Can Brex connect with Planview Leankit?

Yes, Brex can connect with Planview Leankit using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between Brex and Planview Leankit. Configure nodes for Brex and Planview Leankit in the n8n interface, specifying actions and triggers to set up their connection.

Can I use Brex’s API with n8n?

Yes, with n8n, you can programmatically interact with Brex’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use Planview Leankit’s API with n8n?

Yes, with n8n, you can programmatically interact with Planview Leankit’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating Brex and Planview Leankit?

Yes, it is safe to use n8n to integrate Brex and Planview Leankit. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

How to get started with Brex and Planview Leankit integration in n8n.io?

To start integrating Brex and Planview Leankit in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

Back to Integrations

Brex

Planview Leankit

Brex and Planview Leankit integration

Save yourself the work of writing custom integrations for Brex and Planview Leankit and use n8n instead. Build adaptable and scalable Finance & Accounting, and Productivity workflows that work with your technology stack. All within a building experience you will love.

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How to connect Brex and Planview Leankit

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

Brex and Planview Leankit integration: Create a new workflow and add the first step

Step 2: Add and configure Brex and Planview Leankit nodes using the HTTP Request nodes

Add the HTTP Request nodes onto your workflow canvas. Set credentials for Brex and Planview Leankit as appropriate using generic authentication methods. The HTTP Request nodes make custom API calls to Brex and Planview Leankit to query the data you need. Configure nodes one by one: input data on the left, parameters in the middle, and output data on the right.

Brex and Planview Leankit integration: Add and configure Brex and Planview Leankit nodes

Step 3: Connect Brex and Planview Leankit

A connection establishes a link between Brex and Planview Leankit (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

Brex and Planview Leankit integration: Connect Brex and Planview Leankit

Step 4: Customize and extend your Brex and Planview Leankit integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect Brex and Planview Leankit with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

Brex and Planview Leankit integration: Customize and extend your Brex and Planview Leankit integration

Step 5: Test and activate your Brex and Planview Leankit workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Brex and Planview Leankit or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

Brex and Planview Leankit integration: Test and activate your Brex and Planview Leankit workflow

Build your own Brex and Planview Leankit integration

Create custom Brex and Planview Leankit workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Supported API Endpoints for Brex

To set up Brex integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Brex to query the data you need using the API endpoint URLs you provide.

List referrals

Returns referrals created, excluding expired ones.

GET

get/v1/referrals

Create referral

This creates new referrals and returns an identifier with a unique application link.

POST

post/v1/referrals

Get referral

Returns a referral object by ID if it exists.

GET

/get/v1/referrals/{id}

Upload document

Create a new document upload using a presigned S3 URL.

POST

post/v1/referrals/{id}/document_upload

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Brex official documentation to get a full list of all API endpoints and verify the scraped ones!

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List card accounts

This endpoint lists all accounts of card type.

GET

/v2/accounts/card

List primary card account statements

This endpoint lists all finalized statements for the primary card account.

GET

/v2/accounts/card/primary/statements

List cash accounts

This endpoint lists all the existing cash accounts with their status.

GET

/v2/accounts/cash

Get primary cash account

This endpoint returns the primary cash account with its status.

GET

/v2/accounts/cash/primary

Get cash account by ID

This endpoint returns the cash account associated with the provided ID with its status.

GET

get/v2/accounts/cash/{id}

List cash account statements

This endpoint lists all finalized statements for the cash account by ID.

GET

get/v2/accounts/cash/{id}/statements

These API endpoints were generated using n8n

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List users

This endpoint lists all users.

GET

/v2/users

Get current user

This endpoint returns the user associated with the OAuth2 access token.

GET

/v2/users/me

Get user

This endpoint gets a user by ID.

GET

/v2/users/{id}

Get limit for the user

This endpoint gets the monthly limit for the user including the monthly available limit.

GET

/v2/users/{id}/limit

Set user limit

This endpoint sets a limit for a user.

POST

post/v2/users/{id}/limit

These API endpoints were generated using n8n

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List locations

This endpoint lists all locations.

GET

get/v2/locations

Create location

This endpoint creates a new location.

POST

post/v2/locations

Get location

This endpoint gets a location by ID.

GET

get/v2/locations/{id}

These API endpoints were generated using n8n

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List departments

This endpoint lists all departments.

GET

get/v2/departments

Create department

This endpoint creates a new department.

POST

post/v2/departments

Create department

This endpoint creates a new department.

POST

/v2/departments

Get department

This endpoint gets a department by ID.

GET

/v2/departments/{id}

These API endpoints were generated using n8n

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List titles

This endpoint lists all titles.

GET

/v2/titles

Get title

This endpoint gets a title by ID.

GET

/v2/titles/{id}

These API endpoints were generated using n8n

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List cards

Lists all cards by a user_id.

GET

/v2/cards

Create card

Creates a new card requiring certain fields based on card type.

