Workboard Integrations

Never lose sight of your billable hours again! Connect your action item list to Toggl to track the time spent on each task.

How It Works

1. An action item is created in Workboard.
2. Toggl creates a tasks based on that action item.

What You Need

-Workboard account - Toggl account

Manage the sales cycle steps and coordination easily by kicking off a new Workboard workstream with your new opportunities from Salesforce.

How It Works

1. A new opportunity is created in Salesforce
2. Zapier creates a workstream in Workboard

What You Need

• Salesforce account
• Workboard Basic account

Put action items on your calendar to allocate specific time to them or to create a calendar view of key milestones or project deadlines. With this Zap, you'll have an option next to each of your Workboard action items to post it on your calendar. You can customize this Zap to go to specific calendars, color code, add information and more!

How It Works:

1. From Workboard, click on the kebab menu for that action item (from a list of action items) and select "Add to Calendar"
2. Zapier adds the action item to your calendar on its due date

What you need:

• Workboard account
• Google calendar

Looking for the best way to branch off new action items on Workboard when there's new activity? Use this Zap and we'll provide an automated system for it, triggering whenever an action item on Workboard is commented on and automatically creating a new action item as a result.

How It Works

1. A new comment is made on a Workboard action item
2. Zapier automatically creates an action item on Workboard

What You Need

• Workboard account

Need to keep things moving between the research on Evernote and tasks on Workboard? Activate this Evernote Workboard integration and we'll make sure of it, automatically creating new action items on Workboard for new notes on Evernote.

How It Works

1. A new note is created on Evernote
2. Zapier automatically creates an action item on Workboard

What You Need

• Evernote account
• Workboard account

Spending too long searching for the emails you need on Gmail just to get the information into Workboard? Turn on this Gmail Workboard integration and you won't have to again, since a new action item will be created on Workboard automatically for every new email found to match your indicated search terms.

How It Works

1. A new email matches search terms on Gmail
2. Zapier automatically creates an action item on Workboard

What You Need

• Gmail account
• Workboard account

Lost in all the scheduling around your Workboard action items? Bring this Google Calendar Workboard integration into the mix and let us handle it for you instead. It will react to every new action item you create on Workboard once active, sending its data to Google Calendar so it can be parsed into a new event automatically.

How It Works

1. A new action item is created on Workboard
2. Zapier automatically adds a quick event on Google Calendar

What You Need

• Workboard account
• Google Calendar account

Tired of spending your own time making sure your calendar and Workboard match? Try this Workboard Office 365 integration to manage Office 365 events for you: it will trigger with every new action item created on Workboard, automatically adding a new event to Office 365 with all of its details so you can save your effort.

How It Works

1. A new action item is created on Workboard
2. Zapier automatically creates an event on Office 365

What You Need

• Workboard account
• Office 365 account

Having trouble making sure your new streams begin with everyone on the same page? Use this Workboard Google Calendar integration to set up events for you! It will trigger for every new workstream on Workboard once you activate it, using Google Calendar's quick-add event parsing to add new event to your calendar from the text so your scheduling never fails.

How It Works

1. A new workstream is created on Workboard
2. Zapier automatically adds a quick event on Google Calendar

What You Need

• Workboard account
• Google Calendar account

If you're getting ready for a new workstresm, you'll probably want to allocate some time to it. This Workboard Toggl integration will put things together when you start, creating a new project on Toggl with the details from each new workstresm on Workboard after you set it up.

How It Works

1. A new workstream is created on Workboard
2. Zapier automatically creates a new project on Toggl

What You Need

• Workboard account
• Toggl account

Using Workboard to supplement the work and goals on Asana? Try setting up this Asana Workboard integration for a time-saving connection between the two services to keep you efficient. It will trigger every time you tag a task on Asana with the term you define, automatically creating a new action item on Workboard for each so your information is always at hand.

How It Works

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

What You Need

• Asana account
• Workboard account

Looking for a better way to share work items between Insightly and Workboard? This Insightly Workboard integration should prove helpful with your tasks, triggering for each new one on Insightly once you set it up and creating an action item on Workboard automatically as a result.

How It Works

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

What You Need

• Insightly account
• Workboard account

Need to have I Done This keep a perfect record of what you accomplish on Workboard? Link the two with this Workboard I Done This integration and never worry about that again. The automation will respond to each new action item on Workboard once you activate it, adding a new done on I Done This for each one with the information you need.

How It Works

1. A new action item is added to Workboard
2. Zapier automatically adds a done on I Done This

What You Need

• Workboard account
• I Done This account

Want to make sure to kick off your discussions and projects with a personalized announcement? Make it easy on yourself by letting this Workboard Gmail integration insert all the details into a draft for you. Every new workstream on Workboard will trigger it, and the informatioon will be sent to Gmail, used to create a draft email for when you're ready.

How It Works

1. A new workstream is created on Workboard
2. Zapier automatically creates a draft email on Gmail

What You Need

• Workboard account
• Gmail account

If you're getting information on Google Sheets that needs to be dealt with on Workboard, consider linking the apps with some helpful Zapier automation. This Google Sheets Workboard integration in particular will create an action item on Workboard for you every time a new row is added to the Google Sheet of your choice once you set it up.

How It Works

1. A new row is created on Google Sheets
2. Zapier automatically creates an action item on Workboard

What You Need

• Google Sheets account
• Workboard account

Want to make sure your Workboard lets you know whenever it's time to react to changes on Google Sheets? This Google Sheets Workboard integration can keep you on top of everything once it's active. It will then listen for updated rows on Google Sheets, automatically creating an action item on Workboard for each one it detects from then on.

How It Works

1. A new row is updated on Google Sheets
2. Zapier automatically creates an action item on Workboard

What You Need

• Google Sheets account
• Workboard account

Looking for a way to jump right into your work from conversation that happens on Slack? This Slack Workboard integration will take care of everything once you activate it. It will then trigger with every new message on Slack, creating an action item on Workboard as a result with all the information you need.

How It Works

1. A new message is posted on Slack
2. Zapier automatically creates an action item on Workboard

What You Need

• Slack account
• Workboard account

Spread the good news on progress to goals by posting Workboard goal conversations to slack channels. With this zap, all comments on a goal are pushed to Slack.

How It Works

1. Someone on the team makes a comment on a goal in Workboard
2. Zapier posts a message in a Slack channel

What You Need

• Workboard Elite account
• Slack account

Looking for a quick way to stay on top of those new action items on Workboard? Set up this Workboard Slack integration and we'll make sure to keep you notified, sending out a message to any Slack channel with all the details for every new action item created on Workboard as per your configuration.

How It Works

1. A new action item is created on Workboard
2. Zapier automatically sends a message on Slack

What You Need

• Workboard account
• Slack account

Want to make sure any new discussion around your goals gets spread as quickly as possible? Activate this Workboard Slack integration and we'll take care of it. It will then send a message on Slack with the details for each new comment in the goal you indicate on Workboard so no one is out of the loop.

How It Works

1. A new comment is added to a Workboard goal
2. Zapier automatically sends a message on Slack

What You Need

• Workboard account
• slack account