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Learn the Basics
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- Spaces
- Space Types
- Creating Spaces
- Adding Users to Spaces
- Space Activity Stream
- Following Spaces
- Space Details
- General Space Settings
- Duplicating Spaces
- Renaming Spaces
- Changing the Space Color and Icon
- Leaving Spaces
- Removing Users from Spaces
- Moving Spaces between Workspaces
- Moving Spaces between Different KanBo Environments
- Closing and Reopening Spaces
- Deleting Spaces
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Visualize Work
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Collaborate
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Level Up Your Work
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Work Securely
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Integrations
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- KanBo and Microsoft Teams Integration
- Notifying KanBo Users in Microsoft Teams
- Opening KanBo through Microsoft Teams
- Sharing Microsoft Teams Messages and Posts as Notes in Cards
- Adding KanBo Elements as Tabs in Channels
- Integrating Workspaces with Microsoft Teams
- Integrating Spaces with Microsoft Teams
- KanBo Link Unfurling
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- Exporting Space Views to Excel
- Visitors in Microsoft 365 Environments
- KanBo Autodesk BIM Integration
- KanBo and ServiceNow Integration
- KanBo and Zapier Integration
- Nintex Integration
- Seamless Import from Microsoft Planner to KanBo
- Creating Document Folders in Document Libraries Created by KanBo with Power Automate
- Creating KanBo Space Attached to Subfolder Created by Power Automate
- Advanced KanBo Actions in Power Automate
- Adding KanBo Modern Webpart to Your SharePoint Site
- KanBo and Azure Logic Apps Integration
- KanBo and Ui Path Integration: Usage
- Power Automate Integration: Triggers and Actions
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KanBo and Azure Logic Apps Integration
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KanBo and Zapier integration allow you to automate KanBo actions by building Logic Apps.
Preparing a Logic App
- In Azure, create a new Azure Logic App.
See more information here.
- In your Logic App, go to Logic App Designer.
- Select a Trigger to start. In our example, it will be ‘When a new email is received in Outlook.com.
- Now configure your trigger (it can be a KanBo trigger or external trigger). In our case, Flow will be triggered when a new email comes – which is an external trigger.
- Configure the trigger and select Continue.
- Select the +New step.
- Select KanBo or a particular action to start.
Triggers configuration
You can use external triggers (for example new item in SharePoint list, new email in Outlook etc.) or KanBo trigger.
There are 6 KanBo triggers:
New card created in the list
Card moved to a list
User added to a card
Labels added to a card
Card gets completed
Card is overdue
Actions
User actions
Add user to KanBo
Add user to space
Add user to the card
In this action, you must manually add space and List parameters.
Add user to space collection
Deactivate user
Set user as responsible
In this action, you must manually add space and List parameters.
Remove user from card
In this action, you must manually add space and List parameters.
Remove the user from space
In this action, you must manually add a space parameter.
Remove user from workspace
Workspace
Add workspace
Move workspace
0 position would be the first one on the top, 1 would be the second one etc.
Remove workspace
Rename workspace
Board Group actions
Add board group
0 position would be the first one on the top, 1 would be the second one etc.
Rename board group
Remove board group
Space actions
Add space
Rename space
Remove space
Add space to board group
Change space color
Close space
Remove space from board group
Add space chat message
You can use custom text or a value generated from the trigger. In case you are using receiving a new email message as a trigger, you can, for example, choose the email's body content in the Message value.
Labels
Add label
Rename label
Add label to card
Change label color
Remove label
Remove label from card
Status actions
Enable statuses
Disable statuses
Add status
0 position would be the first one on the top, 1 would be the second one etc.
Change status role
Change status color
Rename status
Remove status
Set status on a card
List actions
Add list
0 position would be the first one on the left, 1 would be the second one etc.
Change list color
Move list
0 position would be the first one on the left, 1 would be the second one etc.
Remove list
Rename list
Card actions
Add card
Rename card
Add card from template
Add comment on card
You can use a custom text or a value generated from the trigger. In case you are using receiving a new email message as a trigger, you can, for example, choose the email's body content in the Message value.
Archive card
Move card
0 position would be the first one on the top, 1 would be the second one etc.
Remove card
Date actions
Set due date
You can type a custom date or use data from your trigger like received time of an Outlook email.
Set start date
You can type a custom date or use data from your trigger like received time of an Outlook email.
Set personal date
You can type a custom date or use data from your trigger like received time of an Outlook email.
Set card date
You can type a custom date or use data from your trigger like received time of an Outlook email.
Remove due date
Remove start date
Remove personal date
Remove card date
Note actions
Add note
0 position would be the first one on the top, 1 would be the second one etc.
You can use a custom value or value generated from the trigger in Text field. In case you are using receiving a new email message as a trigger, you can, for example, choose the email's body content in the value.
Edit note
You can use a value generated from the trigger. In case you are using receiving a new email message as a trigger, you can, for example, choose the email's body content in the Message value.
Todo list actions
Add Todo list
Add Todo list item
0 position would be the first one on the top, 1 would be the second one etc.
Rename Todo list item
Complete Todo list item
Uncomplete Todo list item
Remove Todo list item
Relations actions
Make parental relation
Remove parent
Remove child
Make horizontal relation
Remove successor
This action removes both successor (next) and predecessor (previous) cards.
Add Child card group action
Add Child card group item action
Change content element position action
Remove element
Changes name of a Note, Todo list and a Child card group.
Rename element
Changes name of a Note, Child card group or Todo list.
Incoming Mails
Create new public address of a card
Create new private address of a card
Get cards public address
Get cards private address
Remove public address of a card
Remove private address of card
Create new public address of a space
Create new private address of a space
Get spaces public address
Get spaces private address
Remove public address of a space
Remove private address of space
Get actions
Get actions allow you to get values from KanBo elements so you can use them in next actions of your flow (for example: use “card creator” value to add him to a next card that will be created in a flow).
Get Card Creator
You will be able to get information who created a card (user’s name or ID).
Get Card
You will be able to get information: ID, Name and List of items.
Get Todo List
You will be able to get information: ID, Name, Items [id, name].
Get Note
You will be able to get information:ID, Name, Text inside.
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