ChargeOver and Planview Leankit integration

Get the details of a specific quote.

Update the details of an existing quote.

Get a list of all quotes available.

Create a new customer.

Update an existing customer.

Get a list of all customers.

Get details of a specific customer.

Remove a customer from the system.

Retrieve details of a specific customer.

Create a new customer record.

Update the information of a specific customer.

Retrieve a list of all customers.

Add a new contact user.

Update an existing user contact.

Get a list of all contact users.

Remove a contact user from the system.

Create a new invoice.

Update an existing invoice.

Get a list of all invoices.

Get a list of all transactions.

Create a new subscription for a customer.

Get a list of all subscriptions available.

Get the details of a specific subscription.

Create a new item for sale.

Update the details of an existing item.

Delete an existing item.

Store a new credit card for a customer.

Retrieve all stored credit cards.

Delete a stored credit card.

Store a new ACH account for a customer.

Retrieve all stored ACH accounts.

Delete a stored ACH account.

Retrieve a list of data from ChargeOver.

Retrieve a specific record from ChargeOver using the record id.

Get the total number of customers.

Get the number of customers with a specific company name.

Get the most recent 10 revisions of a customer.

Get the most recent revisions for a customer with a limit.

Retrieve a customer using an external key.

Retrieve a customer using their token.

Get a list of invoices on a specific date.

Get a list of invoices between two dates.

Get a sorted list of invoices by total.

Add an invoice for a customer using their external key.

Get a list of users with limit and offset.

Retrieve an item using an external key with escape syntax.

Submit multiple API requests in a single call.

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.