Can Planview Leankit connect with Workboard?

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

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.

Can I use Workboard’s API with n8n?

Yes, with n8n, you can programmatically interact with Workboard’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 Planview Leankit and Workboard?

Yes, it is safe to use n8n to integrate Planview Leankit and Workboard. 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 Planview Leankit and Workboard integration in n8n.io?

To start integrating Planview Leankit and Workboard 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

Planview Leankit

Workboard

Planview Leankit and Workboard integration

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

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How to connect Planview Leankit and Workboard

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.

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

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

Add the HTTP Request nodes onto your workflow canvas. Set credentials for Planview Leankit and Workboard as appropriate using generic authentication methods. The HTTP Request nodes make custom API calls to Planview Leankit and Workboard 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.

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

Step 3: Connect Planview Leankit and Workboard

A connection establishes a link between Planview Leankit and Workboard (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.

Planview Leankit and Workboard integration: Connect Planview Leankit and Workboard

Step 4: Customize and extend your Planview Leankit and Workboard 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 Planview Leankit and Workboard with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

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

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

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from Planview Leankit and Workboard 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.

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

Build your own Planview Leankit and Workboard integration

Create custom Planview Leankit and Workboard 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 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

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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

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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

View workflow

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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

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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

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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

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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

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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

View workflow

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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

View workflow

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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

View workflow

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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

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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

View workflow

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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

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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

View workflow

Or explore 800+ other templates here

Supported API Endpoints for Workboard

To set up Workboard 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 Workboard to query the data you need using the API endpoint URLs you provide.

Get user profile

Retrieve the profile information of a user.

GET

/api/v1/users/profile

Create user

Add a new user to the system.

POST

/api/v1/users/create

Update user profile

Modify the profile information of an existing user.

PUT

/api/v1/users/update

Delete user

Remove a user from the system.

DELETE

/api/v1/users/delete

List users

Retrieve a list of users in WorkBoard.

GET

/wb/apis/user

Update user profile

Update the profile information of an existing user.

PUT

/api/v1/users/modify

Get user profile

Retrieve the profile of a user.

GET

/api/users/profile

Create user

Create a new user in the system.

POST

/api/users/create

Update user profile

Update the profile information of an existing user.

PUT

/api/users/update

Delete user

Remove a user from the system.

DELETE

/api/users/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 Workboard 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 all goals

Retrieve a list of all goals.

GET

/api/v1/goals

Create a goal

Add a new goal to the system.

POST

/api/v1/goals/create

Get goal

Retrieve the details of a specific goal by its ID.

GET

/goal/{goal_id}

Create goal

Create a goal for a user in your organization, including metrics sourced from the same person.

POST

/goal/

Get metric for goal

List data for one metric associated with the specified goal.

GET

/goal/{goal_id}/metric/{metric_id}

Get alignment for goal

List aligned and dependent goals associated with the specified goal.

GET

/goal/{goal_id}/alignment

Get all goals

Retrieve a list of all goals.

GET

/api/goals

Create a goal

Create a new goal in the system.

POST

/api/goals/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 Workboard 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 all metrics

Retrieve a list of all metrics.

GET

/api/v1/metrics

Add metric data

Insert data for a specific metric.

POST

/api/v1/metrics/data

Add metric data

Add new data to an existing metric.

PUT

/api/v1/metrics/update

Get all metrics

Retrieve a list of all metrics.

GET

/api/metrics

Add metric data

Add data to an existing metric.

POST

/api/metrics/add

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 Workboard 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 all tags

Retrieve a list of all tags.

GET

/api/v1/tags

Add tags to metrics

Add multiple tags to multiple metrics.

POST

/apis/metric/tags

Remove metric tags

Delete given tag lists mapped to the metric.

DELETE

/apis/metric/{metric_id}/tags

Get all tags

Returns all key result tags in the system.

GET

/apis/tags

Get one tag

Returns the specified key result tag.

GET

/apis/tags/{tag_id}

Get all tags for a group

Returns all tags available in a specified group of tags.

GET

/tags/?group_id={group_id}

Get all tags

Retrieve a list of all tags.

