Outline

Outline
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The Outline modules allow you to watch, create, update, list, search, retrieve, archive, restore, and delete the documents from your Outline account.

Getting Started with Outline

Prerequisites

An Outline account - create an account at getoutline.com.

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

Connect Outline to {{Make}}

To connect your Outline account to {{Make}} you need to obtain the API key from your Outline account and insert it in the Create a connection dialog in the {{Make}} module.

Log in to your Outline account.
Click Settings.
Click API Tokens.
Click New token...
In the Name field, enter a name for the token and click Create.
Copy the API Token to your clipboard.
Log in to your {{Make}} account, add a module from the Outline app into an {{Make}} scenario.
Click Add next to the Connection field.
In the Connection name field, enter a name for the connection.
In the API Key field, enter the token details copied in step 6 and click Continue.

The connection has been established.

Documents

Watch New Document

Triggers when a new document is published.

Connection	Establish a connection to your Outline account.
Limit	Set the maximum number of documents {{Make}} should return during one execution cycle. Note the default limit is 10.

List All Published Documents

Lists all published documents and draft documents belonging to the current user.

Connection	Establish a connection to your Outline account.
Limit	Set the maximum number of documents {{Make}} should return during one execution cycle. The default value is 10.
Sort	Enter (map) the option to sort the documents. For example, Document Name.
Direction	Select or map the order in which you want to list the documents: Ascending Descending
Collection ID	Select or map the Collection ID of the documents you want to list.
User ID	Select or map the User ID of the person whose documents you want to list.
Backlink Document ID	Enter (map) the Backlink Document ID of the document you want to list
Parent Document ID	Select or map the Parent Document ID of the documents you want to list.
Template	Select whether the template is required or not. This field is required when listing the templates alone.

List All Draft Documents

Lists all draft documents belonging to the current use

Connection	Establish a connection to your Outline account.
Limit	Set the maximum number of documents {{Make}} should return during one execution cycle. Note the default limit is 10.
Sort	Enter (map) the option to sort the documents. For example, Document Name.
Direction	Select or map the order in which you want to list the documents: Ascending Descending
Collection ID	Select or map the Collection ID of the draft documents you want to list.
Date Filter	Select the required date filter: Day Week Month Year Note: Any documents that have not been updated within the specified period will be filtered out.

Search All Documents

Searches your team's documents with keywords.

Connection	Establish a connection to your Outline account.
Query	Enter (map) a keyword or phrase to search the documents that match the specified query.
User ID	Select or map the User ID whose documents you want to search.
Collection ID	Select or map the Collection ID of the draft documents you want to list.
Include Archived	Select whether you want to include the archived documents in your search results.
Include Drafts	Select whether you want to include the draft documents in your search results.
Date Filter	Select or map the required date filter: Day Week Month Year Note: Any documents that have not been updated within the specified period will be filtered out.
Limit	Set the maximum number of documents {{Make}} should return during one execution cycle. The default value is 10.

Get a Document

Retrieves a document by its id.

Connection	Establish a connection to your Outline account.
Collection ID	Select or map the Collection ID of the document whose details you want to retrieve.
Share ID	Select or map the Share ID of the document whose details you want to retrieve.

Create a Document

Creates or publishes a new document.

Connection	Establish a connection to your Outline account.
Title	Enter (map) the name of the document you want to create or publish.
Collection ID	Select or map the Collection ID of the document you want to create.
Text	Enter (map) the document text.
Parent Document ID	Select or map the Parent Document ID of the document you want to create.
Template ID	Select or map the Template ID of the document you want to create.
Template	Select whether you want to consider this document as a template.
Publish	Select whether you want to publish this document immediately and should be visible to other team members.

Update a Document

Modifies an existing document.

Connection	Establish a connection to your Outline account.
Document ID	Select or map the Document ID of the document to be updated.
Title	Enter (map) a new name for the document.
Text	Enter the text to add inside the document.
Append	Select whether you want to display the text field at the end of the existing document instead of replacing it.
Publish	select whether you want to publish this document and make it visible to other team members as a draft.
Done	Select whether you have finished editing the document. This action might trigger notifications to other members.

Archive a Document

Allows outdated information to be moved out of sight and restore it later, if needed.

Connection	Establish a connection to your Outline account.
Document ID	Select or map the Document ID you want to archive.

Restore an Archived Document

Restores an archived document.

Connection	Establish a connection to your Outline account.
Document ID	Select or map the archived Document ID you want to restore.

Restore a Deleted Document

Restores a deleted document.

Connection	Establish a connection to your Outline account.
Document ID	Select or map the deleted Document ID you want to restore.

Deleted a Document

Moves a document to the trash. If not restored within 30 days it is permanently deleted.

Connection	Establish a connection to your Outline account.
Document ID	Select or map the Document ID you want to delete.

Others

Make an API Call

Performs an arbitrary authorized API Call.

Connection

Establish a connection to your Outline account.

URL

Enter a path relative to https://getoutline.com/develop For example: /documents.list

	Note
	For the list of available endpoints, refer to the Outline 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.

Headers

Enter the desired request headers. You don't have to add authorization headers; we already did that for you.

Query String

Enter the request query string.

Body

Enter the body content for your API call.

Example of Use - Search All Documents

The following API call returns all the documents from your Outline account:

URL:

/documents.search

Method:

POST

Matches of the search can be found in the module's Output under Bundle > Body > data.

In our example, 10 documents were returned:

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