Text a Task Card to Your Kanban in LeanKit using Twilio and Zapier

Jim BensonApplications, ExpertLeave a Comment

Today, I’ll show you how to set up your LeanKit/Zapier integration with Twilio, so that you can create a new LeanKit card by sending an SMS (Text) Message from your phone.

First, you’ll need an account with Twilio, a popular programmable voice and SMS Service. Go to Twilio.com, and sign up for a new, free account.

Create a Twilio Account

After you create your account, you’ll be asked for your phone number, and Twilio will send you a text message with a confirmation code, which you’ll need to enter on the next screen:

Verify Your Account

Twilio will then generate a new phone number for your account:

Twilio Generated New Phone Number

Now, open up Zapier.com, and log into your account, and create a new Zap, as shown below:

Create a New Zap

Zapier will ask you to configure your Twilio account, using your Account SID and Auth Token from Twilio, shown below:

Configure Your Twilio Account, SID and Auth Token

Once you have set up your Twilio and LeanKit accounts correctly, you’ll see this:

Accounts Setup Correctly

Select your Twilio number that you’ll send SMS messages to…

Select Twilio Number for SMS

And select the LeanKit board, lane, and card type. In the LeanKit “Title” (card title) field, choose “Body” from the list of available Twilio fields.

Selecting LeanKit Board, Lane and Card Type

Fill in the other required LeanKit fields:

Other Required LeanKit Fields

And finally, test and name your new Zap.

Testing and Naming the Zap

You should now be able to text message your Twilio number (I created a contact in my iPhone for “LeanKit Twilio”, and a new LeanKit card will be created:

Sending a Text to Twilio to Create a New LeanKit card

 

This is the fifth post in the series by Chris Hefley of LeanKit showing how to integrate tools many of us use everyday with our Personal Kanban. You can read the previous post – Integrating Your Personal Kanban with Campfire in LeanKit using Zapier here.

Jim BensonText a Task Card to Your Kanban in LeanKit using Twilio and Zapier

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