Table of Contents

KanbanFlow

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This application needs additional settings. Please follow the documentation below to create your own connectionUnique, active service acces point to a network. There are different types of connections (API key, Oauth…)..

KanbanFlow

The KanbanFlow modulesa module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve. allow you to watch, create, update, list, and delete the tasks in your KanbanFlow account.

Getting Started with KanbanFlow

Prerequisites

A KanbanFlow account

In order to use KanbanFlow with Boost.spaceA platform that centralizes and synchronizes company data from internal and external sources, offering a suite of modules and addons for project management, CRM, data visualization, and more. Has many features to optimize your workflow! IntegratorPart of the Boost.space system, where you can create your connections and automate your processes., it is necessary to have a KanbanFlow account. If you do not have one, you can create a KanbanFlow account at kanbanflow.com/.

Connecting KanbanFlow to Boost.space Integrator

To connect your KanbanFlow account to Boost.space Integrator you need to obtain the API tokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. from your KanbanFlow account and insert it in the Create a connection dialog in the Boost.space Integrator modulea module is an application or tool designed to handle specific business functions, such as CRM, project management, or inventory. The system's modular architecture allows you to activate only the modules you need, enabling customization and scalability as your business requirements evolve..

1. Log in to your KanbanFlow account.

2. Open any board, click Menu > Settings > API & WebhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. > Add API TokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications..

3. Enter a name for the API token, select the permissions, and click Add Token.

4. Copy the API token to your clipboard.

5. Go to Boost.space Integrator and open the KanbanFlow module’s Create a connection dialog.

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

7. In the API Token field, enter the API token copied in step 4 and click Continue.

The connection has been established.

Triggers

Watch New Tasks

TriggersThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. when a new task is created.

WebhookA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. Name	Enter a name for the webhook.
Connection	Establish a connection to your KanbanFlow account.

See the Connecting to KanbanFlow Webhook using Boost.space Integratorto add the webhook in your KanbanFlow account.

Watch Task Moved

Triggers when a task is moved between columns or swimlanes.

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

See the Connecting to KanbanFlow Webhook using Boost.space Integratorto add the webhook in your KanbanFlow account.

Actions

Get a Task

Returns information about a specified task.

Connection	Establish a connection to your KanbanFlow account.
Choose Task	Select the option to choose the task: Enter Manually By Column
Column	Select the column whose details you want to retrieve.
Task ID	Enter the Task ID whose details you want to retrieve.

Create a Task

Creates a new task.

Connection

Establish a connection to your KanbanFlow account.

Name

Enter the name of the task.

Column ID

Select the Column ID of the task:

To-do
Do today
In progress
Done

Swimlane ID

(Optional) If the board has swimlanes, select the Swimlane ID.

Position

Select the position of the task in the list. For example, top, bottom, or a number.

Description

Enter the details of the task.

Color

Select the color for the task.

Responsible UserCan use the system on a limited basis based on the rights assigned by the admin.

Select the user who is responsible for the task.

Total Seconds Estimate

Enter the estimated time for completing the task in seconds.

Grouping Date

Enter the date if the column date is grouped.

LabelsIn Boost.space, a label is a tag that can be added to items within a module. It's a flexible tool used to categorize and organize data, making it easier to customize workflows and processes.

Add the labels:

Name

Enter the name of the labelIn Boost.space, a label is a tag that can be added to items within a module. It's a flexible tool used to categorize and organize data, making it easier to customize workflows and processes..

Pinned

Select whether you want to pin the label:

Yes
No
Not defined

Subtasks

Add the subtasks:

Name	Enter the name of the subtask.
Finished	Select whether the task is finished: Yes No Not defined
User	Select the user to whom the task is assigned.
Due Date	Enter the due date by when the task must be completed.
Due Date (Local)	Enter the local date in the user’s timezone by when the task must be complete.

