Planview Leankit Integrations

  • Add weekly cards to Leankit

    Using Leankit for planning your tasks, and want a way to add the tasks you'll need to complete each week? Zapier can create Leankit cards automatically on a schedule, so you'll never have to remember to create your monthly tasks by hand.

    With this integration, you can choose a weekly schedule, and Zapier will then create a new Leankit card on the day and time you selected.

    How It Works

    1. Pick a day and time each week that you want to create a task.
    2. Zapier creates a Leankit card automatically on that day and time each week.

    What You Need

    • A Leankit account
  • Add monthly cards to Leankit

    If your organisation uses Leankit for internal task planning and management, and you have fixed monthly tasks that need to be included, then use Zapier to create Leankit cards automatically rather than creating them manually.

    With this integration, you choose a monthly schedule, and Zapier will then create a new Leankit card on the day and time you selected. It's a great way to automatically generate those routine tasks you always have to complete each month.

    How It Works

    1. Pick a day and time each month that you want to create a card.
    2. Zapier creates a Leankit card automatically on that day and time each month.

    What You Need

    • A Leankit account
  • Create new LeanKit cards from email

    When this integration's zapiermail.com address receives a new email, this integration will create a LeanKit card so your team can track it.

    Note: The best way to use this integration is to set up a filter within your existing email account that forwards specific emails to the zapiermail.com address.

    How It Works

    1. A new email is received at this integration's zapiermail.com address
    2. Zapier adds a new card to LeanKit for that email

    What You Need

    • LeanKit account
  • Share moved cards in LeanKit via Slack messages

    Immediately notify your team when a card is moved in LeanKit by integrating the LeanKit to Slack automation. Once set up, when a card is moved in LeanKit, Zapier will automatically send a new message via Slack. Now you can communicate changes made with your team, quickly and easily.

    How It Works

    1. Move a card in LeanKit
    2. Zapier sends a new message via Slack

    What You Need

    • LeanKit account
    • Slack account
  • Create new detailed events in Google Calendar from LeanKit cards

    Manage your time effectively and maintain organization with the LeanKit to Google Calendar integration. After you set it up, when you create a new card in LeanKit, Zapier will create a new detailed event in Google Calendar. This automation will help both you and your team stay on task to accomplish your daily goals.

    Note: Make sure your LeanKit cards have due dates to make this integration work automatically.

    How It Works

    1. Create a new card in LeanKit
    2. Zapier creates a new detailed event in Google Calendar

    What You Need

    • LeanKit account
    • Google account
  • Share new LeanKit cards via Slack messages

    Create the ultimate environment for communication with the LeanKit to Slack automation. Once set up, when a new card is created in LeanKit, Zapier will send a new message via Slack. This automation will help create a great setting for team collaboration.

    How It Works

    1. A new card is created in LeanKit
    2. Zapier sends a new message via Slack

    What You Need

    • LeanKit account
    • Slack account
  • Create new LeanKit cards from Zendesk tickets

    Support is a job for the whole team, so you might need to assign out some support tickets. This Zapier automation helps turn your Zendesk tickets into team to-dos. Every time a new ticket is added in Zendesk, Zapier will create a new LeanKit card with the ticket information.

    How It Works

    1. A new ticket is added in Zendesk
    2. Zapier creates a new card in LeanKit with the ticket information

    What You Need

    • Zendesk account
    • LeanKit account
  • Create LeanKit cards from GitHub issues

    Rather than create a new card in LeanKit for every new issue in GitHub, use this Zapier automation to streamline communication and improve efficiency. Once set up, when a new issue is created in GitHub, Zapier will create a new card in LeanKit. Team collaboration for tackling new issues is even easier with the GitHub to LeanKit integration.

    How It Works

    1. A new issue is created in GitHub
    2. Zapier Creates a new card in LeanKit

    What You Need

    • GitHub account
    • LeanKit account
  • Turn Google Sheets rows into LeanKit cards

    The Google Sheets to LeanKit integration can help you maintain organization and convert rows into tasks in your project manager. Once set up, each time you create a new row in your Google Sheets spreadsheet, Zapier will create a new card in LeanKit. This integration helps you create a successful project delivery.

