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Kanban Tool + Salesforce

Kanban Tool + Salesforce

Kanban Tool + Salesforce integrations

Update records in Salesforce when tasks are moved in Kanban Tool

Streamline your workflow between Kanban Tool and Salesforce with this efficient automation. Whenever a task is moved within Kanban Tool, this setup will promptly update the corresponding record in your Salesforce system. Keep everything organized so you can focus on progress and reduce manual effort in keeping your records up-to-date.

  1. When this happens...
    Task Moved
    Task Moved
    Task MovedTriggers when a task is moved to another workflow stage or swimlane.
  2. automatically do this!
    Update Record
    Update Record
    Update RecordUpdates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
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More things you can do with Kanban Tool and Salesforce

Discover other triggers and actions you can use with Kanban Tool and Salesforce

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    • Board
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    • Task
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    • Board
      Required
    Trigger
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    • Board
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    • Swimlane
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    • Board
      Required
    • Swimlane
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    • Card type
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About Kanban Tool
Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.
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About Salesforce
Salesforce is a leading enterprise customer relationship manager (CRM) application.
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