Workstack

The Workstack modules allow you to watch, create, update, retrieve, and delete projects, todo lists, tasks, and meetings in your Workstack account.

Getting Started with Workstack

Prerequisites

  • A Workstack account

In order to use Workstack with Integromat, it is necessary to have a Workstack account. If you do not have one, you can create a Workstack account at app.workstack.io/register.

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

Connecting Workstack to Integromat

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

1. Log in to your Workstack account.

2. Click Your Profile Icon > Link to Other Apps. Enter a name for the token and click Create.

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3. Copy the API Key to your clipboard and save it for future use.

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4. Go to Integromat and open the Workstack module's Create a connection dialog.

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

6. In the API Token field, enter the API key copied in step 3 and click Continue.

The connection has been established.

Project

Watch Created Projects

Triggers when a new project is created.

You do not have to add the webhooks in the Workstack as it is automatically done for you once you add and save an instant trigger module to your scenario.
Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your Workstack account.

Watch Projects

Triggers when a new project is created.

You do not have to add the webhooks in the Workstack as it is automatically done for you once you add and save an instant trigger module to your scenario.
Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your Workstack account.

Create a Project

Creates a new project.

ConnectionEstablish a connection to your Workstack account.
Project NameEnter a name for the project.
NoteEnter the details about the project.
Color CodeEnter the appropriate color code for the project in the /^#[a-fA-F0-9]+$/
format. Must have the size of 7. For example, #f82937
Time in MinutesEnter the time allocated for the project in minutes.
Start DateEnter the date when the project starts.
End DateEnter the date when the project ends.
CompletedSelect whether the project is completed:
  • Yes
  • No
  • Not defined
Completed atEnter the date when the project is completed.
PositionEnter the position of the project on the priority list. The value must be higher than or equal to 0.
UsersAdd the users who are assigned for the project.

Get a Project

Retrieves an existing project by ID.

ConnectionEstablish a connection to your Workstack account.
Project IDSelect the Project ID whose details you want to retrieve.

Update a Project

Updates an existing project by ID.

ConnectionEstablish a connection to your Workstack account.
Project IDSelect the Project ID whose details you want to update.
Project NameEnter a name for the project.
NoteEnter the details about the project.
Color CodeEnter the appropriate color code for the project in the /^#[a-fA-F0-9]+$/
format. Must have the size of 7. For example, #f82937
Time in MinutesEnter the time allocated for the project in minutes.
Start DateEnter the date when the project starts.
End DateEnter the date when the project ends.
CompletedSelect whether the project is completed:
  • Yes
  • No
  • Not defined
Completed atEnter the date when the project is completed.
PositionEnter the position of the project on the priority list. The value must be higher than or equal to 0.
UsersAdd the users who are assigned for the project.

Delete a Project

Deletes an existing project by ID.

ConnectionEstablish a connection to your Workstack account.
Project IDSelect the Project ID you want to delete.

List Projects

Lists all projects.

ConnectionEstablish a connection to your Workstack account.
LimitSet the maximum number of projects Integromat should return during one scenario execution cycle.

Todo Lists

Watch Created Todo Lists

Triggers when a new todo list is created.

You do not have to add the webhooks in the Workstack as it is automatically done for you once you add and save an instant trigger module to your scenario.
Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your Workstack account.

Create a Todo List

Creates a new todo list.

ConnectionEstablish a connection to your Workstack account.
Project IDSelect the Project ID whose todo list you want to create.
NameEnter a name for the todo list.
NoteEnter the details about the todo list.
MinutesEnter the time allocated for the todo list in minutes.
StartEnter the date when the todo list starts.
EndEnter the date when the todo list ends.
CompletedSelect whether the todo list is completed:
  • Yes
  • No
  • Not defined
Completed atEnter the date when the todo list is completed.
PositionEnter the position of the todo list on the priority list. The value must be higher than or equal to 0.

Get a Todo List

Retrieves a todo by ID.

ConnectionEstablish a connection to your Workstack account.
Todo List IDSelect the Project ID whose to-do list whose details you want to retrieve.

Update a Todo List

Updates an existing task by ID.

ConnectionEstablish a connection to your Workstack account.
Todo List IDSelect the Todo List ID whose details you want to update.
Project IDSelect the Project ID whose todo list you want to create.
NameEnter a name for the todo list.
NoteEnter the details about the todo list.
MinutesEnter the time allocated for the todo list in minutes.
StartEnter the date when the todo list starts.
EndEnter the date when the todo list ends.
CompletedSelect whether the todo list is completed:
  • Yes
  • No
  • Not defined
Completed atEnter the date when the todo list is completed.
PositionEnter the position of the todo list on the priority list. The value must be higher than or equal to 0.

Delete a Todo List

Deletes an existing task by ID.

ConnectionEstablish a connection to your Workstack account.
Select a TodoSelect the Todo List ID whose todo you want to delete.
Todo IDSelect the Todo ID you want to delete.

