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Connect Pipedrive to Planview Leankit

Use 6 documented Pipedrive triggers to run 24 documented Planview Leankit actions.

6 source triggers
24 target actions
Reverse direction supported

Why Connect Pipedrive & Planview Leankit?

Start with a Pipedrive event

Choose from 6 documented triggers, including Deal Updated (Instant), Lead Updated (Instant), New Deal (Instant).

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

Pipedrive logo

Pipedrive

Triggers (6)

Deal Updated (Instant)

Emit new event when a deal is updated.

webhook
Lead Updated (Instant)

Emit new event when a lead is updated.

webhook
New Deal (Instant)

Emit new event when a new deal is created.

webhook
New Event (Instant)

Emit new event when a new webhook event is received. See the documentation

webhook
New Person (Instant)

Emit new event when a new person is created.

webhook
Person Updated (Instant)

Emit new event when a person is updated.

webhook

Actions (24)

Add Activity

Adds a new activity. Includes more_activities_scheduled_in_context property in response's additional_data which indicates whether there are more undone activities scheduled with the same deal, person or organization (depending on the supplied data). See the Pipedrive API docs for Activities here. For info on adding an activity in Pipedrive

Add Deal

Adds a new deal. See the Pipedrive API docs for Deals here

Add Labels

Adds labels to a lead, person, deal, or organization in Pipedrive. See the documentation

Add Lead

Create a new lead in Pipedrive. See the documentation

Add Note

Adds a new note. For info on adding an note in Pipedrive

Add Organization

Adds a new organization. See the Pipedrive API docs for Organizations here

Add Person

Adds a new person. See the Pipedrive API docs for People here

Get All Leads

Get all leads from Pipedrive. See the documentation

Get Deal

Get a deal by its ID. See the documentation

Get Lead by ID

Get a lead by its ID. See the documentation

Get person details

Get details of a person by their ID. See the documentation

List Deals

List deals in your Pipedrive account. See the documentation

List Lead Label IDs Options

Retrieves available options for the Lead Label IDs field.

List Organization Label IDs Options

Retrieves available options for the Organization Label IDs field.

List Person Label IDs Options

Retrieves available options for the Person Label IDs field.

List User ID Options

Retrieves available options for the User ID field.

Merge Deals

Merge two deals in Pipedrive. See the documentation

Merge Persons

Merge two persons in Pipedrive. See the documentation

Remove Duplicate Notes

Remove duplicate notes from an object in Pipedrive. See the documentation for getting notes and deleting notes

Remove Labels

Removes one or more specific labels from a lead, person, deal, or organization in Pipedrive, leaving all other labels intact. See the documentation

Search Leads

Search for leads by name or email. See the documentation

Search Notes

Search for notes in Pipedrive. See the documentation

Search persons

Searches all Persons by name, email, phone, notes and/or custom fields. This endpoint is a wrapper of /v1/itemSearch with a narrower OAuth scope. Found Persons can be filtered by Organization ID. See the Pipedrive API docs here

Update Deal

Updates the properties of a deal. See the Pipedrive API docs for Deals here

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Planview Leankit

Triggers (6)

New Card Assigned To User

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

polling
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.

polling

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

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

Capability Examples

Pipedrive trigger → Planview Leankit action

Catalog example
PipedrivePipedrive

Deal Updated (Instant)

Planview LeankitPlanview Leankit

Add Card Type To Board

Planview Leankit trigger → Pipedrive action

Reverse direction
Planview LeankitPlanview Leankit

New Card Assigned To User

PipedrivePipedrive

Add Activity

How It Works

1

Connect Apps

Authenticate your Pipedrive and Planview Leankit accounts

2

Choose a Trigger

Select a documented Pipedrive 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 6 documented Pipedrive 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 Pipedrive for bidirectional automation

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All Pipedrive Integrations

Explore all available Pipedrive connections

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All Planview Leankit Integrations

Explore all available Planview Leankit connections

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