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Connect WooCommerce to Planview Leankit

Use 4 documented WooCommerce triggers to run 24 documented Planview Leankit actions.

4 source triggers
24 target actions
Reverse direction supported

Why Connect WooCommerce & Planview Leankit?

Start with a WooCommerce event

Choose from 4 documented triggers, including New Coupon Event (Instant), New Customer Event (Instant), New Order Event (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

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WooCommerce

Triggers (4)

New Coupon Event (Instant)

Emit new event each time the specified coupon event(s) occur

webhook
New Customer Event (Instant)

Emit new event each time the specified customer event(s) occur

webhook
New Order Event (Instant)

Emit new event each time the specified order event(s) occur

webhook
New Product Event (Instant)

Emit new event each time the specified product event(s) occur

webhook

Actions (22)

Add Order Note

Create a new note for an order. See the docs

Create Customer

Creates a new customer. See the docs

Create Order

Creates a new order. See the docs

Create Product

Creates a new product. See the docs

Create Refund

Create a new refund for an order. See the docs

Delete Order

Delete an existing order. See the docs

Get Customer

Retrieve a specific customer. See the docs

Get Order

Retrieve a specific order. See the docs

Get Order Note

Retrieve a specific order note. See the docs

Get Product

Retrieve a specific product. See the docs

List Categories Options

Retrieves available options for the Categories field.

List Customer Options

Retrieves available options for the Customer field.

List Order ID Options

Retrieves available options for the Order ID field.

List Order Notes

Retrieve a list of notes for a specific order. See the docs

List Orders

Retrieve a list of orders. See the docs

List Payment Method Options

Retrieves available options for the Payment Method field.

List Product ID Options

Retrieves available options for the Product ID field.

List Products

Retrieve a list of products. See the docs

List Products Options

Retrieves available options for the Products field.

Search Customers

Finds a customer by searching. See the docs

Update Order Status

Update the status of a specific order. See the docs

Update Product

Updates a product. See the docs

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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.

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

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

Capability Examples

WooCommerce trigger → Planview Leankit action

Catalog example
WooCommerceWooCommerce

New Coupon Event (Instant)

Planview LeankitPlanview Leankit

Add Card Type To Board

Planview Leankit trigger → WooCommerce action

Reverse direction
Planview LeankitPlanview Leankit

New Card Assigned To User

WooCommerceWooCommerce

Add Order Note

How It Works

1

Connect Apps

Authenticate your WooCommerce and Planview Leankit accounts

2

Choose a Trigger

Select a documented WooCommerce 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 4 documented WooCommerce 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 WooCommerce for bidirectional automation

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All WooCommerce Integrations

Explore all available WooCommerce connections

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All Planview Leankit Integrations

Explore all available Planview Leankit connections

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