IT and Development
Nifty by Maxmel Tech
66 min
nifty is an ai powered, all in one project management platform that unifies tasks, discussions, documents, and collaboration tools in one workspace integrating nifty with make com enables seamless workflow automation and centralized project management across diverse teams and tools 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 https //niftypm com/security/ 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 a nifty account on the business plan or above and generate an api token, https //niftypm com app installation to install this app, you need admin, owner, or app developer permissions docid foycaspyp9uykgm7lqpb go to the https //www make com/en/integrations/nifty community/ 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 oauth2 0,basic auth oauth2 0 instructions you need to generate your token login to your platform using your credentials navigate to the developer or api section register a new application to obtain your credentials specify the required scopes for the data you wish to access possible values include file, label, doc, milestone, message, subtask, project, task group, task, subteam, member, folder, or time tracking locate and note your client id and client secret basic auth instructions you need to retrieve your client id and client secret login to your platform using your credentials navigate to the developer settings or api section locate your client id and client secret copy both the client id and client secret for use as authentication credentials 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}} https //www make com/en/register , 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 docid\ so88fm6pkt0g adkddfzz page 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 personalized fields to a project, allowing you to store and manage additional information tailored to your specific 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 specific document to a selected task, making it easy to keep all relevant files organized and accessible within the task add a field adds a custom field to a task, allowing you to include additional information or details 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 saves and stores the details of a milestone 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 active task list assign status to members this module allows you to assign a specific status to a group of selected members, making it easy to update their status all at once assign a task assigns a specific user to a task, making them responsible for its completion clone a task creates an exact duplicate of a selected task, including its details and settings 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 easily connect related tasks for better organization and tracking 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, helping you track important goals or deadlines create a personal document creates a brand new personal document using the details you provide, making it easy to generate customized files tailored to your needs 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 projects or investments in one place create a project creates a new project and adds its details, such as name, description, and other relevant information create a status creates a brand new status with the specific information you provide, allowing you to customize it to fit your needs create a tag adds a 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 specified 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 tailored information stored within your tasks get folder children retrieves a detailed list of all subfolders within a specified folder, using your chosen search and filter options get folder contents retrieves the files and subfolders within a specified folder, using the provided search criteria to filter 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 by using their unique user id get member details retrieves detailed information about a specific member, such as their profile data and relevant attributes get messages retrieves a list of your most recent messages, allowing you to view and manage the latest communications in your account get milestones retrieves a detailed list of all milestones from your account, allowing you to view and manage important project goals get personal documents retrieves a detailed list of your personal documents that match the specific search criteria you provide get personal tasks retrieves a detailed list of all personal tasks assigned to a specific team member 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 information about the current status by using a specific unique identifier get statuses retrieves a detailed list of all statuses assigned to a specific team member, helping you keep track of their current activities and updates get tags retrieves a list of all tags that match the specific search criteria you provide get tasks retrieves a detailed list of all tasks assigned to a specific team member, helping you easily keep track of their responsibilities and progress get templates retrieves a complete list of available project templates, making it easy for you to browse and select templates for your projects get tracked time duration retrieves detailed information about tracked time durations that match your specified criteria get user details retrieves detailed information about a specific user get a chat fetches detailed information about a specific chat, allowing you to view all available data related to that particular conversation get a custom field retrieves the value of a specific custom field from your selected item, allowing you to access detailed, personalized information stored in that field get a document retrieves a specific document from your collection using its unique document id get a file retrieves detailed information about a specific file using its unique file id, so you can 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 query parameter you provide, making it easy to find exactly the folder you’re looking for get a message retrieves additional information and specifics about the selected message, giving you a more detailed view of its contents get a milestone retrieves detailed information about a specific milestone, including its attributes and 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, helping you stay updated on their progress and responsibilities 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 invitation details to join 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, ensuring they are no longer associated with or have access to that project list chats fetches and displays a list of all available chats, allowing you to view and manage your ongoing conversations list custom fields fetches and displays a list of custom fields available in your account from the service, allowing you to see and use these fields in your workflows list documents fetches and returns a list of all documents that match the specific search criteria you provide make an api call allows you to make a custom api request to the service, using your authorized connection this module lets you interact with any endpoint and perform actions not covered by the standard modules mark a message as heard this module updates the status of a message to indicate that it has been read by the member mark a message as seen marks a specific message as "seen" for a chosen member, indicating that the member has viewed the message move tasks moves all tasks in a selected list to the specified status, helping you quickly update their progress in one go move a document moves a selected document from its current location into a different project folder, helping you organize your files more efficiently move a milestone moves a selected milestone to a specified project, helping you keep your project milestones organized and up to date move a task moves a task to another location or category within your chosen 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 this module lets you easily remove specific labels from a document, helping you keep your files organized and up to date remove file labels this module removes any existing labels from a specified file, helping you keep your files organized and up to date remove labels removes one or more selected labels from a specific task remove status deletes specific status details from your account by using their unique identifier 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 remove a folder deletes a specific folder from your account by 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 your chat or channel using the provided endpoint remove a milestone deletes a selected milestone from your account, removing it from the service permanently remove a milestone task removes selected tasks from a specific milestone, helping you keep your project milestones organized and up to date remove a portfolio deletes a specific portfolio from your account by using its unique id remove a project deletes the information associated with a specific project remove a status member removes a selected member from the current status list, ensuring they no longer appear among the listed members 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 assigned person from a specific task, making it 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 selected milestone, helping you organize and track progress 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 details of custom fields within a specific project, allowing you to modify and manage project specific information easily update status updates the specific status details of an item by using its unique identifier, allowing you to precisely modify the information for that particular record update task milestone adds specific milestone information to a selected task, helping you track important progress points and deadlines within your project update a document this module lets you update an existing document by specifying its unique document id and providing the new data you want to save update a document updates the content of an existing document with new information or changes update a document's members updates the list of members who have access to a specific document, allowing you to add or remove people as needed update a field updates the information in a specific custom field for a selected task, allowing you to modify task details according to your needs update a file updates the details of a selected file by sending your specified changes to the appropriate endpoint update a folder updates the details or properties of an existing folder through the api controller update a message modifies an existing message by updating its content with new information update a milestone updates the information for a specific milestone, allowing you to modify its details such as 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 for the exact portfolio you need update a portfolio member updates the members included in a specific portfolio, allowing you to add or remove individuals from the portfolio’s member list update a project updates the information for an existing project, allowing you to modify details such as the project name, description, or other relevant fields update a tag updates the information for a specific tag by using its unique label id, allowing you to modify tag details as needed update a task updates the details of an existing task, allowing you to modify information such as the task’s title, description, due date, or other related fields upload files lets you upload several files at once, making it easy to add multiple documents or images in a single step 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 https //www make com/en/templates , 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 https //community make com/search?q=nifty https //niftypm com https //developers niftypm com/operation/operation chatapicontroller getchats https //www make com/en/integrations/nifty community