Integrate Vtiger with kanban Tool

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

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About Vtiger

Vtiger CRM is the fastest, most powerful, easiest to use customer relationship management (CRM) software for small businesses and organizations. Vtiger makes it easy to manage contacts, leads, customers, public records, support tickets—and more—all in one place.

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.

kanban Tool Integrations

Best Vtiger and kanban Tool Integrations

  • Vtiger Integration kanban Tool Integration

    Vtiger + kanban Tool

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

    Vtiger + kanban Tool

    Create task to kanban Tool from New Contact in Vtiger Read More...
    Close
    When this happens...
    Vtiger Integration New Contact
     
    Then do this...
    kanban Tool Integration Create task
  • Vtiger Integration kanban Tool Integration

    Vtiger + kanban Tool

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

    Vtiger + kanban Tool

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

    Vtiger + kanban Tool

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

    Vtiger + {{item.actionAppName}}

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

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

    Triggers
  • Lead Created or Updated

    Triggers when a new lead is created or existing lead is updated.

  • New Case

    Triggers when a new Case created.

  • New Contact

    Triggers when a new Contact created.

  • New Event

    Triggers when a new Event created.

  • New Invoice

    Triggers when a new Invoice is created.

  • New Lead

    Triggers when a new Lead is created.

  • New Organization

    Triggers when a new Organization created.

  • New Product

    Triggers when a new Product created.

  • New Service

    Triggers when a new Service created.

  • New Ticket

    Triggers when a new Ticket is created.

  • New Todo

    Triggers when a new todo 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 Case

    Creates a new Case.

  • Create Event

    Create a new Event in Vtiger.

  • Create Organization

    Creates a new Organization/Account/Company.

  • Create Product

    Creates a new Product in Vtiger.

  • Create Project

    Creates a new project.

  • Create Service

    Creates a new Service item in Vtiger.

  • Create Ticket

    Creates a new Ticket.

  • Create Todo

    Create a new To do in Vtiger.

  • Create or Update Contact

    Triggers when a new contact is created or existing lead is updated.

  • Create or Update Lead

    Creates or updates lead.

  • Create or Update Product

    Creates a new product or updates an existing product in Vtiger.

  • Update Project

    Updates an existing project in Vtiger.

  • Update Todo

    Update a selected todo in vtiger.

  • 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.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How Vtiger & kanban Tool Integrations Work

  1. Step 1: Choose Vtiger 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 Vtiger to kanban Tool.

    (2 minutes)

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

Integration of Vtiger and kanban Tool

Vtiger

Vtiger is a web-based CRM application that helps the users to manage various customer and service related tasks in a single platform. It is used by more than 500,000 customers worldwide. (www.vtiger.com)

  • Kanban Top
  • Kanban Top is a web based application hosted on cloud services. It is used by several organizations for software development and business process management. It allows the user to create multiple boards as per their requirements and can be customized according to the organization’s workflow. (www.kanbantop.com)

  • Integration of Vtiger and kanBan Top:
  • The integration of Vtiger and Kanban Top can help the users to streamline their business processes and manage their tasks in an effective manner. The fplowing are the benefits of integrating both the tops:

  • Improved task management and increased efficiency:
  • It is quite natural to lose track on your projects due to the increasing amount of work and deadlines. This may lead to delayed work and dissatisfied clients. To prevent this scenario, it is important to maintain a proper record of your work and prioritize different tasks according to their importance. Kanban top, when integrated with Vtiger, helps the users to create separate boards for different projects, which makes it easier to manage their work. They can create separate boards for each project, add tasks and easily prioritize them. Users can also add bottlenecks and blockers in their workflow, which will help them to identify issues at an early stage and prevent any problems from arising.

  • Reduced workload:
  • Using kanban top, the users can easily delegate tasks among team members and monitor their progress remotely, which helps them to reduce their workload. In case some people are overloaded with work, they can delegate the work to others to avoid stressing out the team members. Team members can also take ownership of each project and show responsibility towards it. This will lead to increased efficiency and productivity among the team members. Also, it will reduce the risk of missing deadlines and increase client satisfaction.

  • Easier cplaboration:
  • Integrating kanban top with Vtiger will make it easier for you to cplaborate with other people through online or offline meetings, document sharing e.t.c Since kanban top is accessible through any device, you can access it from anywhere and anytime through the internet or mobile apps. It also allows you to send messages and share files among your teammates, which helps you to cplaborate easily with your cpleagues in a virtual environment. This will not only save you time but also ensure that you complete your tasks on time and offer higher quality services to your clients.

  • Easy monitoring of project progress:
  • Integrating kanban top with Vtiger allows you to monitor your project progress through graphs and charts available on your account dashboard. You can make changes to your workflow in an easy manner without having any difficulties. You will always be updated about the status of your project so that you can keep track of your tasks at any given time. This will help you plan your schedule accordingly and finish your projects faster with better results. It will also make it easier for you to improve upon your performance over time by carefully monitoring the progress of each project.

    :

    By integrating Kanban Top with Vtiger, you can streamline your tasks while managing your projects in an efficient manner. It allows you to manage your tasks through a single platform by creating separate boards for different projects, which will make it easier for you to manage all your tasks based on importance, priority etc.. You can also delegate tasks among team members or employees and monitor their progress remotely, which will not only reduce your workload but also help you achieve superior results in less time than expected by using Vtiger alone. The introduction of kanban top into Vtiger will enable you to cplaborate with cpleagues easily through online meetings or document sharing e.t.c . You can also easily monitor project progress through charts and graphs available on your account dashboard without having any problems at all.

    The process to integrate Vtiger 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.