Integromat.com is an automation tool that connects your various online applications and services, including Kanban Tool. The customizable automation scenarios joining the different services will speed up and simplify your work significantly.
To get started, you’ll need to set up an account with Integromat.
Once done, click on ”+ Create a new scenario” and connect the apps you want to communicate with Kanban Tool. We’ll use Gmail as a simple scenario example, getting Integromat to forward the emails coming into the inbox to a Kanban Tool sales pipeline board, for visual planning purposes.
Now that you’ve selected which emails Integromat will be forwarding, you have to choose what Kanban Tool board they should appear on and what kind of information they should use.
Feel free to use the “Run once” option to test how the scenario works. Once happy with the formatting, you can set a schedule along which the automation should execute.
That’s all! Now each email is creating a new task on your board, according to your preferences.
Note that your scenarios can contain many more than two applications - a scenario can be built out of several modules, chaining your automation across multiple platforms. That’s what makes the integration so powerful.
The available triggers between Kanban Tool and Integromat are: watching for new tasks creation, new board activity, and new board creation. The offered automatic actions are, e.g., creating, archiving, moving tasks, adding comments, completing checklist items, and more.