Connect Salesforce to Planview Leankit

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

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

Converts a SOAP XML Object received from Salesforce to JSON

Creates a Salesforce account. See the documentation

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

Creates an Attachment on a parent object. See the documentation

Creates a marketing campaign. See the documentation

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

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

Creates a contact. See the documentation

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

Creates an event. See the documentation

Creates a lead. See the documentation

Creates a note. See the documentation

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

Creates an opportunity. See the documentation

Create a record of a given object. See the documentation

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"}.

Creates a task. See the documentation

Creates a Salesforce user. See the documentation

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

Deletes an opportunity. See the documentation

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.

Deletes an existing record in an object. See the documentation

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

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

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

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

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

Block a card or a task. See the docs here

Move a task to completed lane. See the docs here

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

Create a new card. See the docs here

Create a new custom field. See the docs here

Create a task card. See the docs here

Delete a custom field. See the docs here

Duplicate a card. See the docs here

Duplicate a task. See the docs here

Find first matching card. See the docs here

Find or create a new card. See the docs here

Get card details by card id. See the docs here

Retrieves available options for the Board ID field.

Retrieves available options for the Planning Series ID field.

Move cards between lanes. See the docs here

Move cards to other boards. See the docs here

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

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

Move a task to inProcess lane. See the docs here