KanBo and Zapier Integration
In this article:
Overview
KanBo and Zapier integration allows you to automate KanBo actions by building Zaps.
Preparing Zap
To prepare a Zap:
- In Zapier, select Make a Zap!.
- Give your Zap a name.
- Enable your Zap.
- Select a trigger – in our case, it would be Microsoft Outlook.
- Now configure your trigger (it can be a KanBo trigger or external trigger). In our case Zap will be triggered when a new email comes – which is an external trigger.
- When your trigger is configured, you can start adding actions. Select KanBo.
- Now you can start configuring and running actions.
Triggers configuration
You can use external triggers (for example, a new item in a SharePoint list, a new email in Outlook, etc.) or KanBo triggers.
There are 6 KanBo triggers:
New card created in list
Card moved to a list
User added to a card
Labels added to a card
Card gets completed
Card is overdue
General configuration for every action
When you select an action, you must always choose the action event.
You must also select an account you will use for performing actions.
The last step special for every action would be configuring parameters – this is described in the next section of this manual.
Actions
User actions
Add user to board
Add user to the card
Add user to board collection
Deactivate user
Set user as responsible
Remove user from card
Remove user from board
Remove user from board collection
Board Collection
Add board collection
Move board collection
TIP: 0 position would be the first one on the top, 1 would be the second one etc.
Remove board collection
Rename board collection
Board Group actions
Add board group
Rename board group
Remove board group
Board actions
Add board
Rename board
Remove board
Add board to board group
Change board color
Close board
Remove board from board group
Add board chat message
TIP: 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.
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
Change status role
Change status color
Rename status
Remove status
Set status on a card
List actions
Add list
Change list color
Move list
TIP: 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
Remove card
Add card from template
Add comment on card
Archive card
Move card
Date actions
Set due date
TIP: Zapier supports many ways of providing a date (i.e: by text or various date formats). Please see more here.
Set start date
TIP: Zapier supports many ways of providing a date (i.e: by text or various date formats). Please see more here.
Set personal date
TIP: Zapier supports many ways of providing a date (i.e: by text or various date formats). Please see more here.
Set card date
TIP: Zapier supports many ways of providing a date (i.e: by text or various date formats). Please see more here.
Remove due date
Remove start date
Remove personal date
Remove card date
Note actions
Add note
TIP: 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.
Edit note
TIP: 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.
Rename note
Remove note
Todo list actions
Add Todo list
Rename Todo list
Remove Todo list item
Add Todo list item
Rename Todo list item
Remove Todo list item
Complete Todo list item
Uncomplete Todo list item
Relations actions
Add 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
Remove Child card group action
Add Child card group item action
Change content element position action
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 board
Create new private address of a board
Get boards public address
Get boards private address
Remove public address of a board
Remove private address of board
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
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 User
This allows you to get user name and email.
Get Note
You will be able to get information:ID, Name, Text inside.
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