Kanbanize Integrations

Project Management

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Slack

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Jira Software Server

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GitHub

Developer Tools

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Slack

Team Chat

Knack

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Jira Software Server

Project Management

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Google, Spreadsheets

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Quickly automate Kanbanize integrations with Zapier's templates

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Create Kanbanize cards for new Evernote notes
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Add Tweets as Kanbanize cards
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Create Kanbanize cards from new Mailchimp campaigns
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Add new Toggl time entry to Kanbanize card logged time

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Create Kanbanize cards for new saved Slack messages

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Create Kanbanize cards for new HubSpot contact property changes

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Create Kanbanize cards for new OneNote notes

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Create Kanbanize cards for new Evernote notes

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Create Kanbanize cards for new Twitter followers

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Add Tweets as Kanbanize cards

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Create Kanbanize cards from new Mailchimp campaigns

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Supported triggers and actions

What does this mean?

New Board
Triggers when a new board is created.
Trigger
Scheduled
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- CardRequired
  Set the cardid to add comment to or add a search step to find it.
- CommentRequired
Action
Write
- BoardRequired
  Pick the board where to card is
- Card IDRequired
- Block ReasonRequired
- Comment
Action
Write
- File URLRequired
Action
Write
- BoardRequired
  Pick a board where to create the new card.
- WorkflowRequired
  Required in order to select lane and/or column
- LaneRequired
  The name of the swimlane where the card will be created
- ColumnRequired
  The name of the column where the card will be created
- Title
- Description
- Custom ID
- Priority
- Owner
- Color (HTML value like: #FFFFFF)
- Size
- Tags
- Deadline
  Date format: YYYY-MM-DD
- External Link
- Type
- Template
- Custom Fields
  Key value pairs where the key is a the custom field name and the value is the custom field value. Prerequisite: The custom fields must already be assigned to the board. To verify, check your Project and Board Settings.
Action
Write

- Card IDRequired
Action
Write
- CardRequired
  Set the cardid to link or add a search step to find it.
- ActionRequired
- Link TypeRequired
  For all link types the logic is as follows: Make {Linked Card} a {Link Type} of {Card}.
- Linked CardRequired
  Set the cardid to link to {Card} or add a search step to find it.
Action
Write

- Board
- Title
- Assignee
  Username of the assignee (must be a valid username).
- External Link
- Search Type
  This option will allow you to select the type of search that will be used when looking for title and external link values in Kanbanize. The two options are "similar to" and "exact match". If none is selected the search will be for "similar to".
Action
Search
- BordRequired
  The name of the board where the task is located.
- Card IDRequired
  The ID of the card whose details you want to get.
- History
  Set to “yes” if you want to get history for the card.
- Get comments
  Set to “yes” if you want to get comments for the card.
- Events filter
  Only applicable if “history” is set to “yes”. Accepts the following events: move, create, update, block, delete, comment, archived, subtask, loggedtime. If the parameter is not set, all of the events will be returned.
- Text format
  Options: “plain” (default) and “html”. If the plain text format is used, the HTML tags are stripped from the card description.
Action
Search
- BoardRequired
  Pick a board where to create the new card.
- Title
- Assignee
  Username of the assignee (must be a valid username).
- External Link
- Search Type
  This option will allow you to select the type of search that will be used when looking for title and external link values in Kanbanize. The two options are "similar to" and "exact match". If none is selected the search will be for "similar to".
- WorkflowRequired
  Required in order to select lane and/or column
- LaneRequired
  The name of the swimlane where the card will be created
- ColumnRequired
  The name of the column where the card will be created
- Description
- Custom ID
- Priority
- Owner
- Color (HTML value like: #FFFFFF)
- Size
- Tags
- Deadline
  Date format: YYYY-MM-DD
- Type
- Template
- Custom Fields
  Key value pairs where the key is a the custom field name and the value is the custom field value. Prerequisite: The custom fields must already be assigned to the board. To verify, check your Project and Board Settings.
Action
Search or write

- BoardRequired
Trigger
Instant
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- Card IDRequired
- ActionRequired
Action
Write
- Card IDRequired
- ActionRequired
Action
Write
- BoardRequired
  Pick the board where the card is
- Card IDRequired
- WorkflowRequired
  Required in order to select lane and column.
- LaneRequired
  The lane in which we want the logged time to appear.
- ColumnRequired
  The column in which we want the logged time to appear.
- User
  The user for whom the time is logged.
- Log Time DateRequired
  The date for which the time is logged. Date format: YYYY-MM-DD
- Time (in hours)Required
  The amount of time to log in hours.
- Log time description
Action
Write
- BoardRequired
  Pick the board of the card
- Card IDRequired
- DescriptionRequired
- Assignee
- Completed
Action
Write
- BoardRequired
  Pick the board of the card
- Card IDRequired
- Title
- Description
- Custom ID
- Priority
- Owner
- Color (HTML value like: #FFFFFF)
- Size
- Tags
  Add new tags to the card
- Deadline
  Date format: YYYY-MM-DD
- External Link
- Type
- Template
- WorkflowRequired
  Required in order to select lane and/or column
- Lane
  The name of the swimlane where the card will be created
- Column
  The name of the column where the card will be created
- Custom Fields
  Key value pairs where the key is a the custom field name and the value is the custom field value. Prerequisite: The custom fields must already be assigned to the board. To verify, check your Project and Board Settings.
Action
Write
- Board IDRequired
  The board where the card is
- CardRequired
  Set the card ID to upload the file to
- FilenameRequired
  Set the name of the file as it will show up in the card attachments
- File URL/contentRequired
  File URL or content of the file which will be attached to the card.
Action
Write
- Custom card IDRequired
Action
Search
- Card IDRequired
Action
Search

About Kanbanize

Kanbanize is a lean management platform for Portfolio Kanban implementation that helps teams achieve workflow transparency on a global level.

Related categories

Project Management

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