Information

  • Using Make, you can link PLANTA pulse to other applications in order to automate your workflows without any programming effort.
  • In Make, scenarios can be created by combining so-called modules from various applications to represent a workflow.
    • You can, for example, create a scenario where a new card is created on a board in PLANTA pulse for every new e-mail to your hotline address.

Note

  • A Make account is required for using this feature.

Set-Up

Procedure

  • In the Administration panel→ Settings tab → API Settings menu item, activate the checkbox Enable Integromat.
  • Log into Make and authenticate the PLANTA pulse system.
    • To do so, create a new scenario and configure a connection.
    • An API token is required for authentication. More Information

Use

Information

  • In Make, you can create scenarios which cover all the required steps of a workflow.
  • A scenario consists of various so-called modules which represent the individual steps and are linked accordingly.
    • A list of all available Make modules for PLANTA pulse can be found here.
  • When creating a scenario, a timer can be configured in order to automatically start the scenario in regular intervals.
  • More information on working with Make can also be found in the Make documentation.

Note

  • Die Benutzeroberfläche von Make steht derzeit noch nicht auf Deutsch zur Verfügung.

Create a scenario

  • Log into Make.
  • On the home page or via the menu on the left → Scenarios , click Create a new scenario.
  • In the upper left, enter a name for the scenario.
  • Click on the plus button to add the first module.
  • Use the search to search for PLANTA pulse and select it as an app.
  • Select the required module which you would like to use in the scenario, e.g. Get Boards by Project.
  • If no PLANTA pulse system has been connected yet, click Add next to the Connection field.
    • Enter a name for the connection.
    • In the Base URL field, enter the URL of the PLANTA pulse system.
    • In the API Key field, enter an API token.
      • More information on how to create an API token can be found here.
    • Click Continue.
  • The fields of the selected module are now displayed in the pop-up window. In the case of the Get Boards by Project module, the Project listbox is displayed.
  • In the Project listbox, select the project of which the boards are to be fetched.
  • Click OK.
  • If needed, add other modules in the same way to complete the scenario.
  • Changes can be saved by pressing CTRL+S or by clicking the button.

Example: Create GitHub issues from cards in PLANTA pulse

  • The following scenario can be used to create GitHub issues from cards on a PLANTA pulse board. With a link to the created issues which is added to the custom field on the cards, the cards and the issues are linked. This helps the user to switch quickly between the applications.

  • As a first step, the Get Board by Project module is used to select the required board out of a project.
  • Afterwards, the Get Custom Field by Type module is used to fetch the custom field of the "Link" type.
  • In the third module, Get Cards by List, all cards of the required list are selected.
  • A filter is used to check whether the selected cards already contain a custom field of the type defined earlier.
  • Afterwards, issues are created in GitHub for the cards which do not have a custom field yet. This is done by using the Create an Issue GitHub module.
  • The created issues are now fetched using the Get an Issue module and as a last step, the Add Link to Custom Field on Card module is used to add the links to the issues into the custom fields of the respective cards in PLANTA pulse.