How to Create KanbanFlow Tasks from Google Sheets Using Pabbly Connect

Learn how to automate KanbanFlow task creation from Google Sheets with Pabbly Connect. Follow this step-by-step tutorial to streamline your workflow. Discover how to seamlessly connect your essential tools through accessible instructions that make powerful automation available to professionals at every skill level.

Watch Step By Step Video Tutorial Below

1. Setting Up Pabbly Connect for Google Sheets Integration

To begin automating task creation in KanbanFlow from Google Sheets, you need to set up Pabbly Connect. First, sign up for a free account on Pabbly Connect to access the dashboard. Once logged in, click on ‘Create Workflow’ to initiate your integration.

Give your workflow a name, such as ‘Google Sheets to KanbanFlow’. This will help you identify the integration later. After naming your workflow, click on ‘Create’. You will see a trigger window and an action window in your Pabbly Connect dashboard, which will facilitate the automation process.

2. Configuring the Trigger with Google Sheets

In the trigger window of Pabbly Connect, you need to select Google Sheets as the app. Choose the trigger event as ‘New or Updated Spreadsheet Row’. This event will activate the automation whenever a new row is added to your Google Sheet.

• Select Google Sheets from the app list.
• Choose the trigger event: New or Updated Spreadsheet Row.
• Copy the webhook URL provided by Pabbly Connect.

Next, go to your Google Sheet where you will input task details. Navigate to Extensions > Add-ons > Get Add-ons, and search for ‘Pabbly Connect Webhooks’. Install this add-on and refresh your Google Sheet. After refreshing, go back to Extensions and select ‘Pabbly Connect Webhooks’ to proceed with the initial setup.

3. Setting Up the Initial Configuration in Google Sheets

In the initial setup box, select the sheet from which you want to send data. For example, if you have a sheet named ‘Sheet1’, select that. Then, paste the webhook URL you copied earlier into the designated field. using Pabbly Connect

• Select the appropriate sheet (e.g., Sheet1).
• Paste the webhook URL from Pabbly Connect.
• Specify the trigger column (the last column with data).

After completing these fields, click on ‘Send Test’ to verify the connection. If successful, you will receive a response in Pabbly Connect, confirming that the data from your Google Sheet has been received. This step is crucial for ensuring that your integration is functioning correctly.

4. Connecting KanbanFlow to Pabbly Connect

Now that your Google Sheets are connected through Pabbly Connect, it’s time to set up the action in KanbanFlow. In the action window, search for KanbanFlow and select it. Choose the action event as ‘Create Task’ to automate the task creation process.

To connect your KanbanFlow account, you will need the API token. Go to your KanbanFlow account, navigate to the settings, and find the API section. Generate a new API token and copy it. Return to Pabbly Connect, paste the API token into the connection field, and click on ‘Save’.

5. Mapping Data and Testing the Integration

With your KanbanFlow account connected, you now need to map the data from Google Sheets to the task fields in KanbanFlow. Select the appropriate column for your tasks, such as ‘To Do’, and map the task name, description, color, and subtasks from the Google Sheets data to the corresponding fields in KanbanFlow. using Pabbly Connect

Map the task name from Google Sheets to the task name field. Map the description, color, and any subtasks accordingly.

After mapping the fields, click on ‘Send Test Request’ to create a test task in KanbanFlow. If everything is set up correctly, you will see the newly created task in your KanbanFlow account reflecting the details from your Google Sheet. This confirms that your automation is working as intended.

Conclusion

By using Pabbly Connect, you can seamlessly automate the creation of tasks in KanbanFlow from Google Sheets. This integration saves time and enhances productivity, allowing you to manage your tasks efficiently. Follow the steps outlined in this tutorial to set up your automation and enjoy a streamlined workflow.