
When this happens...
New Task Is Created
Task Is Moved

Automatically do this!
Create Contact
Update Contact
Create Workspace
Delete Contact
Update WorkSpace
Create Label
Update Label
Delete Label
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Task Is Created
Runs when Task Is Moved between columns or swimlanes
Trigger when new Contact is Created.
Trigger when new workspace is Created.
Trigger when new Label is Created.
Trigger when new User is Created.
Action is the task that follows automatically within your KanbanFlow integrations.
Create a task in a column or swimlane
Creates a New Contact.
Update an Existing Contact.
Creates a New Workspace.
Deletes an Existing Contact.
Update an Existing WorkSpace.

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To start, connect both your KanbanFlow and Yousign accounts to viaSocket. Once connected, you can set up a workflow where an event in KanbanFlow triggers actions in Yousign (or vice versa).
Absolutely. You can customize how KanbanFlow data is recorded in Yousign. This includes choosing which data fields go into which fields of Yousign, setting up custom formats, and filtering out unwanted information.
The data sync between KanbanFlow and Yousign 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 Yousign. 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 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 MoreYousign is an electronic signature solution that enables businesses to securely sign documents online. It offers features for document management, compliance with legal standards, and integration with various platforms. The app streamlines the signing process, improving efficiency and reducing paperwork.
Learn More