The Kanbanize connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for Kanbanize actions A tool for building the processes, logic, and direction within workflows..

The following actions are available:

You can use Kanbanize actions to manage your projects, for example, you can move a task to a higher position in a column to indicate it has a higher priority.

Use the task actions in a workflow to create a new task, get task information or move a task. Use the Get board settings action to retrieve a list of board settings. Use the Get columns and lanes action to retrieve a list of information for each column and lane in a board. Use the Get projects action to retrieve a list of projects and associated boards.

Create a Kanbanize connection

You can create connections from the Automate or Designer page.

Assign permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

Note: By default, users with administrator role will have the same rights as a Connection owner.







Follow these steps to assign permissions from the Connections page:

  1. On the Connections page, click for the required connection.
  2. From the menu, select Permissions.
  3. To assign permissions:
    • In the Owners field, type the name of the user, and select from the list.
    • In the Users field, type the name of the user, and select from the list.
  1. Click Save permissions.