List All Todo Without a Project

Retrieves all tasks for an existing user.

ConnectionEstablish a connection to your Workstack account.
LimitSet the maximum number of todo's Integromat should return during one scenario execution cycle.

Task

Watch Created Tasks

Triggers when a new task is created.

You do not have to add the webhooks in the Workstack as it is automatically done for you once you add and save an instant trigger module to your scenario.
Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your Workstack account.

Created a Task

Creates a task.

ConnectionEstablish a connection to your Workstack account.
Project IDSelect the Project ID whose task you want to create.
User IDSelect the User ID to whom you want to assign the task.
Todo IDSelect the Todo ID to which you want to add the task.
NoteEnter the details of the task.
MinutesEnter the time allocated for the task in minutes.
StartEnter the date when the task begins.
EndEnter the date when the task ends.
CompletedSelect whether the task is completed:
  • Yes
  • No
  • Not defined
Completed atEnter the date when the task is completed.
On HoldSelect whether the task is on hold:
  • Yes
  • No
  • Not defined
BillableSelect whether the task is billable:
  • Yes
  • No
  • Not defined
PositionEnter the position of the task on the priority list. The value must be higher than or equal to 0.
Cost HoursEnter the number of hours that are billable for the task.
Cost ExtraEnter the price that will be billed extra for the task.

Get a Task

Retrieves an existing task by ID.

ConnectionEstablish a connection to your Workstack account.
Task IDSelect the Task ID whose details you want to retrieve.

Update a Task

Updates an existing task by ID.

ConnectionEstablish a connection to your Workstack account.
Task IDSelect the Task ID whose details you want to update.
Project IDSelect the Project ID whose task you want to update.
User IDSelect the User ID to whom you want to assign the task.
Todo IDSelect the Todo ID to which you want to add the task.
NoteEnter the details of the task.
MinutesEnter the time allocated for the task in minutes.
StartEnter the date when the task begins.
EndEnter the date when the task ends.
CompletedSelect whether the task is completed:
  • Yes
  • No
  • Not defined
Completed atEnter the date when the task is completed.
On HoldSelect whether the task is on hold:
  • Yes
  • No
  • Not defined
BillableSelect whether the task is billable:
  • Yes
  • No
  • Not defined
PositionEnter the position of the task on the priority list. The value must be higher than or equal to 0.
Cost HoursEnter the number of hours that are billable for the task.
Cost ExtraEnter the price that will be billed extra for the task.

Delete a Task

Deletes an existing task by ID.

ConnectionEstablish a connection to your Workstack account.
Task IDSelect the Task ID whose details you want to delete.

List Task for a User

Retrieves all tasks for an existing user.

ConnectionEstablish a connection to your Workstack account.
User IDSelect the User ID whose tasks you want to list.
LimitsSet the maximum number of tasks Integromat should return during one scenario execution cycle.

Meeting

Watch Created Meetings

Triggers when a new meeting is created.

You do not have to add the webhooks in the Workstack as it is automatically done for you once you add and save an instant trigger module to your scenario.
Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your Workstack account.

Watch Meetings

Triggers when a new meeting is created.

Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your Workstack account.

Create a Meeting

Creates a new meeting.

ConnectionEstablish a connection to your Workstack account.
UsersAdd the users who are participants of the meeting.
NameEnter a name for the meeting.
MinutesEnter the duration of the meeting in minutes.
DateEnter the date of the meeting.
Project IDSelect the Project ID for which the meeting is being scheduled.

Get a Meeting

Retrieves an existing meeting by ID.

ConnectionEstablish a connection to your Workstack account.
Meeting IDSelect the Meeting ID whose details you want to retrieve.

Update a Meeting

Updates an existing meeting by ID.

ConnectionEstablish a connection to your Workstack account.
Meeting IDSelect the Meeting ID whose details you want to update.
UsersAdd the users who are participants of the meeting.
NameEnter a name for the meeting.
MinutesEnter the duration of the meeting in minutes. The value must be higher than or equal to 5 and lower than 60000.
DateEnter the date of the meeting.
Project IDSelect the Project ID for which the meeting is being scheduled.

Delete a Meeting

Deletes an existing meeting by ID.

ConnectionEstablish a connection to your Workstack account.
Meeting IDSelect the Meeting ID you want to delete.

List Meeting

Lists all meetings.

ConnectionEstablish a connection to your Workstack account.
LimitSet the maximum number of meetings Integromat should return during one scenario execution cycle.

Other

Make an API Call

Performs an arbitrary authorized API call.

ConnectionEstablish a connection to your Workstack account.
URL

Enter a path relative to https://app.workstack.io/api. For example: /users

For the list of available endpoints, refer to the Workstack 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 - List Projects

The following API call returns all the projects from your Workstack account:

URL:
/projects

Method:
GET

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Matches of the search can be found in the module's Output under BundleBody > data
In our example, 3 projects were returned:

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