    How It Works

    1. Create a new row in Google Sheets
    2. Zapier creates a new card in LeanKit

    What You Need

    • Google Sheets account
    • LeanKit account
  • Create LeanKit cards from Gmail messages

    Rather than miss important incoming messages, you and your team can respond quickly with the Gmail to LeanKit integration. With this Zapier automation, every time you receive a new message in Gmail, Zapier will automatically create a new card in LeanKit. This helps you stay on top of new messages and manage your inbox effectively.

    How It Works

    1. New message is received in Gmail
    2. Zapier creates a new card in LeanKit

    What You Need

    • Google account
    • LeanKit account
  • Send Google Calendar events to LeanKit as cards

    Combine your calendar with the tasks you need to complete by using the Google Calendar to LeanKit automation. Once set up, each time a new event is created in Google Calendar, Zapier will create a new card in LeanKit. Rest assured that all tasks will be completed when you use this integration.

    How It Works

    1. Create a new event in Google Calendar
    2. Zapier creates a new card in LeanKit

    What You Need

    • Google account
    • LeanKit account
  • Create LeanKit cards from new or moved Trello cards

    Manage tasks with your team easily using the Trello to LeanKit automation. Once set up, each time a new card is created in Trello, Zapier will create a new card in LeanKit. This automation makes it easier for you and your team to stay on track, and complete all of your daily tasks.

    How It Works

    1. Create a new card in Trello
    2. Zapier creates a new card in LeanKit

    What You Need

    • Trello account
    • LeanKit account
  • Create LeanKit cards from Slack messages

    Manage projects easily and respond to messages quickly with the Slack to LeanKit automation. Once set up, when you receive a new message in Slack, Zapier will create a new card in LeanKit. This automation helps your team collaborate and focus on your projects even while you're chatting in Slack.

    Note: You might want to use a specific Slack channel to create tasks so you don't get a task created from everyone's conversations.

    How It Works

    1. Receive a new message in Slack
    2. Zapier creates a new card in LeanKit

    What You Need

    • Slack account
    • LeanKit account
  • Create LeanKit cards from Freshdesk tickets

    Create a great customer service environment when you provide quick responses to your customers. With the Freshdesk to LeanKit automation, each time a ticket is created in Freshdesk, Zapier will create a new card in LeanKit. This automation helps you put your customers first for great service.

    How It Works

    1. Create a new ticket in Freshdesk
    2. Zapier creates a new card in LeanKit

    What You Need

    • Freshdesk account
    • LeanKit account
  • Copy LeanKit cards to Trello

    Create the ultimate organization platform with the LeanKit to Trello integration. Once set up, each time a new card is created in LeanKit, Zapier will create a new card in Trello. This automation helps you tackle your to-do lists and accomplish all of the tasks in your project—no matter which app you're working in.

    How It Works

    1. Create a new card in LeanKit
    2. Zapier creates a new card in Trello

    What You Need

    • LeanKit account
    • Trello account
  • Create a new LeanKit card everyday

    If your team has reoccurring tasks to do everyday, set up reminders by using the Zapier Schedule to LeanKit integration. All you have to do is choose a time, and everyday a new card will be created in LeanKit. It's the perfect way to keep track of your daily tasks.

    How It Works

    1. Choose a time to set up scheduled tasks
    2. Zapier creates a new card in LeanKit everyday

    What You Need

    • LeanKit account
  • Create new cards in LeanKit when cards are moved

    Communicate changes quickly, and keep your whole team in the loop with this LeanKit automation. Once set up, when a card is moved, Zapier will create a new card in LeanKit. This automation helps your team work together and improves work flow—and can help you create followup tasks automatically as your cards move along your projects.

    How It Works

    1. A card is moved in LeanKit
    2. Zapier creates a new card in LeanKit

    What You Need

    • LeanKit account
  • Get Office 365 emails for moved LeanKit cards

    Improve communication with your team when you use this integration. Set it up, and each time a card is moved in LeanKit, Zapier will send a new email via Office 365. Now it's even easier to stay on course with your projects and adjust for changes.

