Productivity
PLANTA pulse
48 min
planta pulse is a project management tool for agile teams, enabling task planning, collaboration, and progress tracking; integrating with make com allows users to automate project updates, synchronize tasks, and streamline notifications between planta pulse and other business applications this is ai generated content based on official planta pulse documentation the content may contain mistakes please verify important information if you have questions on vendor documentation, contact https //www planta de/kontakt support/ directly requirements to use the planta pulse app in make, you must have an active account and a bearer token, https //www planta de/planta pulse/ for subscription, refer to the https //www planta de/planta pulse/ connect planta pulse and {{product name}} to get started, you must first create a connection between planta pulse and {{product name}} , allowing the two services to communicate obtain your api key in your planta pulse account create the connection in make obtain your api key in your planta pulse account before you create the connection in {{product name}} , you should first obtain your api key in your planta pulse account to obtain your api key navigate to administration in the main menu click users click the button above the users table to add a new user select api user in the user type listbox enter a username and click create in the api user column for the new user, click create token click create copy the api key displayed as the token you will use this value while creating a connection in {{product name}} because the ui might have changed, the steps you see on your screen might be different, https //help planta de/en/pulse/42/base/tab benutzer create the connection in {{product name}} https //www make com/en/register , add the planta pulse 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 planta pulse account or follow the on screen instructions to create the connection for detailed information on connecting an application, see docid\ so88fm6pkt0g adkddfzz page planta pulse modules after connecting to the planta pulse app, you can choose from a list of available modules to build your {{scenario plural lowercase}} add a board member adds a specified user to a selected board add a card label applies a specified label to a selected card add a card member assigns a specific board member to a selected card add a group member adds a user to a specific permission group within a project, granting them the associated access rights create a board creates a new project board in your selected workspace create a card creates a new card on a specified board create a card comment adds a new comment to a specific card create a checklist adds a new checklist to a specified card create a checklist item adds a new item to an existing checklist create a custom field adds a new custom field to a specified board create a group creates a new permission group for managing access within a specific project create a list creates a new list within a specified board create a project creates a new project in your selected application create a swimlane creates a new swimlane within a specified board create a user creates a new user account in the specified system create a webhook config creates a new configuration for receiving and managing webhooks create a workload logs the number of hours worked and associates them with a specific card delete a board permanently removes a selected board from your account delete a board label removes a specific label from a selected board delete a board member removes a specified user from a selected board delete a card permanently removes a specified card from your account delete a card comment removes a specific comment from a card delete a checklist permanently removes a selected checklist from your account delete a checklist item removes a specific item from an existing checklist delete a custom field removes a specified custom field from a selected board delete a group deletes a specified permission group from a project delete a group member removes a specified user from a designated permission group within a project delete a list deletes an entire list, removing all its items and associated data delete a project permanently removes a specified project from your account delete a swimlane deletes a specified swimlane from your board delete a user deactivates a user by marking their account as inactive delete a webhook config removes an existing webhook configuration from your account get a board retrieves a board from a designated project get a card retrieves detailed information about a specific card get a checklist retrieves the details of a specific checklist get a custom field by id retrieves the details of a custom field using its unique id get a list retrieves a list of items from your account get a project retrieves detailed information about a specific project get a swimlane retrieves detailed information about a specific swimlane get a user retrieves detailed information about a specific user list all boards retrieves a complete list of all boards in your account list all users retrieves a complete list of all users in your account list board groups by project retrieves a complete list of all board groups within a specified project list board labels retrieves and displays all labels associated with a specific board list board members retrieves a complete list of all users who are members of a specified board list boards by project retrieves a complete list of all boards associated with a specific project list card checklists retrieves all checklists associated with a specific card list card comments retrieves and displays all comments associated with a specific card list cards by board retrieves a complete list of all cards from a specified board list cards by list retrieves all cards contained within a specified list list cards of a user retrieves a complete list of all cards associated with a specified user list custom field listbox items retrieves all items contained within a specific listbox custom field list custom fields by board retrieves and displays all custom fields associated with a specific board list custom fields by card retrieves and displays all custom fields associated with a specific card list custom fields by type retrieves all custom fields belonging to a specified type list group members retrieves a list of all members belonging to a specific project permission group list groups retrieves a complete list of all permission groups associated with a project list groups by project retrieves a complete list of all permission groups associated with a specific project list lists by board retrieves all the lists contained within a specified board list projects retrieves a complete list of all existing projects in your account list swimlanes by board retrieves a complete list of all swimlanes from a specified board list webhook configs retrieves a complete list of all existing webhook configuration settings list workloads by board retrieves and displays all workloads associated with a specific board list workloads by card retrieves and displays all workloads associated with a specific card make an api call executes a custom api request to the connected service using your authorized credentials move a card moves a selected card to a different list or position within your board remove a card label removes a specific label from a selected card remove a card member removes a specified member from a selected card remove a user from the system permanently deletes a user account and all associated data from the system update custom fields on card updates the values of specified custom fields on a selected card update a board updates the details or settings of an existing board update a board member updates the details of an existing board member, such as their role or contact information update a card updates the details of an existing card update a checklist updates the details of an existing checklist, such as its name, items, or status update a checklist item updates the details of an existing checklist item update a list updates the details or properties of an existing list update a project updates the details of an existing project update a swimlane updates the details of an existing swimlane in your project update a user updates the details of an existing user in your system update a workload updates the number of hours previously recorded for work performed watch all activities triggers when a specified user activity or action occurs within the connected application 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}} planta pulse resources you can have access to more resources related to this app on the following links https //community make com/search?q=planta%20pulse https //www planta de/planta pulse/ https //help planta de/pulse/latest/premium/de/api documentation 7123797 html https //www make com/en/integrations/planta pulse