Kanban Tool + Upnify Integration

If you're using Upnify and Kanban Tool to manage your business, you'll want to take advantage of the integration between the two services. When a opportunity is created in Upnify, a checklist will automatically be created in Kanban Tool.

This makes it easy to keep track of the progress of each opportunity and ensure that all the necessary steps are taken. To get started, click on activate, connect your Upnify and Kanban Tool accounts and start creating opportunity!

When you create a new client in Upnify, this automation will automatically create a related checklist in Kanban Tool. This makes it easy to track the progress of your client's information and keep everything organized.

You can customize your Kanban Tool board however you like, and add as many tasks as needed to track the progress of your client's information. Stay organized and efficient with Upnify and Kanban Tool!