KanbanFlow

The KanbanFlow modules allow you to watch, create, update, list, and delete the tasks in your KanbanFlow account.

Getting Started with KanbanFlow

Prerequisites

  • A KanbanFlow account

In order to use KanbanFlow with Integromat, it is necessary to have a KanbanFlow account. If you do not have one, you can create a KanbanFlow account at kanbanflow.com/.

The module dialog fields that are displayed in bold (in the Integromat scenario, not in this documentation article) are mandatory!

Connecting KanbanFlow to Integromat

To connect your KanbanFlow account to Integromat you need to obtain the API token from your KanbanFlow account and insert it in the Create a connection dialog in the Integromat module.

1. Log in to your KanbanFlow account.

2. Open any board, click Menu > Settings > API & Webhooks > Add API Token.

iF6Asyu5iF.gif

3. Enter a name for the API token, select the permissions, and click Add Token.

kanbanflow2.png

4. Copy the API token to your clipboard.

kanbanflow3.png

5. Go to Integromat and open the KanbanFlow module's Create a connection dialog.

8Y15G30AAh.gif

6. In the Connection name field, enter a name for the connection.

7. In the API Token field, enter the API token copied in step 4 and click Continue.

The connection has been established.

Triggers

Watch New Tasks

Triggers when a new task is created.

Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your KanbanFlow account.

See the Connecting to KanbanFlow Webhook using Integromat to add the webhook in your KanbanFlow account.

Watch Task Moved

Triggers when a task is moved between columns or swimlanes.

Webhook NameEnter a name for the webhook.
ConnectionEstablish a connection to your KanbanFlow account.

See the Connecting to KanbanFlow Webhook using Integromat to add the webhook in your KanbanFlow account.

Actions

Get a Task

Returns information about a specified task.

ConnectionEstablish a connection to your KanbanFlow account.
Choose TaskSelect the option to choose the task:
  • Enter Manually
  • By Column
ColumnSelect the column whose details you want to retrieve.
Task IDEnter the Task ID whose details you want to retrieve.

Create a Task

Creates a new task.

ConnectionEstablish a connection to your KanbanFlow account.
NameEnter the name of the task.
Column IDSelect the Column ID of the task:
  • To-do
  • Do today
  • In progress
  • Done
Swimlane ID(Optional) If the board has swimlanes, select the Swimlane ID.
PositionSelect the position of the task in the list. For example, topbottom, or a number.
DescriptionEnter the details of the task. 
ColorSelect the color for the task.
Responsible UserSelect the user who is responsible for the task.
Total Seconds EstimateEnter the estimated time for completing the task in seconds.
Grouping DateEnter the date if the column date is grouped.
Labels

Add the labels:

Name

Enter the name of the label.

Pinned

Select whether you want to pin the label:

  • Yes
  • No
  • Not defined
Subtasks

Add the subtasks:

NameEnter the name of the subtask.
FinishedSelect whether the task is finished:
  • Yes
  • No
  • Not defined
UserSelect the user to whom the task is assigned.
Due DateEnter the due date by when the task must be completed.
Due Date (Local)Enter the local date in the user's timezone by when the task must be complete.
DatesAdd the due dates for the task:
Due TimeEnter the date by when the task must be complete.
ColumnSelect the column:
  • To-do
  • Do today
  • In progress
  • Done
StatusSelect the status of the task:
  • Active
  • Done
Due Time 
(Local)
Enter the local date in the user's timezone by when the task must be complete.
CollaboratorsSelect the user who will be the collaborators in this task.

Update a Task

Updates information about a specified task.

ConnectionEstablish a connection to your KanbanFlow account.
Choose TaskSelect the option to choose the task:
  • By Column
  • Enter Manually
ColumnSelect the Column type of the task you want to update.
TaskSelect the task you want to update.
Task IDEnter the Task ID whose details you want to update.
NameEnter the name of the task.
Column IDSelect the Column ID of the task:
  • To-do
  • Do today
  • In progress
  • Done
Swimlane ID(Optional) If the board has swimlanes, select the Swimlane ID.
PositionSelect the position of the task in the list. For example, top, bottom, or a number.
DescriptionEnter the details of the task. 
ColorSelect the color for the task.
Responsible UserSelect the user who is responsible for the task.
Total Seconds EstimateEnter the estimated time for completing the task in seconds.
Grouping DateEnter the date if the column date is grouped.
Labels

Add the labels:

Name

Enter the name of the label.

