Kanban Tool + Wave

Kanban Tool + Wave integrations

Create tasks in Kanban Tool for new Wave customers

Effortlessly manage your new customers in Wave with this seamless workflow that creates tasks in Kanban Tool. When a new customer is added in Wave, a task will be generated in Kanban Tool, ensuring you can stay on top of your customer management without manually transferring information between platforms. Save time and enhance organization with this easy-to-use automation.

When this happens...
New CustomerTriggers when a new customer is added to a business you choose.
TriggerPolling
automatically do this!
Create TaskCreates a new task on a specific board.
ActionWrite

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More things you can do with Wave and Kanban Tool

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

- Business
  Required
Trigger
Polling
Try It
- Business
  Required
- Customer or Company Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Email
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Write
- Business
  Required
- Name
  Required
- Description
- Price
  Required
Action
Write
- Business
  Required
- Email
  Required
Action
Search
- Business
  Required
- Email
  Required
- Customer or Company Name
  Required
- Account Number
- Currency
- First Name
- Last Name
- Phone Number
- Toll Free Number
- Mobile Number
- Fax Number
- Website
- Address1
- Address2
- City
- Country
- Postal Code
- Shipping Contact
- Shipping Delivery Instructions
- Shipping Phone Number
- Shipping Address1
- Shipping Address2
- Shipping City
- Shipping Country
- Shipping Postal Code
Action
Search or write

New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- Board
  Required
Trigger
Polling
Try It

- Board
  Required
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- Board
  Required
- Swimlane
- Workflow stage
- Card type
Trigger
Polling
Try It
- Board
  Required
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- Board
  Required
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- Board
  Required
- Task
  Required
- Checklist item
  Required
Action
Write
- Board
  Required
- Task
  Required
- Comment content
  Required
Action
Write
- Board
  Required
- Task
  Required
- Checklist item
  Required
Action
Write
- Board
  Required
- Task
  Required
- Direction
- Swimlane
- Workflow stage
Action
Write
- Name
- Board
  Required
- Task
  Required
- Card type
- Assigned User
Action
Write
- Board
  Required
- Task
  Required
Action
Search

- Business
  Required
Trigger
Polling
Try It
- Business
  Required
- Customer
  Required
- Item Description
- Item Price
- Item Product
  Required
- Item Quantity
- Item Taxes
- Invoice Currency
- Invoice Date
- Invoice Number
- Invoice Title
- Status
- Subhead
- Footer
- Additional Notes
- SO or PO Number
- Due Date
- Exchange Rate
- Disable Credit Card Payments?
- Amount Title
- Item Title
- Price Title
- Quantity Title
- Hide Amount?
- Hide Description?
- Hide Item?
- Hide Price?
- Hide Quantity?
Action
Write
- Business
  Required
- Sale Date
  Required
- Description
  Required
- Number Format
  Required
- Sale Amount
  Required
- Sales Tax Abbreviation
- Sales Tax Amount
- Payment Processing Fee Amount
- Notes
- Created At
- External ID
Action
Write
- Business
  Required
- Name
  Required
Action
Search
- Board
  Required
- Swimlane
- Workflow stage
- Activity type
Trigger
Polling
Try It
- Board
  Required
Trigger
Polling
Try It
- Board
  Required
- Task
  Required
Trigger
Polling
Try It
- Board
  Required
Trigger
Polling
Try It
- Board
  Required
Trigger
Polling
Try It
- Board
  Required
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- Board
  Required
- Task
  Required
Action
Write
- Board
  Required
- Task
  Required
- Name
  Required
- Assigned User
Action
Write
- Name
  Required
- Board
  Required
- Swimlane
- Workflow stage
- Card type
- Assigned User
Action
Write
- Board
  Required
- Task
  Required
Action
Write
- Board
  Required
- Task
  Required
- Checklist item
  Required
- Name
- Assigned User
- Is completed
Action
Write
- Board
  Required
- Query
- Name
- Workflow stage
- Swimlane
Action
Search
- Board
  Required
- Query
- Name
  Required
- Workflow stage
- Swimlane
- Swimlane
- Workflow stage
- Card type
- Assigned User
Action
Search or write

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 Wave

Wave's invoicing and accounting software is completely free, and has no usage limits or restrictions. Optional Payment Processing and Payroll services are fully integrated to create a seamless platform for your business finances.

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