EasyProject

The Easy Project modules allow you to monitor, create, update, list, retrieve, and delete the projects, tasks, time entries, incomes, and expenses in your Easy Project account.

Getting Started with Easy Project

Prerequisites

  • An Easy Project account

In order to use Easy Project with Integromat, it is necessary to have an Easy Project account. If you do not have one, you can create an Easy Project account at easyproject.cz/.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting Easy Project to Integromat

1. Go to Integromat and open the Easy Project module's Create a connection dialog.

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2. In the Login and Password fields, enter your Easy Project account's login credentials.

3. In the Domain Name field, enter your account domain field. For example, if your Easy Project's account URL address is https://www.xyz.easyproject.com then your subdomain is xyz.

4. Click Continue.

The connection has been established.

Projects

Watch New Projects 

Triggers when a new project has been created.

ConnectionEstablish a connection to your Easy Project account.
LimitSet the maximum number of new projects Integromat should return during one scenario execution cycle.

List Projects

Retrieves all projects.

ConnectionEstablish a connection to your Easy Project account.
Free-text FilterEnter (map) the symbols to list the projects containing the specified symbols.
IncludeAdd the items you want to include in the details.
LimitSet the maximum number of new projects Integromat should return during one scenario execution cycle.

Get a Project

Retrieves data about a project.

ConnectionEstablish a connection to your Easy Project account.
Project IDSelect or map the Project ID whose details you want to retrieve.
IncludeAdd the item which you want to include in the project details.

Create a Project

Creates a new project.

ConnectionEstablish a connection to your Easy Project account.
NameEnter (map) the project's name.
Author IDEnter (map) the Author ID of the project. By default, the current user who created the connection is the Author ID.
DescriptionEnter the project details.
Subproject ofSelect or map the parent project of which this is a subproject.
Is PlannedSelect whether the project is planned.
Start DateEnter (map) the date on which the project begins. See the list of supported dates and time formats.
Due DateEnter (map) the date on which the project ends. See the list of supported dates and time formats.
Is Easy TemplateSelect whether the project uses Easy Project's template.
HomepageEnter (map) the project's homepage URL address.
Easy External IDEnter (map) the project's External ID.
Currency CodeSelect or map the three-character currency code applicable for the project.
Priority ID

Enter (map) the Priority ID of the project:

ID

Enter the ID of the priority you want to apply to the project.

Name

Enter (map) the priority name. For example, high.

Update a Project

Updates a project by entered values.

ConnectionEstablish a connection to your Easy Project account.
Project IDSelect or map the Project ID whose details you want to update.
NameEnter (map) the project's name.
Author IDEnter (map) the Author ID of the project. By default, the current user who created the connection is the Author ID.
DescriptionEnter the project details.
Subproject ofSelect or map the parent project of which this is a subproject.
Is PlannedSelect whether the project is planned.
Start DateEnter (map) the date on which the project begins. See the list of supported dates and time formats.
Due DateEnter (map) the date on which the project ends. See the list of supported dates and time formats.
Is Easy TemplateSelect whether the project uses Easy Project's template.
HomepageEnter (map) the project's homepage URL address.
Easy External IDEnter (map) the project's External ID.
Currency CodeSelect or map the three-character currency code applicable for the project.
Priority ID

Enter (map) the Priority ID of the project:

ID

Enter the ID of the priority you want to apply to the project.

Name

Enter (map) the priority name. For example, high.

Close a Project

Marks a project as closed.

ConnectionEstablish a connection to your Easy Project account.
Project IDSelect or map the Project ID you want to close.

Delete a Project

Removes the project.

ConnectionEstablish a connection to your Easy Project account.
Project IDSelect or map the Project ID you want to delete.

Tasks

Watch New Tasks

Triggers when a new task has been created.

ConnectionEstablish a connection to your Easy Project account.
LimitSet the maximum number of new tasks Integromat should return during one scenario execution cycle.

List Task

Retrieves all tasks for all projects.

ConnectionEstablish a connection to your Easy Project account.
Free-text FilterEnter (map) the symbols to list the projects containing the specified symbols.
IncludeAdd the items you want to include in the details.
LimitSet the maximum number of tasks Integromat should return during one scenario execution cycle.

Get a Task

Retrieves data about a task by ID.

ConnectionEstablish a connection to your Easy Project account.
Project IDSelect or map the Task ID whose details you want to retrieve.
IncludeAdd the item which you want to include in the task details.

Create a Task

Creates a task.

ConnectionEstablish a connection to your Easy Project account.
SubjectEnter the task subject line.
Author IDSelect or map the Author ID of the task. By default, the current user who created the connection is the Author ID.
Project IDSelect or map the Project ID to which the task belongs to.
Tracker IDSelect or map the Tracker ID of the task. For example, Bug.
Status IDSelect or map the Status ID of the task.
Priority IDSelect or map the Priority ID of the task.
DescriptionEnter the task details.
Estimated HoursEnter (map) the number of hours estimated to complete the task.
Is PrivateSelect whether the task is restricted and private.
Is FavoritedSelect whether the task is marked as favorite.
Due DateEnter (map) the date by which the task must be completed. See the list of supported dates and time formats.
ID of Parent TaskSelect or map the Parent Task ID of which this task is a subtask.
Done RatioEnter (map) the percentage of the work is completed on the task. For example, 25.
Start DateEnter (map) the date on which the work on the task begins. See the list of supported dates and time formats.
Easy Email toEnter (map) the email addresses whom you want to notify about the task.
Easy Email CCEnter (map) the email addresses whom you want to add in the CC of the email.
Easy External IDEnter (map) the task's External ID.
Activity IDSelect or map the Activity ID associated with the task.
Category IDSelect or map the Category ID of the task.
Fixed VersionEnter (map) the fixed version applicable for the task.

Update a Task

Updates a task by entered values.

ConnectionEstablish a connection to your Easy Project account.
Task IDSelect or map the Task iD whose details you want to update.
SubjectEnter the task subject line.
Author IDSelect or map the Author ID of the task. By default, the current user who created the connection is the Author ID.
Project IDSelect or map the Project ID to which the task belongs to.
Tracker IDSelect or map the Tracker ID of the task. For example, Bug.
Status IDSelect or map the Status ID of the task.
Priority IDSelect or map the Priority ID of the task.
DescriptionEnter the task details.
Estimated HoursEnter (map) the number of hours estimated to complete the task.
Is PrivateSelect whether the task is restricted and private.
Is FavoritedSelect whether the task is marked as favorite.
Due DateEnter (map) the date by which the task must be completed. See the list of supported dates and time formats.
ID of Parent TaskSelect or map the Parent Task ID of which this task is a subtask.
Done RatioEnter (map) the percentage of the work is completed on the task. For example, 25.
Start DateEnter (map) the date on which the work on the task begins. See the list of supported dates and time formats.
Easy Email toEnter (map) the email addresses whom you want to notify about the task.
Easy Email CCEnter (map) the email addresses whom you want to add in the CC of the email.
Easy External IDEnter (map) the task's External ID.
Activity IDSelect or map the Activity ID associated with the task.
Category IDSelect or map the Category ID of the task.
Fixed VersionEnter (map) the fixed version applicable for the task.

Delete a Task

Removes a task.

ConnectionEstablish a connection to your Easy Project account.
Project IDSelect or map the Task ID you want to delete.

Time Entries

Watch New Time Entries

Triggers when a new time entry has been created.

ConnectionEstablish a connection to your Easy Project account.
LimitSet the maximum number of new time entries Integromat should return during one scenario execution cycle.

List Time Entries

Retrieves all time entries for all projects and issues.

ConnectionEstablish a connection to your Easy Project account.
Free-text FilterEnter (map) the symbols to list the time entries containing the specified symbols.
IncludeAdd the items you want to include in the details.
LimitSet the maximum number of time entries Integromat should return during one scenario execution cycle.

Get a Time Entry

Retrieves data about a time entry.

ConnectionEstablish a connection to your Easy Project account.
Project IDSelect or map the Time Entry ID whose details you want to retrieve.
IncludeAdd the item which you want to include in the project details.

Create a Time Entry

Creates a time entry.

ConnectionEstablish a connection to your Easy Project account.
User IDSelect or map the USer ID whose time entry you want to create.
Project IDSelect or map the Project ID to associate with the time entry.
Spent on the DateEnter (map) the date for which the time entry is applicable.  See the list of supported dates and time formats.
HoursEnter (map) the number of hours tracked in the time entry.
Task IDSelect or map the Task ID associated with the time entry.
CommentsEnter (map) any additional information about the task.
Is BillableSelect whether the task is billable.
Is BilledSelect whether the task is billed.
Priority IDEnter (map) the Priority ID applicable for the task.
Easy External IDEnter (map) the External ID to identify the task from the external system.
Activity IDEnter (map) the Activity ID applicable for the task.

Update a Time Entry

Updates a time entry by entered values.

ConnectionEstablish a connection to your Easy Project account.
Task IDSelect or map the Task ID whose details you want to update.
User IDSelect or map the USer ID whose time entry you want to create.
Project IDSelect or map the Project ID to associate with the time entry.
Spent on the DateEnter (map) the date for which the time entry is applicable. See the list of supported dates and time formats.
HoursEnter (map) the number of hours tracked in the time entry.
Task IDSelect or map the Task ID associated with the time entry.
CommentsEnter (map) any additional information about the task.
Is BillableSelect whether the task is billable.
Is BilledSelect whether the task is billed.
Priority IDEnter (map) the Priority ID applicable for the task.
Easy External IDEnter (map) the External ID to identify the task from the external system.

