Workboard Integrations

HR Talent & Recruitment

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LinkedIn

Microsoft, Social Media Accounts

Microsoft To Do

Microsoft, Task Management

Swapcard Organizer

Event Management

Google Sheets

Google, Spreadsheets

Salesforce

CRM (Customer Relationship Management)

WooCommerce

eCommerce, WordPress

Slack

Team Chat

HubSpot

Marketing Automation

Azure DevOps

Developer Tools, Microsoft

LinkedIn

Microsoft, Social Media Accounts

Microsoft To Do

Microsoft, Task Management

Swapcard Organizer

Event Management

Google Sheets

Google, Spreadsheets

Salesforce

CRM (Customer Relationship Management)

WooCommerce

eCommerce, WordPress

LinkedIn

Microsoft, Social Media Accounts

Microsoft To Do

Microsoft, Task Management

Swapcard Organizer

Event Management

Google Sheets

Google, Spreadsheets

Salesforce

CRM (Customer Relationship Management)

WooCommerce

eCommerce, WordPress

Slack

Team Chat

HubSpot

Marketing Automation

Azure DevOps

Developer Tools, Microsoft

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Quickly automate Workboard integrations with Zapier's templates

Create Workboard action items from newly updated rows on Google Sheets
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Google Sheets + Workboard
Put Workboard action items on your Google Calendar
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Workboard + Google Calendar
Post Workboard goal comments to Slack
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Workboard + Slack
Create Workboard action items from Google Calendar events
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Google Calendar + Workboard

Create Workboard workstreams for new Salesforce opportunities
Premium
Details
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Salesforce + Workboard

Create Workboard action item from JIRA ticket
Details
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Jira Software Server + Workboard

Create Workboard action items from newly updated rows on Google Sheets

Google Sheets + Workboard

Put Workboard action items on your Google Calendar

Workboard + Google Calendar

Post Workboard goal comments to Slack

Workboard + Slack

Create Workboard action items from Google Calendar events

Google Calendar + Workboard

Create Workboard workstreams for new Salesforce opportunities

Premium

Salesforce + Workboard

Create Workboard action item from JIRA ticket

Jira Software Server + Workboard

Supported triggers and actions

What does this mean?

New Action Item
Triggers when you select an action item on Workboard and push it to your Zap.
Trigger
Instant
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- Goals by team
- Team
- Goals by me
Trigger
Instant
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New Meeting
Triggers when you create a team meeting or 1on1 meeting on Workboard.
Trigger
Instant
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- Team NameRequired
- Company NameRequired
Action
Write
- Workstream
- DescriptionRequired
- Note
- Due date
- Owner
- Assignee
Action
Write

- Workstream
- Tag
- Action item
Trigger
Instant
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- Team
Trigger
Instant
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New Workstream
Triggers when you select a workstream on Workboard and push it to your Zap.
Trigger
Instant
Try It
- Team
- WorkStream NameRequired
- Workstream objectiveRequired
Action
Write
- MetricRequired
- Metric DataRequired
- Metric TypeRequired
Action
Write

About Workboard

Workboard is the team performance app managers choose for themselves: goals, priorities, actions, reports and feedback aligned in one easy app.

Related categories

HR Talent & Recruitment