Connect Kanban Tool to Salesforce

Use 12 documented Kanban Tool triggers to run 24 documented Salesforce actions.

12 source triggers

24 target actions

Reverse direction supported

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Why Connect Kanban Tool & Salesforce?

Start with a Kanban Tool event

Choose from 12 documented triggers, including New Activity Event, New Board Collaborator Created Event, New Board Created Event.

Run a Salesforce action

Send the event into one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

Kanban Tool

Triggers (12)

New Activity Event

Emit new events when a new activity occured on selected board. See the docs

polling

New Board Collaborator Created Event

Emit new events when a new board collaborator is created on selected board. See the docs

polling

New Board Created Event

Emit new events when a new board is created or given access for a new board. See the docs

polling

New Card Type Created Event

Emit new events when a new card type is created on selected board. See the docs

polling

New Comment Created Event

Emit new events when a new comment is created on selected board. See the docs

polling

New Subtask(Checklist Item) Created Event

Emit new events when a new subtask is created on selected task. See the docs

polling

New Swimlane Created Event

Emit new events when a new swimlane is created on selected board. See the docs

polling

New Task Archived Event

Emit new events when a task is archived on selected board. See the docs

polling

New Task Event

Emit new events when a new task is created on selected board. See the docs

polling

New Task Moved Event

Emit new events when a task is moved on selected board. See the docs

polling

New Task Updated Event

Emit new events when a task is updated on selected board. See the docs

polling

New Workflow Stage Created Event

Emit new events when a new workflow stage is created on selected board. See the docs

polling

Actions (13)

Archive Task

Archives a task See the docs here

Complete Subtask(Checklist Item)

Marks a subtask as completed See the docs here

Create Comment

Creates a comment See the docs here

Create Subtask(Checklist Item)

Creates a subtask See the docs here

Create Task

Creates a task See the docs here

Delete Subtask(Checklist Item)

Soft deletes a subtask See the docs here

Delete Task

Soft deletes a task See the docs here

Find Task

Finds task with given parameters See the docs here

Get Task Details

Gets details of a selected task See the docs here

List Board ID Options

Retrieves available options for the Board ID field.

Move Task

Moves a task See the docs here

Update Subtask(Checklist Item)

Updates a subtask with the given parameters See the docs here

Update Task

Updates a task with the given parameters See the docs here

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

Emit new event when a case is created. See the documentation

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation