Siftree

Connect Planview Leankit to Siftree.

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…

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Connect

Read from your Planview Leankit account

Sign in once. Siftree reads your records and reacts to new events as they happen.

  • Find First Card

    Find first matching card. See the docs here

  • Find OR Create Card

    Find or create a new card. See the docs here

  • Get Card

    Get card details by card id. See the docs here

  • New Card Assigned To UserTrigger

    Emit new event when a card is assigned to a user.

  • New Card Created In A Specific LaneTrigger

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

  • New Card Created On BoardTrigger

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

  • New Card Entered a Specific LaneTrigger

    Emit new event when a card enters a specific lane.

  • New Card Moved On BoardTrigger

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

  • New Card Updated On BoardTrigger

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

Act

Take action in Planview Leankit

Agents update records and send messages for you, automatically, as drafts, or after you approve.

  • Add Card Type To Board

    Create a new card type on a board. See the docs here

  • Add Comment To Card (Or Task)

    Create a comment in a card or task. See the docs here

  • Add Tags To Card (Or Task)

    Add tags in a card or task. See the docs here

  • Assign User To Card

    Assign one or more users to cards. See the docs here

  • Assign User To Task

    Assign one or more users to tasks. See the docs here

  • Block Card (Or Task)

    Block a card or a task. See the docs here

  • Complete Task

    Move a task to completed lane. See the docs here

  • Create a Parent/Child Connection

    Add parent or child connection to a card. See the docs here

  • Create Card

    Create a new card. See the docs here

  • Create Custom Field

    Create a new custom field. See the docs here

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  • Create Task Card

    Create a task card. See the docs here

  • Delete Custom Field

    Delete a custom field. See the docs here

  • Duplicate Card

    Duplicate a card. See the docs here

  • Duplicate Task

    Duplicate a task. See the docs here

  • Move Cards Between Lanes

    Move cards between lanes. See the docs here

  • Move Cards To Another Board

    Move cards to other boards. See the docs here

  • Remove Parent/Child Connection

    Remove parent or child connection from a card. See the docs here

  • Remove Tags From Card

    Remove tags from a card or task. See the docs here

  • Start Task

    Move a task to inProcess lane. See the docs here

  • Unassign User

    Unassign an user from a card or a task. See the docs here

  • Unblock Card (Or Task)

    Unlock a card or a task. See the docs here

  • Update Card (Or Task)

    Update a card or task's fields. See the docs here

  • Update Custom Field Value

    Update custom field value on a card. See the docs here

More productivity and docs integrations

See all 559 →

Need something from Planview Leankit that isn't listed? Siftree can also collect from any public web page, or tell us what you need.

Siftree

Siftree is an AI platform that sales, CX, marketing, product, and strategy teams use to find, win, and keep customers.

Siftree connects calls, tickets, reviews, social, documents, video, and the systems you already use — then builds pipelines, datasets, tools, and cited insights your team and agents can operate on. Long-horizon agents keep building after you walk away.

[Machine-readable summary](https://www.siftree.com/llms.txt) — full machine-readable index.

Capabilities (summary):

  • - Connect anything: calls, tickets, reviews, social, documents, video, and existing systems.
  • - Describe what you need in plain language; Siftree builds pipelines, structures the data, and routes models for language, vision, audio, transcription, classification, and enrichment.
  • - Operate on datasets, tools, reports, and cited insights. You define the rules — what counts, how it's scored, what gets labeled.
  • - Marketplace: 14,824 sources across 4,169 apps and websites as of October 2026, plus any public website. Search, choose a source, and create an analysis-ready dataset without scraper maintenance.
  • - Native connectors for help desks, CRMs, and call recorders, plus upload and API. Audio and video are transcribed and labeled with everything else.
  • - Runs on a schedule or a trigger, and alerts your team in Slack when a threshold is crossed.
  • - Acts in your systems: writes labels and fields back to the help desk or CRM, opens issues in Linear or Jira, and drafts replies and emails. Each agent runs automatically, drafts for review, or asks first, and every action is logged.
  • - Ask questions of your data from Claude or ChatGPT through Siftree MCP.
  • - Enterprise protections: continuous verification of every request, encryption in storage and transit, privilege and identity governance, immutable activity logs.
  • - Teams use the eight products in place of separate point tools for prospecting data, support analytics, social listening, community triage, ad research, AI search visibility, research repositories, and competitive intelligence.

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