + - variable: SalesforceAccountEngagementRetrieveprospectsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + prospects/response + - variable: flowDetails + $ref: '#/flowDetails' + mode: sequential + continue-on-error: true + map: + $map: http://ibm.com/appconnect/map/v1 + mappings: [] + display-name: Salesforce Account Engagement Prospects + assembly-2: + assembly: + execute: + - if: + name: If + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrieveprospects + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + prospects/response/payload + - variable: SalesforceAccountEngagementRetrieveprospectsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + prospects/response + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + and: + - is {{$Foreachitem.isDoNotCall}}: + neq: '' + - '{{$Foreachitem.isDoNotCall}}': + '=': 'true' + hashKey: object:394 + execute: + - custom-action: + name: >- + Salesforce Account Engagement Send email using + template + target: + $ref: '#/integration/action-interfaces/action-interface-2' + action: postApiEmailVersion4DoSendProspectIdByIdTemplate + map: + mappings: + - campaign_id: + expression: '$Foreachitem.campaignId ' + - email_template_id: + expression: '297874' + - html_content: + template: Exciting News!!! + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrieveprospects + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve prospects/response/payload + - variable: >- + SalesforceAccountEngagementRetrieveprospectsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve prospects/response + - variable: flowDetails + $ref: '#/flowDetails' + filter: + where: + and: + - Pardot-Business-Unit-Id: 0Uv4L000000blJTSAY + - prospectId: '{{$Foreachitem.id}}' + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrieveprospects + $ref: >- + #/node-output/Salesforce Account Engagements + Retrieve prospects/response/payload + - variable: >- + SalesforceAccountEngagementRetrieveprospectsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve prospects/response + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + else: + execute: [] + output-schema: {} + name: Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect +models: {} diff --git a/resources/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement.yaml b/resources/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement.yaml new file mode 100644 index 000000000..c98cef775 --- /dev/null +++ b/resources/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement.yaml @@ -0,0 +1,226 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: streaming-connector-scheduler + type: event-trigger + triggers: + SCHEDULE: + input-context: + data: scheduler + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + subscription: + scheduleConfiguration: + interval: + unit: minute + value: 1 + runOnceOncheck: false + days: + - MON + - TUE + - WED + - THU + - FRI + - SAT + - SUN + timeZone: UTC + action-interfaces: + action-interface-7: + type: api-action + business-object: getApiV5ObjectsVisits_model + connector-type: salesforceae + actions: + RETRIEVEALL: {} + action-interface-10: + type: api-action + business-object: patchApiV5ObjectsProspectsById_model + connector-type: salesforceae + actions: + patchApiV5ObjectsProspectsById: {} + action-interface-9: + type: api-action + business-object: patchApiV5ObjectsProspectsById_model + connector-type: salesforceae + actions: + patchApiV5ObjectsProspectsById: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: Salesforce Account Engagement Retrieve visits + target: + $ref: '#/integration/action-interfaces/action-interface-7' + filter: + where: + and: + - Pardot-Business-Unit-Id: 0Uv4L000000blJTSAY + - createdAt: '{{$Trigger.currentEventTime}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: false + pagination-type: TOKEN + allow-empty-output: false + - for-each: + name: For each + assembly: + $ref: '#/integration/assemblies/assembly-2' + source: + expression: '$SalesforceAccountEngagementRetrievevisits ' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrievevisits + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + visits/response/payload + - variable: SalesforceAccountEngagementRetrievevisitsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + visits/response + - variable: flowDetails + $ref: '#/flowDetails' + mode: sequential + continue-on-error: true + map: + $map: http://ibm.com/appconnect/map/v1 + mappings: [] + display-name: Salesforce Account Engagement Visits + assembly-2: + assembly: + execute: + - if: + name: If + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrievevisits + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + visits/response/payload + - variable: SalesforceAccountEngagementRetrievevisitsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement Retrieve + visits/response + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + and: + - '{{$SalesforceAccountEngagementRetrievevisits.prospectId}}': + neq: '' + - '{{$SalesforceAccountEngagementRetrievevisits.durationInSeconds}}': + gt: '500' + hashKey: object:737 + - '{{$SalesforceAccountEngagementRetrievevisits.visitorPageViewCount}}': + gt: '20' + hashKey: object:970 + execute: + - custom-action: + name: Salesforce Account Engagement Update prospect + target: + $ref: '#/integration/action-interfaces/action-interface-10' + action: patchApiV5ObjectsProspectsById + map: + mappings: + - score: + expression: '5' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrievevisits + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response/payload + - variable: >- + SalesforceAccountEngagementRetrievevisitsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response + - variable: flowDetails + $ref: '#/flowDetails' + filter: + where: + and: + - Pardot-Business-Unit-Id: 0Uv4L000000blJTSAY + - id: '{{$Foreachitem.prospectId}}' + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrievevisits + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response/payload + - variable: >- + SalesforceAccountEngagementRetrievevisitsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + else: + execute: + - custom-action: + name: Salesforce Account Engagement Update prospect 2 + target: + $ref: '#/integration/action-interfaces/action-interface-9' + action: patchApiV5ObjectsProspectsById + map: + mappings: + - score: + expression: '3' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrievevisits + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response/payload + - variable: SalesforceAccountEngagementRetrievevisitsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response + - variable: flowDetails + $ref: '#/flowDetails' + filter: + where: + and: + - Pardot-Business-Unit-Id: 0Uv4L000000blJTSAY + - id: '{{$Foreachitem.prospectId}}' + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SalesforceAccountEngagementRetrievevisits + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response/payload + - variable: SalesforceAccountEngagementRetrievevisitsMetadata + $ref: >- + #/node-output/Salesforce Account Engagement + Retrieve visits/response + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + output-schema: {} + name: Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement +models: {} diff --git a/resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md b/resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md new file mode 100644 index 000000000..6e1084056 --- /dev/null +++ b/resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page] +(https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Associate%20a%20new%20prospect%20to%20a%20list%20in%20Salesforce%20Account%20Engagement%20when%20a%20new%20subscriber%20is%20created%20in%20MailChimp_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Salesforce Account Engagement](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce-account-engagement) + - [MailChimp](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-mailchimp) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to associate a newly created prospect to a list in Salesforce Account Engagement from a MailChimp list whenever a new subscriber is created in MailChimp. If the list exists, based on the new subscriber, a prospect is created, and the prospect is then associated with the existing list. If the list does not exist, a list is created along with the prospect details, and it will be associated with the newly created list in Salesforce Account Engagement. \ No newline at end of file diff --git a/resources/markdown/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect_instructions.md b/resources/markdown/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect_instructions.md new file mode 100644 index 000000000..3cac01f2e --- /dev/null +++ b/resources/markdown/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect_instructions.md @@ -0,0 +1,13 @@ +To refer to these instructions while editing the flow, open [the GitHub page] +(https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Send%20an%20email%20using%20a%20template%20from%20Salesforce%20Account%20Engagement%20for%20each%20Salesforce%20Account%20Engagement%20prospect_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Salesforce Account Engagement](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce-account-engagement) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to send an email by using a template from Salesforce Account Engagement for each prospect retrieved from Salesforce Account Engagement that has opted out of phone or voice calls. + + + + diff --git a/resources/markdown/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement_instructions.md b/resources/markdown/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement_instructions.md new file mode 100644 index 000000000..c8052a256 --- /dev/null +++ b/resources/markdown/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement_instructions.md @@ -0,0 +1,12 @@ +To refer to these instructions while editing the flow, open [the GitHub page] +(https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Update%20a%20prospect%20score%20in%20Salesforce%20Account%20Engagement%20for%20each%20visit%20retrieved%20from%20Salesforce%20Account%20Engagement_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Salesforce Account Engagement](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce-account-engagement) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to update a prospect score in Salesforce Account Engagement based on the each visit