How to Create Tasks in NiftyPM from Noysi Using Pabbly Connect

Learn how to automate task creation in NiftyPM from Noysi using Pabbly Connect. Follow this step-by-step guide for seamless integration. Explore efficient methods for automating routine tasks with clear, concise instructions suited for both newcomers and experienced professionals.

Watch Step By Step Video Tutorial Below

1. Overview of Pabbly Connect for Noysi and NiftyPM Integration

Pabbly Connect is a powerful automation tool that allows users to integrate various applications seamlessly. In this tutorial, we will show you how to create tasks in NiftyPM from Noysi using Pabbly Connect. This integration will help you streamline your task management by automating the task creation process whenever a message is sent in Noysi.

By using Pabbly Connect, you can set up this integration without any coding knowledge. This means you can save time and reduce manual efforts in task management. To get started, sign up for a free account on the Pabbly Connect website and log in to access the dashboard.

2. Setting Up Pabbly Connect for Integration

To begin the integration process, navigate to your Pabbly Connect dashboard and click on the ‘Create Workflow’ button. Assign a suitable name to your workflow, which reflects the purpose of the integration, such as ‘Noysi to NiftyPM Task Creation’. After naming your workflow, click on the ‘Create’ button to proceed.

Once the workflow page loads, you will see two main components: the Trigger and the Action. The Trigger initiates the workflow, and the Action is the response that occurs as a result. In this case, the trigger will be a message sent in Noysi, which will prompt Pabbly Connect to create a task in NiftyPM.

3. Connecting Noysi to Pabbly Connect

In the trigger section, select Noysi as the application you want to connect with. Choose the event type as ‘Web Configuration’. This will generate a unique webhook URL that you will need to set up in Noysi. Copy this URL and head over to your Noysi application.

In Noysi, go to the Integrations section from the left-hand side panel. Click on ‘Outgoing Webhooks’ and then ‘Add Outgoing Webhook’. Here, you will need to specify the channel from which you want to receive messages and set a trigger word (e.g., ‘new task’) that will initiate the workflow. Finally, paste the webhook URL from Pabbly Connect into the appropriate field and save the integration.

4. Formatting Messages in Noysi for Pabbly Connect

To ensure that the messages sent in Noysi can be parsed correctly by Pabbly Connect, you must follow a specific format. The message should include the task name, a description, and the project name, each on a new line. For example:

• Task Name
• Task Description
• Project Name

Once you send a message in this format to the specified Noysi channel, Pabbly Connect will capture the message data. The workflow will then process this information, removing any unwanted characters (like plus signs) and splitting the message into separate components for the task name, description, and project name.

5. Creating Tasks in NiftyPM Using Pabbly Connect

After formatting the messages and capturing the data in Pabbly Connect, the next step is to create tasks in NiftyPM. To do this, add a new action step in your workflow and select NiftyPM as the application. Choose the action event as ‘Create Task’. Connect your NiftyPM account by authorizing Pabbly Connect to access your workspace.

Once connected, map the fields from the previous Noysi message to the corresponding fields in NiftyPM, including the task name, description, and project ID. To find the project ID dynamically, use the lookup table feature in Pabbly Connect to match the project name with its ID in NiftyPM. Finally, save the workflow and test it by sending a message in Noysi to see if a task gets created in NiftyPM.

Conclusion

In this tutorial, we demonstrated how to automate the creation of tasks in NiftyPM from Noysi using Pabbly Connect. This integration not only streamlines your workflow but also saves valuable time and reduces manual effort. By following the steps outlined above, you can easily set up this automation and improve your task management process.