Connect Engage and Planview LeanKit to Build Intelligent Automations
Enable Integrations or automations with these events of Engage and Planview LeanKit
Enable Integrations or automations with these events of Engage and Planview LeanKit
Actions
Create New Customer
Create a new customer.
Track User Event
Record an event on a user's profile in Engage.
List All Customers
List all customers and their details.
Explore more automations built by businesses and experts
Know More About Engage and Planview Leankit Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
To start, connect both your Engage and Planview LeanKit accounts to viaSocket. Once connected, you can set up a workflow where an event in Engage triggers actions in Planview LeanKit (or vice versa).
Absolutely. You can customize how Engage data is recorded in Planview LeanKit. This includes choosing which data fields go into which fields of Planview LeanKit, setting up custom formats, and filtering out unwanted information.
The data sync between Engage and Planview LeanKit typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Engage and Planview LeanKit. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Engage
Engage is a powerful platform designed to enhance customer interactions and streamline communication processes. It offers tools for managing customer relationships, automating marketing efforts, and improving engagement strategies.
Learn More
About Planview LeanKit
Push new Cards, Card moves, and Card updates to your instance of Planview AgilePlace.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2026 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.