Workboard Integrations

HR Talent & Recruitment

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Task Management

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Email, Microsoft

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Email, Zapier

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Databases

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Task Management

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Project Management

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Product Management

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Developer Tools, Zapier

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Task Management

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Developer Tools, Microsoft

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Email, Microsoft

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Developer Tools, Zapier

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Task Management

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Developer Tools, Microsoft

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Popular ways to use Workboard workflows

Create Workboard action items from Google Calendar events
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Google Calendar + Workboard
More details
When this happens
Step 1: New Event
Then do this
Step 2: Create Action Item
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Create Workboard action items from Google Calendar events
Create Workboard action items from Google Calendar events
Google Calendar + Workboard
Create Workboard action item from JIRA ticket
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Jira Software Server + Workboard
More details
When this happens
Step 1: New Issue
Then do this
Step 2: Create Action Item
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Create Workboard action item from JIRA ticket
Create Workboard action item from JIRA ticket
Jira Software Server + Workboard
Create Workboard action items from new starred emails on Gmail [Business Gmail Accounts Only]
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Gmail + Workboard
More details
When this happens
Step 1: New Email
Then do this
Step 2: Create Action Item
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Create Workboard action items from new starred emails on Gmail [Business Gmail Accounts Only]
Create Workboard action items from new starred emails on Gmail [Business Gmail Accounts Only]
Gmail + Workboard
Add Workboard meetings to Google Calendar
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Workboard + Google Calendar
More details
When this happens
Step 1: New Meeting
Then do this
Step 2: Create Detailed Event
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Add Workboard meetings to Google Calendar
Add Workboard meetings to Google Calendar
Workboard + Google Calendar
Create Workboard action items from new tasks in Asana projects
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Asana + Workboard
More details
When this happens
Step 1: New Task in Project
Then do this
Step 2: Create Action Item
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Create Workboard action items from new tasks in Asana projects
Create Workboard action items from new tasks in Asana projects
Asana + Workboard
Put Workboard action items on your Google Calendar
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Workboard + Google Calendar
More details
When this happens
Step 1: New Action Item
Then do this
Step 2: Create Detailed Event
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Put Workboard action items on your Google Calendar
Put Workboard action items on your Google Calendar
Workboard + Google Calendar
Post Workboard goal comments to Slack
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Workboard + Slack
More details
When this happens
Step 1: New Comment in Goal
Then do this
Step 2: Send Channel Message
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Post Workboard goal comments to Slack
Post Workboard goal comments to Slack
Workboard + Slack
Create Workboard workstreams for new Salesforce opportunities
Premium
Try it
Salesforce + Workboard
More details
When this happens
Step 1: New Record
Then do this
Step 2: Create Workstream
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Create Workboard workstreams for new Salesforce opportunities
Premium
Create Workboard workstreams for new Salesforce opportunities
Salesforce + Workboard

Supported triggers and actions

What does this mean?

New Action Item
Triggers when you select an action item on Workboard and push it to your Zap.
Trigger
Instant
New Comment in Action Item
Triggers when a new comment is added in action item
Trigger
Instant
New Comment in Goal
Triggers when a new comment is added in a goal
Trigger
Instant
New Goal
Triggers when you select a goal on Workboard and push it to your Zap.
Trigger
Instant
New Meeting
Triggers when you create a team meeting or 1on1 meeting on Workboard.
Trigger
Instant
New Workstream
Triggers when you select a workstream on Workboard and push it to your Zap.
Trigger
Instant
Create Team
Creates a new team
Action
Write
Create Workstream
Creates a new Workstream
Action
Write
Workboard
Create an action item in Workboard
Scheduled
Action
Workboard
Update a metrics assigned to a goal in Workboard
Scheduled
Action

About Workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

Related categories

HR Talent & Recruitment

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Popular Workboard Integrations