Connect Kanban Zone and upsales to Build Intelligent Automations
Enable Integrations or automations with these events of Kanban Zone and upsales
Enable Integrations or automations with these events of Kanban Zone and upsales
Triggers
New Card Created
runs when New Card Created
Card Is Moved
runs when Card Is Moved
Actions
Get Board Statistics
Get card statistics for a specific board
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Frequently Asked Questions
To start, connect both your Kanban Zone and upsales accounts to viaSocket. Once connected, you can set up a workflow where an event in Kanban Zone triggers actions in upsales (or vice versa).
Absolutely. You can customize how Kanban Zone data is recorded in upsales. This includes choosing which data fields go into which fields of upsales, setting up custom formats, and filtering out unwanted information.
The data sync between Kanban Zone and upsales 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 upsales. 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.
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About upsales
The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.
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