Full list

Supported Triggers & Actions

Everything you can automate between Kanban Zone and Guidebook.

When this happensTriggers

A trigger is an event that starts a workflow.

New Card Created

New Card Created

runs when New Card Created

Card Is Moved

Card Is Moved

runs when Card Is Moved

New Guide

New Guide

Trigger when a new guide is created.

New Attendee(s)

New Attendee(s)

Trigger when a new new attendee is created.

New Menu Item

New Menu Item

Trigger when new menu item is created.

New Custom List

New Custom List

Trigger when a new custom list is created.

Do thisActions

Action is the task that follows automatically within your Kanban Zone integrations.

Get Board Statistics

Get Board Statistics

Get card statistics for a specific board

Update a Guide

Update a Guide

Update an existing guide

Create a Custom List Item

Create a Custom List Item

Creates a Custom List Item for your Guide.

Create a Custom List

Create a Custom List

Creates a custom list on your guide.

Create Menu Item

Create Menu Item

Menu Items link features in builder and app to guides.

Create Attendees

Create Attendees

This endpoint will create an Attendee that is owned by your Account

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Frequently Asked Questions

How do I connect Kanban Zone and Guidebook?

Sign up for a free viaSocket account, then authorize both your Kanban Zone and Guidebook accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Kanban Zone and Guidebook as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Kanban Zone to Guidebook?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Guidebook. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Kanban Zone triggers actions in Guidebook, and a separate workflow where Guidebook triggers actions in Kanban Zone. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Kanban Zone and Guidebook. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Kanban Zone and Guidebook integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.