Nifty by Codex Solutions

niftypm is an ai powered project management platform offering tasks, roadmaps, discussions, docs, forms, and automation integrating with make com enables seamless workflow automation, connecting project management with other business tools for improved productivity and efficiency this is ai generated content based on official nifty documentation the content may still contain errors—please verify important information if you have questions, contact nifty support directly how to get support on nifty nifty is a community developed application and is subjected to the developer's terms and conditions, which may include applicable fees make does not maintain or support this integration for assistance, please https //f make com/r/reachout?app name=nifty\&app slug=nifty community\&app unique id=nifty 216u41 requirements to use the nifty app in make, you must have a nifty account on the business plan or above and generate an api token, create your account on nifty app installation to install this app, you need admin, owner, or app developer permissions organizations go to the make integration page click the install button follow the on screen instructions to complete the setup connect nifty and {{product name}} to get started, you must first create a connection between nifty and {{product name}} , allowing the two services to communicate you can connect using the following method jwt bearer token jwt bearer token instructions you need to generate a jwt formatted bearer token login to your platform using your credentials navigate to the section where you can generate or manage api tokens generate a new token note the generated token, which will be in jwt format some community developers require an additional specific api key retrieve the required api key from the community developer's dashboard, generally found under settings/api for more info, please https //f make com/r/reachout?app name=nifty\&app slug=nifty community\&app unique id=nifty 216u41 create the connection in {{product name}} log in in your make account , add the nifty module to your {{scenario singular lowercase}} , and click create a connection if you add a module with an instant tag, click create a webhook , then create a connection optional in the connection name field, enter a name for the connection enter the authentication credentials you copied from your nifty or follow the on screen instructions to create the connection you must also enter any required third party api keys obtained earlier for detailed information on connecting an application, see connect an application page nifty modules after connecting to the nifty app, you can choose from a list of available modules to build your {{scenario plural lowercase}} archive a milestone archives the details of a selected milestone, storing its information for future reference or record keeping create a milestone creates a new milestone in your project, allowing you to track important goals or phases within your workflow create a project creates a new project with the details you specify, allowing you to organize and manage related tasks or items within your workspace create a status creates a new status update in your account create a tag adds a new tag to your account, allowing you to organize and categorize your contacts more efficiently create a task creates a brand new task in your selected workspace, allowing you to specify details like the task name, description, due date, and other relevant information get a app retrieve detailed information about a specific team member’s app get a custom field retrieves and displays detailed information about a specific custom field within a project get a file retrieve a specific folder from your account, allowing you to access its contents or details for further use in your scenarios get a member retrieve detailed information about a specific member get a milestone retrieve detailed information about a specific milestone, including its status, due date, and other related details get a project retrieve detailed information about a specific project this module allows you to access all the key details and settings related to a particular project, making it easy to review or use this information in your workflows get a project custom fields retrieves all the custom fields associated with a specific project, giving you detailed information about each field set up for that project get a task retrieve detailed information about a specific task assigned to a team member invite a team member for a project sends detailed invitation information directly to the selected team member, helping them join or participate in the event or activity list custom field the "list custom field" module allows you to retrieve and display all the custom fields that are available in your selected app or service this helps you see which custom fields you can use or update in your workflows list all apps retrieve a list of applications assigned to a specific team member list all members retrieve detailed information about each member, such as their profile data and relevant attributes list all milestones retrieves a detailed list of all milestones from your account, helping you keep track of important project goals and deadlines list all project retrieves a detailed list of all projects assigned to a specific team member list all statuses retrieves a detailed list of all statuses assigned to a specific team member, helping you track their current activities and progress list all task retrieve a detailed list of all tasks assigned to a specific team member, helping you keep track of their responsibilities and workload make an api call executes a custom api request to the connected service, allowing you to interact with specific endpoints and access features or data that may not be available through the standard modules remove a milestone deletes the selected milestone from your project remove a project deletes the specified project and all its associated details remove a task deletes all information and descriptions associated with the specified task update a milestone updates the information for an existing milestone, allowing you to modify details such as the milestone’s name, description, due date, or other related fields update a task sure! please update the details of the task this module allows you to modify the information or parameters related to an existing task, making it easy to keep your task data accurate and up to date watch object monitors for new or updated objects and triggers a scenario whenever changes occur, so you can automatically respond to updates in your connected app templates you can look for more templates in make's template gallery , where you'll find thousands of pre created {{scenario plural lowercase}} nifty resources you can have access to more resources related to this app on the following links nifty topics on make community nifty website nifty documentation nifty api documentation nifty page on make