Nifty

nifty is an all in one project management platform offering task management, collaboration, and workflow automation integrating nifty with make com enables seamless automation of project tasks, updates, and notifications across multiple tools, enhancing productivity and project visibility 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 u8zagm requirements to use the nifty app in make, you must have an active 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 start by installing the app from the make integration page click the install button and 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 oauth2 0,basic auth oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer settings or api section create a new application configure the application, specifying the required scopes for the data you wish to access note the generated client id and client secret initiate the oauth2 0 flow by redirecting the user to the authorization endpoint with your client id, requested scopes, and a redirect uri after the user grants permission, retrieve the authorization code from the redirect uri use the client id, client secret, authorization code, and redirect uri to request the access token and refresh token basic auth instructions you need to retrieve your client id and client secret and encode them in the required format login to your platform using your credentials navigate to the developer settings or api section locate your client id locate your client secret combine your client id and client secret separated by a colon base64 encode the combined string to create your authorization credential 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 u8zagm 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 nifty modules after connecting to the nifty app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add custom fields to a project adds new custom fields to a specific project, allowing you to tailor project details to your unique needs add labels to a file adds one or more labels to a file you choose, helping you organize and categorize your files more effectively add labels to a task adds one or more labels to a selected task, helping you organize and categorize your tasks more efficiently add a document attaches a document directly to a specific task, making it easy to keep all related files organized and accessible within the task add a field adds a custom field to a task, allowing you to include additional, personalized information specific to your workflow add a folder creates a new folder within your selected project, helping you organize your files more efficiently archive a milestone this module saves and stores the details of a milestone, keeping a record of all its information for future reference archive a task this module allows you to archive a specific task, helping you keep your workspace organized by moving completed or inactive tasks out of your main task list assign status to members assigns a specific status to a selected list of members, helping you easily update and manage their current state within your system assign a task assigns a specific user to a task, making them responsible for its completion clone a task creates an exact duplicate of an existing task, copying all its details so you can easily reuse or modify it as needed complete a task marks a specific task as completed, indicating that the work on that task has been finished copy a file creates a duplicate of an existing file, allowing you to make a new copy while keeping the original unchanged create task links creates links between tasks, allowing you to connect related tasks for better organization and workflow management create a document generates a brand new document from scratch, allowing you to start working on fresh content right away create a message creates and sends a new message to a selected conversation or channel create a milestone creates a new milestone in your project, allowing you to track progress and set important goals create a personal document creates a brand new personal document using the information you provide in your request create a personal task creates a new personal task assigned to a specific team member, helping you delegate and track individual responsibilities within your team create a portfolio creates a brand new portfolio for you, allowing you to organize and manage your investments or projects in one place create a project adds detailed information to a new project, such as its name, description, and other key attributes create a status adds a brand new status to your system using the information you specify, making it easy to track and manage different stages or updates create a tag adds a brand new tag to your system, allowing you to organize and categorize your data more effectively create a task creates a new task and assigns it to a specific team member, helping you delegate work efficiently within your team delete a portfolio member removes a selected member from a specific portfolio, ensuring they no longer have access or association with that portfolio get fields retrieves the value of a specific custom field from a selected task, allowing you to access detailed, customized information associated with that task get folder children retrieves a list of all subfolders within a specified folder, allowing you to filter the results using the provided query parameters get folder contents retrieves the files and subfolders within a specified folder, using the query parameters you provide to filter or sort the results get invitees retrieves a detailed list of all individuals who have been invited to an event or meeting get member details retrieves detailed information about a specific user based on the provided user id get member details retrieves detailed information about a specific member, such as their profile and account data get messages retrieves a list of your most recent messages, allowing you to view the latest conversations or updates get milestones retrieves a detailed list of all milestones from your account, helping you keep track of important project goals and deadlines get personal documents retrieves a detailed list of your personal documents that match the specific filters or search criteria you provide get personal tasks retrieves a detailed list of all personal tasks assigned to a specific team member, helping you keep track of their individual responsibilities get portfolios retrieves a detailed list of all your available portfolios, allowing you to view and manage them easily get project custom fields retrieves all the custom fields associated with a specific project, giving you detailed information about each field get projects retrieves a detailed list of all projects assigned to a specific team member get status retrieves detailed status information for a specific item using its unique id get statuses retrieves a detailed list of all current statuses assigned to a specific team member, helping you keep track of their availability and activity get tags retrieves a list of all tags that match the specific query parameters you provide, helping you easily find and organize relevant tags get tasks retrieves a detailed list of all tasks assigned to a specific team member, helping you keep track of their responsibilities and progress get templates retrieves a detailed list of all available project templates, allowing you to browse and select templates for your projects get tracked time duration retrieves detailed information about tracked time durations according to the specific criteria you set get user details retrieves detailed information about a specific user, such as their profile data and account details get a chat fetches detailed information about a specific chat, allowing you to view all available data for that conversation get a custom field retrieves the value of a specific custom field from your selected item or record get a document retrieves a specific document from your collection using its unique document id, allowing you to access all