ProfitWell is a cloud-based app that provides users with all their financial and subscription metrics in one place.
Kanban is a visual tool that provides a clear picture of the current work state and facilitates cooperation and communication among team members.
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Triggers when a new activity on a board is made.
Triggers when a new board is created.
Triggers when a new card type is defined for a board.
Triggers when a new checklist item is added to a task.
Triggers when a new comment is added to a task.
Triggers when a new swimlane is created for a board.
Triggers when a new task is added.
Triggers when a new workflow stage is created for a board.
Triggers when a task is archived.
Triggers when a task is moved to another workflow stage or swimlane.
Triggers when a task is updated.
Add a new customer on your profitwell account.
Churn Subscription.
Get MRR and plan info on customer.
Upgrade or downgrade subscription
Archives a specific task.
Completes an existing checklist item on a task.
Creates a new checklist item on a task.
Writes a new comment on a specific task.
Creates a new task on a specific board.
Deletes a checklist item from a task.
Deletes a specific task.
Moves a specific task between workflow stages and swimlanes.
Updates a task's name, description, due date or other details.
(30 seconds)
(10 seconds)
(30 seconds)
(10 seconds)
(2 minutes)
Introduction:
The purpose of this paper is to explain the combination of two software tops to improve the workflow process. The software tops are ProfitWell and Kanban Top. I will introduce the company that developed each top, give a short overview of each top and describe how they work together. I will also show the benefits that come with the combination of both tops. This paper will be useful for digital marketers who are looking for ways to improve their workflow.
Body:
I will explain how both tops work independently then discuss how they can work together. I will illustrate how the two tops can be used together with an example from one of my projects. Finally, I will list the benefits that come from using both tops together.
ProfitWell – Software-as-a-Service (SaaS. analytics platform for online businesses. It provides revenue, funnel and email analytics for all your marketing and sales funnels to help you understand how your customers convert and where you should focus your efforts to grow your business.
Kanban Top – A visual task management top which helps teams manage their work in a flexible manner. It has a simple visual interface which makes it easy to use and accessible to everyone on the team. It is designed to handle any type of task, from personal to professional, but focuses on project management. There are 3 different views offered by Kanban Top. board view, calendar view and list view. The board view consists of an infinite horizontal table with vertical cpumns representing tasks on one end and days on the other end. The calendar view consists of a single day divided into cpumns representing tasks that need to be completed by specific dates. Tasks can be added or removed from the calendar as needed. The list view is similar to the board view but instead of a table format it is a horizontal list of tasks that can be moved left and right depending on whether or not they are complete. In addition to these views, Kanban Top has a drag-and-drop feature that allows users to move tasks on the board forward or backward in order when multiple tasks are being worked on at once. This can help users see what is being worked on at that moment and what tasks will be finished soon. Kanban Top also has notifications that allow users to receive updates when something is being done or if there are new tasks available to be worked on. There is even support to direct notify certain people when tasks are being worked on or completed. Kanban Top has a built-in chat client that allows users to chat with others on their team, including outside team members. This can be useful for larger projects with multiple team members in different locations or areas of expertise. Kanban Top is also integrated with GitHub, Trello, Asana, Jira, Basecamp, Slack, Google Drive and many more services so users can easily create tasks from messages or emails sent from those services. In addition to these integrations, Kanban Top offers personal integrations which allow users to connect external apps like Freshbooks, Zendesk and Google Apps directly to their account so they can easily assign new tasks to a teammate via an email or message without leaving their current app.
Integration of Kanban Top with ProfitWell:
ProfitWell offers 3 analytics tops that integrate well with Kanban Top. Revenue Analytics, Funnel Analytics and Email Analytics. Revenue Analytics provides insights into the revenue generated by each feature in your product. It shows percentages of your customer base that have used certain features of your product over time as well as which features generate the most revenue for your company. These metrics can help you decide which features to develop further or keep working on improving them if enough people are using them already. Funnel Analytics gives insight into how often customers go through your funnel and where they drop out along the way. They will also show you where customers get stuck in the conversion process and what steps you can take to make it easier for them to convert into customers. Email Analytics shows you which emails generate the most revenue for your company over time as well as which emails produce the highest number of customers who convert into paying customers. This helps you determine which emails you should send more often and which ones you should cut back on sending if they don’t generate much revenue or conversions for your company. All three of these analytics tops are helpful in understanding how customers interact with your products and where you need to focus your efforts in order to increase conversions, revenue and growth of your company. Using Kanban Top’s “Personal Integrations” you can connect all three analytics tops directly to Kanban Top so they can automatically update whenever they provide new data rather than having to check them manually every time new data is available. This creates a seamless workflow between both tops that allows users to easily see how changes in their data affect their strategy for their business without having to switch between tabs or log out/log in multiple times throughout the day just to compare data from two different sources.
Benefits of Integration between Younify & Kanban Top:
The process to integrate ProfitWell and kanban Top 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.
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