Delete a Time Entry

Removes a time entry.

ConnectionEstablish a connection to your Easy Project account.
Project IDSelect or map the Time Entry ID you want to delete.

Incomes

List Incomes

Retrieves all planned or real incomes for all projects.

ConnectionEstablish a connection to your Easy Project account.
Free-text FilterEnter (map) the symbols to list the incomes containing the specified symbols.
IncludeAdd the items you want to include in the details.
LimitSet the maximum number of incomes Integromat should return during one scenario execution cycle.

Get an Income

Retrieve data about an income.

ConnectionEstablish a connection to your Easy Project account.
Income IDSelect or map the Income ID whose details you want to retrieve.
IncludeAdd the item which you want to include in the project details.

Create an Income

Creates revenue with entered values.

ConnectionEstablish a connection to your Easy Project account.
Income Type

Select or map the income type you want to create:

  • Planned
  • Real
Project IDSelect or map the Project ID to which the income belongs to.
NameEnter (map) the name of the income.
Total AmountEnter (map) the total amount of the income.
Amount without VATEnter (map) the total amount of the income without including the VAT amount.
VATEnter (map) the VAT amount applicable to the income amount.
Use VATSelect whether to apply VAT to this income amount.
Spent OnEnter (map) the date on which you have spent this income amount. See the list of supported dates and time formats.

Update an Income

Updates a revenue by entered values.

ConnectionEstablish a connection to your Easy Project account.
Income IDSelect or map the Income ID whose details you want to update.
Income Type

Select or map the income type you want to create:

  • Planned
  • Real
Project IDSelect or map the Project ID to which the income belongs to.
NameEnter (map) the name of the income.
Total AmountEnter (map) the total amount of the income.
Amount without VATEnter (map) the total amount of the income without including the VAT amount.
VATEnter (map) the VAT amount applicable to the income amount.
Use VATSelect whether to apply VAT to this income amount.
Spent OnEnter (map) the date on which you have spent this income amount. See the list of supported dates and time formats.

Delete an Income

Removes a revenue from project or task.

ConnectionEstablish a connection to your Easy Project account.
Income IDSelect or map the Income ID you want to delete.

Expenses

List Expenses

Retrieves all planned expenses for all projects.

ConnectionEstablish a connection to your Easy Project account.
Free-text FilterEnter (map) the symbols to list the expenses containing the specified symbols.
IncludeAdd the items you want to include in the details.
LimitSet the maximum number of expenses Integromat should return during one scenario execution cycle.

Get an Expense

Retrieves data about an expense.

ConnectionEstablish a connection to your Easy Project account.
Project IDSelect or map the Expense ID whose details you want to retrieve.
IncludeAdd the item which you want to include in the expense details.

Create an Expense

Creates a planned expense.

ConnectionEstablish a connection to your Easy Project account.
Project IDSelect or map the Project ID to which the expense belongs to.
NameEnter (map) the name of the expense.
Total AmountEnter (map) the total amount of the expense.
Amount without VATEnter (map) the total amount of the expense without including VAT amount.
VATEnter (map) the VAT amount applicable to the expense amount.
Use VATSelect whether to apply VAT to this expense amount.
Spent OnEnter (map) the date on which you have spent this expense amount. See the list of supported dates and time formats.

Update an Expense

Updates an expense by entered values.

ConnectionEstablish a connection to your Easy Project account.
Expense ID

Select or map the Expense ID whose details you want to update.

Project IDSelect or map the Project ID to which the expense belongs to.
NameEnter (map) the name of the expense.
Total AmountEnter (map) the total amount of the expense.
Amount without VATEnter (map) the total amount of the expense without including the VAT amount.
VATEnter (map) the VAT amount applicable to the expense amount.
Use VATSelect whether to apply VAT to this income amount.
Spent OnEnter (map) the date on which you have spent this amount. See the list of supported dates and time formats.

Delete an Expense

Removes an expense from a project or task.

ConnectionEstablish a connection to your Easy Project account.
Expense IDSelect or map the Expense ID you want to delete.

Other

Make an API Call

Performs an arbitrary authorized API call.

ConnectionEstablish a connection to your Easy Project account.
URL

Enter a path relative to https://easyproject.docs.apiary.io/. For example: /projects.json

For the list of available endpoints, refer to the Easy Project API Documentation.
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example of Use - List Contacts

The following API call returns all the contacts from your Easy Project account:

URL:
/easy_contacts.json?offset=0&limit=10&page=

Method:
GET

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Matches of the search can be found in the module's Output under BundleBody > easy_contacts
In our example, 10 contacts were returned:

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