What actions can I run in Nifty?

110 actions are available, including "Get a Chat", "Get a Custom Field", and "Get a Document", and more. Run them from any trigger in your automation stack — map fields once and they execute automatically.

Do I need to write code to automate this?

No. Most automations are built visually on the canvas by picking triggers, actions, and mapping fields. You can add custom JavaScript with Functions when advanced logic is needed — but it is never required.

Is the integration secure?

Yes. Connections are authenticated per account, credentials are encrypted at rest, and you can enforce approvals and team-level access controls on any automation.

Nifty Integrations

Project management and collaboration for tasks, docs, portfolios, and team messaging. Connect Nifty project events to the rest of your delivery stack.

Explore Documentation

GDPR
Data Encryption
2FA
Local Data Region

Watch EventsTriggers when a specific event occurs.
Get a ChatRetrieves a single chat.
Get a Custom FieldGets a custom field.
Get a DocumentFetches a particular document based on the document ID.
Get a FileFetches the details of a file based on a unique file identifier.
Get a FileFetches a list of files based on the given query parameters.
Get a FolderFetches a particular folder based on the given query parameter.
Get a MessageFetches more details about the message.
Get a MilestoneFetches the milestone information.
Get a PortfolioFetches the portfolio details using a unique identifier ID.
Get a ProjectFetches the project details.
Get a TagFetches the tag details using a unique label_id.
Get a TaskFetches the task details for the team member.
Get a Tracked Time ReportFetches the tracked time report information based on the provided criteria.
Get FieldsFetches the custom field of a task.
Get Folder ChildrenFetches a list of subfolders of the folder based on the given query parameters.
Get Folder ContentsFetches folder contents based on the given query parameters.
Get InviteesFetches the list of invitees.
Get Member DetailsFetches member details.
Get Member DetailsFetches a user using the user ID parameter.
Get MessagesFetches the list of recent messages.
Get MilestonesFetches the list of milestones.
Get Personal DocumentsFetches a list of all personal documents based on the given query parameters.
Get Personal TasksFetches the list of personal tasks for a team member.
Get PortfoliosFetches a list of portfolios.
Get Project Custom FieldsFetches the custom fields for a project.
Get ProjectsFetches the list of projects for the team member.
Get StatusFetches the status details using a unique identifier.
Get StatusesFetches the list of statuses for a team member.
Get TagsFetches a list of all tags based on given query parameters.
Get TasksFetches the list of tasks for a team member.
Get TemplatesFetches the list of all project templates.
Get Tracked Time DurationFetches the tracked time duration information based on provided criteria.
Get User DetailsFetches the user information.
List ChatsRetrieves a list of chats.
List Custom FieldsRetrieves a list of custom fields from the service.
List DocumentsRetrieves a list of all documents based on given query parameters.
Add a DocumentAdds a document to a task.
Add a FieldAdds a custom field to a task.
Add a FolderAdds a new folder in the project.
Add Custom Fields to a ProjectCreates custom fields for a project.
Add Labels to a FileAdds labels to a specified file.
Add Labels to a TaskAdds labels to a specific task.
Archive a MilestoneArchives the milestone details.
Archive a TaskArchives a task.
Assign a TaskAdds an assignee to the task.
Assign Status to MembersAssigns a list of members to a status.
Clone a TaskCreates a clone copy of a task.
Complete a TaskUpdates a task as completed.
Copy a FileCreates a new copy of a file.
Create a DocumentCreates a new document.
Create a MessageCreates a new message.
Create a MilestoneCreates a milestone.
Create a Personal DocumentCreates a new personal document based on given request data.
Create a Personal TaskCreates a personal task for a team member.
Create a PortfolioCreates a new portfolio.
Create a ProjectCreates the project details.
Create a StatusCreates a new status using the provided details.
Create a TagCreates a new tag record.
Create a TaskCreates a task for a team member.
Create Task LinksCreates task links.
Delete a Portfolio MemberRemoves a member from a portfolio.
Invite a Team Member to a ProjectSends invitation details to a team member for a project.
Leave a ProjectAllows a team member to leave a project.
Leave PortfolioAllows a member to leave a portfolio.
Make an API CallPerforms an arbitrary authorized API call.
Mark a Message as HeardMarks the message as heard by the member.
Mark a Message as SeenMarks a message as seen by a member.
Move a DocumentMoves a document into another project folder.
Move a MilestoneMoves a milestone to a project.
Move a TaskMoves the order of a task.
Move a TaskMoves a task to a different location or category within a service.
Move TasksTransfers a list of all the tasks to a given status.
Remove a DocumentRemoves a document using a unique identifier ID.
Remove a Document MemberRemoves a member from a given document.
Remove a FileRemoves a file using its unique file identifier.
Remove a FolderRemoves a folder using the unique folder identifier.
Remove a LabelRemoves a tag using a unique label ID.
Remove a MessageRemoves a message using the specified endpoint.
Remove a MilestoneRemoves a milestone from the service.
Remove a Milestone TaskRemoves a list of tasks from a milestone.
Remove an AssigneeRemoves the assignee from a task.
Remove a PortfolioRemoves a portfolio using a unique identifier ID.
Remove a ProjectRemoves the project details.
Remove a Status MemberRemoves a member from the status list.
Remove a TaskRemoves a task from the service.
Remove a TaskRemoves the task details.
Remove Document LabelsRemoves labels from a document.
Remove File LabelsRemoves the labels from a file.
Remove LabelsRemoves labels from a task.
Remove StatusRemoves the status details using a unique identifier.
Start a ProjectMarks a project as having started.
Tie a Task to a MilestoneAdds a list of tasks to a milestone.
Update a DocumentUpdates a document using a unique document ID with the given data.
Update a DocumentUpdates a document.
Update a Document's MembersUpdates a document's members list.
Update a FieldUpdates the custom field detail of a task.
Update a FileUpdates the file details using the specified endpoint.
Update a FolderUpdates a folder in the API controller.
Update a MessageUpdates a message.
Update a MilestoneUpdates the milestone details.
Update a PortfolioUpdates the portfolio details using a unique identifier ID.
Update a Portfolio MemberUpdates the list of members in a portfolio.
Update a ProjectUpdates the project details.
Update a TagUpdates the tag details using a unique label ID.
Update a TaskUpdates the task details.
Update Document LabelsUpdates the labels for a document.
Update Project Custom FieldsUpdates the custom fields details for a project.
Update StatusUpdates the status details using a unique identifier.
Update Task MilestoneAdds milestone details for a task.
Upload FilesUploads multiple files.

