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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 Ibexa Connect, 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 Ibexa Connect

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

Caution

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.

Watch Projects

Triggers when a new project is created.

Note

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.

Create a Project

Creates a new project.

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.

Project ID Select the Project ID whose details you want to retrieve.

Update a Project

Updates an existing project by ID.

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.

Project ID Select the Project ID you want to delete.

List Projects

Lists all projects.

Limit Set the maximum number of projects Ibexa Connect should return during one scenario execution cycle.

Todo Lists

Watch Created Todo Lists

Triggers when a new todo list is created.

Note

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.

Create a Todo List

Creates a new todo list.

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.

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.

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.

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.

Limit Set the maximum number of todo's Ibexa Connect should return during one scenario execution cycle.

Task

Watch Created Tasks

Triggers when a new task is created.

Note

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.

Created a Task

Creates a task.

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.

Task ID Select the Task ID whose details you want to retrieve.

Update a Task

Updates an existing task by ID.

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.

Task ID Select the Task ID whose details you want to delete.

List Task for a User

Retrieves all tasks for an existing user.

User ID Select the User ID whose tasks you want to list.
Limits Set the maximum number of tasks Ibexa Connect should return during one scenario execution cycle.

Meeting

Watch Created Meetings

Triggers when a new meeting is created.

Note

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.

Watch Meetings

Triggers when a new meeting is created.

Webhook Name Enter a name for the webhook.

Create a Meeting

Creates a new meeting.

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.

Meeting ID Select the Meeting ID whose details you want to retrieve.

Update a Meeting

Updates an existing meeting by ID.

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.

Meeting ID Select the Meeting ID you want to delete.

List Meeting

Lists all meetings.

Limit Set the maximum number of meetings Ibexa Connect should return during one scenario execution cycle.

Other

Make an API Call

Performs an arbitrary authorized API call.

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

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

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