Kanban Tool + Salesforce

Update records in Salesforce when tasks are moved in Kanban Tool

Streamline your workflow between Kanban Tool and Salesforce with this efficient automation. Whenever a task is moved within Kanban Tool, this setup will promptly update the corresponding record in your Salesforce system. Keep everything organized so you can focus on progress and reduce manual effort in keeping your records up-to-date.

When this happens...
Task Moved
Triggers when a task is moved to another workflow stage or swimlane.
TriggerPolling
automatically do this!
Update Record
Updates an existing record for a specified Salesforce object (ie. Contact, Lead, Opportunity, etc.).
ActionWrite

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Supported triggers and actions

- BoardRequired
- Swimlane
- Workflow stage
- Activity type
Trigger
Polling
Try It
- BoardRequired
Trigger
Polling
Try It
- BoardRequired
- TaskRequired
Trigger
Polling
Try It
- BoardRequired
Trigger
Polling
Try It
- BoardRequired
Trigger
Polling
Try It

- BoardRequired
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- BoardRequired
- TaskRequired
Action
Write

- BoardRequired
- TaskRequired
- NameRequired
- Assigned User
Action
Write
- NameRequired
- BoardRequired
- Swimlane
- Workflow stage
- Card type
- Assigned User
Action
Write
- BoardRequired
- TaskRequired
Action
Write
- BoardRequired
- TaskRequired
- Checklist itemRequired
- Name
- Assigned User
- Is completed
Action
Write
- BoardRequired
- Query
- Name
- Workflow stage
- Swimlane
Action
Search
- BoardRequired
- Query
- NameRequired
- Workflow stage
- Swimlane
- Swimlane
- Workflow stage
- Card type
- Assigned User
Action
Search or write
New Contact
Triggers when a new Contact is created.
Trigger
Polling
Try It
- Salesforce ObjectRequired
- Record (Optional)
Trigger
Polling
Try It
New Outbound Message
Triggers when a new outbound message is received in Salesforce.
Trigger
Instant
Try It
- Disclaimer
- Salesforce ObjectRequired
Trigger
Polling
Try It
- CampaignRequired
- ContactRequired
Action
Write
- CampaignRequired
- LeadRequired
Action
Write
- FileRequired
- Salesforce ObjectRequired
- Description
- Attachment visibility
Action
Write
Create Contact
Creates a new contact.
Action
Write
- FileRequired
- Title
- Description
- Salesforce Object
Action
Write
- Note TitleRequired
- Note
- Salesforce ObjectRequired
- Note Visibility
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- ToRequired
- CC
- BCC
- SubjectRequired
- Email FormatRequired
- Sender TypeRequired
Action
Write
- Lead to UpdateRequired
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Parent ObjectRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE clauseRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
Action
Search
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

New Board
Triggers when a new board is created.
Trigger
Polling
Try It
- BoardRequired
Trigger
Polling
Try It
- BoardRequired
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- BoardRequired
- Swimlane
- Workflow stage
- Card type
Trigger
Polling
Try It
- BoardRequired
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- BoardRequired
- Swimlane
- Workflow stage
Trigger
Polling
Try It
- BoardRequired
- TaskRequired
- Checklist itemRequired
Action
Write
- BoardRequired
- TaskRequired
- Comment contentRequired
Action
Write
- BoardRequired
- TaskRequired
- Checklist itemRequired
Action
Write
- BoardRequired
- TaskRequired
- Direction
- Swimlane
- Workflow stage
Action
Write
- Name
- BoardRequired
- TaskRequired
- Card type
- Assigned User
Action
Write
- BoardRequired
- TaskRequired
Action
Search
New Case Attachment
Triggers when a new Attachment is added to a case.
Trigger
Polling
Try It
- History ObjectRequired
Trigger
Polling
Try It
New Lead
Triggers when a new Lead is created.
Trigger
Polling
Try It
- Salesforce ObjectsRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
Trigger
Polling
Try It
- Salesforce ObjectRequired
- RecordRequired
- FileRequired
- VisibilityRequired
Action
Write
- LeadRequired
- AccountRequired
- Opportunity
- Create new opportunity?
- Converted StatusRequired
Action
Write
- Parent ObjectRequired
- Use Assignment Rules
Action
Write
- Note TitleRequired
- Note ContentRequired
- Salesforce Object
Action
Write
- Use Assignment Rules
Action
Write
- Salesforce ObjectRequired
- Use Assignment Rules
- Allow Duplicates
Action
Write
- Warning
- Salesforce ObjectRequired
- Record IDRequired
Action
Write
- Contact to UpdateRequired
Action
Write
- Salesforce ObjectRequired
- Record to UpdateRequired
- Use Assignment Rules
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write
- Salesforce ObjectRequired
- Search ValueRequired
- Second Field to Search By
- Second Search Value
- Search Operator
Action
Search
- Salesforce ObjectRequired
Action
Search
- Salesforce ObjectRequired
- Record IDRequired
Action
Search
- Salesforce ObjectRequired
- SOQL WHERE ClauseRequired
- Sort by
- Sort Order
- Maximum Number of Records
- Use Assignment Rules
- Allow Duplicates
Action
Search or write

About Kanban Tool

Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

Related categories

Project Management

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About Salesforce

Salesforce is a leading enterprise customer relationship manager (CRM) application.

Learn more

Related categories

CRM (Customer Relationship Management)

Similar apps

Zapier Interfaces

App Builder, CRM (Customer Relationship Management), Forms & Surveys, Zapier

Kanban Tool + Salesforce

Update records in Salesforce when tasks are moved in Kanban Tool

New Activity on a Board

New Board Collaborator

New Checklist Item

New Swimlane

New Workflow Stage

Task Moved

Archive Task

Create Checklist Item

Create Task

Delete Task

Update Checklist Item

Find Task

Find or Create task

New Contact

New or Updated File on Record

New Outbound Message

Updated Field on Record

Add Contact to Campaign

Add Lead to Campaign

Create Attachment

Create Contact

Create File

Create Note

Create Record (UTC)

Send Email

Update Lead

Update Record (UTC)

Find Child Records

Find Records by Query

Find Record by Query

Find or Create Record

New Board

New Card Type

New Comment

New Task

Task Archived

Task Updated

Complete Checklist Item

Create Comment

Delete Checklist Item

Move Task

Update Task

Get Task Details

New Case Attachment

New Field History Tracking Event

New Lead

New Record

Updated Record

Add File to Record

Convert Lead to Contact

Create Child Records (with line item support)

Create Enhanced Note

Create Lead

Create Record

Delete Record

Update Contact

Update Record

API Request (Beta)

Find Record

Find Records

Get Record Attachments

Find or Create Record by Query

About Kanban Tool

Related categories

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KanbanFlow

About Salesforce

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Zapier Interfaces