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 Zoho CRM API
Setup the Planview Leankit API trigger to run a workflow which integrates with the Zoho CRM API. Pipedream's integration platform allows you to integrate Planview Leankit and Zoho CRM remarkably fast. Free for developers.
Popular Ways to Connect Planview Leankit with Zoho CRM#
Popular Planview Leankit and Zoho CRM Triggers#
Emits an event each time a new contact is created in Zoho CRM
Emit new events each time a new module/record is created in Zoho CRM
Emits an event each time a new contact is created or updated in Zoho CRM
Popular Planview Leankit and Zoho CRM Actions#
Create a new card type on a board. See the docs here
Converts a Lead into a Contact or an Account. See the documentation
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 Zoho CRM#
The Zoho CRM API enables the manipulation and retrieval of data within Zoho CRM, a platform for managing your sales, marketing, support, and inventory in a single system. Leveraging this on Pipedream, you can automate tasks like syncing contacts, updating lead statuses, or creating custom CRM operations that trigger actions in other apps. Pipedream's serverless platform allows for real-time data processing, transforming, and orchestrating workflows that respond to events in Zoho CRM with minimal latency.
Connect Zoho CRM#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
zoho_crm: {
type: "app",
app: "zoho_crm",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.zoho_crm.$auth.api_domain}/crm/v2/users?type=CurrentUser`,
headers: {
"Authorization": `Zoho-oauthtoken ${this.zoho_crm.$auth.oauth_access_token}`,
},
})
},
})