Kanbanize

The Kanabanize modules allow you to monitor, create, update, or delete the tasks, subtasks, and links in your Kanabanize account.

Prerequisites

  • A Kanabanize account

In order to use Kanabanize with Make, it is necessary to have a Kanabanize account. If you do not have one, you can create a Kanabanize at kanbanize.com/sign-up.

1. Go to Make and open the Kanabanize module's Create a connection dialog.

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

3. In the Email and Password fields, enter your account's email address and password respectively.

4. In the Subdomain field, enter your account's subdomain address. For example, if your accounts website URL address is www.xyz.kanbanize.comthen your subdomain is xyz. Click Continue.

The connection has been established.

Triggers when a new task is created.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Kanabanize account.

See the Connecting to Kanbanize Webhook using Maketo add the webhook in your Kanbanize account.

Triggers when a task is updated.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Kanabanize account.

See the Connecting to Kanbanize Webhook using Maketo add the webhook in your Kanbanize account.

Triggers when a task is moved.

Webhook Name

Enter a name for the webhook.

Connection

Establish a connection to your Kanabanize account.

See the Connecting to Kanbanize Webhook using Make to add the webhook in your Kanbanize account.

Gets all tasks.

Connection

Establish a connection to your Kanabanize account.

Board ID

Select the Board ID whose tasks you want to list.

Column

Select the column to list only those tasks which belong to the specified column:

  • Backlog

  • Requested

  • In Progress

  • Done

  • Temp Archive

Lane

Select the lane to list tasks from only that lane.

Limit

Set the maximum number of tasks Make should return during one scenario execution cycle.

Subtasks

Select Yes to list the subtask details of the tasks.

Comments

Select Yes to list the task's comments.

Container

Set to Archive to list the archive tasks.

From Date

Enter a date to list the tasks that are archived on or after the specified date. This field is only applicable if you have selected the Container field option as archive.

To Date

Enter a date to list the tasks that are archived on or before the specified date. This field is only applicable if you have selected the Container field option as archive.

Show Initiatives

Select Yes to list the task's initiatives. This field is only applicable if you have selected the Container field option as archive.

Version

Enter the version to list the tasks from the specified version.

Page

Enter the page number whose tasks you want to list. This method returns 30 tasks per page. If no page is specified, the first 30 tasks will be listed on page 1. This field is only applicable if you have selected the Container field option as archive.

Text Format

Select the text format:

  • HTML

  • Plain

If you are using plain text format, the HTML tags are stripped from the task description.

Section

Select the section of tasks you want to list:

  • Backlog

  • Requested

  • Progress

  • Done

  • Archive

Gets a task.

Connection

Establish a connection to your Kanabanize account.

Board ID

Select the Board ID whose tasks you want to list.

Creates a task.

Connection

Establish a connection to your Kanabanize account.

Board ID

Select the Board ID to which you want to add the task.

Assignee

Select the user to whom you want to assign the task.

Type

Select the task type.

Template

Select the task template. For example, bug, feature.

Custom Fields

Add the custom fields:

Key

Enter the key name.

Value

Enter the key value.

Column

Select the column in which you want to create the task:

  • Backlog

  • Requested

  • In Progress

  • Done

  • Temp Archive

Lane

Select the swimlane to add the task into. If no swimlane is selected, the task will be added to the default swimlane.

Subtasks

Add the subtask for the task:

Title

Enter the name of the subtask.

Assignee

Select the user to whom the subtask is assigned.

Title

Enter a name for the task.

Description

Enter the details of the task.

Priority

Select the task priority:

  • High

  • Low

  • Normal

Color

Enter the color code for the task. For example, #34a97b without the # character. The color code pattern must match the /^([A-Fa-f0-9]{6}|[A-Fa-f0-9]{3})$/.

Size

Enter the task size.

Tags

Enter the tags applicable to the task.

Deadline

Enter the date by when the task must be completed.

External Link

Enter the task's external link.

Position

Enter the task's position in the column. If no position is specified, the task will be placed at the bottom of the column.

Exceeding Reason

If the task deadline is exceeded, enter the reason.

Return Task Details

When selected Yes, the details of the created task are returned.

Moves a task on the board.

Connection

Establish a connection to your Kanabanize account.

Board ID

Select the Board ID whose task you want to move on the board.

