Kanban Tool

Kanban Tool + Workbooks CRM Integrations

In a matter of minutes and without a single line of code, Zapier allows you to connect Kanban Tool and Workbooks CRM, with as many as 15 possible integrations. Are you ready to find your productivity superpowers?

It's easy to connect Kanban Tool + Workbooks CRM and requires absolutely zero coding experience—the only limit is your own imagination.

When this happens...
then do this!
New Card

Triggers when a new card is added.

Create Card

Adds card to Kanbantool from another your service

Posted Invoice

Triggers when an invoice is complete and its status posted.

Create Marketing Campaign Status

Adds a new status to a Marketing Campaign.

New Case

Triggers when a new case is created.

Create Organisation

Creates a new organisation.

New Person

Triggers when a new person is created.

Create Case

Creates a new case.

New Sales Lead

Triggers when a new sales lead is created.

Create Task

Creates a new task.

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Become a Zapier Integration Partner

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.

Workbooks CRM is specifically designed for mid-sized and growing companies. Run marketing campaigns, capture leads, create quotations, manage a sales pipeline, process orders and raise invoices all in a single platform. Workbooks reports and dashboards give you the management insight you need and with our Web and Mobile App, plus Outlook and Google Apps integration it’s easy for users to adopt.

See Workbooks CRM Integrations