Integrations quickdesk Planview LeanKit
quickdesk + Planview LeanKit

Connect quickdesk and Planview LeanKit to Build Intelligent Automations

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quickdesk

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Frequently Asked Questions

How do I start an integration between quickdesk and Planview LeanKit?

To start, connect both your quickdesk and Planview LeanKit accounts to viaSocket. Once connected, you can set up a workflow where an event in quickdesk triggers actions in Planview LeanKit (or vice versa).

Can we customize how data from quickdesk is recorded in Planview LeanKit?

Absolutely. You can customize how quickdesk 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.

How often does the data sync between quickdesk and Planview LeanKit?

The data sync between quickdesk and Planview LeanKit typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from quickdesk to Planview LeanKit?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between quickdesk and Planview LeanKit?

Yes, you can set conditional logic to control the flow of data between quickdesk 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.

quickdesk

About quickdesk

QuickDesk is a simplified CRM software optimised for sales teams and professionals. Convert leads and close prospects easier than ever.

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Planview LeanKit

About Planview LeanKit

Push new Cards, Card moves, and Card updates to your instance of Planview AgilePlace.

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