Brex and Planview Leankit integration

Returns referrals created, excluding expired ones.

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

Returns a referral object by ID if it exists.

Create a new document upload using a presigned S3 URL.

This endpoint lists all accounts of card type.

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

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

This endpoint returns the primary cash account with its status.

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

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

This endpoint lists all users.

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

This endpoint gets a user by ID.

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

This endpoint sets a limit for a user.

This endpoint lists all locations.

This endpoint creates a new location.

This endpoint gets a location by ID.

This endpoint lists all departments.

This endpoint creates a new department.

This endpoint creates a new department.

This endpoint gets a department by ID.

This endpoint lists all titles.

This endpoint gets a title by ID.

Lists all cards by a user_id.

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

Retrieves a card by ID.

Locks an existing, unlocked card.

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

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

Sends a secure email to a recipient regarding a card.

Terminates an existing card and notifies the card owner.

Unlocks an existing card.

This endpoint lists all existing vendors for an account.

This endpoint gets a vendor by ID.

Updates an existing vendor by ID.

This endpoint deletes a vendor by ID.

This endpoint creates a new transfer.

This endpoint lists existing transfers for an account.

This endpoint creates a transfer between accounts.

This endpoint gets a transfer by ID.

This endpoint lists all settled transactions for all card accounts.

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

Updates the details of a specific card.

Updates the details of an existing card.

Sets the order of cards based on priority.

Persists the current state of a card.

Create a new card in the system.

Create a new type for cards.

Remove an existing card from the system.

Change the position of a card within a board.

Create a copy of an existing card.

This endpoint allows you to delete a board.

Creates a new board or duplicates an existing one.

Links new cards to existing items.

Deletes existing card connections.

Create or Add a User in the system.

Delete a User from the system.

Change a User's Password in the system.

Edit a User's Date Format in the system.

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

Edit a User's Name in the system.

Edit a User's Time Zone in the system.

Enable or Disable a User in the system.

Configure Advanced Security settings for Users in the system.

Upload User Avatars for users in the system.

Retrieve the current user's account settings.

Update the current user's account settings.

Creates a new user in the system.

Deletes a user from the system.

Changes the password for a user.

Retrieve the current account settings.

Update the account settings.

Retrieve the recent activity of cards.

Create a new card.

Manage user assignments on cards.

Delete a specific card by its ID.

Retrieve a list of all cards available in the system.

Create a new attachment associated with a card.

Remove an existing attachment from a card.

Retrieve the contents of a specified attachment.

Get all attachments associated with a specific card.

Create a new attachment.

Delete an existing attachment.

Retrieve the contents of a specific attachment.

Retrieve a list of attachments for a card.

Retrieve audit logs for recent automation runs.

Create a new automation for a card.

Remove an existing automation for a card.

Retrieve details of a specific card automation.

Retrieve all card automations associated with a specific board.

Modify an existing card automation.

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

Create a new card automation.

Delete an existing card automation.

Retrieve details of a specified card automation.

Archive a specified board, making it inactive.

Retrieve the users assigned to a specific board.

Get a list of all boards.

Update settings for a specific board.

Update the layout of a specific board.

Update roles associated with a specific board.

Bulk update users and their roles on a specific board.

Retrieve the list of users associated with a specific board.

Archive a specified board.

Retrieve a list of assigned users on a board.

Set up a new board.

Remove an existing board.

Create a new filter for boards.

Delete a specific board filter.

Retrieve a specific board filter by its ID.

Retrieve the list of all board filters.

Update an existing board filter.

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

Retrieve the list of board levels.

Create a new board template.

Delete a specific board template.

Retrieve details about a specific board template by ID.

Creates a new comment in the system.

Creates a new comment in AgilePlace.

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