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Connect Planview Leankit to Microsoft Teams

Use 6 documented Planview Leankit triggers to run 12 documented Microsoft Teams actions.

6 source triggers
12 target actions
Reverse direction supported
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Why Connect Planview Leankit & Microsoft Teams?

Start with a Planview Leankit event

Choose from 6 documented triggers, including New Card Assigned To User, New Card Created In A Specific Lane, New Card Created On Board.

Run a Microsoft Teams action

Send the event into one of 12 documented actions, such as Create Channel, Get Chat Message, Get Current User.

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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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

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Microsoft Teams

Triggers (6)

New Channel

Emit new event when a new channel is created within a team. See the documentation

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New Channel Message

Emit new event when a new message is posted in a channel. See the documentation

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New Chat

Emit new event when a new chat is created. See the documentation

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New Chat Message

Emit new event when a new message is received in a chat. See the documentation

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New Team

Emit new event when a new team is joined by the authenticated user. See the documentation

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New Team Member

Emit new event when a new member is added to a team. See the documentation

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Actions (12)

Create Channel

Create a new channel in Microsoft Teams. See the docs here

Get Chat Message

Get a specific message from a chat. See the documentation

Get Current User

Returns the authenticated Microsoft Teams user's ID, display name, email, and principal name via Microsoft Graph. Call this first when the user says 'my channels', 'my chats', or needs identity context. Use the returned id to identify the sender in **Send Channel Message** or **Send Chat Message** results. See the documentation.

List Channel Messages

Lists messages in a Microsoft Teams channel. See the documentation

List Channels

Lists all channels in a Microsoft Team. See the docs here

List Chats

Lists all chat conversations for the authenticated user. See the documentation

List Messages in Chat

Get the list of messages in a chat. See the documentation

List Shifts

Get the list of shift instances for a team. See the documentation

List Teams

Lists all teams the authenticated user has joined. See the documentation

Search Messages

Search for email or chat messages. See the documentation

Send Channel Message

Send a message to a team's channel. Optionally include inline images via hostedContents. See the documentation

Send Chat Message

Send a message to a team's chat. Optionally include inline images via hostedContents. See the docs here

Integration Features

6 documented Planview Leankit triggers
12 documented Microsoft Teams actions
Configurable field mapping
Conditional workflow steps
Execution monitoring
A supported Microsoft Teams to Planview Leankit direction

Capability Examples

Planview Leankit trigger → Microsoft Teams action

Catalog example
Planview LeankitPlanview Leankit

New Card Assigned To User

Microsoft TeamsMicrosoft Teams

Create Channel

Microsoft Teams trigger → Planview Leankit action

Reverse direction
Microsoft TeamsMicrosoft Teams

New Channel

Planview LeankitPlanview Leankit

Add Card Type To Board

How It Works

1

Connect Apps

Authenticate your Planview Leankit and Microsoft Teams accounts

2

Choose a Trigger

Select a documented Planview Leankit event

3

Choose an Action

Select the documented Microsoft Teams 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 Planview Leankit triggers.

Automated Actions

Run one of 12 documented Microsoft Teams 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 Microsoft Teams to Planview Leankit for bidirectional automation

View Integration
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All Planview Leankit Integrations

Explore all available Planview Leankit connections

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All Microsoft Teams Integrations

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