Connect KanbanFlow and Thoughtly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Task Is Created
Task 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 KanbanFlow and Thoughtly automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task Is Created
Runs when New Task Is Created
Task Is Moved
Runs when Task Is Moved between columns or swimlanes
Do thisActions
Action is the task that follows automatically within your KanbanFlow integrations.
Create Task
Create a task in a column or swimlane
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 KanbanFlow and Thoughtly accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in Thoughtly (or vice versa).
Absolutely. You can customize how KanbanFlow 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 KanbanFlow 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 KanbanFlow 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 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.
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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