Integrate Kanban Tool with Onpipeline
Send information between Kanban Tool and Onpipeline automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate Kanban Tool and Onpipeline using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Card moved
Triggers when an existing card is moved
Card updated
Triggers when the details of an existing card are updated
Card created
Triggers when a new card is created in the selected board
Comment added
Triggers when a new comment is added in an existing task
Card archived
Triggers when an existing card is archived
Deal updated
Triggers when the details of an existing deal are updated
Deal updated as won
Triggers when the status of a deal is updated as won
Deal updated as deleted
Triggers when the status of a deal is updated as deleted
Person added
Triggers when a new contact person is added
Event updated
Triggers when a calendar event is updated
Deal updated as lost
Triggers when the status of a deal is updated as lost
Deal updated as open
Triggers when the status of a deal is updated as open
Organization created
Triggers when a new organization is created
Event created
Triggers when a new calendar event is created
Note added
Triggers when a new note is added
Deal created
Triggers when a new deal is created
All Actions - Actions are the automated tasks
Create card
Creates a new card in the selected board
Create checklist item
Creates a checklist item
Create card comment
Creates a new comment in the specified card
Update checklist item
Updates the details of an existing checklist item
Update card
Updates the details of an existing card
Archive or unarchive card
Archives or unarchives the specified card
Add organization
Adds a new organization
Add note
Adds a new note
Add action menu
Adds a new action menu
Add lead
Creates a new lead
Add widget
Adds a new widget
Create deal
Creates a new deal
Update person
Updates the details of an existing contact person
Update organization
Updates the details of an existing organization
Update deal
Updates the details of an existing deal
Undelete deal
Restores a deleted deal and set the status to open
Add person
Adds a new contact person
Fetch person
Fetches the details of an existing person by full name
Fetch organization
Fetches the details of an existing organisation by name
Fetch event
Fetches the details of an existing event by ID
Remove widget
Removes an existing widget using link ID
Remove action menu
Removes an existing action menu using link ID
Search deal
Finds the details of an existing deal by deal ID, status, pipeline, stage, owner ID, or product name.
What is Kanban Tool?
Kanban Tool is a visual project management application. You can plan tasks with customizable templates, collaborate with your team in real time, and generate time reports.
What is Onpipeline?
Onpipeline is a cloud-based sales CRM solution for small and medium businesses. It provides visual pipeline management, email and calendar integration, unlimited storage, and more.
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Zoho Flow was the main reason we decided in favor of the Zoho platform. An ability to integrate the different parts of the platform is priceless, and we were able to set as many process triggers as we need. Currently, we have eight large flows. They integrate Zoho Books, Zoho Desk, Zoho CRM, and Zoho Cliq in various combinations. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Endless integrations. End to manual work.
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