IdeaScale provides three core services that allow you to build your own connections between IdeaScale and other softwares:

  1. REST API
  2. Webhooks
  3. The IdeaScale Zapier App.

Our REST API is fully documented here and is a great tool for developers wanting to build custom scripts or applications on top of IdeaScale’s core functionality. This document focuses instead on providing easy-to-use use cases for the two other connection methods provided by IdeaScale; our custom webhook builder; and IdeaScale’s Zapier App. The target is that what follows is accessible to all IdeaScale users with a basic knowledge of the behavior or web applications and some familiarity of the IdeaScale platform.
 
 3 Great Ways to Use Webhooks
 
 Linking your IdeaScale community to a project management tool is a great way to ensure follow through on your best ideas.
 
 1. Create an Issue in Trello, Basecamp or Jira when an idea reaches a certain stage.
 
 Basecamp: To learn how to build a webhook that creates a named to-do-list for every idea you select for implementation.
 
 Method of Integration: Webhook triggered via IdeaScale’s automation builder
 Platform Connected: Basecamp
 Platform Developer Information:
 
Creating a project management workflow from IdeaScale begins the same irrespective of the platform you intend to connect to. First, go to Community Settings > Workflow > Automation Builder and click “Create New Workflow”. You’ll get a screen that looks like this:
 


 Start by naming your new Workflow using the “Rule Name” field and then, under “Condition”, use the dropdowns to build a condition that is “Idea”, “Reaches Stage Named” and then the Stage Name of the stage that you want to trigger the workflow. See the above example, where we have configured the workflow to trigger when an idea reaches the Stage named “Ticket Pending”. When all of the above is set, hit save.
 Hitting Save will cause a new set of options to appear. This set of options will allow you to build the permissions and actions that will take place in your project management solution of choice. Below we dive into how this would work for Basecamp 2.
 
 If you are looking to create a new to do list for a project in Basecamp 2:


 Please Note: Basecamp connectors with additional functionality can also be configured if you have a Zapier starter plan or above. See below section on Zapier to learn more.
 
 Trello: To learn how to build a webhook that creates a Trello card for every idea you selected for implementation.
 Method of Integration: Webhook triggered via IdeaScale’s automation builder
 Platform Connected: Trello
 Platform Developer Information:

 Creating a project management workflow from IdeaScale begins the same irrespective of the platform you intend to connect to. First, go to Community Settings > Workflow > Automation Builder and click “Create New Workflow”. You’ll get a screen that looks like this:


 Start by naming your new Workflow using the “Rule Name” field and then, under “Condition”, use the dropdowns to build a condition that is “Idea”, “Reaches Stage Named” and then the Stage Name of the stage that you want to trigger the workflow. See the above example, where we have configured the workflow to trigger when an idea reaches the Stage named “Ticket Pending”. When all of the above is set, hit save.
 Hitting Save will cause a new set of options to appear. This set of options will allow you to build the permissions and actions that will take place in your project management solution of choice. Below we dive into how this would work for Trello.
 
 If you are looking to create a new card in Trello:
 
 Under Method Type select Post
 Now, take this url and add it in as the URL: https://api.trello.com/1/cards?key=THIS_IS_WHERE_YOUR KEY_GOES&token=THIS_IS_WHERE_YOUR_TOKEN_GOES&idList=THIS_IS_WHERE_YOUR_LIST_ID_GOES
 Then go to Trello and login using the account you would like this connector to create cards on behalf of.
 Once you are logged in on Trello, open a new tab and go to https://trello.com/app-key.
 Copy the Key provided by Trello, return to IdeaScale and replace the text “THIS_IS_WHERE_YOUR KEY_GOES” with the Key you just copied.
 Return to Trello, click on the “Token” Link, click allow, and then copy the Token you are provided with.
 Return to IdeaScale and replace the text “THIS_IS_WHERE_YOUR_TOKEN_GOES” with the Token you just copied.
 Now return to trello and go to your boads (https://trello.com/), click on the board you would like to send the new cards to, then open up a card in the list you would like the new cards to appear in. Once you are looking at the card add “.json” to the end of the url and hit enter. This will open up a screen of code containing the ldList:
 

  • Copy the IdList, return to IdeaScale and replace THIS_IS_WHERE_YOUR_LIST_ID_GOES with the id you have copied.
  • You now have your URL completely constructed.
  • For Authentication Type select No Auth
  • Leave Parameters and Custom Headers blank
  • Under Content Type select JSON and paste the following code into the Post Payload:
  • {"name": "{ideaTitle}", "desc": "{ideaDesc}", "urlSource": "{ideaUrl}", "pos": "top"}
  • Hit Test. You should see a new card appear in your Trello account.
  • Save your Automation Rule. From now on any idea that reaches the named stage (in our case “Ticket Pending”) will create a card in your Trello project. Your delivery team can then begin assigning to-dos and ensuring your project gets completed.


 Please Note: Trello connectors with additional functionality can also be configured if you have a Zapier starter plan or above. See below section on Zapier to learn more.
 
 Jira: To learn how to build a webhook that creates a Jira issue for every idea you selected for implementation.
 
 Method of Integration: Webhook triggered via IdeaScale’s automation builder
 Platform Connected: Jira
 Platform Developer Information: Jira’s full Rest API documentation can be found at https://developer.atlassian.com/cloud/jira/platform/rest/
 
 Creating a project management workflow from IdeaScale begins the same irrespective of the platform you intend to connect to. First, go to Community Settings > Workflow > Automation Builder and click “Create New Workflow”. You’ll get a screen that looks like this: 


 Start by naming your new Workflow using the “Rule Name” field and then, under “Condition”, use the dropdowns to build a condition that is “Idea”, “Reaches Stage Named” and then the Stage Name of the stage that you want to trigger the workflow. See the above example, where we have configured the workflow to trigger when an idea reaches the Stage named “Ticket Pending”. When all of the above is set, hit save.
 Hitting Save will cause a new set of options to appear. This set of options will allow you to build the permissions and actions that will take place in your project management solution of choice. Below we dive into how this would work for Jira.
 
 If you are looking to create a new issue in Jira:

  • Under Method Type select Post
  • Now, add the following URL to the URL section: https://ideascaleapitest.atlassian.net/rest/api/2/issue. Replace “ideascaleapitest.atlassian.net” with the url or your Jira instance.
  • Then Select Basic Auth and your personal JIRA username and password (or whichever Jira account you wish to create the Jira issues) under Username and Password.
  • Finally, under Post Payload enter the following code:

{
 "fields": {
 "project": {
 "key": "KEY"
 },
 "summary": "{ideaTitle}",
 "description": "{ideaDesc} {ideaUrl}",
 "issuetype": {
 "id": "10001"
 }
 }
 }
 
 Replace KEY with the Key for the particular project you would like to create your new issues in. You can find the key by going to the project and looking at the URL. The key appears in the following spot: https://ideascaleapitest.atlassian.net/projects/KEY/board.

  • Hit Test. You should see a new card appear in your Jira account.
  • Save your Automation Rule. From now on any idea that reaches the named stage (in our case “Ticket Pending”) will create a card in your Jira project. Your delivery team can then begin assigning to-dos and ensuring your project gets completed.

Please Note: We should add developer notes to each document so customer no where to search if they want to dive in further.
 
 2. Create a Draft Post in Medium when an idea is implemented (and remind yourself to publish it using a Slack alert).
 3. Keep your team up to date and engaged using Slack messages (can also be achieved using Zapier)
 
 Updated to webhooks allow you to send custom requests to the endpoints of other platforms. To get to know the functionality check out the following use-case examples:
 1. Create an Issue in Trello, Basecamp or Jira
 2. Create a Draft Post in Medium (and remind yourself on Slack)
 3. Keep your team up to date with slack.
 
 5 Great Uses for IdeaScale’s Zapier App
 
 1. Collect Submissions using Typeform, Twitter or Twilio SMS
 2. Automate onboarding emails.
 3. Set-up notifications for negative ideas
 4. Publicize Badge Wins
 5. Publicize ideas as they get traction.
 6. Send Selected Ideas to Project Management

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