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

You can find more information here.

How this Workboard + TrueMail integration works

• 1. Add new record to a Workboard account
• 2. Zapier sends the email to be verified with TrueMail
• 3. Zapier updates the existing Workboard record with TrueMail result code in a custom field

Apps involved

• • Workboard
• • TrueMail

Workboard Triggers

• New Workstream.

  Triggers when you select a workstream on Workboard and push it to your Zap.

• New Action Item In Workstream.

  Triggers when a new action item is created in selected Workstream

• Get User Metrics.

  Triggers to get user metrics

• New Goal.

  Triggers when you select a goal on Workboard and push it to your Zap.

• New team in Workstream .

  Triggers when a new team is created in Workstream

• New Action Item.

  Triggers when you select an action item on Workboard and push it to your Zap.

• Get User Team Goals.

  Get user teams goals for drop down

• Action items.

  Get user action items data

• New Comment In Goal.

  Triggers when a new comment is added in a goal

• Get User WB WorkStream.

  Triggers internally

• New comment in a team goal.

  Triggers when a new comment is added in team goal

• New Team.

  Triggers when new team is created

• New action item created DO_NOT_DELETE.

  Triggers when a new action item is created

• New Comment In Action Item.

  Triggers when a new comment is added in action item

• Get User WB Teams.

  Triggers to get team data

• New Action Item With Tag.

  Triggers when a new action item is created with given tag

• Get User Goal Teams.

  Get WB user teams that are allowed to access goals

• New comment in action item for a workstream.

  Triggers when a new comment is added in action item for a Workstream

• New goal in team.

  Triggers when a new goal is created for selected team

• New Meeting.

  Triggers when you create a team meeting or 1on1 meeting on Workboard.

• Get User Goals.

  Get user team goals

• Get User WB Tags.

  Triggers to get team tags

• Create Workstream.

  Creates a new Workstream

• Create Team.

  Creates a new team

• Update Goal Metric.

  Update a metrics assigned to a goal in Workboard

• Create Action Item.

  Create an action item in Workboard