Outline

The Outline modules allow you to watch, create, update, list, search, retrieve, archive, restore, and delete the documents from your Outline account.

Getting Started with Outline

Prerequisites

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

Connecting Outline to Integromat

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

1. Log in to your Outline account.

2. Click Settings.

3. Click API Tokens.

4. Click New token...

5. In the Name field, enter a name for the token and click Create.  

6. Copy the API Token to your clipboard.

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

8. Click Add next to the Connection field.


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

10. In the API Key field, enter the token details copied in step 6 and click Continue.

The connection has been established.

Documents

Watch New Document

Triggers when a new document is published.

ConnectionEstablish a connection to your Outline account.
LimitSet the maximum number of documents Integromat should return during one execution cycle. Note the default limit is 10.

List All Published Documents

Lists all published documents and draft documents belonging to the current user.

ConnectionEstablish a connection to your Outline account.
LimitSet the maximum number of documents Integromat should return during one execution cycle. The default value is 10.
SortEnter (map) the option to sort the documents. For example, Document Name.
DirectionSelect or map the order in which you want to list the documents:
  • Ascending 
  • Descending
Collection ID Select or map the Collection ID of the documents you want to list.
User IDSelect or map the User ID of the person whose documents you want to list.
Backlink Document IDEnter (map) the Backlink Document ID of the document you want to list
Parent Document IDSelect or map the Parent Document ID of the documents you want to list.
TemplateSelect whether the template is required or not. This field is required when listing the templates alone.

List All Draft Documents

Lists all draft documents belonging to the current use

ConnectionEstablish a connection to your Outline account.
LimitSet the maximum number of documents Integromat should return during one execution cycle. Note the default limit is 10.
SortEnter (map) the option to sort the documents. For example, Document Name.
DirectionSelect or map the order in which you want to list the documents:
  • Ascending 
  • Descending
Collection ID Select or map the Collection ID of the draft documents you want to list.
Date FilterSelect the required date filter:
  • Day
  • Week
  • Month
  • Year
Note: Any documents that have not been updated within the specified period will be filtered out.

Search All Documents

Searches your team's documents with keywords.

ConnectionEstablish a connection to your Outline account.
QueryEnter (map) a keyword or phrase to search the documents that match the specified query.
User IDSelect or map the User ID whose documents you want to search.
Collection IDSelect or map the Collection ID of the draft documents you want to list.
Include ArchivedSelect whether you want to include the archived documents in your search results.
Include DraftsSelect whether you want to include the draft documents in your search results.
Date FilterSelect or map the required date filter:
  • Day
  • Week
  • Month
  • Year
Note: Any documents that have not been updated within the specified period will be filtered out.
LimitSet the maximum number of documents Integromat should return during one execution cycle. The default value is 10.

Get a Document

Retrieves a document by its id.

ConnectionEstablish a connection to your Outline account.
Collection IDSelect or map the Collection ID of the document whose details you want to retrieve.
Share ID Select or map the Share ID of the document whose details you want to retrieve.

Create a Document

Creates or publishes a new document.

ConnectionEstablish a connection to your Outline account.
TitleEnter (map) the name of the document you want to create or publish.
Collection IDSelect or map the Collection ID of the document you want to create.
TextEnter (map) the document text.
Parent Document IDSelect or map the Parent Document ID of the document you want to create.
Template ID Select or map the Template ID of the document you want to create.
TemplateSelect whether you want to consider this document as a template.
PublishSelect whether you want to publish this document immediately and should be visible to other team members. 

Update a Document

Modifies an existing document.

ConnectionEstablish a connection to your Outline account.
Document IDSelect or map the Document ID of the document to be updated.
TitleEnter (map) a new name for the document.
TextEnter the text to add inside the document.
AppendSelect whether you want to display the text field at the end of the existing document instead of replacing it.
Publishselect whether you want to publish this document and make it visible to other team members as a draft.
DoneSelect whether you have finished editing the document. This action might trigger notifications to other members.

Archive a Document

Allows outdated information to be moved out of sight and restore it later, if needed.

ConnectionEstablish a connection to your Outline account.
Document IDSelect or map the Document ID you want to archive.

Restore an Archived Document

Restores an archived document.

ConnectionEstablish a connection to your Outline account.
Document IDSelect or map the archived Document ID you want to restore.

Restore a Deleted Document

Restores a deleted document.

ConnectionEstablish a connection to your Outline account.
Document IDSelect or map the deleted Document ID you want to restore.

Deleted a Document

Moves a document to the trash. If not restored within 30 days it is permanently deleted.

ConnectionEstablish a connection to your Outline account.
Document IDSelect or map the Document ID you want to delete.

Others

Make an API Call

Performs an arbitrary authorized API Call.

ConnectionEstablish a connection to your Outline account.
URL

Enter a path relative to https://getoutline.com/develop For example: /documents.list

For the list of available endpoints, refer to the Outline 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.

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

Example of Use - Search All Documents

The following API call returns all the documents from your Outline account:

URL:
/documents.search

Method:
POST

Matches of the search can be found in the module's Output under Bundle > Body > data
In our example, 10 documents were returned:


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