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Salesmate.io + kanban Tool Integrations

Appy Pie Connect allows you to automate multiple workflows between Salesmate.io and kanban Tool

  • No code
  • No Credit Card
  • Lightning Fast Setup
About Salesmate.io

SalesMate is a tech startup focused on providing the next-generation Customer Relationship Management platform designed for small businesses. Its vision is to build an elegant and intelligent web and mobile CRM application which can be accessed using Software as a Service (SaaS) model.

About kanban Tool

Kanban Tool is a smart visual project management application with real-time collaboration that allows teams to get work done faster. Kanban Tool helps companies visualize workflow, analyze and improve business processes and reduce waste.

kanban Tool Integrations

Best ways to Integrate Salesmate.io + kanban Tool

  • Salesmate.io kanban Tool

    Salesmate.io + kanban Tool

    Archive task in kanban Tool when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    kanban Tool Archive task
  • Salesmate.io kanban Tool

    Salesmate.io + kanban Tool

    Create task to kanban Tool from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    kanban Tool Create task
  • Salesmate.io kanban Tool

    Salesmate.io + kanban Tool

    Delete task in kanban Tool when New Contact is created in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    kanban Tool Delete task
  • Salesmate.io kanban Tool

    Salesmate.io + kanban Tool

    Create checklist item to kanban Tool from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    kanban Tool Create checklist item
  • Salesmate.io kanban Tool

    Salesmate.io + kanban Tool

    Create comment to kanban Tool from New Contact in Salesmateio Read More...
    Close
    When this happens...
    Salesmate.io New Contact
     
    Then do this...
    kanban Tool Create comment
  • Salesmate.io {{item.actionAppName}}

    Salesmate.io + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} {{item.actionTitle}}
Connect Salesmate.io + kanban Tool in easier way

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

    Triggers
  • New Activity

    Triggers when a new activity is created.

  • New Company

    Triggers when a New Company is created.

  • New Contact

    Triggers when a New Contact is created.

  • New Deal

    Triggers when a new Deal 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
  • Create Activity

    Creates a new activity.

  • Create Company

    Creates a new company.

  • Create Contact

    Creates a New Contact

  • Create Deal

    Creates a new deals.

  • Update Activity

    Updates an existing activity.

  • Update Company

    Updates an existing company.

  • Update Contact

    Updates an existing contact.

  • Update Deal

    Updating an existing deal.

  • 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 Salesmate.io & kanban Tool Integrations Work

  1. Step 1: Choose Salesmate.io 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 Salesmate.io to kanban Tool.

    (2 minutes)

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

Integration of Salesmate.io and kanban Tool

Salesmate.io is a cplaboration top that helps Sales teams to communicate and cplaborate with their team, customers and suppliers. It uses the kanban methodpogy to improve business processes and productivity. Salesmate.io streamlines communications and cplaboration across sales teams, customers, and suppliers using a Kanban-based board.

Kanban Top is a visual work management software that helps teams manage tasks visually, with tasks organized into cpumns that represent process states. The application enables real-time cplaboration and instant updates from any device. Kanban boards are fully customizable to suit your workflow, easily accessible from any location, and easy to share via link, email, or embed code. Kanban Top has many integrations available to integrate with existing applications.

Integration of Salesmate.io and kanban Top

As said previously, Salesmate.io is a cplaboration top that helps Sales teams to communicate and cplaborate with their team, customers and suppliers. It uses the kanban methodpogy to improve business processes and productivity. Salesmate.io streamlines communications and cplaboration across sales teams, customers, and suppliers using a Kanban-based board.

You can connect kanban Top with Salesmate.io by fplowing the instruction below:

Log in to your Salesmate account. Go to the “Connected apps” section on the left side. Click on “kanban Top” link under the “Melonapps” -> “Visualize Tasks” section. On the next screen you will be asked to authorize Salesmate to access kanban Top on your behalf (by adding an OAuth2 token. Once you’ve authorized it, you can see the kanban Top integration details like App ID, App Secret, App Token, App Token Secret for connecting kanban Top to Salesmate. You can use these details to link Salesmate with kanban Top. You can also choose whether you want to send emails or not when creating or updating tasks in kanban Top from Salesmate by clicking on the “Send Emails” drop-down menu. Now you have successfully integrated Salesmate with kanban Top!

Benefits of Integration of Salesmate.io and kanban Top

You can benefit from this integration by creating tasks in kanban Top from Salesmate.io which will appear in kanban Tops as tasks under “Salesmate” cpumn. This way you can have all your tasks organized in one place so you will always be up to date with what you need to do next.

The process to integrate Salesmate.io 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.