Connect Kanban Zone and Thoughtly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Card Created
Card Is Moved
Choose an Action
Automatically do this!
Search User Details
Create Contact
Delete Contact
Call Contact
Search Calls
Search Contacts
Search Agents
Ready to use Kanban Zone and Thoughtly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Card Created
runs when New Card Created
Card Is Moved
runs when Card Is Moved
Do thisActions
Action is the task that follows automatically within your Kanban Zone integrations.
Get Board Statistics
Get card statistics for a specific board
Search User Details
Search user details by email id.
Create Contact
Create new contact.
Delete Contact
Delete an contact.
Call Contact
Call a contact
Search Calls
Search calls.
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Frequently Asked Questions
To start, connect both your Kanban Zone and Thoughtly accounts to viaSocket. Once connected, you can set up a workflow where an event in Kanban Zone triggers actions in Thoughtly (or vice versa).
Absolutely. You can customize how Kanban Zone data is recorded in Thoughtly. This includes choosing which data fields go into which fields of Thoughtly, setting up custom formats, and filtering out unwanted information.
The data sync between Kanban Zone and Thoughtly typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Kanban Zone and Thoughtly. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Kanban Zone
Get into the Kanban Zone to collaborate online using Kanban with a laser focus on the right work at the right time.
Learn MoreAbout Thoughtly
Thoughtly automates your sales, support, and everything in between. Full-time human-like agents at your service, every hour of every day.
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