Dates

Add the due dates for the task:

Due Time	Enter the date by when the task must be complete.
Column	Select the column: To-do Do today In progress Done
StatusIn Boost.space, statuses are indicators assigned to records within modules to represent their current state or progress. They can be system-defined, such as "Active" or "Done," or custom-created to fit specific workflows. Statuses help track and manage tasks, projects, and processes efficiently.	Select the status of the task: Active Done
Due Time (Local)	Enter the local date in the user’s timezone by when the task must be complete.

Collaborators

Select the user who will be the collaborators in this task.

Update a Task

Updates information about a specified task.

Connection

Establish a connection to your KanbanFlow account.

Choose Task

Select the option to choose the task:

By Column
Enter Manually

Column

Select the Column type of the task you want to update.

Task

Select the task you want to update.

Task ID

Enter the Task ID whose details you want to update.

Name

Enter the name of the task.

Column ID

Select the Column ID of the task:

To-do
Do today
In progress
Done

Swimlane ID

(Optional) If the board has swimlanes, select the Swimlane ID.

Position

Select the position of the task in the list. For example, top, bottom, or a number.

Description

Enter the details of the task.

Color

Select the color for the task.

Responsible User

Select the user who is responsible for the task.

Total Seconds Estimate

Enter the estimated time for completing the task in seconds.

Grouping Date

Enter the date if the column date is grouped.

Labels

Add the labels:

Name

Enter the name of the label.

Pinned

Select whether you want to pin the label:

Yes
No
Not defined

Subtasks

Add the subtasks:

Name	Enter the name of the subtask.
Finished	Select whether the task is finished: Yes No Not defined
User	Select the user to whom the task is assigned.
Due Date	Enter the due date by when the task must be completed.
Due Date (Local)	Enter the local date in the user’s timezone by when the task must be complete.

Dates

Add the due dates for the task:

Due Time	Enter the date by when the task must be complete.
Column	Select the column: To-do Do today In progress Done
Status	Select the status of the task: Active Done
Due Time (Local)	Enter the local date in the user’s timezone by when the task must be complete.

Collaborators

Select the user who will be the collaborators in this task.

Delete a Task

Deletes a specified task.

Connection	Establish a connection to your KanbanFlow account.
Choose Task	Select the option to choose the task: By Column Enter Manually
Column	Select the Column type of the task you want to delete.
Task	Select the task you want to delete.
Task ID	Enter the Task ID you want to delete.

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish a connection to your KanbanFlow account.
URL	Enter a path relative to `https://kanbanflow.com/api` For example: `/v1/users` For the list of available endpoints, refer to the KanbanFlow API Documentation. This can be found in your board API & Webhooks settings > Show documentation: `https://kanbanflow.com/administration/board/<yourBoardId>/api`
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 – Get Tasks

The following API call returns all the tasks from your KanbanFlow account:

URL:

/v1/tasks

Method:

GET

Matches of the search can be found in the module’s Output under BundleA bundle is a chunk of data and the basic unit for use with modules. A bundle consists of items, similar to how a bag may contain separate, individual items. > Body.In our example, 4 tasks were returned:

Searches

List Tasks

Returns a list of tasks.

Connection	Establish a connection to your KanbanFlow account.
Column	Select the column whose tasks you want to list.
Limit	Set the number of returned tasks Boost.space Integrator will return during one execution cycleA cycle is the operation and commit/rollback phases of scenario execution. A scenario may have one or more cycles (one is the default)..

Connecting to a KanbanFlow Webhook using Boost.space Integrator

1. Open thetrigger 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.

2. Log in to your KanbanFlow account, open the board for which you receive alerts, click Menu > Settings > API&Webhooks > Add Webhook.

Webhook Name	Enter a name for the webhook name.
Callback URL	Enter the URL address copied in step 1.
Events that should triggerThe initial event that starts a scenario. It can be an action, a scheduled time, or a custom event, and is essential to define at the beginning of each scenario. this webhook	Select the events for which you want to receive the alert.

3. Click Add Webhook.

The webhook is successfully created.