Workboard + Sidekick Integrations
How to connect Workboard + Sidekick
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New Action ItemTriggers when you select an action item on Workboard and push it to your Zap.Trigger- New Comment in Action ItemTriggers when a new comment is added in action itemTrigger
- New Comment in GoalTriggers when a new comment is added in a goalTrigger
- New GoalTriggers when you select a goal on Workboard and push it to your Zap.Trigger
- New MeetingTriggers when you create a team meeting or 1on1 meeting on Workboard.Trigger
- New WorkstreamTriggers when you select a workstream on Workboard and push it to your Zap.Trigger
- Create TeamCreates a new teamAction
- Create WorkstreamCreates a new WorkstreamAction
- Workboard
Create an action item in Workboard
Scheduled
Action
- Workboard
Update a metrics assigned to a goal in Workboard
Scheduled
Action
- Sidekick
Send the name, link (optional), picture and headline from your trigger to Signals, which will provide you a desktop notification.
Scheduled
Action
How Workboard + Sidekick Integrations Work
- Step 1: Authenticate Workboard and Sidekick.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Workboard
Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.
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About Sidekick
Sidekick is a free service that gives you email superpowers with contact insights, email tracking, and email scheduling.
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