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Triggers and actions 29 triggers · 61 actions
Trigger
New ClientTriggers when a new client is created.
Trigger
New CompanyTriggers when a new company is created.
Trigger
New ExpenseTriggers when an expense is created.
Trigger
New Exported Invoice (Bookkeeping)Triggers when a new invoice is exported (for the bookkeeping).
Trigger
New Incoming PaymentTriggers when a new incoming payment is created.
Trigger
New InvoiceTriggers when a new invoice is created.
Trigger
New Invoice StatusTriggers when the status of an invoice is changed.
Trigger
New OfferTriggers when a new offer is created.
Trigger
New Outgoing PaymentTriggers when a new outgoing payment is created.
Trigger
New Planning EntryTriggers when a new Planning Entry is created.
Trigger
New PresenceTriggers when a new Presence is created.
Trigger
New Project AssignmentTriggers when a person is assigned to a project.
Trigger
New PurchaseTriggers when a new purchase is created.
Trigger
New Recurred ExpenseTriggers when an expense is recurred.
Trigger
New TaskTriggers when a new task is created.
Trigger
New Time EntryTriggers when a new time entry is created.
Trigger
Unarchived ProjectTriggers when a project is made active again.
Trigger
Updated CompanyTriggers when a company was updated.
Trigger
Updated ExpenseTriggers when an expense was updated.
Trigger
Updated InvoiceTriggers when an invoice was updated.
Trigger
Updated LeadTriggers when a lead was updated.
Trigger
Updated Planning EntryTriggers when a Planning Entry was updated.
Trigger
Updated PresenceTriggers when a Presence was updated.
Trigger
Updated ProjectTriggers when a project was updated.
Trigger
Updated PurchaseTriggers when a purchase was updated.
Trigger
Updated Time EntryTriggers when a time entry was updated.
Action
Create CommentCreates a new Comment.
Action
Create CompanyCreates a new company (customer only).
Action
Create ContactCreates a new contact person.
Action
Create ExpenseCreates a new Expense.
Action
Create Incoming PaymentCreates a new incoming payment.
Action
Create LeadCreates a new lead.
Action
Create Outgoing PaymentCreates a new outgoing payment.
Action
Create ProjectCreates a new Project.
Action
Create PurchaseCreates a new Purchase.
Action
Create TaskCreates a new project task.
Action
Create Time EntryCreate a new time entry.
Action
Find CompanyFinds an existing Company.
Action
Find ContactFinds an existing Contact.
Action
Find ExpenseFinds an existing Expense.
Action
Find InvoiceFinds an existing Invoice.
Action
Find LeadFinds an existing lead.
Action
Find OfferFinds an existing Offer.
Action
Find Planning EntryFinds an existing Planning Entry.
Action
Find ProjectFinds an existing project.
Action
Find PurchaseFinds an existing Purchase.
Action
Find TaskFinds an active Task for a Project.
Action
Find Time EntryFinds an existing Time Entry.
Action
Find UserFinds an existing active user.
Action
Record PresenceRecord a new presence.
Trigger
New boardPolling trigger: fires when a new board is created.
Trigger
New cardPolling trigger: fires when a new card is added to the specified board.
Trigger
New card in lanePolling trigger: fires when a new card is added to the specified lane in the specified board.
Action
Add Card ConnectionsCreate parent and child connections — LeanKit AgilePlace v2 API (connections/create)
Action
Add CommentCreate a comment — LeanKit AgilePlace v2 API (comment/create)
Action
Archive a boardArchive a board — LeanKit AgilePlace v2 API (board/archive)
Action
Assign or unassign one or more users or teams to cardsAssign or unassign one or more users or teams to cards — LeanKit AgilePlace v2 API (card/assign-members)
Action
Create a cardCreate a card — LeanKit AgilePlace v2 API (card/create)
Action
Create an attachmentCreate an attachment — LeanKit AgilePlace v2 API (attachment/create)
Action
Create a new boardCreate a new board — LeanKit AgilePlace v2 API (board/create)
Action
Create a new planning incrementCreate a new planning increment — LeanKit AgilePlace v2 API (planning-series/create-increment)
Action
Create a new planning seriesCreate a new planning series — LeanKit AgilePlace v2 API (planning-series/create-series)
Action
Create a teamCreate a team — LeanKit AgilePlace v2 API (team/create)
Action
Create dependenciesCreate dependencies — LeanKit AgilePlace v2 API (dependencies/create)
Action
Delete a boardDelete a board — LeanKit AgilePlace v2 API (board/delete)
Action
Delete an attachmentDelete an attachment — LeanKit AgilePlace v2 API (attachment/delete)
Action
Delete a planning increment by idDelete a planning increment by id — LeanKit AgilePlace v2 API (planning-series/delete-increment)
Action
Delete a teamDelete a team — LeanKit AgilePlace v2 API (team/delete)
Action
Delete CardDelete a card by id — LeanKit AgilePlace v2 API (card/delete)
Action
Delete multiple cardsDelete multiple cards — LeanKit AgilePlace v2 API (card/delete-many)
Action
Get a list of attachments for a cardGet a list of attachments for a card — LeanKit AgilePlace v2 API (attachment/list)
Action
Get a list of cardsGet a list of cards — LeanKit AgilePlace v2 API (card/list)
Action
Get a list of leaf lanes for a board (lanes that can hold cards)Get a list of leaf lanes for a board (lanes that can hold cards) — LeanKit AgilePlace v2 API (board/leaf-lanes)
Action
Get a list of parent cardsGet a list of parent cards — LeanKit AgilePlace v2 API (connections/parents)
Action
Get a list of planning series for an accountGet a list of planning series for an account — LeanKit AgilePlace v2 API (planning-series/list-series)
Action
Get a list of tags on a boardGet a list of tags on a board — LeanKit AgilePlace v2 API (tags/list)
Action
Get a list of task cards for a cardGet a list of task cards for a card — LeanKit AgilePlace v2 API (card/list-tasks)
Action
Get an attachment's contentsGet an attachment's contents — LeanKit AgilePlace v2 API (attachment/get)
Action
Get a specified planning seriesGet a specified planning series — LeanKit AgilePlace v2 API (planning-series/get-series)
Action
Get BoardRetrieve a board by ID, including its lanes.
Action
Get CardGet card details by card id — LeanKit AgilePlace v2 API (card/get)
Action
Get UserRetrieve a user by ID.
Action
List BoardsList boards on the account.
Action
List Board UsersList board users — LeanKit AgilePlace v2 API (board/user-roles)
Action
List CommentsList comments on a card.
Action
List UsersList users on the account.
Action
Move CardMove a card — LeanKit AgilePlace v2 API (card/move)
Action
Search CardsSearch cards on a board with filters.
Action
Unarchive a boardUnarchive a board — LeanKit AgilePlace v2 API (board/unarchive)
Action
Update CardUpdate a card — LeanKit AgilePlace v2 API (card/update)
No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.
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