POST

post/v2/cards

Get card

Retrieves a card by ID.

GET

/v2/cards/{id}

Lock card

Locks an existing, unlocked card.

POST

post/v2/cards/{id}/lock

Get card number

Retrieves card number, CVV, and expiration date of a card by ID.

GET

get/v2/cards/{id}/pan

Create secure email to send card number

Creates a secure email to send card number, CVV, and expiration date of a card by ID to the specified email.

POST

post/v2/cards/{id}/email

Secure email card

Sends a secure email to a recipient regarding a card.

POST

/v2/cards/{id}/secure_email

Terminate card

Terminates an existing card and notifies the card owner.

POST

/v2/cards/{id}/terminate

Unlock card

Unlocks an existing card.

POST

/v2/cards/{id}/unlock

These API endpoints were generated using n8n

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List vendors

This endpoint lists all existing vendors for an account.

GET

/v1/vendors

Get vendor

This endpoint gets a vendor by ID.

GET

get/v1/vendors/{id}

Update vendor

Updates an existing vendor by ID.

PUT

put/v1/vendors/{id}

Delete vendor

This endpoint deletes a vendor by ID.

DELETE

delete/v1/vendors/{id}

These API endpoints were generated using n8n

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Create transfer

This endpoint creates a new transfer.

POST

post/v1/incoming_transfers

These API endpoints were generated using n8n

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List transfers

This endpoint lists existing transfers for an account.

GET

get/v1/transfers

Create transfer

This endpoint creates a transfer between accounts.

POST

/v1/transfers

Get transfer

This endpoint gets a transfer by ID.

GET

/v1/transfers/{id}

These API endpoints were generated using n8n

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List transactions

This endpoint lists all settled transactions for all card accounts.

GET

/v2/transactions/card/primary

List transactions

This endpoint lists all transactions for the cash account with the selected ID.

GET

/v2/transactions/cash/{id}

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Supported API Endpoints for Planview Leankit

To set up Planview Leankit integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Planview Leankit to query the data you need using the API endpoint URLs you provide.

Update card

Updates the details of a specific card.

PUT

/v2/card/update

Edit card

Updates the details of an existing card.

PUT

/v2/cards/edit

Prioritize cards

Sets the order of cards based on priority.

POST

/v2/cards/prioritize

Save card

Persists the current state of a card.

POST

/v2/cards/save

Create card

Create a new card in the system.

POST

/api/v2/cards/create

Create card type

Create a new type for cards.

POST

/api/v2/cards/types/create

Delete card

Remove an existing card from the system.

DELETE

/api/v2/cards/delete

Move card

Change the position of a card within a board.

PUT

/api/v2/cards/move

Duplicate card

Create a copy of an existing card.

POST

/api/v2/cards/duplicate

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Delete board

This endpoint allows you to delete a board.

DELETE

/Planview_AgilePlace/Boards/Managing_Boards/Delete_a_Board

Create board

Creates a new board or duplicates an existing one.

POST

/Planview_AgilePlace/Boards/Managing_Boards/Create_A_New_Board_Or_Duplicate_Existing

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Connect to new cards

Links new cards to existing items.

POST

/v2/connections/connect/new

Remove connections

Deletes existing card connections.

DELETE

/v2/connections/remove

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create user

Create or Add a User in the system.

POST

/Planview_AgilePlace/Account/User_Administration/Create_or_Add_a_User

Delete user

Delete a User from the system.

DELETE

/Planview_AgilePlace/Account/User_Administration/Delete_a_User

Change user password

Change a User's Password in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Change_a_User's_Password

Edit user date format

Edit a User's Date Format in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Edit_a_User's_Date_Format

Edit user email

Edit a User's Email/Login in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Edit_a_User's_Email%2F%2FLogin

Edit user name

Edit a User's Name in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Edit_a_User's_Name

Edit user time zone

Edit a User's Time Zone in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Edit_a_User's_Time_Zone

Enable user

Enable or Disable a User in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Enable_or_Disable_a_User

Configure advanced security

Configure Advanced Security settings for Users in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Configure_Advanced_Security

Upload user avatars

Upload User Avatars for users in the system.

POST

/Planview_AgilePlace/Account/User_Administration/Upload_User_Avatars

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get my account settings

Retrieve the current user's account settings.

GET

/01_v2/account/get-my-account

Update my account settings

Update the current user's account settings.

PUT

/01_v2/account/update

Create user

Creates a new user in the system.

POST

/v1/api/account/create

Delete user

Deletes a user from the system.

DELETE

/v1/api/account/delete

Change user's password

Changes the password for a user.

PUT

/v1/api/account/change-password

Get account settings

Retrieve the current account settings.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/account/get-my-account

Update account settings

Update the account settings.

PUT

/Planview_AgilePlace/AgilePlace_API/01_v2/account/update

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get recent card activity

Retrieve the recent activity of cards.

GET

/01_v2/card/activity

Create a card

Create a new card.

POST

/01_v2/card/create

Assign or unassign one or more users to cards

Manage user assignments on cards.

POST

/01_v2/card/assign-users

Delete a card by id

Delete a specific card by its ID.

DELETE

/01_v2/card/delete

Get a list of cards

Retrieve a list of all cards available in the system.

GET

/01_v2/card/list

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create an attachment

Create a new attachment associated with a card.

POST

/01_v2/attachment/create

Delete an attachment

Remove an existing attachment from a card.

DELETE

/01_v2/attachment/delete

Get an attachment's contents

Retrieve the contents of a specified attachment.

GET

/01_v2/attachment/get

Get a list of attachments for a card

Get all attachments associated with a specific card.

GET

/01_v2/attachment/list

Create an attachment

Create a new attachment.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/attachment/create

Delete an attachment

Delete an existing attachment.

DELETE

/Planview_AgilePlace/AgilePlace_API/01_v2/attachment/delete

Get attachment contents

Retrieve the contents of a specific attachment.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/attachment/get

List attachments

Retrieve a list of attachments for a card.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/attachment/list

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get a list of audits for the recent runs of an automation

Retrieve audit logs for recent automation runs.

GET

/01_v2/automation/audit-list

Create a card automation

Create a new automation for a card.

POST

/01_v2/automation/create

Delete a card automation

Remove an existing automation for a card.

DELETE

/01_v2/automation/delete

Get a specified card automation

Retrieve details of a specific card automation.

GET

/01_v2/automation/get

Get the list of card automations for a board

Retrieve all card automations associated with a specific board.

GET

/01_v2/automation/list

Update a card automation

Modify an existing card automation.

PUT

/01_v2/automation/update

Get audit list

Retrieve a list of audits for the recent runs of an automation.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/automation/audit-list

Create card automation

Create a new card automation.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/automation/create

Delete card automation

Delete an existing card automation.

DELETE

/Planview_AgilePlace/AgilePlace_API/01_v2/automation/delete

Get specified card automation

Retrieve details of a specified card automation.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/automation/get

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Archive a board

Archive a specified board, making it inactive.

POST

/01_v2/board/archive

List assigned users on a board

Retrieve the users assigned to a specific board.

GET

/01_v2/board/assigned-users

List all boards

Get a list of all boards.

GET

/01_v2/board/list

Update board settings

Update settings for a specific board.

PUT

/01_v2/board/update

Update a board's layout

Update the layout of a specific board.

PUT

/01_v2/board/update-layout

Update board roles

Update roles associated with a specific board.

PUT

/01_v2/board/update-roles

Bulk update board users and roles

Bulk update users and their roles on a specific board.

PUT

/01_v2/board/update-roles-bulk

List board users

Retrieve the list of users associated with a specific board.

GET

/01_v2/board/user-roles

Archive a board

Archive a specified board.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/board/archive

List assigned users

Retrieve a list of assigned users on a board.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/board/assigned-users

Create a new board

Set up a new board.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/board/create

Delete a board

Remove an existing board.

DELETE

/Planview_AgilePlace/AgilePlace_API/01_v2/board/delete

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create a board filter

Create a new filter for boards.

POST

/01_v2/board-filter/create

Delete a board filter

Delete a specific board filter.

DELETE

/01_v2/board-filter/delete

Get a board filter

Retrieve a specific board filter by its ID.

GET

/01_v2/board-filter/get

Get the list of board filters

Retrieve the list of all board filters.

GET

/01_v2/board-filter/list

Update a board filter

Update an existing board filter.

PUT

/01_v2/board-filter/update

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create, update, or delete board levels

Manage board levels through create, update, or delete operations.

POST

/01_v2/board-level/create

List board levels

Retrieve the list of board levels.

GET

/01_v2/board-level/list

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create a board template

Create a new board template.

POST

/01_v2/board-template/create

Delete a board template

Delete a specific board template.

DELETE

/01_v2/board-template/delete

Get a board template

Retrieve details about a specific board template by ID.

GET

/01_v2/board-template/get

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create comment

Creates a new comment in the system.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/comment/create

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create comment

Creates a new comment in AgilePlace.

POST

/v2/comment/create

Create comment

This endpoint allows you to create a comment on a card.

POST

/api/v2/comment/create

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Brex and Planview Leankit integration details

Brex is a financial technology company that offers a corporate credit card specifically designed for startups and scale-ups. It provides these businesses with higher credit limits, simplified expense management, and tailored rewards, aiming to help them optimize their financial operations and growth.

Using generic authentication

See Brex integrations

Related categories

Finance & Accounting

Planview LeanKit is a project and workflow management software that helps organizations visualize work, optimize processes, and enhance collaboration. It enables teams to track progress, manage tasks, and deliver outcomes efficiently by adopting Lean principles and streamlining their workflows.

Using generic authentication

See Planview Leankit integrations

Related categories

Productivity