What do you want to automate
with Planview Leankit and Wealthbox?
Prompt, edit and deploy AI agents that connect to Planview Leankit, Wealthbox and 2,500+ other apps in seconds.
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Popular Ways to Connect Planview Leankit with Wealthbox#
Popular Planview Leankit and Wealthbox Triggers#
Emit new event for each contact created. See the documentation
Emit new event for each event created. See the documentation
Emit new event for each opportunity created. See the documentation
Emit new event when a card is created in a specific lane.
Popular Planview Leankit and Wealthbox Actions#
Create a new card type on a board. See the docs here
Create a comment in a card or task. See the docs here
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 Wealthbox#
The Wealthbox API allows for the management and automation of customer relationship management (CRM) tasks within Wealthbox's platform. By leveraging this API on Pipedream, you can create workflows that automate updates, manage contacts, and sync data across multiple applications. This can greatly enhance productivity, reduce manual entry errors, and keep data consistent across platforms.
Connect Wealthbox#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
wealthbox: {
type: "app",
app: "wealthbox",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.crmworkspace.com/v1/me`,
headers: {
Authorization: `Bearer ${this.wealthbox.$auth.oauth_access_token}`,
},
})
},
})
Trusted by 1,000,000+ developers from startups to Fortune 500 companies