Workboard and Salesflare

How to connect Workboard

When new Comment in Action Item in Workboard, create internal note in Salesflare.
When new Comment in Goal in Workboard, create internal note in Salesflare.
When new Meeting in Workboard, create meeting, then create call in Salesflare.

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

Start a workflow when this happens

New Action Item — Triggers when you select an action item on Workboard and push it to your Zap.
New Comment in Action Item — Triggers when a new comment is added in action item
New Comment in Goal — Triggers when a new comment is added in a goal
New Goal — Triggers when you select a goal on Workboard and push it to your Zap.
New Meeting — Triggers when you create a team meeting or 1on1 meeting on Workboard.

Show 1 more triggers

New Workstream — Triggers when you select a workstream on Workboard and push it to your Zap.

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