retrieved from Salesforce Account Engagement. The flow checks if the prospect has visited the site for a certain amount of time and the number of page views. + + + diff --git a/resources/template-metadata.json b/resources/template-metadata.json index 155f3771e..e25a5355a 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -1987,7 +1987,33 @@ "targetApps": ["bamboohr", "wufoo"], "tags": ["api", "bamboohr", "wufoo"], "offerings": ["app connect professional"] - } + }, + { + "name": "Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect", + "description": "Use this template to send an email by using a template from Salesforce Account Engagement for each prospect retrieved from Salesforce Account Engagement that has opted out of phone or voice calls.", + "summary": "Scheduler to Salesforce Account Engagement", + "sourceApp": "streaming-connector-scheduler", + "targetApps": ["salesforceae"], + "tags": ["scheduler", "salesforceae", "foreach", "if"], + "offerings": ["app connect professional"] + }, + { + "name": "Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement", + "description": "Use this template to update a prospect score in Salesforce Account Engagement based on the each visit retrieved from Salesforce Account Engagement. The flow checks if the prospect has visited the site for a certain amount of time and the number of page views.", + "summary": "Scheduler to Salesforce Account Engagement", + "sourceApp": "streaming-connector-scheduler", + "targetApps": ["salesforceae"], + "tags": ["scheduler", "salesforceae", "foreach", "if"], + "offerings": ["app connect professional"] + }, + { + "name": "Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp", + "description": "Use this template to associate a newly created prospect to a list in Salesforce Account Engagement from a MailChimp list whenever a new subscriber is created in MailChimp. If the list exists, based on the new subscriber, a prospect is created, and the prospect is then associated with the existing list. If the list does not exist, a list is created along with the prospect details, and it will be associated with the newly created list in Salesforce Account Engagement.", + "summary": "MailChimp to Salesforce Account Engagement", + "sourceApp": "mailchimp", + "targetApps": ["mailchimp", "salesforceae"], + "tags": ["mailchimp", "salesforceae", "if"], + "offerings": ["app connect professional"] + } ] } - From dcfa97babf6c022c782a718d7f16061026e3bff6 Mon Sep 17 00:00:00 2001 From: Deepak Ayilliath Date: Thu, 14 Sep 2023 19:09:25 +0530 Subject: [PATCH 09/13] Correcting links in markdown --- ... new subscriber is created in MailChimp_instructions.md | 5 ++--- ... Salesforce Account Engagement prospect_instructions.md | 5 ++--- ...eved from Salesforce Account Engagement_instructions.md | 7 +++---- 3 files changed, 7 insertions(+), 10 deletions(-) diff --git a/resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md b/resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md index 6e1084056..27ffd1fb6 100644 --- a/resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md +++ b/resources/markdown/Associate a new prospect to a list in Salesforce Account Engagement when a new subscriber is created in MailChimp_instructions.md @@ -1,9 +1,8 @@ -To refer to these instructions while editing the flow, open [the GitHub page] -(https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Associate%20a%20new%20prospect%20to%20a%20list%20in%20Salesforce%20Account%20Engagement%20when%20a%20new%20subscriber%20is%20created%20in%20MailChimp_instructions.md) (opens in a new window). +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Associate%20a%20new%20prospect%20to%20a%20list%20in%20Salesforce%20Account%20Engagement%20when%20a%20new%20subscriber%20is%20created%20in%20MailChimp_instructions.md) (opens in a new window). 1. Click **Create flow** to start using the template. 2. Connect to the following accounts by using your credentials: - - [Salesforce Account Engagement](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce-account-engagement) + - [Salesforce Account Engagement](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce-account-engagement) - [MailChimp](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-mailchimp) 3. To start the flow, in the banner, click **Start flow**. diff --git a/resources/markdown/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect_instructions.md b/resources/markdown/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect_instructions.md index 3cac01f2e..990943056 100644 --- a/resources/markdown/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect_instructions.md +++ b/resources/markdown/Send an email using a template from Salesforce Account Engagement for each Salesforce Account Engagement prospect_instructions.md @@ -1,9 +1,8 @@ -To refer to these instructions while editing the flow, open [the GitHub page] -(https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Send%20an%20email%20using%20a%20template%20from%20Salesforce%20Account%20Engagement%20for%20each%20Salesforce%20Account%20Engagement%20prospect_instructions.md) (opens in a new window). +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Send%20an%20email%20using%20a%20template%20from%20Salesforce%20Account%20Engagement%20for%20each%20Salesforce%20Account%20Engagement%20prospect_instructions.md) (opens in a new window). 1. Click **Create flow** to start using the template. 2. Connect to the following accounts by using your credentials: - - [Salesforce Account Engagement](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce-account-engagement) + - [Salesforce Account Engagement](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce-account-engagement) 3. To start the flow, in the banner, click **Start flow**. Use this template to send an email by using a template from Salesforce Account Engagement for each prospect retrieved from Salesforce Account Engagement that has opted out of phone or voice calls. diff --git a/resources/markdown/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement_instructions.md b/resources/markdown/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement_instructions.md index c8052a256..314e0f7b9 100644 --- a/resources/markdown/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement_instructions.md +++ b/resources/markdown/Update a prospect score in Salesforce Account Engagement for each visit retrieved from Salesforce Account Engagement_instructions.md @@ -1,12 +1,11 @@ -To refer to these instructions while editing the flow, open [the GitHub page] -(https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Update%20a%20prospect%20score%20in%20Salesforce%20Account%20Engagement%20for%20each%20visit%20retrieved%20from%20Salesforce%20Account%20Engagement_instructions.md) (opens in a new window). +To refer to these instructions while editing the flow, open the [GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Update%20a%20prospect%20score%20in%20Salesforce%20Account%20Engagement%20for%20each%20visit%20retrieved%20from%20Salesforce%20Account%20Engagement_instructions.md) (opens in a new window). 1. Click **Create flow** to start using the template. 2. Connect to the following accounts by using your credentials: - - [Salesforce Account Engagement](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce-account-engagement) + - [Salesforce Account Engagement](https://www.ibm.com/docs/en/app-connect/saas?topic=apps-salesforce-account-engagement) 3. To start the flow, in the banner, click **Start flow**. -Use this template to update a prospect score in Salesforce Account Engagement based on the each visit retrieved from Salesforce Account Engagement. The flow checks if the prospect has visited the site for a certain amount of time and the number of page views. +Use this template to update a prospect score in Salesforce Account Engagement based on each visit retrieved from Salesforce Account Engagement. The flow checks if the prospect has visited the site for a certain amount of time and the number of page views. From 9bde769f4b6746cbc0611b992529538ac3148ada Mon Sep 17 00:00:00 2001 From: shahminiaru <86762255+shahminiaru@users.noreply.github.com> Date: Thu, 14 Sep 2023 22:10:38 +0800 Subject: [PATCH 10/13] google contacts master (#349) * google contacts master Uploading 4 templates for Google Contacts. * google contacts master Added 4 md files * Update template-metadata.json sync with master copy * Update template-metadata.json google contacts ucs * Corrections --------- Co-authored-by: Deepak Ayilliath --- ...ontact retrieved from Google Contacts.yaml | 128 +++++++++ ...t interest of the new Salesforce lead.yaml | 250 ++++++++++++++++++ ...M contact who qualifies as a customer.yaml | 192 ++++++++++++++ ...ining contact information is appended.yaml | 80 ++++++ ...ieved from Google Contacts_instructions.md | 10 + ...of the new Salesforce lead_instructions.md | 10 + ...ho qualifies as a customer_instructions.md | 12 + ...ct information is appended_instructions.md | 12 + resources/template-metadata.json | 36 +++ 9 files changed, 730 insertions(+) create mode 100644 resources/Add subscribers to a list in MailChimp for each other contact retrieved from Google Contacts.yaml create mode 100644 resources/Create a contact and add the contact to a Google Contacts group based on the product interest of the new Salesforce lead.yaml create mode 100644 resources/Create a contact in Google Contacts for each HubSpot CRM contact who qualifies as a customer.yaml create mode 100644 resources/Create a contact in Google Contacts when a new row in Google Sheets containing contact information is appended.yaml create mode 100644 resources/markdown/Add subscribers to a list in MailChimp for each other contact retrieved from Google Contacts_instructions.md create mode 100644 resources/markdown/Create a contact and add the contact to a Google Contacts group based on the product interest of the new Salesforce lead_instructions.md create mode 100644 resources/markdown/Create a contact in Google Contacts for each HubSpot CRM contact who qualifies as a customer_instructions.md create mode 100644 resources/markdown/Create a contact in Google Contacts when a new row in Google Sheets containing contact information is appended_instructions.md diff --git a/resources/Add subscribers to a list in MailChimp for each other contact retrieved from Google Contacts.yaml b/resources/Add subscribers to a list in MailChimp for each other contact