How to connect Paperform + Planview Leankit
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- New Form SubmissionTriggers when a form is submitted.Trigger
- Card Entered a Specific LaneTriggers when a card enters a specified lane.Trigger
- Card Created in a Specific LaneTriggers when a card is created in a specific lane.Trigger
- Card Created on BoardTriggers when a card is created anywhere on a board.Trigger
- Card Moved on a BoardTriggers when a card moves to/from any lane on a board.Trigger
- Card Updated on BoardTriggers when a card is updated anywhere on a board.Trigger
- Add a Card Type to a BoardAdds a card type to a board if it doesn't already existAction
- Add Comment to Card (Or Task)Add a Comment to a Card or TaskAction
- Planview Leankit
Add Custom Field Choice Item to Dropdown
Scheduled
Action
- Planview Leankit
Add tags to an existing card (or task).
Scheduled
Action
- Planview Leankit
Assign a User to a Card (Or Task)
Scheduled
Action
- Planview Leankit
Block a Card (Or Task)
Scheduled
Action
- Planview Leankit
Creates a new card.
Scheduled
Action
- Planview Leankit
Moves a task into it's taskboard 'done' lane
Scheduled
Action
- Planview Leankit
Creates a parent/child relationship between two cards
Scheduled
Action
- Planview Leankit
Create a Task Card.
Scheduled
Action
- Planview Leankit
Duplicate a Card (Or Task)
Scheduled
Action
- Planview Leankit
Gets a Card by ID
Scheduled
Action
- Planview Leankit
Moves a card to a different lane.
Scheduled
Action
- Planview Leankit
Move a parent based on children (1st child moved to an active lane moves the parents into the specified active lane. Once all children are complete, moves the parents to the specified 'done' lane)
Scheduled
Action
- Planview Leankit
Move a card to another board
Scheduled
Action
- Planview Leankit
Remove Custom Field Choice Item From Dropdown
Scheduled
Action
- Planview Leankit
Removes a parent/child connection between two cards
Scheduled
Action
- Planview Leankit
Remove tags from an existing card (or task).
Scheduled
Action
- Planview Leankit
Moves a task card into the 'doing' lane
Scheduled
Action
- Planview Leankit
Unassign a User from a Card (Or Task)
Scheduled
Action
- Planview Leankit
Unblock a Card (Or Task)
Scheduled
Action
- Planview Leankit
Updates an existing card (or task card).
Scheduled
Action
- Planview Leankit
Update Custom Field Value on a Card
Scheduled
Action
- Planview Leankit
Finds the first matching card on a board by searching Title and Header (Custom ID).
Scheduled
Action
- Planview Leankit
Finds the first matching card on a board by searching Title and Header (Custom ID).
Scheduled
Action
How Paperform + Planview Leankit Integrations Work
- Step 1: Authenticate Paperform and Planview Leankit.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
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