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Overview

The first time you use a Mavenlink card in your FLO, you will need to authorize an account.

  1. Add an Account Nickname. This should be unique, so that in the case that your teammates authorize multiple accounts, you will be able to tell them apart.
  2. Click “Create” to launch a window where you will sign in to your account and the save this configuration.

    Events

    • New Project

      Start FLO when a new project is created

    • New Task

      Start FLO when a new task is created

    • Project Updated

      Start FLO when an existing project is updated

    • Task Assigned

      Start FLO when a task is assigned

    • Task State Changed

      Start FLO when the state of a task is changed

    • Task Updated

      Start FLO when an existing task is updated

    Actions

    • Assign Task to User

      Assigns an existing task to a user

      NOTE: Non-premier accounts may encounter permission errors on this action.

      Inputs:

      • Task
        • Task ID (text)
        • Estimated Minutes (text)
      • Assign to
        • Member ID (text)
    • Create Project

      Create a new project

      NOTE: Non-premier accounts may encounter permission errors on this action.

      Options:

      • Template (text)

      Inputs:

      • Project
        • Name (text)
        • Creator Role (text)
        • Budgeted (true/false)
        • Description (text)
        • Start Date (text)
        • Due Date (text)
        • Change Orders (true/false)
        • Consultant Role Name (text)
        • Currency (text)
        • Price (number)
        • Client Role Name (text)
        • Access Level (text)
      • Custom Fields

      Outputs:

      • Output
        • Project ID (text)
    • Create Task

      Create a new task

      NOTE: Non-premier accounts may encounter permission errors on this action.

      Options:

      • Task Type (text)

      Inputs:

      • Project
        • Project ID (text)
      • Task
        • Title (text)
        • Description (text)
        • Parent Task ID (text)
        • Priority (text)
        • Percentage Complete (number)
        • Due Date (text)
        • Start Date (text)
        • Billable (true/false)
        • Tags (text)
        • State (text)
        • Weight (number)
        • Assignee ID (text)
      • Custom Fields

      Outputs:

      • Output
        • Task ID (text)
    • Read Project

      Read an existing project using the project ID

      NOTE: Non-premier accounts may encounter permission errors on this action.

      Inputs:

      • Read by
        • Project ID (text)

      Outputs:

      • Project
        • Name (text)
        • Archived (true/false)
        • Budgeted (true/false)
        • Description (text)
        • Currency (text)
        • Price (number)
        • Percentage Complete (number)
        • Start Date (text)
        • Due Date (text)
        • Change Orders (true/false)
        • Consultant Role Name (text)
        • Client Role Name (text)
        • Access Level (text)
        • Created At (text)
        • Updated At (text)
      • Custom Fields
    • Read Task

      Read an existing task using the task ID

      NOTE: Non-premier accounts may encounter permission errors on this action.

      Inputs:

      • Read by
        • Task ID (text)

      Outputs:

      • Task
        • Type (text)
        • Title (text)
        • Description (text)
        • State (text)
        • Project ID (text)
        • Parent Task ID (text)
        • Priority (text)
        • Position (number)
        • Percentage Complete (number)
        • Due Date (text)
        • Start Date (text)
        • Sub Task Count (text)
        • Weight (text)
        • Billable (true/false)
        • Tags (text)
        • Created At (text)
        • Updated At (text)
      • Custom Fields
    • Search Projects

      Search for a project based on Name, Participant or other project fields

      NOTE: Non-premier accounts may encounter permission errors on this action.

      Inputs:

      • Project
        • Name (text)
        • Include Archived (true/false)
        • Can Create Line Items (true/false)
        • Has Participant ID (true/false)
        • Has Maven Participant ID (true/false)
        • User Not Participating ID (true/false)
        • Budgeted (true/false)

      Outputs:

      • Project
        • Project ID (text)
        • Name (text)
        • Archived (true/false)
        • Budgeted (true/false)
        • Description (text)
        • Currency (text)
        • Price (number)
        • Percentage Complete (number)
        • Start Date (text)
        • Due Date (text)
        • Change Orders (true/false)
        • Consultant Role Name (text)
        • Client Role Name (text)
        • Access Level (text)
        • Created At (text)
        • Updated At (text)
      • Custom Fields
    • Update Project

      Update an existing project using the project ID

      NOTE: Non-premier accounts may encounter permission errors on this action.

      Inputs:

      • Update by
        • Project ID (text)
      • Project
        • Name (text)
        • Archived (true/false)
        • Budgeted (true/false)
        • Description (text)
        • Currency (text)
        • Price (number)
        • Start Date (text)
        • Due Date (text)
        • Change Orders (true/false)
        • Consultant Role Name (text)
        • Client Role Name (text)
        • Access Level (text)
      • Custom Fields
    • Update Task

      Update an existing task using the task ID

      NOTE: Non-premier accounts may encounter permission errors on this action.

      Inputs:

      • Update by
        • Task ID (text)
      • Task
        • Title (text)
        • Description (text)
        • Priority (text)
        • Percentage Complete (number)
        • Due Date (text)
        • Start Date (text)
        • Billable (true/false)
        • Tags (text)
        • State (text)
        • Weight (number)
      • Custom Fields