Kanbanize

The Kanabanize modules allow you to monitor, create, update, or delete the tasks, subtasks, and links in your Kanabanize account.

Getting Started with Kanbanize

Prerequisites

  • A Kanabanize account

In order to use Kanabanize with Integromat, it is necessary to have a Kanabanize account. If you do not have one, you can create a Kanabanize at kanbanize.com/sign-up.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Kanabanize to Integromat

1. Go to Integromat and open the Kanabanize module's Create a connection dialog.

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2. In the Connection name field, enter a name for the connection.

3. In the Email and Password fields, enter your account's email address and password respectively.

4. In the Subdomain field, enter your account's subdomain address. For example, if your accounts website URL address is www.xyz.kanbanize.com then your subdomain is xyz. Click Continue.

The connection has been established.

Tasks

Watch New Task

Triggers when a new task is created.

Webhook Name Enter a name for the webhook.
Connection Establish a connection to your Kanabanize account.

See the Connecting to Kanbanize Webhook using Integromat to add the webhook in your Kanbanize account.

Watch Task Updated

Triggers when a task is updated.

Webhook Name Enter a name for the webhook.
Connection Establish a connection to your Kanabanize account.

See the Connecting to Kanbanize Webhook using Integromat to add the webhook in your Kanbanize account.

Watch Task Moved

Triggers when a task is moved.

Webhook Name Enter a name for the webhook.
Connection Establish a connection to your Kanabanize account.

See the Connecting to Kanbanize Webhook using Integromat to add the webhook in your Kanbanize account.

List Tasks

Gets all tasks.

Connection Establish a connection to your Kanabanize account.
Board ID Select the Board ID whose tasks you want to list.
Column Select the column to list only those tasks which belong to the specified column:
  • Backlog
  • Requested
  • In Progress
  • Done
  • Temp Archive
Lane Select the lane to list tasks from only that lane.
Limit Set the maximum number of tasks Integromat should return during one scenario execution cycle.
Subtasks Select Yes to list the subtask details of the tasks.
Comments Select Yes to list the task's comments.
Container Set to Archive to list the archive tasks.
From Date Enter a date to list the tasks that are archived on or after the specified date. This field is only applicable if you have selected the Container field option as archive.
To Date Enter a date to list the tasks that are archived on or before the specified date. This field is only applicable if you have selected the Container field option as archive.
Show Initiatives Select Yes to list the task's initiatives. This field is only applicable if you have selected the Container field option as archive.
Version Enter the version to list the tasks from the specified version.
Page Enter the page number whose tasks you want to list. This method returns 30 tasks per page. If no page is specified, the first 30 tasks will be listed on page 1. This field is only applicable if you have selected the Container field option as archive.
Text Format Select the text format:
  • HTML
  • Plain

If you are using plain text format, the HTML tags are stripped from the task description.

Section Select the section of tasks you want to list:
  • Backlog
  • Requested
  • Progress
  • Done
  • Archive

Get a Task

Gets a task.

Connection Establish a connection to your Kanabanize account.
Board ID Select the Board ID whose tasks you want to list.

Create a Task

Creates a task.

Connection Establish a connection to your Kanabanize account.
Board ID Select the Board ID to which you want to add the task.
Assignee Select the user to whom you want to assign the task.
Type Select the task type.
Template Select the task template. For example, bug, feature.
Custom Fields

Add the custom fields:

Key

Enter the key name.

Value

Enter the key value.

Column Select the column in which you want to create the task:
  • Backlog
  • Requested
  • In Progress
  • Done
  • Temp Archive
Lane Select the swimlane to add the task into. If no swimlane is selected, the task will be added to the default swimlane. 
Subtasks

Add the subtask for the task:

Title

Enter the name of the subtask.

Assignee

Select the user to whom the subtask is assigned.

Title Enter a name for the task.
Description Enter the details of the task.
Priority Select the task priority:
  • High
  • Low
  • Normal
Color Enter the color code for the task. For example, #34a97b without the  # character. The color code pattern must match the /^([A-Fa-f0-9]{6}|[A-Fa-f0-9]{3})$/.
Size Enter the task size.
Tags Enter the tags applicable to the task.
Deadline Enter the date by when the task must be completed.
External Link Enter the task's external link.
Position Enter the task's position in the column. If no position is specified, the task will be placed at the bottom of the column.
Exceeding Reason If the task deadline is exceeded, enter the reason.
Return Task Details When selected Yes, the details of the created task are returned.

Move a Task

Moves a task on the board.

Connection Establish a connection to your Kanabanize account.
Board ID Select the Board ID whose task you want to move on the board.
Task ID Select the Task ID which you want to move.
Column Select the column to which you want to move the task. If there is more than one column with the same name, you must specify it as columnname1, columnname2, or columnname3.
Lane Select the Swimlane to which you want to move the task. 
Position Enter the position on the task in the new column. If no position is specified, the task will be added at the bottom of the lane.
Exceeding Reason Enter the reason for extending the due date of the task.

Update a Task

Updates a task.

