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!.
  1. Give your Zap a name.
  1. Enable your Zap.
  2. Select a trigger – in our case, it would be Microsoft Outlook.
  1. 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.
  1. When your trigger is configured, you can start adding actions. Select KanBo.
  1. 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

Image 9641

 

Card moved to a list

Image 9642

 

User added to a card

Image 9644

 

Labels added to a card

Image 9645

 

Card gets completed

Image 9643

 

Card is overdue

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General configuration for every action

When you select an action, you must always choose the action event.

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You must also select an account you will use for performing actions.

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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

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Add user to the card

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Add user to board collection

Image 9334

 
Deactivate user

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Set user as responsible

Image 9336

 
Remove user from card

Image 9337

 
Remove user from board

Image 9338

 
Remove user from board collection

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Board Collection

Add board collection

Image 9340

 
Move board collection

TIP: 0 position would be the first one on the top, 1 would be the second one etc.

Image 9343

 
Remove board collection

Image 9341

 
Rename board collection

Image 9342

 

Board Group actions

Add board group

Image 9349

 
Rename board group

Image 9350

 
Remove board group

Image 9351

 

Board actions

Add board

Image 9381

 
Rename board

Image 9345

 
Remove board

Image 9346

 
Add board to board group

Image 9347

 
Change board color

Image 9401

 
Close board

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Remove board from board group

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Add board chat message

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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.

Image 9355

 

Labels

Add label

Image 9356

 
Rename label

Image 9357

 
Add label to card

Image 9358

 
Change label color

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Remove label

Image 9360

 
Remove label from card

Image 9361

 

Status actions

Enable statuses

Image 9362

 
Disable statuses

Image 9363

 
Add status

Image 9382

 
Change status role

Image 9365

 
Change status color

Image 9383

 
Rename status

Image 9367

 
Remove status

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Set status on a card

Image 9369

 

List actions

Add list

Image 9370

 
Change list color

Image 9384

 
Move list

TIP: 0 position would be the first one on the left, 1 would be the second one etc.

Image 9372

 
Remove list

Image 9373

 
Rename list

Image 9374

 

Card actions

Add card

Image 9375

 
Rename card

Image 9376

 
Remove card

Image 9377

 
Add card from template

Image 9379

 
Add comment on card

Image 9378

 
Archive card

Image 9380

 
Move card

Image 9385

 

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.

Image 9387

 
Set start date

TIP: Zapier supports many ways of providing a date (i.e: by text or various date formats). Please see more here.

Image 9389

 
Set personal date

TIP: Zapier supports many ways of providing a date (i.e: by text or various date formats). Please see more here.

Image 9390

 
Set card date

TIP: Zapier supports many ways of providing a date (i.e: by text or various date formats). Please see more here.

Image 9388

 
Remove due date

Image 9391

 
Remove start date

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Remove personal date

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Remove card date

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Note actions

Add note

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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.

Image 9396

 
Edit note

Image 9397

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.

Image 9398

 
Rename note

Image 9399

 
Remove note

Image 10023

 

Todo list actions

Add Todo list

Image 9402

 
Rename Todo list

Image 9404

 
Remove Todo list item

Image 10024

 
Add Todo list item

Image 9405

 
Rename Todo list item

Image 9407

 
Remove Todo list item

Image 9408

 
Complete Todo list item

Image 9409

 
Uncomplete Todo list item

Image 9410

 

Relations actions

Add parental relation

Image 9561

 
Remove parent

Image 9567

 
Remove child

Image 9568

 
Make horizontal relation

Image 9562

 
Remove successor
This action removes both successor (next) and predecessor (previous) cards.

Image 10022

 
 
Add Child card group action

Image 10025

 
Remove Child card group action

Image 10026

 
Add Child card group item action

Image 10027

 
Change content element position action

Image 9566

 

Incoming Mails

Create new public address of a card

Image 9972

 

Create new private address of a card

Image 9971

 

Get cards public address

Image 9976

 

Get cards private address

Image 9977

 

Remove public address of a card

Image 9974

 

Remove private address of card

Image 9973

 

Create new public address of a board

Image 9975

 

Create new private address of a board

Image 9978

 

Get boards public address

Image 9979

 

Get boards private address

Image 9980

 

Remove public address of a board

Image 9981

 

Remove private address of board

Image 9982

 

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

Image 9872

 
Get Card

You will be able to get information: ID, Name and List of items.

Image 9873

 
Get Todo List

You will be able to get information: ID, Name, Items [id, name].

Image 9875

 
Get User
This allows you to get user name and email.

Image 9918

 
Get Note

You will be able to get information:ID, Name, Text inside.

Image 9874

 

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