Pandai CRM | Projektmenedzsment Szoftver

Quick Start

1. Create API Key

Generate an API key from your account settings or via the API.

2. Authenticate

Include your API key in the X-API-Key header with each request.

3. Make Requests

Access workspaces, boards, items, and more via REST endpoints.

Authentication

All API requests require authentication using an API key. Include your key in one of these ways:

Option 1: X-API-Key Header (Recommended)

bash

curl https://your-domain.com/api/v1/workspaces \
  -H "X-API-Key: pk_live_your_api_key_here"

Option 2: Bearer Token

bash

curl https://your-domain.com/api/v1/workspaces \
  -H "Authorization: Bearer pk_live_your_api_key_here"

Scopes

API keys can be limited to specific scopes for security:

Scope	Description
*	Full access (all permissions)
workspaces:read	List and view workspaces
workspaces:write	Create, update, delete workspaces
boards:read	List and view boards
boards:write	Create, update, delete boards
items:read	List and view items
items:write	Create, update, delete items
columns:read	List and view columns
columns:write	Create, update, delete columns

API Key Management

Workspaces

Workspace Members

Member Roles

owner - Full control (only one per workspace)
admin - Can manage members and settings
editor - Can edit boards and items
viewer - Read-only access

Boards

Items

List and filter items. Supports filtering by column values, dates, and special filters.

Views

Manage board views (table, kanban, calendar, chart).

View Types

table - Spreadsheet-style table view
kanban - Kanban board with columns
calendar - Calendar view for date items
chart - Charts and analytics

Search

Global search across boards and items. Minimum 2 characters required.

Forms

Create intake forms linked to boards. Form submissions can create items automatically or require approval.

Submission Modes

auto - Creates item automatically
review - Requires approval before creating item

Columns

Comments / Updates

Activity / Audit Log

Fetch activity feed including audit logs and comments. Supports pagination and filtering.

Query Parameters

type - Filter type: all | items | boards | comments
table_name - Filter by table: items | boards | columns | invoices
record_id - Filter by specific record UUID
user_ids - Comma-separated user UUIDs
limit - Results per page (default: 50)
offset - Pagination offset (default: 0)

Audit Actions

INSERT - Record created
UPDATE - Record modified
DELETE - Record deleted

Email (Gmail Integration)

Send emails through connected Gmail accounts. First retrieve the available accounts, then send.

Invoices

Invoice Types

outgoing - Invoices you issue
incoming - Bills you receive
quote - Price quotes

Invoice Statuses

draft, sent, paid
pending, overdue
cancelled, rejected

Column Types Reference

Type	Value Format	Example
text	string	"Hello World"
number	number	42
status	option ID	"opt-done"
priority	option ID	"opt-high"
date	ISO date	"2024-12-14"
timeline	{start, end}	{"start": "2024-12-01", "end": "2024-12-31"}
person	user ID array	["user-uuid"]
checkbox	boolean	true
progress	0-100	75
link	URL	"https://example.com"
email	email	"user@example.com"
phone	phone	"+1234567890"

Code Examples

Python

python

import requests

BASE_URL = "https://your-domain.com/api/v1"
API_KEY = "pk_live_your_api_key_here"

headers = {
    "X-API-Key": API_KEY,
    "Content-Type": "application/json"
}

# Get workspaces
workspaces = requests.get(f"{BASE_URL}/workspaces", headers=headers).json()

# Get boards
boards = requests.get(
    f"{BASE_URL}/workspaces/{workspaces[0]['id']}/boards",
    headers=headers
).json()

# Bulk create items
result = requests.post(
    f"{BASE_URL}/boards/{boards[0]['id']}/items/bulk-create",
    headers=headers,
    json={
        "items": [
            {"values": {"col-name": f"Task {i}"}}
            for i in range(1, 11)
        ]
    }
).json()

print(f"Created {len(result['created'])} items")

JavaScript / Node.js

javascript

const API_KEY = 'pk_live_your_api_key_here';
const BASE_URL = 'https://your-domain.com/api/v1';

const headers = {
  'X-API-Key': API_KEY,
  'Content-Type': 'application/json'
};

async function main() {
  // Get workspaces
  const workspaces = await fetch(`${BASE_URL}/workspaces`, { headers })
    .then(r => r.json());

  // Get boards
  const boards = await fetch(
    `${BASE_URL}/workspaces/${workspaces[0].id}/boards`,
    { headers }
  ).then(r => r.json());

  // Bulk create items
  const result = await fetch(
    `${BASE_URL}/boards/${boards[0].id}/items/bulk-create`,
    {
      method: 'POST',
      headers,
      body: JSON.stringify({
        items: Array.from({ length: 10 }, (_, i) => ({
          values: { 'col-name': `Task ${i + 1}` }
        }))
      })
    }
  ).then(r => r.json());

  console.log(`Created ${result.created.length} items`);
}

main();

Pandai API

API Documentation