# Planview Leankit AI agent for Slack & Microsoft Teams

Viktor is an AI employee that connects to Planview Leankit with a scoped API key and helps you plan, assign, and track project tasks, running 28 Planview Leankit actions for you like Get Card, Start Task, and Create Card. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Planview Leankit and reports back. Setup takes about two minutes.

- Tool: Planview Leankit
- Category: E-Commerce
- Connection: API key
- Actions available: 28
- Works from: Slack and Microsoft Teams
- Page: https://viktor.com/integrations/planview-leankit

## What can you ask Viktor to do in Planview Leankit?

- "Create tasks in Planview Leankit from the action items in this thread."
- "Summarize what changed in Planview Leankit this week and post it here every Friday."
- "Find the tasks in Planview Leankit that are overdue and draft a status update."
- "Keep Planview Leankit in sync with our roadmap and flag anything at risk."

## What can Viktor do in Planview Leankit? (28 actions)

- **List Planning Series ID Options** - Retrieves available options for the Planning Series ID field.
- **List Board ID Options** - Retrieves available options for the Board ID field.
- **Update Custom Field Value** - Update custom field value on a card.
- **Update Card (Or Task)** - Update a card or task's fields.
- **Unblock Card (Or Task)** - Unlock a card or a task.
- **Unassign User** - Unassign an user from a card or a task.
- **Start Task** - Move a task to inProcess lane.
- **Remove Tags From Card** - Remove tags from a card or task.
- **Remove Parent/Child Connection** - Remove parent or child connection from a card.
- **Move Cards To Another Board** - Move cards to other boards.
- **Move Cards Between Lanes** - Move cards between lanes.
- **Get Card** - Get card details by card id.
- **Find OR Create Card** - Find or create a new card.
- **Find First Card** - Find first matching card.
- **Duplicate Task** - Duplicate a task.
- **Duplicate Card** - Duplicate a card.
- **Delete Custom Field** - Delete a custom field.
- **Create Task Card** - Create a task card.
- **Create Custom Field** - Create a new custom field.
- **Add Comment To Card (Or Task)** - Create a comment in a card or task.
- **Create Card** - Create a new card.
- **Add Card Type To Board** - Create a new card type on a board.
- **Complete Task** - Move a task to completed lane.
- **Block Card (Or Task)** - Block a card or a task.
- **Assign User To Task** - Assign one or more users to tasks.
- **Assign User To Card** - Assign one or more users to cards.
- **Add Tags To Card (Or Task)** - Add tags in a card or task.
- **Create a Parent/Child Connection** - Add parent or child connection to a card.

## How does Viktor work with Planview Leankit?

1. Add Viktor to Slack or Microsoft Teams.
2. Connect Planview Leankit with an API key - Viktor handles authentication.
3. Ask in plain English. Viktor runs the Planview Leankit actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval.

## What is a Planview Leankit AI agent?

A Planview Leankit AI agent is an AI that connects to your Planview Leankit account and completes work in it - it doesn't just answer questions about Planview Leankit, it takes the actions. Viktor is that agent: an AI employee that works in Planview Leankit on your behalf and delivers the finished result in Slack or Microsoft Teams.

Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Planview Leankit actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs.

### About Planview Leankit

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 globe.

## Security and permissions

- Scoped API keys - Viktor stores your key securely, uses only the scopes you grant, and you can revoke it at any time.
- Review-first approvals: sensitive Planview Leankit actions wait for your sign-off before they run.
- Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models.
- SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.

## FAQ

### Does Viktor integrate with Planview Leankit?

Yes. Planview Leankit is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Planview Leankit from Slack or Microsoft Teams - no workflow builder, no code.

### How do I connect Planview Leankit to Viktor?

Ask Viktor in Slack or Microsoft Teams to connect Planview Leankit, then paste an API key from your Planview Leankit account when prompted. Viktor stores the key securely, uses only the scopes you grant, and you can revoke it at any time. Setup takes about two minutes.

### What can Viktor do in Planview Leankit?

Viktor can run 28 Planview Leankit actions, including Get Card, Start Task, and Create Card - and chain them with other tools in a single request. In practice that means Viktor helps you plan, assign, and track project tasks. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done.

### Do I need to build workflows to automate Planview Leankit?

No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Planview Leankit actions to take, runs them, and reports back.

### Is my Planview Leankit data secure with Viktor?

Yes. Viktor connects to Planview Leankit with a scoped API key, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress.

### How much does the Planview Leankit integration cost?

Nothing extra - every integration, including Planview Leankit, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month.

### Can Viktor use Planview Leankit together with my other tools?

Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Planview Leankit, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams.

## Viktor uses Planview Leankit together with

- [Slack](https://viktor.com/integrations/slack)
- [Gmail](https://viktor.com/integrations/gmail)
- [Google Sheets](https://viktor.com/integrations/google-sheets)
- [HubSpot](https://viktor.com/integrations/hubspot)
- [Notion](https://viktor.com/integrations/notion)
- [Salesforce](https://viktor.com/integrations/salesforce)

## More E-Commerce integrations

- [SureCart](https://viktor.com/integrations/surecart)
- [Google BigQuery](https://viktor.com/integrations/google-bigquery)
- [DataForSEO](https://viktor.com/integrations/dataforseo)
- [Shopify (OAuth)](https://viktor.com/integrations/shopify-oauth)
- [Facebook](https://viktor.com/integrations/facebook)
- [Twilio SendGrid](https://viktor.com/integrations/twilio-sendgrid)
- [Postmark](https://viktor.com/integrations/postmark)
- [Picqer](https://viktor.com/integrations/picqer)

## Get started

Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.
