Zapier and Kanban go hand in hand. Not only because Zapier integrates with virtually every Kanban-style app out there, but because not everyone knows how to properly pronounce our names. Reminder: Zapier makes you happier!
However you pronounce it (is it can-ban or con-bon?), Kanban is becoming an increasingly popular workflow that's helped teams all over the world manage their projects and be more productive.
But are teams leaving more on the table? While using the Kanban method can bring a huge productivity boost, there are ways to automate your Kanban board to make it work even harder. Here are some of the most popular ways we see people getting it done.
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Manage personal tasks
Whether you're using them at work or in your professional life, Kanban boards are a great way to manage personal tasks—and adding automation to the mix makes them even better.
There are plenty of ways to automate your Kanban personal task management. For example, if you want to create a new card automatically from an email you just received or a Slack message, you can use Zapier to do exactly that.
Or, if there's a particular task you know you need to do at the same time every week, you can set up a Zap—our word for automated workflow—to create a card for that task at the same time every week.
Create Trello cards weekly at scheduled times
Schedule by Zapier + Trello
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Never forget those weekly repetitive tasks with this handy Zap! Set up this integration to automatically create a new card in Trello every week, at a time of your choosing.
Create Trello cards from new starred Gmail emails [Business Gmail Accounts Only]
Gmail + Trello
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If you're constantly adding cards to Trello for new tasks in your inbox, use this Gmail Trello integration to cut down the steps. Once this integration is in place, simply star an email in your Gmail inbox and a new Trello card is created automatically.
Create ClickUp tasks for new saved Slack messages
Slack + ClickUp
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Do you find yourself saving messages that you intent to follow up on? This integration can help you by automatically creating a task in ClickUp with details from a message you saved in Slack. You won't have to manually create tasks for saved messages again.
Track your sales pipeline
One of the reasons Kanban has become so popular is that it gives you a view that shows progress. It's more of a spectrum than a binary, and that lends itself particularly well to something like managing a sales pipeline.
You can create columns for different lead statuses—like contacted, demo booked, contact later, or won—and see different leads progress through your pipeline.
With Zapier, you can add new leads straight into your Kanban board of choice, helping make sure you follow up with prospects ASAP.
Create Trello cards from new Typeform responses
Typeform + Trello
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If you're collecting data via form software like Typeform, often you want to create follow-up items. This Typeform-Trello integration automatically creates new Trello cards when someone completes your Typeform form.
Add new Pipedrive activities to Asana as tasks
Pipedrive + Asana
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You may set up those reminders on Pipedrive, but if you've also got to mind the work on Asana, there's a chance something might fall through the cracks. Set up this automation, however, and we'll make sure it doesn't. Whenever you create any activity on Pipedrive (or optionally only of a certain type), a matching task will be automatically added to Asana as well. Use this to have deal tasks matched to the project on Asana, or catch any activity assigned to you and add it on Asana.
Create ClickUp tasks for new Calendly invitees
Calendly + ClickUp
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New Calendly invitees require action and preparation. Why not add these to a task automatically each time a new Calendly invitee is added? This Calendly-ClickUp integration will create a ClickUp task for every new Calendly invitee. Never miss a meeting again!
Book meetings to move projects forward
Even though we try to accomplish a lot of our work asynchronously here at Zapier, we also know that meetings are sometimes necessary. We also take some of the pain out of coordinating meetings by automating them.
Using the Zap templates below, you can create calendar events for particular activities in your Kanban board. Maybe you want to schedule a call each time a new board is created to kick off a project. Or, maybe you want to create a time slot in your calendar for each task assigned to you. With Zapier, you can do both of those and a lot more.
Create Google Calendar detailed events from new Trello activity
Trello + Google Calendar
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Take your to-do list a step further and add events directly into your calendar with this integration. Once it's active, each time a new activity is added to a Trello card, this Zap will automatically create a detailed event in Google Calendar. Easily manage your schedule when you use this integration!
Create Google Calendar events from new ClickUp tasks
ClickUp + Google Calendar
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Need to stay on top of your tasks and due dates? With this ClickUp-Google Calendar integration, every new ClickUp task will automatically create a Google Calendar event with the appropriate start and due dates and times. Now you'll never miss a due date again!
Keep everyone up to date
In between meetings, you'll still want to keep your team up-to-date on everything that's happening with a project. Whether your team prefers email or a chat app like Slack, you can set up workflows that let your team know when important activity is happening in your Kanban board.
