Kanbanize Help & Support

Supported Triggers#

• Card Moved - Triggers when a card is moved.
• New Board - Triggers when a new board is created.
• Card Updated - Triggers when a card is updated or moved.
• New Card - Triggers when a new card is created.

Supported Searches#

• Find Card - Find a card by exactly matching one of the fields.

Supported Actions#

• Add Comment - Adds a card comment.
• Add Subtask - Adds a card subtask.
• Update Card - Updates a cards title, description, priority or due date.
• Create Card - Creates a new card.
• Move Card - Move a card.
• Log Time - Logs time to a card.
• Delete Card - Delete a card.
• Update Link - Create or remove a link between two cards.

When you start creating a Kanbanize Zap, you will be asked to connect your Kanbanize account.

Next, you'll be asked to enter your Kanbanize API key.

To locate your API Key in your Kanbanize account, please follow these steps:

1. Log into your Kanbanize account.
2. Click on your username in the upper right corner.
3. Click on "My account".
4. Choose "API".
5. Select and copy the API key to your clipboard.

Paste your key back into your Zapier account and then “Continue”.

If all steps were successful your Kanbanize account will now be successfully connected.

Does my account need any special permissions to connect?#

The user whose API key is used to connect the Zapier app to Kanbanize must be an Administrator or a user with predefined permissions that allow "Access API" and viewing, creating and modifying cards.

The user must be assigned to all Kanbanize boards that the Zapier app will access.

For more information on managing user roles and permissions in Kanbanize check out their help doc here: https://knowledgebase.kanbanize.com/hc/en-us/articles/115002891005-User-Roles-and-Permissions