retrieved from Google Contacts.yaml new file mode 100644 index 000000000..fc066a11c --- /dev/null +++ b/resources/Add subscribers to a list in MailChimp for each other contact retrieved from Google Contacts.yaml @@ -0,0 +1,128 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: streaming-connector-scheduler + type: event-trigger + triggers: + SCHEDULE: + input-context: + data: scheduler + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + subscription: + scheduleConfiguration: + interval: + unit: minute + value: 1 + runOnceOncheck: true + days: + - MON + - TUE + - WED + - THU + - FRI + - SAT + - SUN + timeZone: UTC + action-interfaces: + action-interface-1: + type: api-action + business-object: getOtherContactssearch_model + connector-type: googlecontacts + actions: + getOtherContactssearch: {} + action-interface-2: + type: api-action + business-object: Members + connector-type: mailchimp + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - custom-action: + name: Google Contacts Retrieve other contacts by search string + target: + $ref: '#/integration/action-interfaces/action-interface-1' + action: getOtherContactssearch + map: + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + mappings: [] + filter: + where: + query: example + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + - for-each: + name: For each + assembly: + $ref: '#/integration/assemblies/assembly-2' + source: + expression: >- + $GoogleContactsRetrieveothercontactsbysearchstring."Other + contacts" + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: GoogleContactsRetrieveothercontactsbysearchstring + $ref: >- + #/node-output/Google Contacts Retrieve other contacts by + search string/response/payload + - variable: MailChimpRetrievemembers + $ref: '#/node-output/MailChimp Retrieve members/response/payload' + - variable: MailChimpRetrievemembersMetadata + $ref: '#/node-output/MailChimp Retrieve members/response' + - variable: flowDetails + $ref: '#/flowDetails' + mode: sequential + continue-on-error: true + map: + $map: http://ibm.com/appconnect/map/v1 + mappings: [] + display-name: Google Contacts Other contacts + assembly-2: + assembly: + execute: + - create-action: + name: MailChimp Add subscriber to a list + target: + $ref: '#/integration/action-interfaces/action-interface-2' + map: + mappings: + - email_address: + template: '{{$Foreachitem.person.emailAddress}}' + - list_id: + template: 6fc8383307 + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Foreach2item + $ref: '#/block/For each 2/current-item' + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: GoogleContactsRetrieveothercontactsbysearchstring + $ref: >- + #/node-output/Google Contacts Retrieve other contacts by + search string/response/payload + - variable: MailChimpRetrievemembers + $ref: '#/node-output/MailChimp Retrieve members/response/payload' + - variable: MailChimpRetrievemembersMetadata + $ref: '#/node-output/MailChimp Retrieve members/response' + - variable: flowDetails + $ref: '#/flowDetails' + name: Add subscribers to a list in MailChimp for each other contact retrieved from Google Contacts +models: {} diff --git a/resources/Create a contact and add the contact to a Google Contacts group based on the product interest of the new Salesforce lead.yaml b/resources/Create a contact and add the contact to a Google Contacts group based on the product interest of the new Salesforce lead.yaml new file mode 100644 index 000000000..66b96639d --- /dev/null +++ b/resources/Create a contact and add the contact to a Google Contacts group based on the product interest of the new Salesforce lead.yaml @@ -0,0 +1,250 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + type: event-trigger + triggers: + CREATED: + input-context: + data: Lead + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: {} + connector-type: salesforce + action-interfaces: + action-interface-1: + type: api-action + business-object: postPeoplecreateContact_model + connector-type: googlecontacts + actions: + postPeoplecreateContact: {} + action-interface-3: + type: api-action + business-object: postContactGroupsByResourceNameMembersmodify_model + connector-type: googlecontacts + actions: + postContactGroupsByResourceNameMembersmodify: {} + action-interface-4: + type: api-action + business-object: postPeoplecreateContact_model + connector-type: googlecontacts + actions: + postPeoplecreateContact: {} + action-interface-5: + type: api-action + business-object: postContactGroupsByResourceNameMembersmodify_model + connector-type: googlecontacts + actions: + postContactGroupsByResourceNameMembersmodify: {} + action-interface-6: + type: api-action + business-object: postPeoplecreateContact_model + connector-type: googlecontacts + actions: + postPeoplecreateContact: {} + action-interface-7: + type: api-action + business-object: postContactGroupsByResourceNameMembersmodify_model + connector-type: googlecontacts + actions: + postContactGroupsByResourceNameMembersmodify: {} + assemblies: + assembly-1: + assembly: + execute: + - if: + name: If + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SlackSendmessage + $ref: '#/node-output/Slack Send message/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + '{{$Trigger.ProductInterest__c}}': GC1000 series + execute: + - custom-action: + name: Google Contacts Create contact + target: + $ref: '#/integration/action-interfaces/action-interface-1' + action: postPeoplecreateContact + map: + mappings: + - company: + template: '{{$Trigger.Company}}' + - emailAddresses: + foreach: + input: '[1]' + iterator: emailAddressesItem + mappings: + - value: + template: '{{$Trigger.Email}}' + - firstName: + template: '{{$Trigger.FirstName}}' + - jobTitle: + template: '{{$Trigger.Title}}' + - lastName: + template: '{{$Trigger.LastName}}' + - phoneNumbers: + foreach: + input: '[1]' + iterator: phoneNumbersItem + mappings: + - value: + template: '{{$Trigger.MobilePhone}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + - custom-action: + name: Google Contacts Add contacts to contact group + target: + $ref: '#/integration/action-interfaces/action-interface-3' + action: postContactGroupsByResourceNameMembersmodify + map: + mappings: + - resourceName: + template: 221b64360f273175 + - resourceNamesToAdd: + expression: '[$GoogleContactsCreatecontact.resourceName ]' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: GoogleContactsCreatecontact + $ref: >- + #/block/If/node-output/Google Contacts Create + contact/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + - condition: + '{{$Trigger.ProductInterest__c}}': GC3000 series + execute: + - custom-action: + name: Google Contacts Create contact 3 + target: + $ref: '#/integration/action-interfaces/action-interface-6' + action: postPeoplecreateContact + map: + mappings: + - company: + template: '{{$Trigger.Company}}' + - emailAddresses: + foreach: + input: '[1]' + iterator: emailAddressesItem + mappings: + - value: + template: '{{$Trigger.Email}}' + - firstName: + template: '{{$Trigger.FirstName}}' + - jobTitle: + template: '{{$Trigger.Title}}' + - lastName: + template: '{{$Trigger.LastName}}' + - phoneNumbers: + foreach: + input: '[1]' + iterator: phoneNumbersItem + mappings: + - value: + template: '{{$Trigger.MobilePhone}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SlackSendmessage + $ref: >- + #/node-output/Slack Send + message/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + - custom-action: + name: Google Contacts Add contacts to contact group 3 + target: + $ref: '#/integration/action-interfaces/action-interface-7' + action: postContactGroupsByResourceNameMembersmodify + map: + mappings: + - resourceName: + template: 4e912e170d935fce + - resourceNamesToAdd: + expression: '[$GoogleContactsCreatecontact3.resourceName ]' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: GoogleContactsCreatecontact3 + $ref: >- + #/block/If/node-output/Google Contacts Create + contact 3/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + else: + execute: + - custom-action: + name: Google Contacts Create contact 2 + target: + $ref: '#/integration/action-interfaces/action-interface-4' + action: postPeoplecreateContact + map: + mappings: + - company: + template: '{{$Trigger.Company}}' + - emailAddresses: + foreach: + input: '[1]' + iterator: emailAddressesItem + mappings: + - value: + template: '{{$Trigger.Email}}' + - firstName: + template: '{{$Trigger.FirstName}}' + - jobTitle: + template: '{{$Trigger.Title}}' + - lastName: + template: '{{$Trigger.LastName}}' + - phoneNumbers: + foreach: + input: '[1]' + iterator: phoneNumbersItem + mappings: + - value: + template: '{{$Trigger.MobilePhone}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SlackSendmessage + $ref: '#/node-output/Slack Send message/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + - custom-action: + name: Google Contacts Add contacts to contact group 2 + target: + $ref: '#/integration/action-interfaces/action-interface-5' + action: postContactGroupsByResourceNameMembersmodify + map: + mappings: + - resourceName: + template: 20e3c3f708d9a7d5 + - resourceNamesToAdd: + expression: '[$GoogleContactsCreatecontact2.resourceName ]' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: GoogleContactsCreatecontact2 + $ref: >- + #/block/If/node-output/Google Contacts Create + contact 2/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + output-schema: {} + name: Create a contact and add the contact to a Google Contacts group based on the product interest of the new Salesforce lead +models: {} diff --git a/resources/Create a contact in Google Contacts for each HubSpot CRM contact who qualifies as a customer.yaml b/resources/Create a contact in Google Contacts for each HubSpot CRM contact who qualifies as a customer.yaml new file mode 100644 index 000000000..d6638747a --- /dev/null +++ b/resources/Create a contact in Google Contacts for each HubSpot CRM contact who qualifies as a customer.yaml @@ -0,0 +1,192 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + type: event-trigger + triggers: + SCHEDULE: + input-context: + data: scheduler + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + subscription: + scheduleConfiguration: + interval: + unit: minute + value: 1 + runOnceOncheck: true + days: + - MON + - TUE + - WED + - THU + - FRI + - SAT + - SUN + timeZone: UTC + connector-type: streaming-connector-scheduler + action-interfaces: + action-interface-1: + type: api-action + business-object: getCrmV3ObjectsContacts_model + connector-type: hubspotcrm + actions: + RETRIEVEALL: {} + action-interface-3: + type: api-action + business-object: postPeoplecreateContact_model + connector-type: googlecontacts + actions: + postPeoplecreateContact: {} + action-interface-4: + type: api-action + business-object: message + connector-type: slack + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: HubSpot CRM Retrieve all contacts + target: + $ref: '#/integration/action-interfaces/action-interface-1' + filter: + limit: 1200 + allow-truncation: true + pagination-type: TOKEN + allow-empty-output: false + - for-each: + name: For each + assembly: + $ref: '#/integration/assemblies/assembly-2' + source: + expression: '$HubSpotCRMRetrieveallcontacts ' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: HubSpotCRMRetrieveallcontacts + $ref: >- + #/node-output/HubSpot CRM Retrieve all + contacts/response/payload + - variable: HubSpotCRMRetrieveallcontactsMetadata + $ref: '#/node-output/HubSpot CRM Retrieve all contacts/response' + - variable: flowDetails + $ref: '#/flowDetails' + mode: sequential + continue-on-error: true + map: + $map: http://ibm.com/appconnect/map/v1 + mappings: [] + display-name: HubSpot CRM Contacts + assembly-2: + assembly: + execute: + - if: + name: If + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: HubSpotCRMRetrieveallcontacts + $ref: >- + #/node-output/HubSpot CRM Retrieve all + contacts/response/payload + - variable: HubSpotCRMRetrieveallcontactsMetadata + $ref: '#/node-output/HubSpot CRM Retrieve all contacts/response' + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + '{{$Foreachitem.properties.lifecyclestage}}': customer + execute: + - custom-action: + name: Google Contacts Create contact 2 + target: + $ref: '#/integration/action-interfaces/action-interface-3' + action: postPeoplecreateContact + map: + mappings: + - company: + template: '{{$Foreachitem.properties.company}}' + - emailAddresses: + foreach: + input: '[1]' + iterator: emailAddressesItem + mappings: + - value: + template: '{{$Foreachitem.properties.email}}' + - firstName: + template: '{{$Foreachitem.properties.firstname}}' + - jobTitle: + template: '{{$Foreachitem.properties.jobtitle}}' + - lastName: + template: '{{$Foreachitem.properties.lastname}}' + - phoneNumbers: + foreach: + input: '[1]' + iterator: phoneNumbersItem + mappings: + - ___type: + template: '{{$Foreachitem.properties.phone}}' + - value: + template: '[1]' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: HubSpotCRMRetrieveallcontacts + $ref: >- + #/node-output/HubSpot CRM Retrieve all + contacts/response/payload + - variable: HubSpotCRMRetrieveallcontactsMetadata + $ref: >- + #/node-output/HubSpot CRM Retrieve all + contacts/response + - variable: flowDetails + $ref: '#/flowDetails' + - create-action: + name: Slack Send message + target: + $ref: '#/integration/action-interfaces/action-interface-4' + map: + mappings: + - OBJECT_ID: + template: C04KMH8MALT + - OBJECT_NAME: + template: channel + - text: + template: >- + Google contactt created with resrc_name:: + {{$GoogleContactsCreatecontact2.resourceName}} + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Foreachitem + $ref: '#/block/For each/current-item' + - variable: Trigger + $ref: '#/trigger/payload' + - variable: GoogleContactsCreatecontact2 + $ref: >- + #/block/If/node-output/Google Contacts Create + contact 2/response/payload + - variable: HubSpotCRMRetrieveallcontacts + $ref: >- + #/node-output/HubSpot CRM Retrieve all + contacts/response/payload + - variable: HubSpotCRMRetrieveallcontactsMetadata + $ref: >- + #/node-output/HubSpot CRM Retrieve all + contacts/response + - variable: flowDetails + $ref: '#/flowDetails' + else: + execute: [] + output-schema: {} + name: Create a contact in Google Contacts for each HubSpot CRM contact who qualifies as a customer +models: {} diff --git a/resources/Create a contact in Google Contacts when a new row in Google Sheets containing contact information is appended.yaml b/resources/Create a contact in Google Contacts when a new row in Google Sheets containing contact information is appended.yaml new file mode 100644 index 000000000..a26b8ecb9 --- /dev/null +++ b/resources/Create a contact in Google Contacts when a new row in Google Sheets containing contact information is appended.yaml @@ -0,0 +1,80 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + type: event-trigger + triggers: + CREATED: + input-context: + data: worksheetRow + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + spreadsheetID: 1Bl6t1I2ymr_3vR8timx6wBw3-oV6jTL_o77QLot8AY0 + worksheetID: Sheet1 + parentFilter: + spreadsheetID: 1Bl6t1I2ymr_3vR8timx6wBw3-oV6jTL_o77QLot8AY0 + worksheetID: Sheet1 + connector-type: googlesheet + action-interfaces: + action-interface-1: + type: api-action + business-object: postPeoplecreateContact_model + connector-type: googlecontacts + actions: + postPeoplecreateContact: {} + assemblies: + assembly-1: + assembly: + execute: + - custom-action: + name: Google Contacts Create contact + target: + $ref: '#/integration/action-interfaces/action-interface-1' + action: postPeoplecreateContact + map: + mappings: + - biographies: + foreach: + input: '[1]' + iterator: biographiesItem + mappings: + - contentType: + template: TEXT_PLAIN + - value: + template: '{{$Trigger.fields."7"}}' + - birthday: + template: '{{$Trigger.fields."6"}}' + - company: + template: Valethi + - emailAddresses: + foreach: + input: '[1]' + iterator: emailAddressesItem + mappings: + - value: + template: '{{$Trigger.fields."4"}}' + - firstName: + template: '{{$Trigger.fields."1"}}' + - lastName: + template: '{{$Trigger.fields."3"}}' + - middleName: + template: '{{$Trigger.fields."2"}}' + - phoneNumbers: + foreach: + input: '[1]' + iterator: phoneNumbersItem + mappings: + - value: + template: '{{$Trigger.fields."5"}}' + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SlackSendmessage + $ref: '#/node-output/Slack Send message/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a contact in Google Contacts when a new row in Google Sheets containing contact information is appended +models: {} diff --git a/resources/markdown/Add subscribers to a list in MailChimp for each other contact retrieved from Google Contacts_instructions.md b/resources/markdown/Add subscribers to a list in MailChimp for each other contact retrieved from Google Contacts_instructions.md new file mode 100644 index 000000000..21def1cbb --- /dev/null +++ b/resources/markdown/Add subscribers to a list in MailChimp for each other contact retrieved from Google Contacts_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Add%20subscribers%20to%20a%20list%20in%20MailChimp%20for%20each%20other%20contact%20retrieved%20from%20Google%20Contacts_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [MailChimp](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-mailchimp) + - [Google Contacts](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-google-contacts) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to add subscribers to a list in MailChimp for each other contact retrieved from Google Contacts. This use case retrieves the other contacts from Google Contacts by using a search string. + diff --git a/resources/markdown/Create a contact and add the contact to a Google Contacts group based on the product interest of the new Salesforce lead_instructions.md b/resources/markdown/Create a contact and add the contact to a Google Contacts group based on the product interest of the new Salesforce lead_instructions.md new file mode 100644 index 000000000..bae69b15a --- /dev/null +++ b/resources/markdown/Create a contact and add the contact to a Google Contacts group based on the product interest of the new Salesforce lead_instructions.md @@ -0,0 +1,10 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20contact%20and%20add%20the%20contact%20to%20a%20Google%20Contacts%20group%20based%20on%20the%20product%20interest%20of%20the%20new%20Salesforce%20lead_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Salesforce](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-salesforce) + - [Google Contacts](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-google-contacts) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a contact and add the contact to a contact group in Google Contacts whenever a new lead is created in Salesforce. The contacts created and are added to Google Contacts group based on the product interest of the new Salesforce lead. + diff --git a/resources/markdown/Create a contact in Google Contacts for each HubSpot CRM contact who qualifies as a customer_instructions.md b/resources/markdown/Create a contact in Google Contacts for each HubSpot CRM contact who qualifies as a customer_instructions.md new file mode 100644 index 000000000..08dbeae57 --- /dev/null +++ b/resources/markdown/Create a contact in Google Contacts for each HubSpot CRM contact who qualifies as a customer_instructions.md @@ -0,0 +1,12 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20contact%20in%20Google%20Contacts%20for%20each%20HubSpot%20CRM%20contact%20who%20qualifies%20as%20a%20customer_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [HubSpot CRM](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-hubspot-crm) + - [Google Contacts](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-google-contacts) + - [Slack](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-slack) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a contact in Google Contacts for each contact retrieved from HubSpot CRM. If the HubSpot CRM contact type is a customer, the contact is created in Google Contacts with the customer information. + + diff --git a/resources/markdown/Create a contact in Google Contacts when a new row in Google Sheets containing contact information is appended_instructions.md b/resources/markdown/Create a contact in Google Contacts when a new row in Google Sheets containing contact information is appended_instructions.md new file mode 100644 index 000000000..4a45df399 --- /dev/null +++ b/resources/markdown/Create a contact in Google Contacts when a new row in Google Sheets containing contact information is appended_instructions.md @@ -0,0 +1,12 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20contact%20in%20Google%20Contacts%20when%20a%20new%20row%20in%20Google%20Sheets%20containing%20contact%20information%20is%20appended_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Google Sheets](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-google-sheets) + - [Google