Post to Slack channels for new items created in monday.com
monday.com + Slack
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If you need to get messages automatically to your Slack channel every time a new item is created in the monday app, this integration can help. Stay on top of everything going on in the company and start killing it as a manager, and never miss a thing again.
Send Slack messages when new KanbanFlow tasks are created
KanbanFlow + Slack
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Looking for a way to keep track of all new tasks being added to your project management system? Using this KanbanFlow to Slack integration, you will instantly be notified in Slack when new tasks are created on your KanbanFlow board.
Send or receive Gmail emails for new Trello activity
Trello + Gmail
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This integration lets you keep everyone on the team—even those not on Trello—up to the minute on developments in your boards. Easily ensure that no information falls through the cracks by watching for activity and sending an email every time there's anything new.
Build your editorial calendar
Along with task, pipeline, and project management, Kanban is also a popular method for marketing teams to manage their editorial calendar. Creating columns for different stages of the editorial process—like ideas, in progress, editing, and published—gives you a great way to track the progress of pieces in your content queue.
With automation, you can do everything from letting your team know the status of different articles to reminding yourself to review a draft later to letting a writer know when they've been assigned a new piece.
Create Trello cards from new tagged Pocket items
Pocket + Trello
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If you use Trello for your to-do list and Pocket for your "read later" list, combine the best of both apps with this Pocket Trello integration and start keeping on top of your reading list.
Send Slack channel messages when new Trello cards get moved to lists
Trello + Slack
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The faster your sprints move, the harder it can be to keep up with the progress. We can call out every important update so you and the team never wonder what's going on. This Zap will trigger whenever a new Trello card is moved to a list, signaling the automation to post a new message with any details you need to a Slack channel.
Get Slack direct messages for new Trello cards
Trello + Slack
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If you need to know as soon as new tasks need done, this Trello to Slack automation is a perfect fit. Set it up, and each time a new card is created in Trello, Zapier will send a direct message in Slack to you or anyone on your team you choose. Make sure you never miss anything new on Trello with this integration.
Guide your product roadmap
Development teams were some of the first to start using Kanban in the tech world. Product management tools like Jira, ClickUp, and Productboard all offer Kanban views for teams who prefer to get their work done that way.
By connecting your development platform with your Kanban board, you can make sure issues are tracked, assigned, and resolved across the two tools.
Add new GitLab issues as ClickUp tasks
GitLab + ClickUp
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Does your development team need an easy, efficient way to send new GitLab issues to ClickUp? This integration does just that, automatically creating new tasks in ClickUp every time new issues are created in GitLab. Keep your tasks up to date across platforms without having to copy and paste!
Generate Jira Software issues from new GitHub issues
GitHub + Jira Software Cloud
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Copying and pasting between platforms is a huge pain. Set up this integration and new GitHub issues will generate matching Jira Software issues. All your organization's issues on the platform that you use most.
Add new GitHub issues as features in productboard
GitHub + Productboard
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When keeping track of feature ideas through GitHub issues there's no need to add them to productboard a second time; allow Zapier to do it for you. After being set up, this automation will be triggered by every new GitHub issue in your chosen repo, creating a new feature on productboard with matching information every time.
Switch platforms with ease
Whether it's your home or a particular software tool—moving is a pain. But that shouldn't stop you from switching tools if the one you're using isn't the right fit.
Sure, migrating all of your projects manually from one Kanban tool to the next would be a long, laborious process. But with Zapier, you can automate the process and transfer all of your tasks and projects from one platform to the next.
Add new Trello cards to boards in monday.com
Trello + monday.com
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Need to keep your Monday app boards up-to-date with Trello cards? With Zapier, you can send cards to the Monday app automatically to easily keep your team up to date at all times.
Create a Trello Board for New Asana Projects
Asana + Trello
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Make sure you've got a Trello board for each of your Asana projects by letting Zapier automatically name new boards whenever you add new projects.
For more on switching platforms with automation—Kanban or other—check out this post.
Get even more from your Kanban board
Okay, maybe there are two things Zapier and Kanban have in common. The pronunciation thing, for sure (we'll let someone else weigh in on how to properly pronounce Kanban), but also the variety of ways both help make individuals and teams more productive.
Combine the two, and you have a combo that can't be beat.
