Workboard Integrations

Align your time, effort and goals! Use this zap to be well prepared for meetings and events by creating action items for the prep work. Planning a big event or project with calendar milestones? Move those into your Workboard workstreams as action item with deliverable and due dates. With this zap, all items on a calendar are moved to Workboard.

Pro tip for sales and marketing: Create a customer calendar and have all your customer meetings moved to Workboard so you do the prep work! Or create an event series calendar in Google so each new event date or key execution date on the calendar creates an action item in Workboard so you can coordinate and collaborate on all the work, creative and deliverables.

More-than-pro tip: You can even trick out this zap to append "Prepare for" in front of the meeting name when it posts on Workboard or "key milestone" in front of the project or deal calendar event.

How it works

1. You have a new Google Calendar event
2. Zapier creates an action item

What you'll need

• Google calendar account
• Workboard account

If you use both Workboard and JIRA, copy tickets from JIRA to Workboard to get a complete list of what you need to do today and this week. They'll automatically be included in Workboard weekly status reports and updates to your Workboard goals and metrics, too!

Once you set up this zap, your JIRA tickets will create Workboard action items for you.

How It Works

1. You get a new JIRA ticket or issue
   
2. Zapier adds an action item to Workboard for you

What You Need

• Jira account
• Workboard account

Tired of regularly setting up Workboard action items from your emails on Gmail? Set up this Gmail Workboard integration and it'll be as easy as starring your messages. Whenever you do, a corresponding action item will be created on Workboard with everything you need from the email to stay organized.

How It Works

1. A new email is starred on Gmail
2. Zapier automatically creates an action item on Workboard

What You Need

• Gmail account
• Workboard account

Note: This integration will only work if you have a Business Gmail account - these have custom domains. Free consumer Gmail accounts cannot be used with this integration. Read Help docs here.

Having issues keeping your whole team on the same page? Automatically sync your 1on1s and team meetings with your Google calendar, to always stay prepared and aligned!

How It Works

1. A team meeting or 1on1 is created in Workboard
2. Zapier automatically creates a Google Calendar entry

What You Need

• Workboard account
• Google Calendar account

Want to make sure Workboard keeps up with your key projects on Asana? Set up this Asana Workboard integration to replicate everything, creating a new action item on Workboard for every new task in a project on Asana from then on so you can stay organized while focusing elsewhere.

How It Works

1. A new task is created in an Asana project
2. Zapier automatically creates an action item on Workboard

What You Need

• Asana account
• Workboard account