Contacts](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-google-contacts) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a contact in Google Contacts whenever a new complete row containing contact information is appended in Google Sheets. + + + diff --git a/resources/template-metadata.json b/resources/template-metadata.json index e25a5355a..2d42214b8 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -2014,6 +2014,42 @@ "targetApps": ["mailchimp", "salesforceae"], "tags": ["mailchimp", "salesforceae", "if"], "offerings": ["app connect professional"] + }, + { + "name": "Create a contact and add the contact to a Google Contacts group based on the product interest of the new Salesforce lead", + "description": "Use this template to create a contact and add the contact to a contact group in Google Contacts whenever a new lead is created in Salesforce. The contacts created are then added to Google Contacts group based on the product interest of the new Salesforce lead.", + "summary": "Salesforce to Google Contacts", + "sourceApp": "salesforce ", + "targetApps": ["googlecontacts"], + "tags": ["googlecontacts", "salesforceae", "if"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a contact in Google Contacts when a new row in Google Sheets containing contact information is appended", + "description": "Use this template to create a contact in Google Contacts whenever a new complete row containing contact information is appended in Google Sheets.", + "summary": "Google Sheets to Google Contacts", + "sourceApp": "googlesheets", + "targetApps": ["googlecontacts"], + "tags": ["googlesheets", "googlecontacts", "foreach"], + "offerings": ["app connect professional"] + }, + { + "name": "Add subscribers to a list in MailChimp for each other contact retrieved from Google Contacts", + "description": "Use this template to add subscribers to a list in MailChimp for each other contact retrieved from Google Contacts. This use case retrieves the other contacts from Google Contacts by using a search string.", + "summary": "Scheduler to 2 applications", + "sourceApp": "streaming-connector-scheduler", + "targetApps": ["googlecontacts", "mailchimp"], + "tags": ["scheduler", "googlecontacts", "mailchimp", "foreach"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a contact in Google Contacts for each HubSpot CRM contact who qualifies as a customer", + "description": "Use this template to create a contact in Google Contacts for each contact retrieved from HubSpot CRM. If the HubSpot CRM contact type is a customer, the contact is created in Google Contacts with the customer information.", + "summary": "Scheduler to 3 applications", + "sourceApp": "streaming-connector-scheduler", + "targetApps": ["hubspotcrm", "googlecontacts", "slack"], + "tags": ["scheduler", "googlecontacts", "hubspotcrm", "slack", "foreach", "if"], + "offerings": ["app connect professional"] } ] } From c8f151bdb305f414830aa9d3d8e7dbdeca80a67c Mon Sep 17 00:00:00 2001 From: Deepak Ayilliath Date: Thu, 14 Sep 2023 19:56:42 +0530 Subject: [PATCH 11/13] Update template-metadata.json --- resources/template-metadata.json | 8 ++++---- 1 file changed, 4 insertions(+), 4 deletions(-) diff --git a/resources/template-metadata.json b/resources/template-metadata.json index 2d42214b8..b6f8b90dd 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -2019,18 +2019,18 @@ "name": "Create a contact and add the contact to a Google Contacts group based on the product interest of the new Salesforce lead", "description": "Use this template to create a contact and add the contact to a contact group in Google Contacts whenever a new lead is created in Salesforce. The contacts created are then added to Google Contacts group based on the product interest of the new Salesforce lead.", "summary": "Salesforce to Google Contacts", - "sourceApp": "salesforce ", + "sourceApp": "salesforce", "targetApps": ["googlecontacts"], - "tags": ["googlecontacts", "salesforceae", "if"], + "tags": ["googlecontacts", "salesforceae", "if"], "offerings": ["app connect professional"] }, { "name": "Create a contact in Google Contacts when a new row in Google Sheets containing contact information is appended", "description": "Use this template to create a contact in Google Contacts whenever a new complete row containing contact information is appended in Google Sheets.", "summary": "Google Sheets to Google Contacts", - "sourceApp": "googlesheets", + "sourceApp": "googlesheet", "targetApps": ["googlecontacts"], - "tags": ["googlesheets", "googlecontacts", "foreach"], + "tags": ["googlesheet", "googlecontacts", "foreach"], "offerings": ["app connect professional"] }, { From fd5386f84ebe3d920da45643bb904ba1719537f7 Mon Sep 17 00:00:00 2001 From: shahminiaru <86762255+shahminiaru@users.noreply.github.com> Date: Mon, 18 Sep 2023 17:57:54 +0800 Subject: [PATCH 12/13] ms to do master (#351) * ms to do master * ms to do master * Update and rename Create a task in Microsoft To Do when a new row in Microsoft Excel Online is appended.yaml to Create a task in Microsoft To Do when a new row is appended in Microsoft Excel Online.yaml title * Update and rename Create a task in Microsoft To Do when a new ticket is created in Zendesk Service.yaml to Create a task in a list in Microsoft To Do when a new ticket is created in Zendesk Service.yaml title * ms to do master Create a task in a list in Microsoft To Do based on the information retrieved from Microsoft Excel Online * ms to do master Create a task in a list in Microsoft To Do based on the information retrieved from Microsoft Excel Online * Delete Create a task in Microsoft To Do when a new row is appended in Microsoft Excel Online.yaml * Delete Create a task in Microsoft To Do when a new row in Microsoft Excel Online is appended_instructions.md * ms to do Create a task in a list in Microsoft To Do When a lead is created in Salesforce * ms to do Create a task in a list in Microsoft To Do When a lead is created in Salesforce_instructions * Update and rename Create a task in a list in Microsoft To Do When a lead is created in Salesforce.yaml to Create a task in a list in Microsoft To Do when a lead is created in Salesforce.yaml * Update and rename Create a task in a list in Microsoft To Do When a lead is created in Salesforce_instructions.md to Create a task in a list in Microsoft To Do when a lead is created in Salesforce_instructions.md * Update Create a task in Microsoft To Do when a new event is created in Google Calendar_instructions.md * Update Create a task in Microsoft To Do when a new task is created in Asana_instructions.md * Update Create a task in Microsoft To Do when a new ticket is created in Zendesk Service_instructions.md * Update Create a task in a list in Microsoft To Do based on the information retrieved from Microsoft Excel Online_instructions.md * Update Create a task in a list in Microsoft To Do when a lead is created in Salesforce_instructions.md * Update template-metadata.json ms to do * Update Create a task in a list in Microsoft To Do when a new ticket is created in Zendesk Service.yaml * Delete resources Create a task in a list in Microsoft To Do when a new ticket is created in Zendesk Service.yaml * Delete resources/markdown/Create a task in Microsoft To Do when a new ticket is created in Zendesk Service_instructions.md Create a task in Microsoft To Do when a new ticket is created in Zendesk Service_instructions.md * Update template-metadata.json * ms to do Create a task in Microsoft To Do when a new ticket is created in Zendesk Service * ms to do Create a task in Microsoft To Do when a new ticket is created in Zendesk Service_instructions * Update template-metadata.json ms to do * Correction * Update template-metadata.json * Update and rename Create a task in a list in Microsoft To Do based on the information retrieved from Microsoft Excel Online_instructions.md to Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online_instructions.md --------- Co-authored-by: Deepak Ayilliath Co-authored-by: Deepak Ayilliath <87267785+Deepak-Ayilliath@users.noreply.github.com> --- ...w event is created in Google Calendar.yaml | 65 +++++ ...o when a new task is created in Asana.yaml | 65 +++++ ... ticket is created in Zendesk Service.yaml | 198 +++++++++++++ ... when a lead is created in Salesforce.yaml | 185 ++++++++++++ ...retrieved from Microsoft Excel Online.yaml | 271 ++++++++++++++++++ ...created in Google Calendar_instructions.md | 11 + ...w task is created in Asana_instructions.md | 9 + ...created in Zendesk Service_instructions.md | 14 + ...d is created in Salesforce_instructions.md | 13 + ...n retrieved from Microsoft Excel Online.md | 14 + ...rom Microsoft Excel Online_instructions.md | 14 + resources/template-metadata.json | 45 +++ 12 files changed, 904 insertions(+) create mode 100644 resources/Create a task in Microsoft To Do when a new event is created in Google Calendar.yaml create mode 100644 resources/Create a task in Microsoft To Do when a new task is created in Asana.yaml create mode 100644 resources/Create a task in Microsoft To Do when a new ticket is created in Zendesk Service.yaml create mode 100644 resources/Create a task in a list in Microsoft To Do when a lead is created in Salesforce.yaml create mode 100644 resources/Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online.yaml create mode 100644 resources/markdown/Create a task in Microsoft To Do when a new event is created in Google Calendar_instructions.md create mode 100644 resources/markdown/Create a task in Microsoft To Do when a new task is created in Asana_instructions.md create mode 100644 resources/markdown/Create a task in Microsoft To Do when a new ticket is created in Zendesk Service_instructions.md create mode 100644 resources/markdown/Create a task in a list in Microsoft To Do when a lead is created in Salesforce_instructions.md create mode 100644 resources/markdown/Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online.md create mode 100644 resources/markdown/Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online_instructions.md diff --git a/resources/Create a task in Microsoft To Do when a new event is created in Google Calendar.yaml b/resources/Create a task in Microsoft To Do when a new event is created in Google Calendar.yaml new file mode 100644 index 000000000..5ac657120 --- /dev/null +++ b/resources/Create a task in Microsoft To Do when a new event is created in Google Calendar.yaml @@ -0,0 +1,65 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: googlecalendar + type: event-trigger + triggers: + CREATED_POLLER: + input-context: + data: events + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + id: abc123@gmail.com + parentFilter: + id: abc123@gmail.com + subscription: + createdField: updated + updatedField: updated + timeFormat: YYYY-MM-DDTHH:mm:ss.SSSZ + pollingInterval: 1 + isCreatedQueryable: true + action-interfaces: + action-interface-1: + type: api-action + business-object: postUsersByUserIdTodoListsByTodoTaskListIdTasks_model + connector-type: mstodo + actions: + postUsersByUserIdTodoListsByTodoTaskListIdTasks: {} + assemblies: + assembly-1: + assembly: + execute: + - custom-action: + name: Microsoft To Do Create task + target: + $ref: '#/integration/action-interfaces/action-interface-1' + action: postUsersByUserIdTodoListsByTodoTaskListIdTasks + map: + mappings: + - body: + mappings: + - content: + template: '{{$Trigger.summary}}' + - contentType: + template: text + - dueDateTimeRequest: + template: '{{$Trigger.startTime}}' + - title: + template: '{{$Trigger.eventId}} - {{$Trigger.description}}' + - todoTaskListId: + template: >- + AQMkADAwATMwMAItNjMwZC1lMzUzLTAwAi0wMAoALgAAA-iqddhCOYFIqbBYzmYMREEBAM-2hQL9SExJhAVapIRU3isAAAANLvZ6AAAA + - userId: + template: me + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a task in Microsoft To Do when a new event is created in Google Calendar + description: Use this template to create a new task in Microsoft To Do whenever a new event is created in Google Calendar. +models: {} diff --git a/resources/Create a task in Microsoft To Do when a new task is created in Asana.yaml b/resources/Create a task in Microsoft To Do when a new task is created in Asana.yaml new file mode 100644 index 000000000..11d256c5d --- /dev/null +++ b/resources/Create a task in Microsoft To Do when a new task is created in Asana.yaml @@ -0,0 +1,65 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: asana + type: event-trigger + triggers: + CREATED: + input-context: + data: Tasks + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + workspace-id: '1204205574829453' + team-id: '1204205586130693' + project: '1204205585687152' + parentFilter: + workspace-id: '1204205574829453' + team-id: '1204205586130693' + project: '1204205585687152' + action-interfaces: + action-interface-1: + type: api-action + business-object: postUsersByUserIdTodoListsByTodoTaskListIdTasks_model + connector-type: mstodo + actions: + postUsersByUserIdTodoListsByTodoTaskListIdTasks: {} + assemblies: + assembly-1: + assembly: + execute: + - custom-action: + name: Microsoft To Do Create task + target: + $ref: '#/integration/action-interfaces/action-interface-1' + action: postUsersByUserIdTodoListsByTodoTaskListIdTasks + map: + mappings: + - body: + mappings: + - content: + template: '{{$Trigger.notes}}' + - contentType: + template: text + - dueDateTimeRequest: + template: '{{$Trigger.due_on}}' + - title: + template: '{{$Trigger.name}}' + - todoTaskListId: + template: >- + AQMkADAwATMwMAItNjMwZC1lMzUzLTAwAi0wMAoALgAAA-iqddhCOYFIqbBYzmYMREEBAM-2hQL9SExJhAVapIRU3isAAAIBEgAAAA== + - userId: + template: me + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SlackSendmessage2 + $ref: '#/node-output/Slack Send message 2/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + name: Create a task in Microsoft To Do when a new task is created in Asana + description: Use this template to create a new task in the default list in Microsoft To Do whenever a new task is created in Asana. +models: {} diff --git a/resources/Create a task in Microsoft To Do when a new ticket is created in Zendesk Service.yaml b/resources/Create a task in Microsoft To Do when a new ticket is created in Zendesk Service.yaml new file mode 100644 index 000000000..44768e00c --- /dev/null +++ b/resources/Create a task in Microsoft To Do when a new ticket is created in Zendesk Service.yaml @@ -0,0 +1,198 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + type: event-trigger + triggers: + CREATED_POLLER: + input-context: + data: Ticket + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + subscription: + createdField: created_at + updatedField: updated_at + timeFormat: YYYY-MM-DDTHH:mm:ss.SSSZ + timeZone: UTC + pollingInterval: 1 + isCreatedQueryable: true + connector-type: zendeskservice + action-interfaces: + action-interface-2: + type: api-action + business-object: postUsersByUserIdTodoListsByTodoTaskListIdTasks_model + connector-type: mstodo + actions: + postUsersByUserIdTodoListsByTodoTaskListIdTasks: {} + action-interface-1: + type: api-action + business-object: postUsersByUserIdTodoListsByTodoTaskListIdTasks_model + connector-type: mstodo + actions: + postUsersByUserIdTodoListsByTodoTaskListIdTasks: {} + action-interface-3: + type: api-action + business-object: postUsersByUserIdTodoListsByTodoTaskListIdTasks_model + connector-type: mstodo + actions: + postUsersByUserIdTodoListsByTodoTaskListIdTasks: {} + action-interface-4: + type: api-action + business-object: postUsersByUserIdTodoListsByTodoTaskListIdTasks_model + connector-type: mstodo + actions: + postUsersByUserIdTodoListsByTodoTaskListIdTasks: {} + assemblies: + assembly-1: + assembly: + execute: + - if: + name: If + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + '{{$Trigger.type}}': problem + execute: + - custom-action: + name: Microsoft To Do Create task 2 + target: + $ref: '#/integration/action-interfaces/action-interface-2' + action: postUsersByUserIdTodoListsByTodoTaskListIdTasks + map: + mappings: + - body: + mappings: + - content: + template: '{{$Trigger.description}}' + - contentType: + template: text + - dueDateTimeRequest: + template: '{{$Trigger.due_at}}' + - title: + template: '{{$Trigger.subject}}' + - todoTaskListId: + template: >- + AQMkADAwATMwMAItNjMwZC1lMzUzLTAwAi0wMAoALgAAA-iqddhCOYFIqbBYzmYMREEBAM-2hQL9SExJhAVapIRU3isAAAANLvZ7AAAA + - userId: + template: me + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SlackSendmessage + $ref: >- + #/node-output/Slack Send + message/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + - condition: + '{{$Trigger.type}}': question + execute: + - custom-action: + name: Microsoft To Do Create task 3 + target: + $ref: '#/integration/action-interfaces/action-interface-3' + action: postUsersByUserIdTodoListsByTodoTaskListIdTasks + map: + mappings: + - body: + mappings: + - content: + template: '{{$Trigger.description}}' + - contentType: + template: text + - dueDateTimeRequest: + template: '{{$Trigger.due_at}}' + - title: + template: '{{$Trigger.subject}}' + - todoTaskListId: + template: >- + AQMkADAwATMwMAItNjMwZC1lMzUzLTAwAi0wMAoALgAAA-iqddhCOYFIqbBYzmYMREEBAM-2hQL9SExJhAVapIRU3isAAAANLvZ9AAAA + - userId: + template: me + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SlackSendmessage + $ref: >- + #/node-output/Slack Send + message/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + - condition: + '{{$Trigger.type}}': incident + execute: + - custom-action: + name: Microsoft To Do Create task 4 + target: + $ref: '#/integration/action-interfaces/action-interface-4' + action: postUsersByUserIdTodoListsByTodoTaskListIdTasks + map: + mappings: + - body: + mappings: + - content: + template: '{{$Trigger.description}}' + - contentType: + template: text + - dueDateTimeRequest: + template: '{{$Trigger.due_at}}' + - title: + template: '{{$Trigger.subject}}' + - todoTaskListId: + template: >- + AQMkADAwATMwMAItNjMwZC1lMzUzLTAwAi0wMAoALgAAA-iqddhCOYFIqbBYzmYMREEBAM-2hQL9SExJhAVapIRU3isAAAANLvZ8AAAA + - userId: + template: me + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SlackSendmessage + $ref: >- + #/node-output/Slack Send + message/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + else: + execute: + - custom-action: + name: Microsoft To Do Create task + target: + $ref: '#/integration/action-interfaces/action-interface-1' + action: postUsersByUserIdTodoListsByTodoTaskListIdTasks + map: + mappings: + - body: + mappings: + - content: + template: '{{$Trigger.description}}' + - contentType: + template: text + - dueDateTimeRequest: + template: '{{$Trigger.due_at}}' + - title: + template: '{{$Trigger.subject}}' + - todoTaskListId: + template: >- + AQMkADAwATMwMAItNjMwZC1lMzUzLTAwAi0wMAoALgAAA-iqddhCOYFIqbBYzmYMREEBAM-2hQL9SExJhAVapIRU3isAAAANLvZ-AAAA + - userId: + template: me + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: SlackSendmessage + $ref: '#/node-output/Slack Send message/response/payload' + - variable: flowDetails + $ref: '#/flowDetails' + output-schema: {} + name: Create a task in Microsoft To Do when a new ticket is created in Zendesk Service +models: {} diff --git a/resources/Create a task in a list in Microsoft To Do when a lead is created in Salesforce.yaml b/resources/Create a task in a list in Microsoft To Do when a lead is created in Salesforce.yaml new file mode 100644 index 000000000..86101dccf --- /dev/null +++ b/resources/Create a task in a list in Microsoft To Do when a lead is created in Salesforce.yaml @@ -0,0 +1,185 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + connector-type: salesforce + type: event-trigger + triggers: + CREATED: + input-context: + data: Lead + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: {} + action-interfaces: + action-interface-1: + type: api-action + business-object: postUsersByUserIdTodoListsByTodoTaskListIdTasks_model + connector-type: mstodo + actions: + postUsersByUserIdTodoListsByTodoTaskListIdTasks: {} + action-interface-2: + type: api-action + business-object: postUsersByUserIdTodoListsByTodoTaskListIdTasks_model + connector-type: mstodo + actions: + postUsersByUserIdTodoListsByTodoTaskListIdTasks: {} + action-interface-3: + type: api-action + business-object: getUsersByUserIdTodoLists_model + connector-type: mstodo + actions: + RETRIEVEALL: {} + action-interface-4: + type: api-action + business-object: postUsersByUserIdTodoListsByTodoTaskListIdTasks_model + connector-type: mstodo + actions: + postUsersByUserIdTodoListsByTodoTaskListIdTasks: {} + assemblies: + assembly-1: + assembly: + execute: + - if: + name: If + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + '{{$Trigger.Rating}}': Hot + execute: + - custom-action: + name: Microsoft To Do Create task + target: + $ref: '#/integration/action-interfaces/action-interface-1' + action: postUsersByUserIdTodoListsByTodoTaskListIdTasks + map: + mappings: + - body: + mappings: + - content: + template: >- + Company:{{$Trigger.Company}}, Title: + {{$Trigger.Title}}, Address: + {{$Trigger.Street}}, {{$Trigger.City}}, + {{$Trigger.State}}, + {{$Trigger.PostalCode}}. Prod Interest: + {{$Trigger.ProductInterest__c}}, + Email:{{$Trigger.Email}}, Phone: + {{$Trigger.MobilePhone}}, LeadSource: + {{$Trigger.LeadSource}}, + - title: + template: '{{$Trigger.Id}} - {{$Trigger.Name}}' + - todoTaskListId: + template: >- + AQMkADAwATM0MDAAMS01ZGYxLTVjNjAtMDACLTAwCgAuAAADb6Br_fReF0eJHdfnsTuOtwEAwTENmbj21UuVxu2pWxeurQAAAAsCcg8AAAA= + - userId: + template: me + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + - retrieve-action: + name: Microsoft To Do Retrieve lists + target: + $ref: '#/integration/action-interfaces/action-interface-3' + filter: + where: + userId: me + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MicrosoftToDoCreatetask + $ref: >- + #/block/If/node-output/Microsoft To Do Create + task/response/payload + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: true + pagination-type: SKIP_LIMIT + allow-empty-output: false + - condition: + '{{$Trigger.Rating}}': Warm + execute: + - custom-action: + name: Microsoft To Do Create task 2 + target: + $ref: '#/integration/action-interfaces/action-interface-2' + action: postUsersByUserIdTodoListsByTodoTaskListIdTasks + map: + mappings: + - body: + mappings: + - content: + template: >- + Company:{{$Trigger.Company}}, Title: + {{$Trigger.Title}}, Address: + {{$Trigger.Street}}, {{$Trigger.City}}, + {{$Trigger.State}}, + {{$Trigger.PostalCode}}. Prod Interest: + {{$Trigger.ProductInterest__c}}, + Email:{{$Trigger.Email}}, Phone: + {{$Trigger.MobilePhone}}, LeadSource: + {{$Trigger.LeadSource}}, + - contentType: + template: text + - title: + template: '{{$Trigger.Id}} - {{$Trigger.Name}}' + - todoTaskListId: + template: >- + AQMkADAwATM0MDAAMS01ZGYxLTVjNjAtMDACLTAwCgAuAAADb6Br_fReF0eJHdfnsTuOtwEAwTENmbj21UuVxu2pWxeurQAAAAjmZ8wAAAA= + - userId: + template: me + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + else: + execute: + - custom-action: + name: Microsoft To Do Create task 3 + target: + $ref: '#/integration/action-interfaces/action-interface-4' + action: postUsersByUserIdTodoListsByTodoTaskListIdTasks + map: + mappings: + - body: + mappings: + - content: + template: >- + Company:{{$Trigger.Company}}, Title: + {{$Trigger.Title}}, Address: + {{$Trigger.Street}}, {{$Trigger.City}}, + {{$Trigger.State}}, + {{$Trigger.PostalCode}}. Prod Interest: + {{$Trigger.ProductInterest__c}}, + Email:{{$Trigger.Email}}, Phone: + {{$Trigger.MobilePhone}}, LeadSource: + {{$Trigger.LeadSource}}. + - contentType: + template: text + - title: + template: '{{$Trigger.Id}} - {{$Trigger.Name}}' + - todoTaskListId: + template: >- + AQMkADAwATM0MDAAMS01ZGYxLTVjNjAtMDACLTAwCgAuAAADb6Br_fReF0eJHdfnsTuOtwEAwTENmbj21UuVxu2pWxeurQAAAgESAAAA + - userId: + template: me + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + output-schema: {} + name: Create a task in a list in Microsoft To Do when a lead is created in Salesforce +models: {} diff --git a/resources/Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online.yaml b/resources/Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online.yaml new file mode 100644 index 000000000..4677e4f23 --- /dev/null +++ b/resources/Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online.yaml @@ -0,0 +1,271 @@ +$integration: http://ibm.com/appconnect/integration/v2/integrationFile +integration: + type: trigger-action + trigger-interfaces: + trigger-interface-1: + type: event-trigger + triggers: + CREATED: + input-context: + data: Row + assembly: + $ref: '#/integration/assemblies/assembly-1' + options: + DriveId: b!cj6fpn_rckezu0EVg2oMOgMC0sfPYdFKvhluqpsZkGU5UFn7wDNpRpM91EGWr_sa + WorkbookId: 01NODPFIWLMMH5XXYVSJHYYWXAUROK7PXG + WorksheetId: '{00000000-0001-0000-0000-000000000000}' + parentFilter: + DriveId: >- + b!cj6fpn_rckezu0EVg2oMOgMC0sfPYdFKvhluqpsZkGU5UFn7wDNpRpM91EGWr_sa + WorkbookId: 01NODPFIWLMMH5XXYVSJHYYWXAUROK7PXG + WorksheetId: '{00000000-0001-0000-0000-000000000000}' + connector-type: msexcel + action-interfaces: + action-interface-1: + type: api-action + business-object: getUsersByUserIdTodoLists_model + connector-type: mstodo + actions: + RETRIEVEALL: {} + action-interface-2: + type: api-action + business-object: postUsersByUserIdTodoListsByTodoTaskListIdTasks_model + connector-type: mstodo + actions: + postUsersByUserIdTodoListsByTodoTaskListIdTasks: {} + action-interface-3: + type: api-action + business-object: message + connector-type: slack + actions: + CREATE: {} + action-interface-4: + type: api-action + business-object: postUsersByUserIdTodoLists_model + connector-type: mstodo + actions: + postUsersByUserIdTodoLists: {} + action-interface-5: + type: api-action + business-object: postUsersByUserIdTodoListsByTodoTaskListIdTasks_model + connector-type: mstodo + actions: + postUsersByUserIdTodoListsByTodoTaskListIdTasks: {} + action-interface-6: + type: api-action + business-object: message + connector-type: slack + actions: + CREATE: {} + assemblies: + assembly-1: + assembly: + execute: + - retrieve-action: + name: Microsoft To Do Retrieve lists + target: + $ref: '#/integration/action-interfaces/action-interface-1' + filter: + where: + and: + - userId: me + - displayName: '{{$Trigger.rowData.D}}' + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: flowDetails + $ref: '#/flowDetails' + limit: 10 + allow-truncation: true + pagination-type: SKIP_LIMIT + allow-empty-output: true + - if: + name: If + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MicrosoftToDoRetrievelists + $ref: >- + #/node-output/Microsoft To Do Retrieve + lists/response/payload + - variable: MicrosoftToDoRetrievelistsMetadata + $ref: '#/node-output/Microsoft To Do Retrieve lists/response' + - variable: flowDetails + $ref: '#/flowDetails' + branch: + - condition: + '{{$MicrosoftToDoRetrievelistsMetadata."status-code"}}': '204' + execute: + - custom-action: + name: Microsoft To Do Create list + target: + $ref: '#/integration/action-interfaces/action-interface-4' + action: postUsersByUserIdTodoLists + map: + mappings: + - displayName: + template: '{{$Trigger.rowData.D}}' + - userId: + template: me + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MicrosoftToDoRetrievelists + $ref: >- + #/node-output/Microsoft To Do Retrieve + lists/response/payload + - variable: MicrosoftToDoRetrievelistsMetadata + $ref: >- + #/node-output/Microsoft To Do Retrieve + lists/response + - variable: flowDetails + $ref: '#/flowDetails' + - custom-action: + name: Microsoft To Do Create task + target: + $ref: '#/integration/action-interfaces/action-interface-2' + action: postUsersByUserIdTodoListsByTodoTaskListIdTasks + map: + mappings: + - body: + mappings: + - content: + template: '{{$Trigger.rowData.B}}' + - dueDateTimeRequest: + template: '{{$Trigger.rowData.C}}' + - title: + template: '{{$Trigger.rowData.A}}' + - todoTaskListId: + template: '{{$MicrosoftToDoCreatelist.id}}' + - userId: + template: me + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MicrosoftToDoCreatelist + $ref: >- + #/block/If/node-output/Microsoft To Do Create + list/response/payload + - variable: MicrosoftToDoRetrievelists + $ref: >- + #/node-output/Microsoft To Do Retrieve + lists/response/payload + - variable: MicrosoftToDoRetrievelistsMetadata + $ref: >- + #/node-output/Microsoft To Do Retrieve + lists/response + - variable: flowDetails + $ref: '#/flowDetails' + - create-action: + name: Slack Send message + target: + $ref: '#/integration/action-interfaces/action-interface-3' + map: + mappings: + - OBJECT_ID: + template: C04KMH8MALT + - OBJECT_NAME: + template: channel + - text: + template: >- + task created with id + {{$MicrosoftToDoCreatetask.id}} + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MicrosoftToDoCreatelist + $ref: >- + #/block/If/node-output/Microsoft To Do Create + list/response/payload + - variable: MicrosoftToDoCreatetask + $ref: >- + #/block/If/node-output/Microsoft To Do Create + task/response/payload + - variable: MicrosoftToDoRetrievelists + $ref: >- + #/node-output/Microsoft To Do Retrieve + lists/response/payload + - variable: MicrosoftToDoRetrievelistsMetadata + $ref: >- + #/node-output/Microsoft To Do Retrieve + lists/response + - variable: flowDetails + $ref: '#/flowDetails' + - condition: + '{{$MicrosoftToDoRetrievelistsMetadata."status-code"}}': '200' + execute: + - custom-action: + name: Microsoft To Do Create task 2 + target: + $ref: '#/integration/action-interfaces/action-interface-5' + action: postUsersByUserIdTodoListsByTodoTaskListIdTasks + map: + mappings: + - body: + mappings: + - content: + template: '{{$Trigger.rowData.B}}' + - contentType: + template: text + - dueDateTimeRequest: + template: '{{$Trigger.rowData.C}}' + - title: + template: '{{$Trigger.rowData.A}}' + - todoTaskListId: + template: '{{$MicrosoftToDoRetrievelists[0].id}}' + - userId: + template: me + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MicrosoftToDoRetrievelists + $ref: >- + #/node-output/Microsoft To Do Retrieve + lists/response/payload + - variable: MicrosoftToDoRetrievelistsMetadata + $ref: >- + #/node-output/Microsoft To Do Retrieve + lists/response + - variable: flowDetails + $ref: '#/flowDetails' + - create-action: + name: Slack Send message 2 + target: + $ref: '#/integration/action-interfaces/action-interface-6' + map: + mappings: + - OBJECT_ID: + template: C04KMH8MALT + - OBJECT_NAME: + template: channel + - text: + template: >- + task is created with task id + {{$MicrosoftToDoCreatetask2.id}} + $map: http://ibm.com/appconnect/map/v1 + input: + - variable: Trigger + $ref: '#/trigger/payload' + - variable: MicrosoftToDoCreatetask2 + $ref: >- + #/block/If/node-output/Microsoft To Do Create + task 2/response/payload + - variable: MicrosoftToDoRetrievelists + $ref: >- + #/node-output/Microsoft To Do Retrieve + lists/response/payload + - variable: MicrosoftToDoRetrievelistsMetadata + $ref: >- + #/node-output/Microsoft To Do Retrieve + lists/response + - variable: flowDetails + $ref: '#/flowDetails' + else: + execute: [] + output-schema: {} + name: Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online +models: {} diff --git a/resources/markdown/Create a task in Microsoft To Do when a new event is created in Google Calendar_instructions.md b/resources/markdown/Create a task in Microsoft To Do when a new event is created in Google Calendar_instructions.md new file mode 100644 index 000000000..eca047418 --- /dev/null +++ b/resources/markdown/Create a task in Microsoft To Do when a new event is