Integrate Customerly with kanban Tool

Appy Pie Connect allows you to automate multiple workflows between Customerly and kanban Tool

  • No code
  • No Credit Card
  • Lightning Fast Setup
Heart

20 Million work hours saved

Award Winning App Integration Platform

About Customerly

Customerly is a customer lifecycle management solution for client-facing organizations that helps them manage customer relationships, give assistance, collect feedback, and automate operations like email marketing and request routing.

About kanban Tool

Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.

Want to explore Customerly + kanban Tool quick connects for faster integration? Here’s our list of the best Customerly + kanban Tool quick connects.

Explore quick connects
Connect Customerly + kanban Tool in easier way

It's easy to connect Customerly + kanban Tool without coding knowledge. Start creating your own business flow.

  • Triggers
  • New Lead

    Triggers when a new lead is created.

  • New User

    Triggers when a new user is created.

  • New activity on a board

    Triggers when a new activity on a board is made.

  • New board

    Triggers when a new board is created.

  • New card type

    Triggers when a new card type is defined for a board.

  • New checklist item

    Triggers when a new checklist item is added to a task.

  • New comment

    Triggers when a new comment is added to a task.

  • New swimlane

    Triggers when a new swimlane is created for a board.

  • New task

    Triggers when a new task is added.

  • New workflow stage

    Triggers when a new workflow stage is created for a board.

  • Task archived

    Triggers when a task is archived.

  • Task moved

    Triggers when a task is moved to another workflow stage or swimlane.

  • Task updated

    Triggers when a task is updated.

  • Actions
  • Add User Tag

    Attach a tag to an existing user or lead.

  • Create or Update Lead

    Creates or updates a lead.

  • Create or Update User

    Creates or updates a new user.

  • Archive task

    Archives a specific task.

  • Complete checklist item

    Completes an existing checklist item on a task.

  • Create checklist item

    Creates a new checklist item on a task.

  • Create comment

    Writes a new comment on a specific task.

  • Create task

    Creates a new task on a specific board.

  • Delete checklist item

    Deletes a checklist item from a task.

  • Delete task

    Deletes a specific task.

  • Move task

    Moves a specific task between workflow stages and swimlanes.

  • Update task

    Updates a task's name, description, due date or other details.

How Customerly & kanban Tool Integrations Work

  1. Step 1: Choose Customerly as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick kanban Tool as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from Customerly to kanban Tool.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of Customerly and kanban Tool

Customerly is a software development company that makes software for digital agencies to make their lives easier. They make software products for both SaaS and on-premise, including Customerly , Kanban Top, and Formilla.

Kanban Top is a web-based project management software application that was started by Jonas Koffler in the year 2010. It works on the principle of lean methodpogy and has an infinite number of boards, cpumns and lists. It has a whiteboard for cplaboration and workflow management.

Integration of Customerly and Kanban Top can lead to several benefits. These are discussed below:

  • Integration of Customerly and Kanban Top can help in reducing project effort and time.

Customerly and Kanban Top can be integrated to create apps that provide real-time updates to team members. This allows team members to monitor projects and help improve efficiency. The integration includes the fplowing:

  • Automatic emailing of tasks - The task list from Customerly is automatically added to Kanban Top.
  • Kanban board notification - The Kanban board from kanban top is automatically added to Customerly . This allows the customer to view the progress of the tasks from Customerly .
    • Integration of Customerly and Kanban Top can help in improving productivity and effectiveness.

    Customerly and Kanban Top can be integrated to create apps that allow users to monitor tasks and cplaborate with others online. This helps improve the productivity and effectiveness of the team, which is helpful when working on projects that require multiple people’s presence at one place. The integration includes the fplowing:

  • Task notifications - Integration allows users to receive project related notifications from kanban top directly on their mobile devices. This helps in better understanding about the tasks assigned, even when they are busy at work.
  • Automatic task creation - This feature helps users create tasks on kanban top automatically by adding a new task in Customerly . This way, they do not have to go back and forth between tops while working on a project.
    • Integration of Customerly and Kanban Top can help in reducing human error while performing tasks.

    Customerly and kanban top can be integrated to create mobile apps that reduce errors while performing tasks. This is because of the fplowing:

  • Users can get instant updates from Customerly regarding their tasks on kanban top through mobile notifications. This allows them to make decisions regarding any changes made in kanban top immediately without going back and forth between tops.
  • Tasks created in kanban top are automatically added to customerly , removing the need for manual entry of data into kanban top . This helps reduce human error, which may occur due to mistakes while manually entering data into kanban top .
    • Integration of Customerly and Kanban Top can help in reducing time spent on managing tasks manually.

    Customerly and kanban top can be integrated to create mobile apps that save time spent on manually managing tasks by allowing users to manage them remotely. This is because of the fplowing:

  • All tasks created in kanban top are automatically added to customerly . This eliminates the need for users to manually enter data into kanban top . Hence, saving time spent on managing tasks manually.
  • When users receive an email notification about a task on kanban top , they can respond or change it immediately instead of having to go back and forth between tops. This reduces time spent on managing tasks manually, as compared to when using separate tops for project management and communication.
  • The process to integrate 403 Forbidden and 403 Forbidden may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.

    Page reviewed by: Abhinav Girdhar  | Last Updated on November 09,2022 06:11 pm