Kantree

The Kantree modules allow you to create, update, list, retrieve, and delete the cards, organizations, projects, and project members from your Kantree account.

Getting Started with Kantree

Prerequisites

  • A Kantree account - create an account at kantree.io.

Note

The module dialog fields that are displayed in bold (in the Make scenario, notin this documentation article) are mandatory!

Connecting Kantree to Make

To connect your Kantree account to Make you need to obtain the API Key from your Kantree account and insert it in the Create a connection dialog in the Make module.

  1. Log in to your Kantree account.

  2. Click the Profile Icon > Account Settings.

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  3. Click Developer and then copy the API Key to your clipboard.

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  4. Log in to your Make account, add a module from the Kantree app into an Make scenario.

  5. Click Add next to the Connection field.

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

  7. In the API Key field, enter the details copied in step 3 and click Continue.

The connection has been established.

Cards

Searches for specific cards or lists them all.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map the Organization ID whose project cards you want to search.

Project ID

Select or map the Project ID whose cards you to search.

With Archived

Select whether you want to include the archive cards in the search.

Filter

Enter (map) the filter to search the cards that match the specified. For example, card name.

Exclude Children of

Enter (map) the card name whose children you want to exclude in the search results.

Sort

Enter (map) the sorting order for searching the cards.

Limit

Set the maximum number of cards Make should return during one execution cycle. The default value is 10.

Returns information about the selected card.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map the Organization ID whose project's card details you want to retrieve.

Project ID

Select or map the Project ID whose card details you want to retrieve.

Card ID

Enter (map) the Card ID whose details you want to retrieve.

Updates the selected card.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map the Organization ID whose project's card details you want to update.

Project ID

Select or map the Project ID whose card details you want to update.

Card ID

Enter (map) the Card ID whose details you want to update.

Image Cover

Enter (map) a card image cover name.

Image Cover URL

Enter (map) the image cover URL address.

State

Select or map the card status:

  • Undecided

  • Dropped

  • Accepted

  • In Progress

  • Waiting

  • Completed

  • Closed

Title

Enter (map) a new card name.

Deletes the selected card.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map the Organization ID whose project's card you want to delete.

Project ID

Select or map the Project ID whose card you want to delete.

Card ID

Enter (map) the Card ID you want to delete.

Organizations

Lists all organizations.

Connection

Establish a connection to your Kantree account. 

With Empty Organizations

Select whether you want to list the empty organizations.

Limit

Set the maximum number of organizations Make should return during one execution cycle. The default value is 10.

Returns information about the selected organization.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map the Organization ID whose details to retrieve.

Creates a new organization.

Connection

Establish a connection to your Kantree account. 

Name

Enter (map) a name for the organization.

Updates the selected organization.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map the Organization ID whose details you want to update.

Default Organization Member Role ID

Select or map the default member role for the organization:

  • Admin

  • Member

  • Observer allowed to comment

  • Observer

Default Template iD

Select (map) the default Template ID for the organization.

Name

Enter (map) a new name for the organization.

Default Guest Role ID

Enter (map) the default Guest Role ID of the organization.

Default Public Role ID

Enter (map) the default Public Role ID of the organization.

Logo

Enter (map) the URL address of the organization logo.

Image Cover

Enter (map) hte URL address of the organization's image cover. This field is available only for the business plan.

Cover Color

Enter (map) the color code of the organization's cover. This field is available only for the business plan.

Description

Enter (map) the organization details. This field is available only for the business plan.

Deletes the selected organization.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map the Organization ID you want to delete.

Projects

Lists all projects.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map the Organization ID whose projects you want to list.

WIth Archived

Select whether you want to list the archive projects.

Limit

Set the maximum number of projects Make should return during one execution cycle. The default value is 10.

Returns information about the selected project.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map the Organization ID whose project details you want to retrieve.

Project ID

Enter (map) the Project ID whose details you want to retrieve.

Creates a new project.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map the Organization ID for which you want to create the project.

Title

Enter (map) the project name.

Default Organization Member Role ID

Select the default Organization Member Role ID of the project:

  • Admin

  • Member

  • Observer allowed to comment

  • Observer

Team ID

Select or map the Team ID associated with the project.

Team Members Can Autojoin

Select whether the team members can autojoin into the project.

Team Members Can Observe

Select whether the team members can observe the project.

Default View Mode

Select the default view mode of the project:

  • Kanban

  • Table

  • List

Ignore Base Template

Select whether you want to ignore the base template for this project.

Include Cards

Select whether you want to include the cards for this project.

Is Public

Select whether this project is public and visible to all members.

Template ID

Select or map the Template ID for the project.

Updates the selected project.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map Organization ID whose project details you want to update.

Project ID

Select or map Project ID whose details you want to update.

Default Organization Member Role ID

Select the default organization member role of this project:

  • Admin

  • Member

  • Observer allowed to comment

  • Observer

Team ID

Select or map the Team ID associated with the project.

Team Members Can Autojoin

Select whether the team members can autojoin the project.

Team Members Can Observe

Select whether the team members can watch or view the project information.

Title

Enter (map) a name for the project.

Allow Anon Inbound Emails

Select whether to allow the inbound emails for this project.

Color

Enter (map) the project color in HEX format. For example, #3be36d.

Default Child Card Model ID

Enter (map) the default Child Card Model ID for this project.

Image Cover

Enter (map) the URL address of the project's image cover.

Is Public

Select whether this project is public and visible to all members.

Send Emails

Select whether you want to send emails in this project.

Keep Failed Import

Select whether you want to keep the files that are failed when importing.

Use Organization Attributes

Select whether you want to apply the organization attributes.

Include in Template Library

Select whether you want to include this project in the template library.

Template Author

Enter (map) the template author name.

Template Description

Enter (map) the template details.

Template Locale

Enter (map) the language applicable to the template. For example, EN.

Template Preview Media

Enter (map) the template's preview media information.

Template Tags

Enter (map) the tags applicable to teh template separated by a comma.

PII Identifier Attribute ID

Enter (map) the project's PII identifier Attribute ID.

Public Role ID

Enter (map) the project's public role ID.

Deletes the selected project.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map the Organization ID whose project you want to delete.

Project ID

Select or map the Project ID you want to delete.

Project Members

Lists project members.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map the Organization ID whose project members you want to list.

Project ID

Select or map Project ID whose member you want to list.

Limit

Set the maximum number of project members Make should return during one execution cycle. The default value is 10.

Lists invited project members.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map Organization ID who projects invited members you want to list.

Project ID

Select or map Project ID whose invited members you want to list.

Limit

Set the maximum number of project members Make should return during one execution cycle. The default value is 10.

Invites an email address or an existing user via its username.

Connection

Establish a connection to your Kantree account. 

Organization ID

Select or map the Organization ID of the project to which you want to invite the member.

Project ID

Select or map the Project ID to which you want to invite the member.

Email or Username

Enter (map) the member's email address or username.

Message

Enter (map) the message text.

Role ID

Select or map the member's role:

  • Admin

  • Member

  • Observer allowed to comment

  • Observer

Other

Performs an arbitrary authorized API call.

Connection

Establish a connection to your Kantree account.

URL

Enter a path relative to https://kantree.io/help/api For example: /1.0/projects/all.

Note

For the list of available endpoints, refer to the Kantree 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 Kantree account:

URL:

/1.0/projects/all

Method:

GET

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

In our example, 6 projects were returned:

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