Integrations Routee Planview LeanKit
Routee + Planview LeanKit

Connect Routee and Planview LeanKit to Build Intelligent Automations

Choose a Trigger

Routee

When this happens...

Choose an Action

Planview LeanKit

Automatically do this!

Enable Integrations or automations with these events of Routee and Planview LeanKit

Enable Integrations or automations with these events of Routee and Planview LeanKit

Triggers

New contact added

New contact added

Start a workflow for each contact added to your Routee account.

Request a new Trigger for Routee

Actions

List all Contacts

List all Contacts

Retrieve all the contacts of the account.

Create contact

Create contact

Create a new contact with name, mobile number, country code, and optional VIP flag.

Send an SMS

Send an SMS

Send a text message to the specified phone number.

Request a new Action for Routee

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Frequently Asked Questions

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

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

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

Absolutely. You can customize how Routee 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 Routee and Planview LeanKit?

The data sync between Routee 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 Routee 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 Routee and Planview LeanKit?

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