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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…).. |
The Workstack 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, retrieve, and delete projects, todo lists, tasks, and meetings in your Workstack account.
Prerequisites
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A Workstack account
In order to use Workstack 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 Workstack account. If you do not have one, you can create a Workstack account at app.workstack.io/register.
To connect your Workstack account to Boost.space Integrator you need to obtain the TokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. from your Workstack 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 Workstack account.
2. Click Your Profile Icon > Link to Other Apps. Enter a name for the token and click Create.
3. Copy the API Key to your clipboard and save it for future use.
4. Go toBoost.space Integrator and open the Workstack module’s Create a connection dialog.
5. In the Connection name field, enter a name for the connection.
6. In the API TokenA secure code used to authenticate and authorize access to API endpoints, enabling users to connect with third-party applications. field, enter the API key copied in step 3 and click Continue.
The connection has been established.
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 project is created.
Caution | |
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You do not have to add the webhooksA webhook is a way for an app to send real-time information to a specific URL in response to certain events or triggers. in the Workstack as it is automatically done for you once you add and save an instant 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. module to your scenarioA specific connection between applications in which data can be transferred. Two types of scenarios: active/inactive.. |
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 |
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Connection |
Establish a connection to your Workstack account. |
Triggers when a new project is created.
Note | |
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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 Name |
Enter a name for the webhook. |
Connection |
Creates a new project.
Connection |
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Project Name |
Enter a name for the project. |
Note |
Enter the details about the project. |
Color Code |
Enter the appropriate color code for the project in the |
Time in Minutes |
Enter the time allocated for the project in minutes. |
Start Date |
Enter the date when the project starts. |
End Date |
Enter the date when the project ends. |
Completed |
Select whether the project is completed:
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Completed at |
Enter the date when the project is completed. |
Position |
Enter the position of the project on the priority list. The value must be higher than or equal to 0. |
UsersCan use the system on a limited basis based on the rights assigned by the admin. |
Add the users who are assigned for the project. |
Retrieves an existing project by ID.
Connection |
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Project ID |
Select the Project ID whose details you want to retrieve. |
Updates an existing project by ID.
Connection |
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Project ID |
Select the Project ID whose details you want to update. |
Project Name |
Enter a name for the project. |
Note |
Enter the details about the project. |
Color Code |
Enter the appropriate color code for the project in the |
Time in Minutes |
Enter the time allocated for the project in minutes. |
Start Date |
Enter the date when the project starts. |
End Date |
Enter the date when the project ends. |
Completed |
Select whether the project is completed:
|
Completed at |
Enter the date when the project is completed. |
Position |
Enter the position of the project on the priority list. The value must be higher than or equal to 0. |
Users |
Add the users who are assigned for the project. |
Deletes an existing project by ID.
Connection |
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Project ID |
Select the Project ID you want to delete. |
Lists all projects.
Connection |
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Limit |
Set the maximum number of projects Boost.space Integrator should return during one scenario 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).. |
Triggers when a new todo list is created.
Note | |
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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 Name |
Enter a name for the webhook. |
Connection |
Creates a new todo list.
Connection |
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Project ID |
Select the Project ID whose todo list you want to create. |
Name |
Enter a name for the todo list. |
Note |
Enter the details about the todo list. |
Minutes |
Enter the time allocated for the todo list in minutes. |
Start |
Enter the date when the todo list starts. |
End |
Enter the date when the todo list ends. |
Completed |
Select whether the todo list is completed:
|
Completed at |
Enter the date when the todo list is completed. |
Position |
Enter the position of the todo list on the priority list. The value must be higher than or equal to 0. |
Retrieves a todo by ID.
Connection |
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Todo List ID |
Select the Project ID whose to-do list whose details you want to retrieve. |
Updates an existing task by ID.
Connection |
|
Todo List ID |
Select the Todo List ID whose details you want to update. |
Project ID |
Select the Project ID whose todo list you want to create. |
Name |
Enter a name for the todo list. |
Note |
Enter the details about the todo list. |
Minutes |
Enter the time allocated for the todo list in minutes. |
Start |
Enter the date when the todo list starts. |
End |
Enter the date when the todo list ends. |
Completed |
Select whether the todo list is completed:
|
Completed at |
Enter the date when the todo list is completed. |
Position |
Enter the position of the todo list on the priority list. The value must be higher than or equal to 0. |
Deletes an existing task by ID.
