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with Planview Leankit and ForceManager?
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Popular Ways to Connect Planview Leankit with ForceManager#
Popular Planview Leankit and ForceManager Triggers#
Emit new event when a new activity is created. See the documentation
Emit new event when a new contact is created. See the documentation
Emit new event when a new opportunity is created. See the documentation
Emit new event when a card is created in a specific lane.
Emit new event when a card is created on a board.
Popular Planview Leankit and ForceManager Actions#
Create a new card type on a board. See the docs here
Creates a new business opportunity in ForceManager. See the documentation
Create a comment in a card or task. See the docs here
Search for an existing contact by email, name, or phone. See the documentation
Add tags in a card or task. See the docs here
Overview of Planview Leankit#
Planview LeanKit API empowers users to automate and integrate their Kanban workflow management. With this API, you can programmatically access boards, cards, and related data to sync with other systems, trigger actions based on board updates, and extract analytics for reporting purposes.
Connect Planview Leankit#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
planview_leankit: {
type: "app",
app: "planview_leankit",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://${this.planview_leankit.$auth.domain}.leankit.com/io/scim/v1/Users`,
auth: {
username: `${this.planview_leankit.$auth.username}`,
password: `${this.planview_leankit.$auth.password}`,
},
})
},
})
Overview of ForceManager#
The ForceManager API allows for robust interaction with ForceManager's CRM platform. It facilitates access to data on sales, customer interactions, and performance metrics. With Pipedream, you can automate actions based on this data, integrate with other services, and create custom workflows that leverage events and triggers from ForceManager to streamline sales processes and data management. Interacting with the ForceManager API through Pipedream allows you to connect CRM data with other applications such as email, calendars, support systems, and more, creating a seamless flow of information across your business tools.
Connect ForceManager#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
forcemanager: {
type: "app",
app: "forcemanager",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.forcemanager.com/api/v4/users`,
headers: {
"Content-Type": `application/json`,
"Accept": `*/*`,
"X-Session-Key": `${this.forcemanager.$auth.oauth_access_token}`,
},
})
},
})
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