GET

/api/tags

Add tags to a single metric

Attach tags to a specific metric.

POST

/api/tags/addToMetric

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 Workboard 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 action items

Retrieve a list of action items.

GET

/api/v1/action_items

Get action items

Retrieve a list of action items.

GET

/api/action_items

Create an action item

Create a new action item.

POST

/api/action_items/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 Workboard 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 teams

Retrieve a list of all teams.

GET

/api/v1/teams

Create a team

Add a new team to the system.

POST

/api/v1/teams/create

Get teams

Retrieve a list of all teams.

GET

/api/teams

Create a team

Create a new team in the system.

POST

/api/teams/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 Workboard 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 workstreams

Retrieve a list of all workstreams.

GET

/api/v1/workstreams

Create workstreams

Create a new workstream in the system.

POST

/api/v1/workstreams/create

Get workstreams

Retrieve a list of all workstreams.

GET

/api/workstreams

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 Workboard 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 data streams

Retrieve a list of data streams.

GET

/api/v1/data_streams

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 Workboard 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 user profile

Request profile information for the authenticated user, including first name, last name, company, email address, and account creation date.

GET

/user/{user_id}

Create a new user

Create a new user in the organization with the user's profile attributes.

POST

/user

Update user

Update user's profile and timezone information.

PUT

/wb/apis/user/?profile[title]=CMO&user_id={user_id}

Delete user

Delete a user's account and remove them from the organization.

PATCH

/wb/apis/user/?user_id={user_id}&action=disable

Get user goals

List details for goals belonging to the user.

GET

/wb/apis/user/goal

Get user teams

List all the teams that the user manages, or of which they are a member.

GET

/user/{user_id}/team/{team_id}

Bulk User Provisioning

Add, update and modify users in the existing organization.

PUT

/user/importOrg

Update user

Update a user's profile information.

PUT

/wb/apis/user/

Delete user

Delete a user's account and remove them from the organization.

PATCH

/wb/apis/user/{user_id}

Get user goals

List details for goals belonging to the user.

GET

/wb/apis/user/{user_id}/goal/{goal_id}

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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

List metrics

Use this endpoint to retrieve a list of metrics associated with goals in WorkBoard.

GET

/wb/apis/metric/list

Create metric

Use this endpoint to create a new metric for a specified goal.

POST

/wb/apis/metric/create

Update metric

Use this endpoint to update an existing metric based on its ID.

PUT

/wb/apis/metric/update

Delete metric

Use this endpoint to delete a metric by its ID.

DELETE

/wb/apis/metric/delete

List metrics

Returns all metrics that the authenticated user is responsible for updating.

GET

/metric/

Get one metric

Returns data for an individual metric.

GET

/metric/{metric_id}

Get tags for metric

Returns all key result tags mapped to the given metric in the system.

GET

/apis/metric/{metric_id}/tags

Get list of metrics' tags

Returns all tags mapped to given metric list.

GET

/apis/metric/krtags?metric_ids=metric_id1,metric_id2

Get metrics for tag

Returns all metrics mapped to the given tag_id.

GET

/apis/metric/tags?tag_id={tag_id}

Add tags to metric

Add multiple tags to the given metric.

PUT

apis/metric/{metric_id}/tags

Add tags to a single metric

Add multiple tags to the given metric.

PUT

/apis/metric/{metric_id}/tags

Add tags to a single metric

Add multiple tags to the given metric.

PUT

PUT apis/metric/{metric_id}/tags

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 Workboard 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 data streams

Retrieve a list of all data streams.

GET

/api/v1/datastreams

Create data streams

Create a new data stream in the system.

POST

/api/v1/datastreams/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 Workboard official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Planview Leankit and Workboard integration details

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

Workboard is a software tool designed to help teams manage and prioritize their work efficiently. It provides a centralized platform for task tracking, performance measurement, and goal setting. Workboard streamlines communication and collaboration, enabling teams to stay organized and achieve their objectives effectively.

Using generic authentication

See Workboard integrations

Related categories

Productivity