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KanBo and Zapier integration

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KanBo and Zapier integration allows you to automate KanBo actions by building Zaps.

Preparing a Zap

1. In Zapier, select Make a Zap!

2. Give your Zap a name.

3. Enable your Zap.

4. Select a trigger - in our case, it would be Microsoft Outlook.

5. 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.

6. When your trigger is configured, you can start adding actions. Select KanBo.

7. Now you can start configuring and running actions.

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 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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