ClickUp allows us to create recurring tasks (as I show in the attached screenshot), for example, that figure due date every week on Tuesday.
I would like to know if we can create a recurring task in ClickUp through API. And if possible how is it done? what is the endpoint and what parameters are needed.
Checking their documentation, I didn't find any references to recurring tasks: https://clickup.com/api/clickupreference/operation/CreateTask/
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I am developing a SPA webapp through which I add events to my users google calendar They have given permission for. However this is my first time using Google calendar API, and was unclear about how to retrieve my users existing events , or if they add new events or delete them. IS there an option to set a webhook within google calendar thus when the user makes any changes to the calendar I can receive the change. My current approach was to make multiple get requests but that seems very inefficient. How can I keep my app calendar in sync with all user created events.
You can set up a push notification to be alerted any time anything changes on one of your calendars. I looked into it before a little, if memory serves it doesn't alert you to a lot of particularly useful information (I don't believe it tells you exactly what changed and how). Check out the docs here: https://developers.google.com/google-apps/calendar/v3/push
What I ended up doing was setting up a cronjob and getting all of my calendars' events using the synctoken, which returns only the events that have changed since the last time I polled the API for events. https://developers.google.com/google-apps/calendar/v3/sync
If you are using the SyncToken in your request for data, all you get back is the events that have changed. There is an eventID in the Google records that you can use to connect the change to your event data.
I don't even know if SO is the right place for this question but I thought I'd give it a go as I've found answers on here before.
I'm trying to solve the following issue using widely available SaaS tools if possible as non devs will be using/managing this process.
We are trying to set up an internal scheduled reminder system for our team to make following up with our customers easier, Our work tool set is pretty standard:
Our CRM is Intercom,
Slack is used for internal chat
Notion for task management
Stripe for payments.
We would want it to go a little like this:
1.Customer signs up.
2.Intercom tags new customer.
3.Tag Triggers scheduled reminders (After 1, 3, 5, 7 days etc.) in Slack or Notion (preferably)/ or something else.
I've looked into Triggering reminders in Slack based on new messages in a channel as well as Using Zapier and IFTTT but haven't found a way thus far.
Any advice on tools/services that would help would be appreciated.
This is easily achievable on zapier.
It would look something like this.
trigger (customer signs up), Intercom: New Company
optional: add a filter where it will only continue if the new company has certain
tags
action, "delay by zapier" 1 day
do something, ie. post to slack/send email..
action, "delay by zapier" 2 days
do something, ie. post to slack/send email..
action, "delay by zapier" 2 days
do something, ie. post to slack/send email..
action, "delay by zapier" 2 days
do something, ie. post to slack/send email..
I am looking in to creating a notification function in Dynamics 365, and to find the best solution, I have began with searching for the possibilities (Javascript/C#/All others). Example: Sending a user a notification that a new lead is created.
Edit:It should be generic and easy to add a new notification. So maybe it should be a workflow step, or connected to an entity.
Email notification is already integrated in Dynamics 365
Microsoft Graph has a Notification possibility (Only in Beta)
https://developer.microsoft.com/en-us/graph/graph-explorer#
Create a custom entity which. And on dashboard add a Web Resource (Javascript) that looks through the entity to find if there are any Records on the current user. If so make a popup.
Use Chrome extension to notify user.
(Example: https://community.dynamics.com/crm/b/bruce365usingdynamics/archive/2017/11/02/announcing-365-notify)
Is there any other possibility you know of?
Or do you have any experience with any of these. What one should go for or not.
Your best bet is Dashboard with Posts in Timeline/social pane. This just need couple of configurations like Post rule, Timeline embedding in Dashboard & user training.
Activity feeds
Activity Timeline
If not, timely workflow or MS Flow to send a digest notification.
I would say if you wish to go code less solution then use Workflow
and place trigger as you wish. Send an Email to Either team or
particular user from this workflow. Just set regarding in Email as
Account or Contact or any entity from which you have an Trigger. By
this way You can see all these notification in your Social pane
timeline as well.
