Connect KanbanFlow and LionDesk to Build Intelligent Automations

Choose a Trigger

KanbanFlow

When this happens...

Choose an Action

LionDesk

Automatically do this!

Ready to use KanbanFlow and LionDesk automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Task Is Created

New Task Is Created

Runs when New Task Is Created

Task Is Moved

Task Is Moved

Runs when Task Is Moved between columns or swimlanes

New Contact

New Contact

Triggers when a new contact is created in Liondesk.

Request a new Trigger for KanbanFlow

Do thisActions

Action is the task that follows automatically within your KanbanFlow integrations.

Create Task

Create Task

Create a task in a column or swimlane

Create Contact

Create Contact

Creates a new contact in Liondesk.

Start Campaign

Start Campaign

Start an existing campaign for a contact.

Update Hotness

Update Hotness

Update the hotness of a contact.

Find a Contact

Find a Contact

Search for a contact in your LionDesk account.

List Campaigns

List Campaigns

Get a list of all campaigns.

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Frequently Asked Questions

How do I start an integration between KanbanFlow and LionDesk?

To start, connect both your KanbanFlow and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in LionDesk (or vice versa).

Can we customize how data from KanbanFlow is recorded in LionDesk?

Absolutely. You can customize how KanbanFlow data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.

How often does the data sync between KanbanFlow and LionDesk?

The data sync between KanbanFlow and LionDesk typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from KanbanFlow to LionDesk?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between KanbanFlow and LionDesk?

Yes, you can set conditional logic to control the flow of data between KanbanFlow and LionDesk. 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.

KanbanFlow

About KanbanFlow

KanbanFlow is a Lean project management tool for you and your team. Its intuitive user interface will get you up and running in a few minutes. It has a built-in task timer with support for the Pomodoro technique.

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LionDesk

About LionDesk

LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.

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