created in Google Calendar_instructions.md @@ -0,0 +1,11 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20task%20in%20Microsoft%20To%20Do%20when%20a%20new%20event%20is%20created%20in%20Google%20Calendar_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Google Calendar]https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-google-calendar) + - [Microsoft To Do](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-microsoft-to-do) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a new task in Microsoft To Do whenever a new event is created in Google Calendar. + + diff --git a/resources/markdown/Create a task in Microsoft To Do when a new task is created in Asana_instructions.md b/resources/markdown/Create a task in Microsoft To Do when a new task is created in Asana_instructions.md new file mode 100644 index 000000000..70208f544 --- /dev/null +++ b/resources/markdown/Create a task in Microsoft To Do when a new task is created in Asana_instructions.md @@ -0,0 +1,9 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20task%20in%20Microsoft%20To%20Do%20when%20a%20new%20task%20is%20created%20in%20Asana_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Asana](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-asana) + - [Microsoft To Do](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-microsoft-to-do) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a new task in the default list in Microsoft To Do whenever a new task is created in Asana. diff --git a/resources/markdown/Create a task in Microsoft To Do when a new ticket is created in Zendesk Service_instructions.md b/resources/markdown/Create a task in Microsoft To Do when a new ticket is created in Zendesk Service_instructions.md new file mode 100644 index 000000000..b5ddaf71c --- /dev/null +++ b/resources/markdown/Create a task in Microsoft To Do when a new ticket is created in Zendesk Service_instructions.md @@ -0,0 +1,14 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20task%20in%20Microsoft%20To%20Do%20when%20a%20new%20ticket%20is%20created%20in%20Zendesk%20Service_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Zendesk Service](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-zendesk-service) + - [Microsoft To Do](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-microsoft-to-do) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a new task in Microsoft To Do whenever a new ticket is created in Zendesk Service. The task is created in a Microsoft default list based on the Zendesk Service ticket type. + + + + + diff --git a/resources/markdown/Create a task in a list in Microsoft To Do when a lead is created in Salesforce_instructions.md b/resources/markdown/Create a task in a list in Microsoft To Do when a lead is created in Salesforce_instructions.md new file mode 100644 index 000000000..98de216f3 --- /dev/null +++ b/resources/markdown/Create a task in a list in Microsoft To Do when a lead is created in Salesforce_instructions.md @@ -0,0 +1,13 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20task%20in%20a%20list%20in%20Microsoft%20To%20Do%20when%20a%20lead%20is%20created%20in%20Salesforce_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Salesforce](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-salesforce) + - [Microsoft To Do](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-microsoft-to-do) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a new task in a list in Microsoft To Do whenever a new lead is created in Salesforce. The task is created and added to the Microsoft To Do list based on the lead rating of the new Salesforce lead. + + + + diff --git a/resources/markdown/Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online.md b/resources/markdown/Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online.md new file mode 100644 index 000000000..d8e93fe97 --- /dev/null +++ b/resources/markdown/Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online.md @@ -0,0 +1,14 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20task%20in%20a%20list%20in%20Microsoft%20To%20Do%20based%20on%20the%20information%20retrieved%20from%20Microsoft%20Excel%20Online_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Microsoft Excel Online](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-microsoft-excel-online) + - [Microsoft To Do](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-microsoft-to-do) + - [Slack](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-slack) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a new task in a list in Microsoft To Do whenever a new row is appended in Microsoft Excel Online. A new list is created if the list doesn’t exist in To Do based on the information retrieved from the Microsoft Excel Online worksheet. A task is then added to the newly created list. Otherwise, if the list already exists in To Do, the task will be added to that list. + + + + diff --git a/resources/markdown/Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online_instructions.md b/resources/markdown/Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online_instructions.md new file mode 100644 index 000000000..5ff7035ce --- /dev/null +++ b/resources/markdown/Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online_instructions.md @@ -0,0 +1,14 @@ +To refer to these instructions while editing the flow, open [the GitHub page](https://github.com/ot4i/app-connect-templates/tree/master/resources/markdown/Create%20a%20task%20on%20the%20Microsoft%20To%20Do%20list%20using%20information%20retrieved%20from%20Microsoft%20Excel%20Online_instructions.md) (opens in a new window). + +1. Click **Create flow** to start using the template. +2. Connect to the following accounts by using your credentials: + - [Microsoft Excel Online](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-microsoft-excel-online) + - [Microsoft To Do](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-microsoft-to-do) + - [Slack](https://www.ibm.com/docs/en/app-connect/containers_cd?topic=apps-slack) +3. To start the flow, in the banner, click **Start flow**. + +Use this template to create a new task in a list in Microsoft To Do whenever a new row is appended in Microsoft Excel Online. A new list is created if the list doesn’t exist in To Do based on the information retrieved from the Microsoft Excel Online worksheet. A task is then added to the newly created list. Otherwise, if the list already exists in To Do, the task will be added to that list. + + + + diff --git a/resources/template-metadata.json b/resources/template-metadata.json index b6f8b90dd..8fd56a176 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -2050,6 +2050,51 @@ "targetApps": ["hubspotcrm", "googlecontacts", "slack"], "tags": ["scheduler", "googlecontacts", "hubspotcrm", "slack", "foreach", "if"], "offerings": ["app connect professional"] + }, + { + "name": "Create a task in Microsoft To Do when a new task is created in Asana", + "description": "Use this template to create a new task in the default list in Microsoft To Do whenever a new task is created in Asana.", + "summary": "Asana to Microsoft To Do", + "sourceApp": "asana", + "targetApps": ["mstodo"], + "tags": ["asana", "mstodo"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a task in a list in Microsoft To Do when a lead is created in Salesforce", + "description": "Use this template to create a new task in a list in Microsoft To Do whenever a new lead is created in Salesforce. The task is created and added to the Microsoft To Do list based on the lead rating of the new Salesforce lead.", + "summary": "Salesforce to Microsoft To Do", + "sourceApp": "salesforce", + "targetApps": ["mstodo"], + "tags": ["salesforce", "mstodo"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a task in Microsoft To Do when a new event is created in Google Calendar", + "description": "Use this template to create a new task in Microsoft To Do whenever a new event is created in Google Calendar.", + "summary": "Google Calendar to Microsoft To Do", + "sourceApp": "googlecalendar", + "targetApps": ["mstodo"], + "tags": ["googlecalendar", "mstodo"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a task on the Microsoft To Do list using information retrieved from Microsoft Excel Online", + "description": "Use this template to create a new task in a list in Microsoft To Do whenever a new row is appended in Microsoft Excel Online. A new list is created if the list doesn’t exist in To Do based on the information retrieved from the Microsoft Excel Online worksheet. A task is then added to the newly created list. Otherwise, if the list already exists in To Do, the task will be added to that list.", + "summary": "Microsoft Excel Online to 2 applications", + "sourceApp": "msexcel", + "targetApps": ["mstodo", "slack"], + "tags": ["msexcel", "mstodo", "slack", "if"], + "offerings": ["app connect professional"] + }, + { + "name": "Create a task in Microsoft To Do when a new ticket is created in Zendesk Service", + "description": "Use this template to create a new task in Microsoft To Do whenever a new ticket is created in Zendesk Service. The task is created in a Microsoft default list based on the Zendesk Service ticket type.", + "summary": "Zendesk Service to Microsoft To Do", + "sourceApp": "zendesk", + "targetApps": ["mstodo"], + "tags": ["zendesk", "mstodo", "if"], + "offerings": ["app connect professional"] } ] } From 4fe70aaf4633721121636be5460b9b29faae7745 Mon Sep 17 00:00:00 2001 From: Deepak Ayilliath Date: Mon, 18 Sep 2023 15:37:47 +0530 Subject: [PATCH 13/13] Update template-metadata.json Fixing icon issues --- resources/template-metadata.json | 4 ++-- 1 file changed, 2 insertions(+), 2 deletions(-) diff --git a/resources/template-metadata.json b/resources/template-metadata.json index 8fd56a176..df50d2dba 100644 --- a/resources/template-metadata.json +++ b/resources/template-metadata.json @@ -2091,9 +2091,9 @@ "name": "Create a task in Microsoft To Do when a new ticket is created in Zendesk Service", "description": "Use this template to create a new task in Microsoft To Do whenever a new ticket is created in Zendesk Service. The task is created in a Microsoft default list based on the Zendesk Service ticket type.", "summary": "Zendesk Service to Microsoft To Do", - "sourceApp": "zendesk", + "sourceApp": "zendeskservice", "targetApps": ["mstodo"], - "tags": ["zendesk", "mstodo", "if"], + "tags": ["zendeskservice", "mstodo", "if"], "offerings": ["app connect professional"] } ]