Kantree

The Kantree modules allow you to create, update, list, retrieve, and delete the cards, organizations, projects, and project members from your Kantree account.

Getting Started with Kantree

Prerequisites

A Kantree account - create an account at kantree.io.

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

Connecting Kantree to Integromat

To connect your Kantree account to Integromat you need to obtain the API Key from your Kantree account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your Kantree account.

2. Click the Profile Icon > Account Settings.

3. Click Developer and then copy the API Key to your clipboard.

4. Log in to your Integromat account, add a module from the Kantree app into an Integromat scenario.

5. Click Add next to the Connection field.

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

7. In the API Key field, enter the details copied in step 3 and click Continue.

The connection has been established.

Cards

Search Cards

Searches for specific cards or lists them all.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map the Organization ID whose project cards you want to search.
Project ID	Select or map the Project ID whose cards you to search.
With Archived	Select whether you want to include the archive cards in the search.
Filter	Enter (map) the filter to search the cards that match the specified. For example, `card name`.
Exclude Children of	Enter (map) the card name whose children you want to exclude in the search results.
Sort	Enter (map) the sorting order for searching the cards.
Limit	Set the maximum number of cards Integromat should return during one execution cycle. The default value is 10.

Get a Card

Returns information about the selected card.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map the Organization ID whose project card details you want to retrieve.
Project ID	Select or map the Project ID whose card details you want to retrieve.
Card ID	Enter (map) the Card ID whose details you want to retrieve.

Update a Card

Updates the selected card.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map the Organization ID whose project card details you want to update.
Project ID	Select or map the Project ID whose card details you want to update.
Card ID	Enter (map) the Card ID whose details you want to update.
Image Cover	Enter (map) a card image cover name.
Image Cover URL	Enter (map) the image cover URL address.
State	Select or map the card status: Undecided Dropped Accepted In Progress Waiting Completed Closed
Title	Enter (map) a new card name.

Delete a Card

Deletes the selected card.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map the Organization ID whose project card you want to delete.
Project ID	Select or map the Project ID whose card you want to delete.
Card ID	Enter (map) the Card ID you want to delete.

Organizations

List Organizations

Lists all organizations.

Connection	Establish a connection to your Kantree account.
With Empty Organizations	Select whether you want to list the empty organizations.
Limit	Set the maximum number of organizations Integromat should return during one execution cycle. The default value is 10.

Get an Organization

Returns information about the selected organization.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map the Organization ID whose details to retrieve.

Create an Organization

Creates a new organization.

Connection	Establish a connection to your Kantree account.
Name	Enter (map) a name for the organization.

Update an Organization

Updates the selected organization.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map the Organization ID whose details you want to update.
Default Organization Member Role ID	Select or map the default member role for the organization: Admin Member Observer allowed to comment Observer
Default Template ID	Select (map) the default Template ID for the organization.
Name	Enter (map) a new name for the organization.
Default Guest Role ID	Enter (map) the default Guest Role ID of the organization.
Default Public Role ID	Enter (map) the default Public Role ID of the organization.
Logo	Enter (map) the URL address of the organization logo.
Image Cover	Enter (map) the URL address of the organization's image cover. This field is available only for the business plan.
Cover Color	Enter (map) the color code of the organization's cover. This field is available only for the business plan.
Description	Enter (map) the organization details. This field is available only for the business plan.

Delete an Organization

Deletes the selected organization.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map the Organization ID you want to delete.

Projects

List Projects

Lists all projects.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map the Organization ID whose projects you want to list.
With Archived	Select whether you want to list the archive projects.
Limit	Set the maximum number of projects Integromat should return during one execution cycle. The default value is 10.

Get a Project

Returns information about the selected project.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map the Organization ID whose project details you want to retrieve.
Project ID	Enter (map) the Project ID whose details you want to retrieve.

Create a Project

Creates a new project.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map the Organization ID for which you want to create the project.
Title	Enter (map) the project name.
Default Organization Member Role ID	Select the default Organization Member Role ID of the project: Admin Member Observer allowed to comment Observer
Team ID	Select or map the Team ID associated with the project.
Team Members Can Autojoin	Select whether the team members can autojoin into the project.
Team Members Can Observe	Select whether the team members can observe the project.
Default View Mode	Select the default view mode of the project: Kanban Table List
Ignore Base Template	Select whether you want to ignore the base template for this project.
Include Cards	Select whether you want to include the cards for this project.
Is Public	Select whether this project is public and visible to all members.
Template ID	Select or map the Template ID for the project.

Update a Project

Updates the selected project.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map Organization ID whose project details you want to update.
Project ID	Select or map Project ID whose details you want to update.
Default Organization Member Role ID	Select the default organization member role of this project: Admin Member Observer allowed to comment Observer
Team ID	Select or map the Team ID associated with the project.
Team Members Can Autojoin	Select whether the team members can autojoin the project.
Team Members Can Observe	Select whether the team members can view the project information.
Title	Enter (map) a name for the project.
Allow Anon Inbound Emails	Select whether to allow the inbound emails for this project.
Color	Enter (map) the project color in HEX format. For example, `#3be36d`.
Default Child Card Model ID	Enter (map) the default Child Card Model ID for this project.
Image Cover	Enter (map) the URL address of the project's image cover.
Is Public	Select whether this project is public and visible to all members.
Send Emails	Select whether you want to send emails in this project.
Keep Failed Import	Select whether you want to keep the files that are failed when importing.
Use Organization Attributes	Select whether you want to apply the organization attributes.
Include in Template Library	Select whether you want to include this project in the template library.
Template Author	Enter (map) the template author name.
Template Description	Enter (map) the template details.
Template Locale	Enter (map) the language applicable to the template. For example, `EN`.
Template Preview Media	Enter (map) the template's preview media information.
Template Tags	Enter (map) the tags applicable to the template separated by a comma.
PII Identifier Attribute ID	Enter (map) the project's PII identifier Attribute ID.
Public Role ID	Enter (map) the project's public role ID.

Delete a Project

Deletes the selected project.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map the Organization ID whose project you want to delete.
Project ID	Select or map the Project ID you want to delete.

Project Members

List Project Members

Lists project members.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map the Organization ID whose project members you want to list.
Project ID	Select or map Project ID whose members you want to list.
Limit	Set the maximum number of project members Integromat should return during one execution cycle. The default value is 10.

List Invited Project Members

Lists invited project members.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map Organization ID whose projects invited members you want to list.
Project ID	Select or map Project ID whose invited members you want to list.
Limit	Set the maximum number of project members Integromat should return during one execution cycle. The default value is 10.

Invite a Project Member

Invites an email address or an existing user via its username.

Connection	Establish a connection to your Kantree account.
Organization ID	Select or map the Organization ID of the project to which you want to invite the member.
Project ID	Select or map the Project ID to which you want to invite the member.
Email or Username	Enter (map) the member's email address or username.
Message	Enter (map) the message text.
Role ID	Select or map the member's role: Admin Member Observer allowed to comment Observer

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your Kantree account.
URL	Enter a path relative to `https://kantree.io/help/api` For example: `/1.0/projects/all`. For the list of available endpoints, refer to the Kantree 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.