Connect Planview Leankit to Salesforce

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

6 source triggers

24 target actions

Reverse direction supported

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Why Connect Planview Leankit & Salesforce?

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 Salesforce action

Send the event into one of 24 documented actions, such as Add Contact to Campaign, Add Lead to Campaign, Convert SOAP XML Object to JSON.

Map and review the workflow

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

Available Triggers & Actions

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.

polling

New Card Created On Board

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

polling

New Card Entered a Specific Lane

Emit new event when a card enters a specific lane.

polling

New Card Moved On Board

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

polling

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

Salesforce

Triggers (10)

Case Updated (Instant, of Selectable Type)

Emit new event when a case is updated. See the documentation

webhook

Email Template Updated (Instant, of Selectable Type)

Emit new event when an email template is updated. See the documentation

webhook

Knowledge Article Updated (Instant, of Selectable Type)

Emit new event when a knowledge article is updated. See the documentation

webhook

New Case (Instant, of Selectable Type)

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

webhook

New Deleted Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is deleted. See the documentation

webhook

New Email Template (Instant, of Selectable Type)

Emit new event when an email template is created. See the documentation

webhook

New Knowledge Article (Instant, of Selectable Type)

Emit new event when a knowledge article is created. See the documentation

webhook

New Outbound Message (Instant)

Emit new event when a new outbound message is received in Salesforce.

webhook

New Record (Instant, of Selectable Type)

Emit new event when a record of the selected object type is created. See the documentation

webhook

New Updated Record (Instant, of Selectable Type)

Emit new event when a record of the selected type is updated. See the documentation

webhook

Actions (24)

Add Contact to Campaign

Adds an existing contact to an existing campaign. See the documentation

Add Lead to Campaign

Adds an existing lead to an existing campaign. See the documentation

Convert SOAP XML Object to JSON

Converts a SOAP XML Object received from Salesforce to JSON

Create Account

Creates a Salesforce account. See the documentation

Create Accounts (Batch)

Create multiple Accounts in Salesforce using Bulk API 2.0. See the documentation

Create Attachment

Creates an Attachment on a parent object. See the documentation

Create Campaign

Creates a marketing campaign. See the documentation

Create Case

Creates a Case, which represents a customer issue or problem. See the documentation

Create Case Comment

Creates a Case Comment on a selected Case. See the documentation

Create Contact

Creates a contact. See the documentation

Create Content Note

Creates a content note. See the documentation and Set Up Notes.

Create Event

Creates an event. See the documentation

Create Lead

Creates a lead. See the documentation

Create Note

Creates a note. See the documentation

Create Opportunities (Batch)

Create multiple Opportunities in Salesforce using Bulk API 2.0. See the documentation

Create Opportunity

Creates an opportunity. See the documentation

Create Record

Create a record of a given object. See the documentation

Create Record

Create a new Salesforce record of any object type. Use **Describe Object** first if you're unsure what fields are available or required. For picklist fields, use the API value from **Describe Object**, not the display label. **Common required fields:** - Account: Name - Contact: LastName - Lead: LastName, Company - Opportunity: Name, StageName, CloseDate - Case: Subject - Task: Subject - Event: Subject, StartDateTime, EndDateTime To add a Contact/Lead to a Campaign, create a CampaignMember: {"CampaignId": "701xxx", "ContactId": "003xxx"} or {"CampaignId": "701xxx", "LeadId": "00Qxxx"}.

Create Task

Creates a task. See the documentation

Create User

Creates a Salesforce user. See the documentation

Delete Note Or Content Note

Delete a note or content note from a Salesforce record. See the documentation

Delete Opportunity

Deletes an opportunity. See the documentation

Delete Record

Permanently deletes a Salesforce record (moves to Recycle Bin for 15 days). Use **SOQL Query** to find the record ID if you only have the record name.

Delete Record

Deletes an existing record in an object. See the documentation