Connection |
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Select a Todo |
Select the Todo List ID whose todo you want to delete. |
Todo ID |
Select the Todo ID you want to delete. |
Retrieves all tasks for an existing userCan use the system on a limited basis based on the rights assigned by the admin..
Connection |
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Limit |
Set the maximum number of todo’s Boost.space Integrator should return during one scenario execution cycle. |
Triggers when a new task is created.
Note | |
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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 Name |
Enter a name for the webhook. |
Connection |
Creates a task.
Connection |
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Project ID |
Select the Project ID whose task you want to create. |
User ID |
Select the User ID to whom you want to assign the task. |
Todo ID |
Select the Todo ID to which you want to add the task. |
Note |
Enter the details of the task. |
Minutes |
Enter the time allocated for the task in minutes. |
Start |
Enter the date when the task begins. |
End |
Enter the date when the task ends. |
Completed |
Select whether the task is completed:
|
Completed at |
Enter the date when the task is completed. |
On Hold |
Select whether the task is on hold:
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Billable |
Select whether the task is billable:
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Position |
Enter the position of the task on the priority list. The value must be higher than or equal to 0. |
Cost Hours |
Enter the number of hours that are billable for the task. |
Cost Extra |
Enter the price that will be billed extra for the task. |
Retrieves an existing task by ID.
Connection |
|
Task ID |
Select the Task ID whose details you want to retrieve. |
Updates an existing task by ID.
Connection |
|
Task ID |
Select the Task ID whose details you want to update. |
Project ID |
Select the Project ID whose task you want to update. |
User ID |
Select the User ID to whom you want to assign the task. |
Todo ID |
Select the Todo ID to which you want to add the task. |
Note |
Enter the details of the task. |
Minutes |
Enter the time allocated for the task in minutes. |
Start |
Enter the date when the task begins. |
End |
Enter the date when the task ends. |
Completed |
Select whether the task is completed:
|
Completed at |
Enter the date when the task is completed. |
On Hold |
Select whether the task is on hold:
|
Billable |
Select whether the task is billable:
|
Position |
Enter the position of the task on the priority list. The value must be higher than or equal to 0. |
Cost Hours |
Enter the number of hours that are billable for the task. |
Cost Extra |
Enter the price that will be billed extra for the task. |
Deletes an existing task by ID.
Connection |
|
Task ID |
Select the Task ID whose details you want to delete. |
Retrieves all tasks for an existing user.
Connection |
|
User ID |
Select the User ID whose tasks you want to list. |
Limits |
Set the maximum number of tasks Boost.space Integrator should return during one scenario execution cycle. |
Triggers when a new meeting is created.
Note | |
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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 Name |
Enter a name for the webhook. |
Connection |
Triggers when a new meeting is created.
Webhook Name |
Enter a name for the webhook. |
Connection |
Creates a new meeting.
Connection |
|
Users |
Add the users who are participants of the meeting. |
Name |
Enter a name for the meeting. |
Minutes |
Enter the duration of the meeting in minutes. |
Date |
Enter the date of the meeting. |
Project ID |
Select the Project ID for which the meeting is being scheduled. |
Retrieves an existing meeting by ID.
Connection |
|
Meeting ID |
Select the Meeting ID whose details you want to retrieve. |
Updates an existing meeting by ID.
Connection |
|
Meeting ID |
Select the Meeting ID whose details you want to update. |
Users |
Add the users who are participants of the meeting. |
Name |
Enter a name for the meeting. |
Minutes |
Enter the duration of the meeting in minutes. The value must be higher than or equal to 5 and lower than 60000. |
Date |
Enter the date of the meeting. |
Project ID |
Select the Project ID for which the meeting is being scheduled. |
Deletes an existing meeting by ID.
Connection |
|
Meeting ID |
Select the Meeting ID you want to delete. |
Lists all meetings.
Connection |
|
Limit |
Set the maximum number of meetings Boost.space Integrator should return during one scenario execution cycle. |
Performs an arbitrary authorized API call.
Connection |
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URL |
Enter a path relative to 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. |
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. |
The following API call returns all the projects from your Workstack account:
URL:/projects
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 > data.In our example, 3 projects were returned: