Integrations KanbanFlow Sales Cookie
KanbanFlow + Sales Cookie

Connect KanbanFlow and Sales Cookie to Build Intelligent Automations

Choose a Trigger

KanbanFlow

When this happens...

Choose an Action

Sales Cookie

Automatically do this!

Enable Integrations or automations with these events of KanbanFlow and Sales Cookie

Enable Integrations or automations with these events of KanbanFlow and Sales Cookie

Triggers

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

Request a new Trigger for KanbanFlow

Actions

Create Task

Create Task

Create a task in a column or swimlane

Request a new Action for KanbanFlow

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Frequently Asked Questions

How do I start an integration between KanbanFlow and Sales Cookie?

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

Can we customize how data from KanbanFlow is recorded in Sales Cookie?

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

How often does the data sync between KanbanFlow and Sales Cookie?

The data sync between KanbanFlow and Sales Cookie 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 Sales Cookie?

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 Sales Cookie?

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

About Sales Cookie

Sales Cookie automate all aspects of sales commission programs.

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