Kanban Tool and Salesflare

Project Management kanbantool.com ↗

How to connect Kanban Tool

Via Zapier — 25 operations available. Set it up ↗
Via Make — 16 modules available. Set it up ↗

What you can automate

When new Card Type in Kanban Tool, create task in Salesflare.
When new Comment in Kanban Tool, create internal note in Salesflare.
When new Task in Kanban Tool, create task in Salesflare.
When task Updated in Kanban Tool, create task in Salesflare.
When new Task in Salesflare, create Task in Kanban Tool.

About Kanban Tool

Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

Kanban Tool operations on Zapier

Triggers (12)

Start a workflow when this happens

New Activity on a Board — Triggers when a new activity on a board is made.
New Board — Triggers when a new board is created.
New Board Collaborator — Triggers when a new collaborator is added to a board.
New Card Type — Triggers when a new card type is defined for a board.
New Checklist Item — Triggers when a new checklist item is added to a task.

Show 7 more triggers

New Comment — Triggers when a new comment is added to a task.
New Swimlane — Triggers when a new swimlane is created for a board.
New Task — Triggers when a new task is added.
New Workflow Stage — Triggers when a new workflow stage is created for a board.
Task Archived — Triggers when a task is archived.
Task Moved — Triggers when a task is moved to another workflow stage or swimlane.
Task Updated — Triggers when a task is updated.

Actions (11)

Things Salesflare can make it do

Archive Task — Archives a specific task.
Complete Checklist Item — Completes an existing checklist item on a task.
Create Checklist Item — Creates a new checklist item on a task.
Create Comment — Writes a new comment on a specific task.
Create Task — Creates a new task on a specific board.

Show 6 more actions

Delete Checklist Item — Deletes a checklist item from a task.
Delete Task — Deletes a specific task.
Find or Create task — Finds a task on a selected board given task's name, location, or with advanced search query. Does not search for archived tasks. Optionally, creates a new task if none are not found.
Move Task — Moves a specific task between workflow stages and swimlanes.
Update Checklist Item — Updates a checklist item's name or assigned user.
Update Task — Updates a task's name, description, due date or other details.

Searches (2)

Look up existing records

Find Task — Finds a task on a selected board given task's name, location, or with advanced search query. Does not search for archived tasks. Optionally, creates a new task if none are not found.
Get Task Details — Gets task details (ex. description, custom fields)

Kanban Tool operations on Make

Triggers (3)

Start a workflow when this happens

Watch Activities on a Board — Triggers when a new activity on a board is made.
Watch Boards — Triggers when a new board is created.
Watch Tasks — Triggers when a new task is created.

Actions (12)

Things Salesflare can make it do

Archive a Task — Archives a specific task.
Complete a Checklist Item — Completes an existing checklist item on a task.
Create a Checklist Item — Creates a new checklist item on a task.
Create a Comment — Writes a new comment on a specific task.
Create a Task — Creates a new task on a specific board.

Show 7 more actions

Delete a Checklist Item — Deletes a checklist item from a task.
Delete a Task — Deletes a specific task.
Make an API Call — Performs an arbitrary authorized API call.
Move a Task — Moves a specific task between workflow stages and swimlanes.
Unarchive a Task — Unarchives a task.
Update a Checklist Item — Updates a checklist item's name or assigned user.
Update a Task — Updates a task's name, description, due date or other details.