How to connect Kanbanery + kvCORE
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- New TaskA new task is added to your Kanbanery board.Trigger
- Set Task as ReadyAdd the check mark which indicates that a task is ready to be pulled to the next column.Trigger
- Moved Task CardA task card is moved to a new column.Trigger
- Create Task CardCreates a new task card.Action
- Campaign ActionTriggers when a campaign action runs for a specific Zap ID.Trigger
- New LeadTriggers when a new lead (excluding transfers) is added to your account (may be delayed about 15 minutes).Trigger
- Create Contact (Post)Creates a new contact within an account, optionally assigned to an agent.Action
- Update ContactUpdates a new contact within an account.Action
- Step 1: Authenticate Kanbanery and kvCORE.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.