Relevance AI
Relevance AI
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Planview Leankit integration

Planview LeanKit enables organizations and teams to visually track and manage the flow of work from strategy to delivery in enterprise Kanban boards. Share a consolidated view of work priority and status, whether in the same room or distributed across the globe.

What your agents can do with Planview Leankit

31 pre-built Planview Leankit tool steps, ready to drop into any agent. Anything they do not cover, an agent can reach with an authenticated API call.

Actions (26)

Update Custom Field Value

Update custom field value on a card.

Update Card (Or Task)

Update a card or task's fields.

Unblock Card (Or Task)

Unlock a card or a task.

Unassign User

Unassign an user from a card or a task.

Start Task

Move a task to inProcess lane.

Remove Tags From Card

Remove tags from a card or task.

Remove Parent/Child Connection

Remove parent or child connection from a card.

Move Cards To Another Board

Move cards to other boards.

Move Cards Between Lanes

Move cards between lanes.

Get Card

Get card details by card id.

Find OR Create Card

Find or create a new card.

Find First Card

Find first matching card.

And 14 more, available in the tool step browser.

Triggers (5)

New Card Updated On Board

Emit new event when a card is updated on a board.

New Card Moved On Board

Emit new event when a card is moved on a board.

New Card Entered a Specific Lane

Emit new event when a card enters a specific lane.

New Card Created On Board

Emit new event when a card is created on a board.

New Card Created In A Specific Lane

Emit new event when a card is created in a specific lane.

Set up Planview Leankit in Relevance AI

Do this once. Every agent in your workspace can then use the connection.

1

Create a Relevance AI account

Sign in, or create a free account. You do not need to be a developer to set this up.

2

Connect your Planview Leankit account

In Relevance AI, open Integrations and add Planview Leankit, then paste your API key. You will find it in your Planview Leankit account settings.

3

Use Planview Leankit in an agent

Create a tool, add a Planview Leankit tool step, and connect it to an agent. The agent fills in the step's inputs each time it runs.

Put Planview Leankit to work in your agents

Connect Planview Leankit alongside 1,800+ other integrations and let your agents run the busywork.