Task ID

Select the Task ID which you want to move.

Column

Select the column to which you want to move the task. If there is more than one column with the same name, you must specify it as columnname1, columnname2, or columnname3.

Lane

Select the Swimlane to which you want to move the task.

Position

Enter the position on the task in the new column. If no position is specified, the task will be added at the bottom of the lane.

Exceeding Reason

Enter the reason for extending the due date of the task.

Updates a task.

Connection

Establish a connection to your Kanabanize account.

Board ID

Select the Board ID to whose task details you want to update.

Task ID

Select the Task ID whose details you want to update.

Assignee

Select the user to whom you want to assign the task.

Type

Select the task type.

Template

Select the task template. For example, bug, feature.

Custom Fields

Add the custom fields:

Key

Enter the key name.

Value

Enter the key value.

Column

Select the column for the task:

  • Backlog

  • Requested

  • In Progress

  • Done

  • Temp Archive

Lane

Select the swimlane to add the task into. If no swimlane is selected, the task will be added to the default swimlane.

Subtasks

Add the subtask for the task:

Title

Enter the name of the subtask.

Assignee

Select the user to whom the subtask is assigned.

Title

Enter a name for the task.

Description

Enter the details of the task.

Priority

Select the task priority:

  • High

  • Low

  • Normal

Color

Enter the color code for the task. For example, #34a97b without the # character. The color code pattern must match the /^([A-Fa-f0-9]{6}|[A-Fa-f0-9]{3})$/.

Size

Enter the task size.

Tags

Enter the tags applicable to the task.

Deadline

Enter the date by when the task must be completed.

External Link

Enter the task's external link.

Position

Enter the task's position in the column. If no position is specified, the task will be placed at the bottom of the column.

Exceeding Reason

If the task deadline is exceeded, enter the reason.

Return Task Details

When selected Yes, the details of the created task are returned.

Deletes a task.

Connection

Establish a connection to your Kanabanize account.

Board ID

Select the Board ID to whose task you want to delete.

Task ID

Select the Task ID you want to delete.

Creates a subtask.

Connection

Establish a connection to your Kanabanize account.

Board ID

Select the Board ID whose task's subtask you want to create.

Task ID

Select the Task ID whose subtask you want to create.

Assignee

Select the user to whom you want to assign the subtask.

Title

Enter the name of the subtask.

Updates a subtask.

Connection

Establish a connection to your Kanabanize account.

Board ID

Select the Board ID whose task's subtask you want to update.

Task ID

Select the Task ID whose subtask you want to update.

Subtask ID

Select the Subtask ID whose details you want to update.

Assignee

Select the user to whom you want to assign the subtask.

Title

Enter the name of the subtask.

Creates a comment.

Connection

Establish a connection to your Kanabanize account.

Board ID

Select the Board ID to whose task you want to create the comment.

Task ID

Select the Task ID to which you want to add the comment.

Comment

Enter the comment text.

Gets all projects and boards.

Connection

Establish a connection to your Kanabanize account.

Limit

Set the maximum number of projects and boards Make should return during one scenario execution cycle.

Logs time for a task or subtask.

Connection

Establish a connection to your Kanabanize account.

Board ID

Select the Board ID whose task or subtask's time you want to log.

Task ID

Select the Task ID whose time or it's subtask time you want to log.

Subtask ID

Select the Subtask ID whose time you want to log.

Logged Time

Enter the number of hours you want to log.

Description

Enter the details for the time you are logging.

Date

Enter the date on which you want to log the time.

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Kanabanize account.

URL

Enter a path relative to https://{{connection.subdomain}}.kanbanize.com /index.php/api/kanbanize. For example: /get_projects_and_boards/format/json

For the list of available endpoints, refer to the Kanbanize 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 tasks from your Kanabanize account:

URL:

/get_all_tasks/format/json

Method:

POST

Body:

{"boardid":"1"}

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Matches of the search can be found in the module's Output under Bundle > Body.

In our example, 3 tasks were returned:

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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.

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2. Login to your Kanbanize account, open the board for which you receive alerts, click ... > Board Webhook.

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3. Enter the URL address copied in step 1, enable the webhook, and click Save.

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The webhook is successfully created and you will get a secret key that you can use to filter the unwanted traffic from unauthorized sources.

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For more information, see Webhooks in Kanbanize.