Planview Leankit
Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status – whether in the same room or distributed across the globe.
Integrate the Planview Leankit API with the Salesforce API
Setup the Planview Leankit API trigger to run a workflow which integrates with the Salesforce API. Pipedream's integration platform allows you to integrate Planview Leankit and Salesforce remarkably fast. Free for developers.
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Popular Ways to Connect Planview Leankit with Salesforce#
Popular Planview Leankit and Salesforce Triggers#
Emit new event when a card is created in a specific lane.
Emit new event when a card is created on a board.
Emit new event when a card enters a specific lane.
Emit new event when a card is moved on a board.
Emit new event when a record of the selected object type is deleted. See the documentation
Popular Planview Leankit and Salesforce Actions#
Create a new card type on a board. See the docs here
Adds an existing contact to an existing campaign. See the documentation
Create a comment in a card or task. See the docs here
Adds an existing lead to an existing campaign. 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 Salesforce#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})
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