When to use Nifty

Common scenarios where Nifty automation saves time and reduces manual work.

Trigger workflows automatically when "Watch Events" fires in Nifty — start multi-step automations without polling or manual checks.
Automate "Get a Custom Field" in Nifty as a workflow step — combine it with triggers, filters, and AI steps for full-pipeline coverage.
Combine "Get a Custom Field" from Nifty with triggers or actions in other apps to close the loop — one event, many downstream outcomes.

How to connect

Sign in and approve access — your password is never shared with WEXTL®, and you can revoke access from the provider at any time.

Full API documentation

You’ll be redirected to sign in and approve access — your password is never shared with WEXTL.

Connecting Nifty to WEXTL®

Field	Type	Help
Client IDRequired	text	You can create your credentials using this instruction: https://help.niftypm.com/en/articles/6749505-nifty-api-webhooks. `Use the following redirect URI` when creating an app: the Callback URL shown in this connection form.
Client SecretRequired	password	You can create your credentials using this instruction: https://help.niftypm.com/en/articles/6749505-nifty-api-webhooks.
Authorize URLRequired	url	You can create your credentials using this instruction: https://help.niftypm.com/en/articles/6749505-nifty-api-webhooks.

Use in workflow automation

Start from Nifty’s Watch Events trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add a Document as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 111 ready-made steps for project management work, and every run records what went in and what came back.

Nifty workflow on the canvas: Watch Events then Add a Document

Frequently asked questions

Common questions about automating Nifty in your workflows.

Nifty has 1 trigger, including "Watch Events". Use them to start workflows the moment Nifty events fire — no polling required.

Field

Type

Help

Client IDRequired

text

You can create your credentials using this instruction: https://help.niftypm.com/en/articles/6749505-nifty-api-webhooks. Use the following redirect URI when creating an app: the Callback URL shown in this connection form.

Client SecretRequired

password

You can create your credentials using this instruction: https://help.niftypm.com/en/articles/6749505-nifty-api-webhooks.

Authorize URLRequired

url

You can create your credentials using this instruction: https://help.niftypm.com/en/articles/6749505-nifty-api-webhooks.

Use in workflow automation

Start from Nifty’s Watch Events trigger and the run begins the moment there’s something new — no cron job to babysit, no one remembering to check.

Add Add a Document as the next step, then branch, filter or hand off to the rest of your stack. The whole path stays on one canvas your team can read.

This integration brings 111 ready-made steps for project management work, and every run records what went in and what came back.

Nifty Integrations

When to use Nifty

How to connect

Use in workflow automation

Frequently asked questions

Nifty Integrations

When to use Nifty

How to connect

Connect Nifty to any app in workflows

Use in workflow automation

Frequently asked questions

Connect Nifty to any app in workflows

Connect Nifty to any app in workflows

Connect Nifty to any app in workflows

Nifty Integrations

Nifty triggers and actions

When to use Nifty

How to connect

Use in workflow automation

Frequently asked questions

What triggers does Nifty support?

What actions can I run in Nifty?

Do I need to write code to automate this?

Is the integration secure?

Nifty Integrations

Nifty triggers and actions

When to use Nifty

How to connect

Connect Nifty to any app in workflows

Use in workflow automation

Frequently asked questions

What triggers does Nifty support?

What actions can I run in Nifty?

Do I need to write code to automate this?

Is the integration secure?

Connect Nifty to any app in workflows

Connect Nifty to any app in workflows

Connect Nifty to any app in workflows