Workboard

Workboard Integrations

  • Create Workboard action items from Google Calendar events

    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
  • Create Workboard action item from JIRA ticket

    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
  • Create Workboard action items from new starred emails on Gmail

    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
  • Add Workboard meetings to Google Calendar

    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
  • Create Workboard action items from new tasks in Asana projects

    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
  • Create Toggl tasks from Workboard action items

    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

  • Create a Workboard workstream for a Salesforce opportunity

    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 Workboard action items on your Google Calendar

    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
  • Create Workboard action items for new comments on other action items

    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
  • Create Workboard action items from new notes on Evernote

    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
  • Create Workboard action items from emails that match a search on Gmail

    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
  • Add quick events to Google Calendar from new action items on Workboard

    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
  • Create new Office 365 events from new action items on Workboard

    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
  • Add quick events on Google Calendar from new workstreams on Workboard

    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
  • Create Toggl projects from new workstresms on Workboard

    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
  • Create Workboard action items for new tagged tasks on Asana

    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
  • Create Workboard action items from new Insightly tasks

    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
  • Create dones on I Done This from new Workboard action items

    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
  • Create draft emails on Gmail from new workstreams on Workboard

    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
  • Create Workboard action items from new Google Sheets rows

    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
  • Create Workboard action items from newly updated rows on Google Sheets

    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
  • Create Workboard action items from new messages on Slack

    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
  • Post Workboard goal comments to Slack

    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
  • Send Slack messages with new action items on Workboard

    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
  • Send Slack messages with new comments on Workboard goals

    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

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Workboard Integration Details

Launched on Zapier April 23, 2015

Zapier combines Triggers (like "New Workstream") and Actions (like "Create Workstream") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Workboard Triggers, Searches, and Actions are supported by Zapier:

New Workstream

Triggers when you select a workstream on Workboard and push it to your Zap.

New Goal

Triggers when you select a goal on Workboard and push it to your Zap.

New Action Item

Triggers when you select an action item on Workboard and push it to your Zap.

New Comment In Goal

Triggers when a new comment is added in a goal

New Comment In Action Item

Triggers when a new comment is added in action item

New Meeting

Triggers when you create a team meeting or 1on1 meeting on Workboard.

Create Workstream

Creates a new Workstream

Create Team

Creates a new team

Update Goal Metric

Update a metrics assigned to a goal in Workboard

Create Action Item

Create an action item in Workboard

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