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Connect Gmail to Planview Leankit

Use 5 documented Gmail triggers to run 24 documented Planview Leankit actions.

5 source triggers
24 target actions
Reverse direction supported

Why Connect Gmail & Planview Leankit?

Start with a Gmail event

Choose from 5 documented triggers, including New Attachment Received, New Email Matching Search, New Email Received.

Run a Planview Leankit action

Send the event into one of 24 documented actions, such as Add Card Type To Board, Add Comment To Card (Or Task), Add Tags To Card (Or Task).

Map and review the workflow

Choose the fields and conditions for the workflow, then test the result before activation.

Available Triggers & Actions

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Gmail

Triggers (5)

New Attachment Received

Emit new event for each attachment in a message received. This source is capped at 100 max new messages per run.

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New Email Matching Search

Emit new event when an email matching the search criteria is received. This source is capped at 100 max new messages per run.

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New Email Received

Emit new event when a new email is received.

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New Labeled Email

Emit new event when a new email is labeled.

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New Sent Email

Emit new event for each new email sent. (Maximum of 100 events emited per execution)

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Actions (20)

Add Label to Email

Add label(s) to an email message. See the docs

Approve Workflow

Suspend the workflow until approved by email. See the documentation

Archive Email

Archive an email message. See the documentation

Bulk Archive Emails

Archive multiple emails at once. See the documentation

Create Draft

Create a draft from your Google Workspace email account. See the documentation

Create Label

Create a new label in the connected account. See the documentation

Delete Email

Moves the specified message to the trash. See the documentation

Download Attachment

Download an attachment by attachmentId to the /tmp directory. See the documentation

Find Email

Find an email using Google's Search Engine. See the docs

Get Current User

Returns the authenticated Gmail user's name, email address, and mailbox stats (total messages and threads). Call this first when the user says 'my emails', 'my inbox', or needs identity context. Use the returned emailAddress to identify the user's own messages in **Find Email** results. See the documentation.

Get Send As Alias

Get a send as alias for the authenticated user. See the documentation

List Labels

List all the existing labels in the connected account. See the docs

List Send as a Delegate Options

Retrieves available options for the Send as a Delegate field.

List Send As Aliases

List all send as aliases for the authenticated user. See the documentation

List Signature Options

Retrieves available options for the Signature field.

List Thread Messages

List messages in a thread. See the docs

Remove Label from Email

Remove label(s) from an email message. See the docs

Send Email

Send an email from your Google Workspace email account. See the documentation

Update Signature for Email in Organization

Update the signature for a specific email address in an organization. A Google Cloud service account with delegated domain-wide authority is required for this action. See the documentation

Update Signature for Primary Email Address

Update the signature for the primary email address. See the documentation

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Planview Leankit

Triggers (6)

New Card Assigned To User

Emit new event when a card is assigned to a user.

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New Card Created In A Specific Lane

Emit new event when a card is created in a specific lane.

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New Card Created On Board

Emit new event when a card is created on a board.

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New Card Entered a Specific Lane

Emit new event when a card enters a specific lane.

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New Card Moved On Board

Emit new event when a card is moved on a board.

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New Card Updated On Board

Emit new event when a card is updated on a board.

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Actions (24)

Add Card Type To Board

Create a new card type on a board. See the docs here

Add Comment To Card (Or Task)

Create a comment in a card or task. See the docs here

Add Tags To Card (Or Task)

Add tags in a card or task. See the docs here

Assign User To Card

Assign one or more users to cards. See the docs here

Assign User To Task

Assign one or more users to tasks. See the docs here

Block Card (Or Task)

Block a card or a task. See the docs here

Complete Task

Move a task to completed lane. See the docs here

Create a Parent/Child Connection

Add parent or child connection to a card. See the docs here

Create Card

Create a new card. See the docs here

Create Custom Field

Create a new custom field. See the docs here

Create Task Card

Create a task card. See the docs here

Delete Custom Field

Delete a custom field. See the docs here

Duplicate Card

Duplicate a card. See the docs here

Duplicate Task

Duplicate a task. See the docs here

Find First Card

Find first matching card. See the docs here

Find OR Create Card

Find or create a new card. See the docs here

Get Card

Get card details by card id. See the docs here

List Board ID Options

Retrieves available options for the Board ID field.

List Planning Series ID Options

Retrieves available options for the Planning Series ID field.

Move Cards Between Lanes

Move cards between lanes. See the docs here

Move Cards To Another Board

Move cards to other boards. See the docs here

Remove Parent/Child Connection

Remove parent or child connection from a card. See the docs here

Remove Tags From Card

Remove tags from a card or task. See the docs here

Start Task

Move a task to inProcess lane. See the docs here

Integration Features

5 documented Gmail triggers
24 documented Planview Leankit actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Planview Leankit to Gmail direction

Capability Examples

Gmail trigger → Planview Leankit action

Catalog example
GmailGmail

New Attachment Received

Planview LeankitPlanview Leankit

Add Card Type To Board

Planview Leankit trigger → Gmail action

Reverse direction
Planview LeankitPlanview Leankit

New Card Assigned To User

GmailGmail

Add Label to Email

How It Works

1

Connect Apps

Authenticate your Gmail and Planview Leankit accounts

2

Choose a Trigger

Select a documented Gmail event

3

Choose an Action

Select the documented Planview Leankit operation to run

Test and Review

Verify field mapping and provider responses before activation

Frequently Asked Questions

Integration Benefits

Trigger-driven Workflows

Start the supported direction from one of 5 documented Gmail triggers.

Automated Actions

Run one of 24 documented Planview Leankit actions after the selected trigger fires.

Provider Authentication

Review the authentication requirements published by each provider before activating the workflow.

Guided Configuration

Select a documented trigger, choose a target action, and map the fields required by the workflow.

Field Mapping

Map the fields exposed by the selected trigger and action, then review the required provider inputs.

Execution Review

Test the workflow and review provider responses before relying on it in production.

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Reverse Integration Available

Also connect Planview Leankit to Gmail for bidirectional automation

View Integration
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All Gmail Integrations

Explore all available Gmail connections

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All Planview Leankit Integrations

Explore all available Planview Leankit connections

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