Pinned

Select whether you want to pin the label:

  • Yes
  • No
  • Not defined
Subtasks

Add the subtasks:

NameEnter the name of the subtask.
FinishedSelect whether the task is finished:
  • Yes
  • No
  • Not defined
UserSelect the user to whom the task is assigned.
Due DateEnter the due date by when the task must be completed.
Due Date (Local)Enter the local date in the user's timezone by when the task must be complete.
DatesAdd the due dates for the task:
Due TimeEnter the date by when the task must be complete.
ColumnSelect the column:
  • To-do
  • Do today
  • In progress
  • Done
StatusSelect the status of the task:
  • Active
  • Done
Due Time 
(Local)
Enter the local date in the user's timezone by when the task must be complete.
CollaboratorsSelect the user who will be the collaborators in this task.

Delete a Task

Deletes a specified task.

ConnectionEstablish a connection to your KanbanFlow account.
Choose Task

Select the option to choose the task:

  • By Column
  • Enter Manually
ColumnSelect the Column type of the task you want to delete.
TaskSelect the task you want to delete.
Task IDEnter the Task ID you want to delete.

Make an API Call

Performs an arbitrary authorized API call.

ConnectionEstablish a connection to your KanbanFlow account.
URL

Enter a path relative to https://kanbanflow.com/api For example: /v1/users

For the list of available endpoints, refer to the KanbanFlow API Documentation. This can be found in your board API & Webhooks settings > Show documentationhttps://kanbanflow.com/administration/board/<yourBoardId>/api
2020-07-31_18_27_07-Window.png
Method

Select the HTTP method you want to use:

GET
to retrieve information for an entry.

POST
to create a new entry.

PUT
to update/replace an existing entry.

PATCH
to make a partial entry update.

DELETE
to delete an entry.

HeadersEnter the desired request headers. You don't have to add authorization headers; we already did that for you.
Query StringEnter the request query string.
BodyEnter the body content for your API call.

Example of Use - Get Tasks

The following API call returns all the tasks from your KanbanFlow account:

URL:
/v1/tasks

Method:
GET

kanbanflow5.png

Matches of the search can be found in the module's Output under BundleBody
In our example, 4 tasks were returned:

kanbanflow4.png

 

Searches

List Tasks

Returns a list of tasks.

ConnectionEstablish a connection to your KanbanFlow account.
ColumnSelect the column whose tasks you want to list.
LimitSet the number of returned tasks Integromat will return during one execution cycle.

Connecting to a KanbanFlow Webhook using Integromat

1. Open the trigger module for which you want to receive the alerts, establish the connection as mentioned in the respective module, and copy the address to your clipboard.

CDEp4n4abf.gif

2. Log in to your KanbanFlow account, open the board for which you receive alerts, click Menu > Settings > API&WebhooksAdd Webhook.

qKL7hPAEdH.gif

Webhook NameEnter a name for the webhook name.
Callback URLEnter the URL address copied in step 1.
Events that should trigger this webhookSelect the events for which you want to receive the alert.

3. Click Add Webhook.

kanbanflow7.png

The webhook is successfully created.

 

kanbanflow8.png


Popular use cases from our blog

automated-data-collection-crm-illustration

How to Automate Data Collection - Part 5: CRM Systems

automated-data-collection-chatbot-marketing-illustration

How to Automate Data Collection - Part 4: Chatbot Marketing

automated-data-collection-paid-ads-illustration

How to Automate Data Collection - Part 3: Paid Ads

automated-data-collection-email-illustration

How to Automate Data Collection - Part 2: Email Marketing Segmentation

personalized-customer-experience-illustration-integromat

5 Automated Solutions to Personalize Customer Experience

data-collection-automation-forms-pt-1

How to Automate Data Collection - Part 1: Online Forms

Didn’t find what you were looking for?

Expert

Find an expert

We feature a network of 450+ certified partners across the globe who are ready to help

Find an expert

Automate any workflow in your business

Sign up for a free account today. No credit card required, no time limits on free plan.