the details stored within that document get a file retrieves detailed information about a specific file using its unique file id, allowing you to view its properties and metadata get a file retrieves a list of files that match the specific search criteria you provide, making it easy to find exactly the files you need get a folder retrieves a specific folder that matches the details you provide in your query get a message retrieves additional information and specific details about a particular message get a milestone retrieves detailed information about a specific milestone, including its key attributes and current status get a portfolio retrieves detailed information about a specific portfolio by using its unique id get a project retrieves detailed information about a specific project, including its key attributes and settings get a tag retrieves detailed information about a specific tag by using its unique label id get a task retrieves detailed information about a specific task assigned to a team member get a tracked time report retrieves detailed reports of tracked time according to the specific criteria you set invite a team member to a project sends a team member all the necessary details to invite them to participate in a specific project leave portfolio enables a member to remove themselves from a specific portfolio, effectively leaving that portfolio leave a project enables a team member to remove themselves from a specific project, effectively ending their participation in that project list chats fetches and displays a list of all your chats, allowing you to view and manage your ongoing conversations list custom fields fetches and displays a list of all custom fields available in your account, allowing you to see the specific data fields you can use or manage within the service list documents fetches a list of all documents that match the specific search criteria you provide, making it easy to find exactly what you need make an api call allows you to make a custom api request to the service using your authorized account, so you can access features or data not covered by the standard modules mark a message as heard this module marks a message as "heard" for the specified member, indicating that the member has listened to or acknowledged the message mark a message as seen marks a specific message as "seen" for a chosen member, helping you track when someone has viewed a particular message move tasks moves all tasks in a specified list to the status you choose, updating their progress in one go move a document moves a selected document from its current location to a different project folder, helping you keep your files organized within your workspace move a milestone moves a selected milestone into a specified project, helping you organize and track your project’s progress more efficiently move a task moves a task to another section, project, or category within the service, helping you organize and manage your tasks more efficiently move a task changes the position of a task within a list, allowing you to reorder your tasks as needed remove document labels removes specific labels that have been applied to a document, helping you keep your files organized and up to date remove file labels removes any existing labels from a selected file, helping you keep your files organized by clearing out unwanted or outdated labels remove labels removes selected labels from a specific task, helping you keep your tasks organized and up to date remove status deletes specific status details from your account using a unique identifier you provide remove a document deletes a specific document from your collection by using its unique id remove a document member removes a selected member from a specific document, revoking their access and permissions to that document remove a file deletes a specific file from your storage by using its unique file id, ensuring the selected file is permanently removed remove a folder deletes a specific folder from your account using its unique folder id remove a label removes a specific tag from an item by using its unique label id remove a message deletes a selected message from the chat by using the specified endpoint remove a milestone deletes a selected milestone from your account, permanently removing it from the service remove a milestone task removes selected tasks from a specific milestone, helping you keep your project milestones organized by detaching tasks that no longer belong remove a portfolio deletes a specific portfolio from your account by using its unique id remove a project deletes all information related to the selected project remove a status member removes a selected member from the current status list, ensuring they are no longer included or tracked in that list remove a task deletes all information associated with the selected task remove a task permanently deletes a selected task from your account, ensuring it is no longer available in the service remove an assignee removes the current assignee from a specific task, making the task unassigned start a project this module updates a project’s status to indicate that work has officially begun tie a task to a milestone adds multiple tasks to a specific milestone, helping you organize and track related work within your project more efficiently update document labels updates the labels assigned to a specific document, allowing you to organize and categorize your documents more effectively update project custom fields updates the information in the custom fields of a specific project, allowing you to modify or add details tailored to your project’s needs update status updates the status details of a specific item by using its unique identifier, allowing you to keep track of changes for that particular record update task milestone adds specific milestone information to a task, helping you track important progress points and deadlines within your project update a document this module allows you to update an existing document by specifying its unique document id and providing the new data you want to apply update a document updates the content of an existing document with new information or changes you specify update a document's members updates the list of people who have access to a document, allowing you to add or remove members as needed update a field updates the information in a specific custom field for a selected task, allowing you to modify or add details to that field as needed update a file this module lets you update specific details of a file—such as its name, description, or other properties—using the chosen endpoint update a folder updates the details or properties of a specific folder using the api controller update a message updates an existing message with new content or changes update a milestone updates the information for an existing milestone, allowing you to modify its details such as the name, due date, or description update a portfolio updates the details of a specific portfolio by using its unique id, allowing you to modify information such as name, description, or other portfolio attributes update a portfolio member updates the members in a specific portfolio by adding or removing users as needed update a project updates the information for an existing project, allowing you to modify details such as the project name, description, status, or other project specific fields update a tag allows you to update the details of a specific tag by using its unique label id this module lets you modify information such as the tag’s name or description update a task modifies the information of an existing task by updating its details, such as the title, description, due date, or other task specific fields upload files allows you to upload several files at once, making it easy to add multiple documents or images in a single action watch events triggers when a particular event takes place, allowing you to automatically start a workflow in response to that event 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