If you need some custom logic, Use plugin but in turn call a
workflow which will be onDemand workflow and this will only be used
to send Email.
There can be different Ideas as well. But we have this in place on one of our productive system and it fulfilles requirement of Notification very well.
Since you specifically want to interact with users within the CRM system, there are a number of simple approaches:
Task Queue (Passive) -
Create task records within CRM (these can also sync to Outlook if you want to get fancy). Users review a queue containing all of their tasks. You can similarly assign tasks to teams of users. I recommend this approach for CRM oriented users who have a number of different tasks.
View/Report/Dashboard (Passive) -
Create views of records requiring action. Users then review these views on a regular basis. I recommend this approach for non-time sensitive tasks, and tasks executed in bulk across many records.
Email (Active) -
Create a workflow with a Send Email step. This is easy to do but could generate a lot of emails which the users may then ignore. I only recommend this approach for rare notifications, or those requiring urgent action.
Emailed Reports (Active) -
A hybrid of the second and third approaches, there are third party solutions that will email view results to users on a scheduled basis. This would be my recommendation if you want an active approach without spamming users constantly. These are easy to install and configure and entail a small cost.
In addition to the many viable options offered above (a few of which I was unaware), if the user's daily responsibilities include working with Leads, you might want to keep it super simple - create a My New Leads view and instruct them to check it throughout the day. You could even place this view on a dashboard, making your option 3 redundant.
If the user rarely needs to concern themselves with Leads, the need for a notification strengthens. Assuming that the Lead volume will not flood their inbox, in the interest of simplicity you could start with a workflow email notification.
My web app has an event scheduling feature, and I'd like to automatically create, update, and delete calendar events from users' individual calendars as the event details change on my site.
My plan to do this is to set up an automated/service user (e.g. events#example.co) and use the Calendar API to send invites that come from that user. As the event gets updated I continue to use the API through that user (using a server-to-server authentication protocol, so no human authorization required) to modify the event and deliver updates
If I'm scheduling several thousand events - will this scale with just one user? It doesn't feel right to schedule so many events under one automated user. But then again, it might work just fine.
Is there a limit to how many events I can schedule?
Is there a more sane way to approach this overall?
Thanks!
The google calendar api applies some standard quota limits on you. Basically the number of requests that you can make. However when you are planing on using a single user then there will be some other rules you will need to consider
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If a user has created more than 10,000 events in his or her calendar within a short period of time, that user might lose calendar edit access.
If a user creates more than 25 new calendars within a short period of time, that user's calendar might go into read-only mode.
In order to prevent spamming, Google Calendar limits the number of invitations a user can send to external guests. This limit varies depending on the action, and is usually between 100-300 guests.
You can do this using a service account. To my knowledge there is no limit to the number of events you can put in a calendar per day however as stated above there will be a limit to how many you can insert at once.
I am not aware of a more sane option than this sorry.
I am developing a SPA webapp through which I add events to my users google calendar They have given permission for. However this is my first time using Google calendar API, and was unclear about how to retrieve my users existing events , or if they add new events or delete them. IS there an option to set a webhook within google calendar thus when the user makes any changes to the calendar I can receive the change. My current approach was to make multiple get requests but that seems very inefficient. How can I keep my app calendar in sync with all user created events.
You can set up a push notification to be alerted any time anything changes on one of your calendars. I looked into it before a little, if memory serves it doesn't alert you to a lot of particularly useful information (I don't believe it tells you exactly what changed and how). Check out the docs here: https://developers.google.com/google-apps/calendar/v3/push
What I ended up doing was setting up a cronjob and getting all of my calendars' events using the synctoken, which returns only the events that have changed since the last time I polled the API for events. https://developers.google.com/google-apps/calendar/v3/sync
If you are using the SyncToken in your request for data, all you get back is the events that have changed. There is an eventID in the Google records that you can use to connect the change to your event data.