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.

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. Login 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 to Integromat 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 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.

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

Watch Projects

Triggers when a new project is created.

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

Create a Project

Creates a new project.

Connection	Establish a connection to your Workstack account.
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 /^#[a-fA-F0-9]+$/ format. Must have the size of 7. For example, #f82937
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: Yes No Not defined
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.

Get a Project

Retrieves an existing project by ID.

Connection	Establish a connection to your Workstack account.
Project ID	Select the Project ID whose details you want to retrieve.

Update a Project

Updates an existing project by ID.

Connection	Establish a connection to your Workstack account.
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 /^#[a-fA-F0-9]+$/ format. Must have the size of 7. For example, #f82937
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: Yes No Not defined
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.

Delete a Project

Deletes an existing project by ID.

Connection	Establish a connection to your Workstack account.
Project ID	Select the Project ID you want to delete.

List Projects

Lists all projects.

Connection	Establish a connection to your Workstack account.
Limit	Set 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.

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

Create a Todo List

Creates a new todo list.

Connection	Establish a connection to your Workstack account.
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: Yes No Not defined
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.

Get a Todo List

Retrieves a todo by ID.

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

Update a Todo List

Updates an existing task by ID.

Connection	Establish a connection to your Workstack account.
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: Yes No Not defined
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.

Delete a Todo List

Deletes an existing task by ID.

Connection	Establish a connection to your Workstack account.
Select a Todo	Select the Todo List ID whose todo you want to delete.
Todo ID	Select the Todo ID you want to delete.

List All Todo Without a Project

Retrieves all tasks for an existing user.

Connection	Establish a connection to your Workstack account.
Limit	Set 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.

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

Created a Task

Creates a task.

Connection	Establish a connection to your Workstack account.
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: Yes No Not defined
Completed at	Enter the date when the task is completed.
On Hold	Select whether the task is on hold: Yes No Not defined
Billable	Select whether the task is billable: Yes No Not defined
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.

Get a Task

Retrieves an existing task by ID.

Connection	Establish a connection to your Workstack account.
Task ID	Select the Task ID whose details you want to retrieve.

Update a Task

Updates an existing task by ID.

Connection	Establish a connection to your Workstack account.
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: Yes No Not defined
Completed at	Enter the date when the task is completed.
On Hold	Select whether the task is on hold: Yes No Not defined
Billable	Select whether the task is billable: Yes No Not defined
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.

Delete a Task

Deletes an existing task by ID.

Connection	Establish a connection to your Workstack account.
Task ID	Select the Task ID whose details you want to delete.

List Task for a User

Retrieves all tasks for an existing user.

Connection	Establish a connection to your Workstack account.
User ID	Select the User ID whose tasks you want to list.
Limits	Set the maximum number of tasks Integromat should return during one scenario execution cycle.

Meeting

Watch Created Meetings

Triggers when a new meeting is created.

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

Watch Meetings

Triggers when a new meeting is created.

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

Create a Meeting

Creates a new meeting.

Connection	Establish a connection to your Workstack account.
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.

Get a Meeting

Retrieves an existing meeting by ID.

Connection	Establish a connection to your Workstack account.
Meeting ID	Select the Meeting ID whose details you want to retrieve.

Update a Meeting

Updates an existing meeting by ID.

Connection	Establish a connection to your Workstack account.
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.

Delete a Meeting

Deletes an existing meeting by ID.

Connection	Establish a connection to your Workstack account.
Meeting ID	Select the Meeting ID you want to delete.

List Meeting

Lists all meetings.

Connection	Establish a connection to your Workstack account.
Limit	Set the maximum number of meetings Integromat should return during one scenario execution cycle.

Other

Make an API Call

Performs an arbitrary authorized API call.

Connection	Establish 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.
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 - List Projects

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 Bundle > Body > data. 
In our example, 3 projects were returned: