Help / guidance in creating an app that can connect via api..

Comments

19 comments

  • Andreas Garnæs

    Hi Yohan,

    If you're interested in getting expert help with your app, please check out this page: https://podio.com/site/en/partners

    Best,
    Andreas

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  • Yohan Hidalgo

    Thank you Andrea, was wondering if this can be done manually using Podio API / developer areas?

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  • Andreas Garnæs

    Sure, if you have the right skills then you can do it yourself.

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  • Yohan Hidalgo

    Hi Andreas,

    I searched both partners and API docs, getting pro help, but there are limitations that may turn this process in several services.. which I wished to eliminate by moving to Podio.

    • need to bring the data from hubspot to podio
    • create or gobiflow will help in the calculation service and pdf output
    • lastly deliver pdf to client.

    what do I do?

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  • Andreas Garnæs

    So far, you haven't really described what you want to accomplish in very much detail. As such, I have a hard time guiding you in the right direction. If I understand you correctly though, you have very specific requirements, which may indeed either require you to either write a custom integration yourself or one or more third-party integrations.

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  • Yohan Hidalgo

    You're absolutely correct. Let's start in small steps:

    1. we need to sync the data from hubspot to Podio.
    2. Gobiflow will work with us, but they require to have data in Podio first.
    3. Once we finalize with gobiflow, we need to receive that updated data to Podio to send to our client, which it was synced from Hubspot.. originally.

    Can I import export current data from hubspot to Podio using a csv?

    The reason I ask, is that none of Podio partners, like Zapier, Podbox, cannot help me with synching current data (deals) to Podio. Afterwards, yes.

    thanks,

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  • Andreas Garnæs

    I'm not familiar with Hubspot, but I can see they have an API. You will need to write some code which syncs data between the two.

    Yes, you can import CSV files from Hubspot into Podio.

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  • Yohan Hidalgo

    will you know of any applications that can connect via api in Podio?

    many thanks,

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  • Andreas Garnæs

    What do you mean by applications that can connect via api in Podio?

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  • Yohan Hidalgo

    Sorry, Podio Apps - customized apps so it calculates or manipulates the data I import.

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  • Andreas Garnæs

    Sorry, but I'm still not sure what you're asking. Please be as specific and concrete as possible.

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  • Yohan Hidalgo

    calculations

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  • Yohan Hidalgo

    Hi Andreas, calculations like:

    =IF(B17="Yes",$B$32,0)

    minimum - rounding - X / + -

    =IF($I$7<501,80,IF($I$7<1001,160,160+(($B$31-1)*$K$5)))

    for this do I need to create an input form, then related to another app that makes the calculations from this input form (app)

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  • Andreas Garnæs

    You'll need to create a calculation field per formula like this. A rough translation would be something like this:

    =IF(B17="Yes",$B$32,0) becomes @FieldA ? @FieldB : 0

    =IF($I$7<501,80,IF($I$7<1001,160,160+(($B$31-1)*$K$5))) becomes

    if(@FieldA < 501) {
      return 80;
    } else {
      if(@FieldA < 1001) {
        return 160;
      } else {
        return 160 + (@FieldB - 1) * @FieldC;
      }
    }
    
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  • Yohan Hidalgo

    Where in an app in my workspace in Podio? or with globiflow for instance?

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  • Andreas Garnæs

    The calculation fields would be in an app in Podio.

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  • Yohan Hidalgo

    Dear Andreas,

    When adding the code to either an app using javascript, like you showed:

    =IF(B17="Yes",$B$32,0) becomes @FieldA ? @FieldB : 0
    =IF($I$7<501,80,IF($I$7<1001,160,160+(($B$31-1)*$K$5))) becomes

    and this..

    if(@FieldA < 501) {
    return 80;
    } else {
    if(@FieldA < 1001) {
    return 160;
    } else {
    return 160 + (@FieldB - 1) * @FieldC;
    }
    }

    ... the second part of my inquiry, is what I would add to an application, but can I use this code in a calculation field of that app, and come up with a total?

    I need to do set a value to the below fields, and make a calculation:

    1 var type = car
    2 var a = 1
    3 var b = 1
    4 var c = 1
    5 var d = No
    6 var e = No
    7 var f = Yes
    8 var g = 500
    9 var subTotal = 750
    10 var h = 300
    11 var i = 450
    12 var j = i * b
    13 var k = subTotal * b
    14 var total = 1550.00

    then, if var 1 (type) == "car" then calculate:

    1 For var g =IF(f ="Yes",g*b,0) RESULT 500
    2 For var subtotal =IF(OR(type ="car",type ="bike"), 750,850) RESULT 750
    3 var i =IF(a>1,(a-1)*450,0) RESULT 0
    4 var total =SUM(j+k) RESULT 1,550.00

    many thanks,
    Yohan

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  • Yohan Hidalgo

    sorry forgot to ask the "When adding the code to either an app using javascript, like you showed:" question ::

    do I have to create calc fields for each var, or can create all in one calc field with end result of total?

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  • Andreas Garnæs

    1) You should only add a calculation field for each thing you want displayed on the item. You can calculate sums using reports: https://help.podio.com/hc/en-us/articles/201019638-Filters-and-reports
    2) You can convert the Excel to Javascript similar to the examples I've provided already.

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