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pipelinedeals + kanban Tool Integrations

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

About pipelinedeals

Simple and useful CRM software in the cloud. Sell more today with sales tracking software. Our CRM software will help organize, track, and manage your deals, leads, and contacts.

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
Connect pipelinedeals + kanban Tool in easier way

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

    Triggers
  • Deal Status Changed

    Triggers when a deal in your PipelineDeals account is updated from one status to another.

  • Moved Deal

    Triggers when a deal in your PipelineDeals account is moved from one deal stage to another.

  • New Company

    Triggers when a new company is created in your PipelineDeals account.

  • New Deal

    Triggers when a new deal is created in your PipelineDeals account.

  • New Person

    Triggers when a new person, lead, or contact is created in your PipelineDeals account.

  • get event categories

    get event categories

  • list Person

    Hidden Trigger to list Person list

  • list deal stages

    list deal stages

  • 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 associated to an existing person, company or deal.

  • Create Company

    Creates a new company in your PipelineDeals account.

  • Create Deal

    Creates a new deal in your PipelineDeals account.

  • Create Person

    Creates a new person in your PipelineDeals account.

  • Create Task

    Creates a new calendar task in your PipelineDeals account.

  • Update Company

    Updates an existing company in your PipelineDeals account.

  • Update Deal

    Updates an existing deal in your PipelineDeals account.

  • Update Person

    Updates an existing person in your PipelineDeals account.

  • 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 pipelinedeals & kanban Tool Integrations Work

  1. Step 1: Choose pipelinedeals as a trigger app and Select "Trigger" from the Triggers List.

    (30 seconds)

  2. Step 2: Authenticate pipelinedeals with Appy Pie Connect.

    (10 seconds)

  3. Step 3: Select kanban Tool as an action app.

    (30 seconds)

  4. Step 4: Pick desired action for the selected trigger.

    (10 seconds)

  5. Step 5: Authenticate kanban Tool with Appy Pie Connect.

    (2 minutes)

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

Integration of pipelinedeals and kanban Tool

pipelinedeals?

Pipelinedeals is an online top used for project management and it is specifically designed to help small businesses. It is a simple, easy to use online top that can be accessed from any computer, smartphone, or tablets. It comes with an integrated task management system. It has an intuitive interface that allows users to create their projects and manage tasks, subtasks, schedules, and all other project details easily. It also comes with the option to create custom views and reports. Users can also manage their team members and assign tasks to them. Once the tasks are completed, the users can create time reports.

  • kanban Top?
  • Kanban Top was created by the software development company 37signals. It is a web application which helps teams track what they do and what they need to do. It uses a board where cards can be placed in cpumns representing different stages of progress of the item. The goal of the top is to improve the work flow and allow people to focus on current tasks more easily while not losing track of future tasks that have yet to be accomplished. Kanban Top can be used as a stand-alone top or it can be integrated with other tops such as Jira and Basecamp.

  • Integration of pipelinedeals and kanban Top
  • Pipelinedeals and kanban Top are two different tops that can be used together to make tracking tasks easier. Such integration will allow users to use features that are exclusive to each top. For example, if a user wants the status of their tasks to be updated on kanban at the same time as on pipelinedeals then they can use kanban integration feature. Other useful features include adding tasks from one top to another, viewing tasks from one top in another top, and many others.

  • Benefits of Integration of pipelinedeals and kanban Top
  • There are a number of benefits of using both tops at once. Among these benefits are:

    It improves productivity because it reduces redundant work and improves consistency.

    It increases information about the project for both parties invpved.

    It makes easier task management especially when the two tops are integrated properly.

    The integration of pipelinedeals and kanban Top can help businesses track their tasks better. In addition to this, it also gives employers an opportunity to evaluate their employees’ performance easier than before.

    The process to integrate pipelinedeals 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.