    How It Works

    1. A card is moved in LeanKit
    2. Zapier sends a new email via Office 365

    What You Need

    • LeanKit account
    • Office 365 account
  • Create LeanKit cards from Evernote notes

    If you use Evernote frequently, whether it is for taking notes, creating to-do lists, or even jotting down new ideas, you can share them easily with the Evernote to LeanKit integration. Use this automation and every time you create a new note in Evernote, Zapier will create a new card in LeanKit.

    How It Works

    1. Create a new note in Evernote
    2. Zapier creates a new card in LeanKit

    What You Need

    • Evernote account
    • LeanKit account
  • Share new LeanKit cards as HipChat messages

    Collaborate with your team in realtime and create the ultimate production environment with the LeanKit to HipChat automation. Once set up, each time a new card is created in LeanKit, Zapier will send a new message in HipChat.

    How It Works

    1. Create a new card in LeanKit
    2. Zapier will send a new message in HipChat

    What You Need

    • LeanKit account
    • HipChat account
  • Move a LeanKit card within a board every day

    Rather than move the same cards in LeanKit everyday, use Schedule by Zapier to automate the process for you. Just choose the time of day you want to move cards, and everyday Zapier will automatically move them for you. It's the perfect way to move your LeanKit cards through your processes automatically.

    How It Works

    1. Choose the time of day in Schedule by Zapier
    2. Zapier will move cards in LeanKit everyday

    What You Need

    • Zapier account
    • LeanKit account
  • Create LeanKit cards from parsed emails

    Eliminate tedious tasks and save time when you use this email parser integration. Set it up, and Zapier will automatically parse the information you need from emails and create new cards in LeanKit.

    How It Works

    1. Zapier will watch your email account for new messages
    2. Zapier will create a new card in LeanKit

    What You Need

    • Zapier Email Parser account
    • LeanKit account
  • Create LeanKit cards from Salesforce custom objects

    Your team can easily create LeanKit tasks in Salesforce just by adding a new custom object. Once set up, each time a new custom object is created in Salesforce, Zapier will create a new card in LeanKit. Take your team's performance up a notch with this automation.

    How It Works

    1. New custom object is created in Salesforce
    2. Zapier creates a new card in LeanKit

    What You Need

    • Salesforce account
    • LeanKit account
  • Share new LeanKit cards via email

    Immediately notify your team when new cards are created with this automation. Each time a new card is created in LeanKit, Zapier will send a new email message. Your team will stay up to date on new tasks as they are integrated into their workflow.

    How It Works

    1.Create a new card in LeanKit 2. Zapier sends a new email

    What You Need

    • LeanKit account
  • Create LeanKit cards from Wufoo form entries

    Improve workflow and integrate new Wufoo form entries directly into LeanKit as cards. Once set up, each time a new Wufoo form entry is submitted, Zapier will create a new card in LeanKit. Import new form entries directly into your team's project workflow, and stay on top of new tasks.

    How It Works

    1. Receive a new form entry in Wufoo
    2. Zapier creates a new card in LeanKit

    What You Need

    • Wufoo account
    • LeanKit account

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Planview Leankit Integration Details

Launched on Zapier February 5, 2013

Zapier combines Triggers (like "New - Card Moved") and Actions (like "New - Add a Comment By External ID") to complete an action in one app when a trigger occurs in another app. These combos—called "Zaps"—complete your tasks automatically.

The following Planview Leankit Triggers, Searches, and Actions are supported by Zapier:

New - Add a Comment By External ID

Create a Comment on a Card using its External ID. (LeanKit Portfolio Edition Only)

New - Add a Comment

Create a Comment on a Card.

New - Update Card

Update an existing Card.

New - Move Card Within a Board By External ID

Move a Card, using its External ID, from one Lane to another in the same Board. (LeanKit Portfolio Edition Only)

New - Move Card Within a Board

Move a Card from one Lane to another in the same Board.

New - Move Card To Another Board

Move a Card from one Board to another.

New - Add Card

Create a new Card on a Board.

New - Move Card To Another Board By External ID

Move a Card, using its External ID, from one Board to another. (LeanKit Portfolio Edition Only)

New - Card Moved

A card has been moved within a board.

New - Card Created

A new card has been created.

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