Planview Leankit

Integrate Planview Leankit with 2800+ apps and services

Supercharge your Planview Leankit support workflows with Ayudo's AI-powered agents. Connect seamlessly with Zendesk, Salesforce, and Slack to resolve tickets faster, automate customer conversations, and deliver instant responses.

Explore Triggers and Actions

New Card Created In A Specific Lane
Trigger new event when a card is created in a specific lane.
New Card Created On Board
Trigger new event when a card is created on a board.
New Card Entered a Specific Lane
Trigger new event when a card enters a specific lane.
New Card Updated On Board
Trigger new event when a card is updated on a board.
New Card Moved On Board
Trigger new event when a card is moved on a board.
Assign User To Card
Assign one or more users to cards. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/card/assign-users)
Create a Parent/Child Connection
Add parent or child connection to a card. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/connections/create)
Add Tags To Card (Or Task)
Add tags in a card or task. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/card/update)
Assign User To Task
Assign one or more users to tasks. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/card/assign-users)
Block Card (Or Task)
Block a card or a task. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/card/update)
Complete Task
Move a task to `completed` lane. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/card/move)
Add Card Type To Board
Create a new card type on a board. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/card-type/create)
Add Comment To Card (Or Task)
Create a comment in a card or task. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/comment/create)
Create Card
Create a new card. [See the docs here](https://success.planview.com/Planview_AgilePlace/AgilePlace_API/01_v2/card/create)

How it works

Add your support channel as a trigger
Start with any customer-facing channel — WhatsApp, Email, Web Chat, or even Phone. When a new ticket, message, or call comes in, the workflow kicks off.
Connect your apps
Set conditions like agent persona, customer type, query intent, or urgency. Then let your AI agent auto-respond, triage, summarize, or even escalate — just using natural language.
Connect it to your tools
Sync with your CRM, Helpdesk, or internal systems. Automatically log tickets, update statuses, notify agents, send surveys or send summaries — your workflow, your way.

Popular App Usecases

We’re adding more usecases, triggers and actions - check back soon!

About Planview Leankit

Planview Leankit helps support teams track work visually, streamlining service delivery and enhancing customer communication through Kanban boards.

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Planview Leankit

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We’re adding more usecases, triggers and actions - check back soon!

Frequently asked questions

How can I set up Planview Leankit integration in Ayudo?

To use Planview Leankit integration in Ayudo, add the Planview Leankit node to your workflow. Authenticate using an API key available in your Planview settings. You can create support tickets from Planview Leankit events, sync customer data, send automated responses, and trigger AI agent conversations. Once connected, your AI agents can automatically handle Planview Leankit data in support conversations.

Do I need any special permissions or API keys to integrate Planview Leankit with Ayudo?

You will need an API key from Planview Leankit's settings. This key requires permissions to access project boards and task details. Admin access may be necessary to generate the API key. Ensure your credentials have access to the work items and workflow management for full support automation capabilities.

Can I combine Planview Leankit with other apps in Ayudo workflows?

Yes! Planview Leankit works seamlessly with Zendesk, Intercom, Slack, Gmail, and Freshdesk. For instance, when a high-value Planview Leankit event occurs, you can create a Zendesk ticket, notify your team via Slack, and have an AI agent reach out proactively. These workflows are designed to enhance support efficiency.

What are some common use cases for Planview Leankit integrations with Ayudo?

Common use cases include auto-creating support tickets from Planview Leankit events, syncing customer data between Planview Leankit and support tools, triggering AI agent responses based on Planview Leankit activities, sending proactive support messages via voice/text agents, and updating Planview Leankit records after support conversations.

How does Ayudo's pricing model benefit me when integrating Planview Leankit?

Ayudo uses per-seat pricing ($119-$179/seat/month) which is ideal for support teams. You pay per support agent seat, not per automation or ticket volume. Unlike per-ticket or per-conversation pricing, you get unlimited AI agent interactions. Your support team can handle more conversations with AI agents without additional costs, making Planview Leankit automation cost-effective as your support volume scales.

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