Access

• Click the Integration icon in the left navigation (if the left navigation is not showing, check your navigation settings)
  
• Once in the Integration area, you will see 4 tabs (No-Code, API, Webhooks, Zapier), and the default tab is the one you need, called No-Code
  
  

Connecting a new app

All the Apps you want to integrate will need to be connected.

• Under the No-Code tab, click on the Apps section
• Click the Add a connection button and follow the instructions or watch the video below

Integrate using a Solution

To save you time and make our No-Code Integrations truly no-code, we created Solutions that you can install. These already have the logic to interact with your external Apps for the most useful use cases with Kanban Zone. Save

The instructions below for adding a new App are the same until you select the specific app solution.

1. Once in the Integration area (see Access instructions above), you will default to the Marketplace section under Solutions – Integrations > No-Code > Solutions > Marketplace.
2. This is where you can install any of our solutions. Click the “Install” button for the solution you need.
3. Follow the step-by-step instructions or watch one of the videos below for each of our solutions.

Google Forms

This solution lets you map the results of your Google Forms into your Kanban Zone card. This is ideal to standardize your intake process with a Google Form that anyone can use and then start your workflow with a card in Kanban Zone that will have all the information needed to get started.

Miro

Select one or install both Solutions for Miro.

1. Miro to Kanban Zone: When Miro cards are created or updated, they stay in sync in Kanban Zone cards.
2. Kanban Zone to Miro: When Kanban Zone cards are created or updated, they will stay in sync with Miro cards

It’s important to note that we only integrate with Miro cards and not with stickies. You can brainstorm with stickies with no impact to Kanban Zone. Once you are done brainstorming, you can convert the stickies into cards in Miro that you want to sync with Kanban Zone. This allows you to only sync what you need to track and deliver in Kanban Zone.

Clio Manage Matters

This solution lets you map Clio Matters into a Kanban Zone card. We currently only integrate with Clio matters. This will permit you to keep using Clio to store all your legal information while having these matters as cards in Kanban Zone. This will give you all the flexibility to service your customers efficiently using visual workflows and all the helpful features in Kanban Zone, like checklists, tasks, metrics, etc.

Jira

Select one or install both Solutions for Jira.

1. Jira to Kanban Zone: When an issue in Jira is created or updated, it stays in sync in Kanban Zone cards.
2. Kanban Zone to Jira: When Kanban Zone cards are created or updated, they will stay in sync in Jira issues.

Jira offers multiple issue types, and you can select which issue type to sync with a Kanban Zone card within the solution’s setup.

If you have multiple projects in Jira, you can install multiple Solutions in Kanban Zone to map to each Jira project by using a filter inside a Solution.

The video is coming soon.

Integrate using an Automation

Just like our Automation for our boards, you can also create Automations with integrations.

1. Click on the Automations menu next to Solutions

2. Click on the “New automation” button

3. You will be presented with the minimum two steps to create an automation:

• Add a trigger: when this happens in the selected app
• Add an action: do this in the selected app

4. Click “Add a trigger: when this happens in the selected app”

5. Click “Enter app name” and select the app you want to start as the trigger for your automation

6. Next, click the Select and Event. If you select Kanban Zone as the app, you will see the events available for Kanban Zone. Each app has it’s own events.

7. Based on the app, simply keep following the instructions

If you need help to create your own automation, contact our support team, we are always happy to help.

Learn more about all our integrations on the No-Code Integrations feature page that lists all our current and upcoming integrations.