Sample Integrations

Using our RESTful API and native integrations, developers and users can easily move data between WorkBoard and other business applications.

Some specific use cases include:

Slack — already integrated into the WorkBoard application — seamless communications of goal completion, meeting results and decisions

Excel (and other .csv files) — use the pre-built connector and follow the directions to enable automated input of specific information into WorkBoard.

Calendaring — automatically update and exchange calendar events between WorkBoard and Outlook and Google Cal using native applications provided by WorkBoard.

Business Integration Flow

Development management — JIRA — push statistics about development milestones and deliverables directly into WorkBoard as metrics (% complete, # tasks/person, velocity-speed of completion). Display summary status of projects in progress.

Task management — Asana — push statistics about tasks and deliverables directly into WorkBoard as metrics (% complete, # tasks/person, velocity-speed of completion).

Trouble ticketing — ServiceNow — push statistics about tickets directly to WorkBoard as metrics (# of tickets/person, avg. time to close tickets, or tickets in specific state).

CRM — Salesforce.com — push statistics about monthly revenue, bookings, pipeline and % quota attainment directly to WorkBoard as metrics.

Marketing automation — Marketo and Hubspot — push statistics about leads generated, handed off and/or closed directly to WorkBoard as metrics.



IT Integration Flow