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Boards API
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andylwelch committed Mar 26, 2024
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41 changes: 41 additions & 0 deletions docs/boards/api/index.md
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# Using the Boards API

Boards has a REST API that allows you to access and manage your boards data. The API documentation is available online from [Boards Cloud](https://boards.api.huddo.com) and also from your Boards deployment (including in-built Swagger documentation).

The API is documented using OpenAPI (Swagger) and can be explored using the Swagger UI.

[![example](./example.png)](https://boards.api.huddo.com)

## Determine your API URL

The API URL is based on your Boards deployment:

- Boards Cloud - [https://boards.api.huddo.com](https://boards.api.huddo.com)
- On-Premise - for example:

- https://connections.company.com/api-boards/
- https://boards-api.company.com

## Authentication

The API requires authentication via the user's API Token. To get your API Token:

1. login to your Boards environment

1. open the user menu, expand `Advanced`, and click `Huddo Boards API`

![advanced](./advanced.png)

1. copy the token

![token](./token.png)

1. include this token to requests to the Boards API in the `Authorization` header

For example:

- Method: `GET`
- URL: `https://<BOARDS_URL>/user/me`
- Headers: `Authorization: Bearer <token>`

![postman](./postman.png)
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23 changes: 23 additions & 0 deletions docs/boards/api/powerautomate.md
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# Huddo Boards Power Automate Integration

!!! tip

This feature is only available for [Huddo Boards Cloud](https://boards.huddo.com).

## What is Microsoft Power Automate?

[Power Automate](https://www.microsoft.com/en-au/power-platform/products/power-automate) is a platform which allows end users to set up "Flows" which are workflows that connect two or more applications (like Huddo Boards). Each Flow consists of a "Trigger" and one or more "Actions". When the trigger event occurs, Power Automate automatically performs the actions.

## Huddo Boards Connector

Huddo Boards is now available as a [connector in Microsoft Power Automate](https://powerautomate.microsoft.com/en-au/connectors/details/shared_huddoboards/huddo-boards/). Create simple or complex flows to help you work across multiple applications and save time on repeatable tasks. Have you found a flow that works for you? Share it with us and we’ll turn it in to a template.

![powerautomate example in action](./powerautomate.gif)

## Triggers / Webhooks

See the available [Triggers / Webhooks](https://learn.microsoft.com/en-au/connectors/huddoboards/#triggers).

## Actions

See the available [Actions](https://learn.microsoft.com/en-au/connectors/huddoboards/#actions).
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62 changes: 62 additions & 0 deletions docs/boards/api/zapier.md
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# Huddo Boards Zapier Integration

!!! tip

This feature is only available for [Huddo Boards Cloud](https://boards.huddo.com).

## What is Zapier?

[Zapier](https://zapier.com/) is a platform which allows end users to set up "Zaps" which are workflows that connect two or more applications (like Huddo Boards). Each Zap consists of a "Trigger" and one or more "Actions". When the trigger event occurs, Zapier automatically performs the actions.

## Huddo Boards Zaps

See the [Huddo Boards Zapier Integration](https://zapier.com/apps/huddo-boards/integrations) on the Zapier website.

![example](./zapier.gif)

## Triggers

Huddo Boards provides a Zapier integration that allows you to trigger Zaps based on events in Boards. The following are some of the triggers which are available:

| Trigger | Description |
| --------------------- | ------------------------------------------------------- |
| New Board | Triggers when a new board is created. |
| New Card | Triggers when a new card is created. |
| Assigned Task | Triggers when a task is assigned to a user. |
| Task Completed | Triggers when a task is completed. |
| Member added to Board | Triggers when a member is added to a board. |
| My Task Completed | Triggers when a task assigned to the user is completed. |

## Actions

Huddo Boards provides a Zapier integration that allows you to perform actions in Boards. The following are some of the actions which are available:

| Action | Description |
| ------------------------------------------ | ------------------------------------------------ |
| Create Board | Creates a new board. |
| Create Card | Creates a new card (entry/task in a Board). |
| Create Comment on Card | Adds a comment to a card. |
| Assign Task to Member | Assigns a task to a member of the board. |
| Complete Task | Completes a task. |
| Add Member to Board | Adds a member to a board. |
| Find a Task by name and mark as complete | Finds a task by name and marks it as complete. |
| Find a Task by name and mark as incomplete | Finds a task by name and marks it as incomplete. |
| Move Card | Moves a card to a different list or subtask. |
| Change Card or Board Dates | Change Start, End or Due dates on a Card / Board |

## Searches

Huddo Boards provides a Zapier integration that allows you to search for data in Boards. The following are some of the searchs which are available:

| Search | Description |
| ------------------------------------------- | --------------------------------------------- |
| Find a Board by name | Finds a board by name. |
| Find a Card in a Board by name | Finds a card in a board by name. |
| Find a Task assigned to Me by name | Finds a task assigned to the user by name. |
| Find Board Members | Gets all members of a board. |
| Find a Board Member by name | Finds a member of a board by name. |
| Find all Cards in a Board | Gets all cards in a board. |
| Find Comments on a Card | Gets all comments on a card. |
| Find Me | Gets the user details. |
| Find User by name | Finds a user by name. |
| Find a Board or Card URL in a block of text | Finds a Board or Card URL in a block of text. |
4 changes: 4 additions & 0 deletions mkdocs.yml
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nav:
- Boards:
- boards/index.md
- API:
- boards/api/index.md
- Power Automate: boards/api/powerautomate.md
- Zapier: boards/api/zapier.md
- Boards Cloud:
- boards/cloud/index.md
- Updates: boards/cloud/updates.md
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