Connection Establish a connection to your Kanabanize account.
Board ID Select the Board ID to whose task details you want to update. 
Task ID Select the Task ID whose details you want to update.
Assignee Select the user to whom you want to assign the task.
Type Select the task type.
Template Select the task template. For example, bug, feature.
Custom Fields

Add the custom fields:

Key

Enter the key name.

Value

Enter the key value.

Column Select the column for the task:
  • Backlog
  • Requested
  • In Progress
  • Done
  • Temp Archive
Lane Select the swimlane to add the task into. If no swimlane is selected, the task will be added to the default swimlane. 
Subtasks

Add the subtask for the task:

Title

Enter the name of the subtask.

Assignee

Select the user to whom the subtask is assigned.

Title Enter a name for the task.
Description Enter the details of the task.
Priority Select the task priority:
  • High
  • Low
  • Normal
Color Enter the color code for the task. For example, #34a97b without the # character. The color code pattern must match the /^([A-Fa-f0-9]{6}|[A-Fa-f0-9]{3})$/.
Size Enter the task size.
Tags Enter the tags applicable to the task.
Deadline Enter the date by when the task must be completed.
External Link Enter the task's external link.
Position Enter the task's position in the column. If no position is specified, the task will be placed at the bottom of the column.
Exceeding Reason If the task deadline is exceeded, enter the reason.
Return Task Details When selected Yes, the details of the created task are returned.

Delete a Task

Deletes a task.

Connection Establish a connection to your Kanabanize account.
Board ID Select the Board ID to whose task you want to delete.
Task ID Select the Task ID you want to delete.

Subtasks

Create a Subtask

Creates a subtask.

Connection Establish a connection to your Kanabanize account.
Board ID Select the Board ID whose task's subtask you want to create.
Task ID Select the Task ID whose subtask you want to create.
Assignee Select the user to whom you want to assign the subtask.
Title Enter the name of the subtask.

Update a Subtask

Updates a subtask.

Connection Establish a connection to your Kanabanize account.
Board ID Select the Board ID whose task's subtask you want to update.
Task ID Select the Task ID whose subtask you want to update.
Subtask ID Select the Subtask ID whose details you want to update.
Assignee Select the user to whom you want to assign the subtask.
Title Enter the name of the subtask.

Comments

Create a Comment

Creates a comment.

Connection Establish a connection to your Kanabanize account.
Board ID Select the Board ID to whose task you want to create the comment.
Task ID Select the Task ID to which you want to add the comment.
Comment Enter the comment text.

Links

List Links

Gets all links.

Connection Establish a connection to your Kanabanize account.
List Boards

Add the boards:

Board ID

Select the Board ID whose links you want to list.

List Tasks

Add the tasks:

Board ID

Select the Board ID whose task's links you want to list.

Task ID

Select the Task ID whose links you want to list.

Limit Set the maximum number of links Integromat should return during one scenario execution cycle.

Update a Link

Updates a link.

Connection Establish a connection to your Kanabanize account.
Board ID Select the Board ID whose task's links you want to update.
Task ID Select the Task ID whose link you want to update.
Linked ID Select the Linked ID you want to update.
Action Select the action type of the link:
  • Set
  • Unset
Type Select the link type:
  • Child
  • Parent
  • Relative
  • Mirror
  • Predecessor
  • Successor

Other

List Projects and Boards

Gets all projects and boards.

Connection Establish a connection to your Kanabanize account.
Limit Set the maximum number of projects and boards Integromat should return during one scenario execution cycle.

Log Time

Logs time for a task or subtask.

Connection Establish a connection to your Kanabanize account.
Board ID Select the Board ID whose task or subtask's time you want to log.
Task ID Select the Task ID whose time or it's subtask time you want to log.
Subtask ID Select the Subtask ID whose time you want to log.
Logged Time Enter the number of hours you want to log. 
Description Enter the details for the time you are logging.
Date Enter the date on which you want to log the time.

Make an API Call

Performs an arbitrary authorized API call. 

Connection Establish a connection to your Kanbanize account.
URL

Enter a path relative to https://{{connection.subdomain}}.kanbanize.com /index.php/api/kanbanize. For example: /get_projects_and_boards/format/json

For the list of available endpoints, refer to the Kanbanize API Documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

Headers Enter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query String Enter the request query string.
Body Enter the body content for your API call.

Example of Use - List Tasks

The following API call returns all tasks from your Kanabanize account:

URL:
/get_all_tasks/format/json

Method:
POST

Body:
{"boardid":"1"}

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Matches of the search can be found in the module's Output under Bundle > Body
In our example, 3 tasks were returned:

kanbanize1.png

 

Connecting to a Kanbanize Webhook using Integromat

1. Open the trigger module for which you want to receive the alerts, establish the connection as mentioned in the respective module, and copy the address to your clipboard.

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2. Login to your Kanbanize account, open the board for which you receive alerts, click ... > Board Webhook.

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3. Enter the URL address copied in step 1, enable the webhook, and click Save.

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The webhook is successfully created and you will get a secret key that you can use to filter the unwanted traffic from unauthorized sources.

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For more information, see Webhooks in Kanbanize.

 

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