Can DocsBot AI connect with Planview Leankit?

Yes, DocsBot AI can connect with Planview Leankit using n8n.io. With n8n, you can create workflows that automate tasks and transfer data between DocsBot AI and Planview Leankit. Configure nodes for DocsBot AI and Planview Leankit in the n8n interface, specifying actions and triggers to set up their connection.

Can I use DocsBot AI’s API with n8n?

Yes, with n8n, you can programmatically interact with DocsBot AI’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Can I use Planview Leankit’s API with n8n?

Yes, with n8n, you can programmatically interact with Planview Leankit’s API via pre-defined supported actions or raw HTTP requests. With the HTTP Request node, you create a REST API call. You need to understand basic API terminology and concepts.

Is n8n secure for integrating DocsBot AI and Planview Leankit?

Yes, it is safe to use n8n to integrate DocsBot AI and Planview Leankit. n8n offers various features to ensure the safe handling of your data. These include encrypted data transfers, secure credential storage, RBAC functionality, and compliance with industry-standard security practices (SOC2 compliant). For hosted plans, data is stored within the EU on servers located in Frankfurt, Germany. You can also host it on your own infrastructure for added control. Learn more about n8n’s security practices here.

How to get started with DocsBot AI and Planview Leankit integration in n8n.io?

To start integrating DocsBot AI and Planview Leankit in n8n, you have different options depending on how you intend to use it: n8n Cloud: hosted solution, no need to install anything. Self-host: recommended method for full-control or customized use cases. Unlike other platforms that charge per operation, step, or task, n8n charges only for full workflow executions. This approach guarantees predictable costs and scalability, no matter the complexity or volume of your workflows.

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DocsBot AI

Planview Leankit

DocsBot AI and Planview Leankit integration

Save yourself the work of writing custom integrations for DocsBot AI and Planview Leankit and use n8n instead. Build adaptable and scalable AI, and Productivity workflows that work with your technology stack. All within a building experience you will love.

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How to connect DocsBot AI and Planview Leankit

Step 1: Create a new workflow
Step 2: Add and configure nodes
Step 3: Connect
Step 4: Customize and extend your integration
Step 5: Test and activate your workflow

Step 1: Create a new workflow and add the first step

In n8n, click the "Add workflow" button in the Workflows tab to create a new workflow. Add the starting point – a trigger on when your workflow should run: an app event, a schedule, a webhook call, another workflow, an AI chat, or a manual trigger. Sometimes, the HTTP Request node might already serve as your starting point.

DocsBot AI and Planview Leankit integration: Create a new workflow and add the first step

Step 2: Add and configure DocsBot AI and Planview Leankit nodes using the HTTP Request nodes

Add the HTTP Request nodes onto your workflow canvas. Set credentials for DocsBot AI and Planview Leankit as appropriate using generic authentication methods. The HTTP Request nodes make custom API calls to DocsBot AI and Planview Leankit to query the data you need. Configure nodes one by one: input data on the left, parameters in the middle, and output data on the right.

DocsBot AI and Planview Leankit integration: Add and configure DocsBot AI and Planview Leankit nodes

Step 3: Connect DocsBot AI and Planview Leankit

A connection establishes a link between DocsBot AI and Planview Leankit (or vice versa) to route data through the workflow. Data flows from the output of one node to the input of another. You can have single or multiple connections for each node.

DocsBot AI and Planview Leankit integration: Connect DocsBot AI and Planview Leankit

Step 4: Customize and extend your DocsBot AI and Planview Leankit integration

Use n8n's core nodes such as If, Split Out, Merge, and others to transform and manipulate data. Write custom JavaScript or Python in the Code node and run it as a step in your workflow. Connect DocsBot AI and Planview Leankit with any of n8n’s 1000+ integrations, and incorporate advanced AI logic into your workflows.

DocsBot AI and Planview Leankit integration: Customize and extend your DocsBot AI and Planview Leankit integration

Step 5: Test and activate your DocsBot AI and Planview Leankit workflow

Save and run the workflow to see if everything works as expected. Based on your configuration, data should flow from DocsBot AI and Planview Leankit or vice versa. Easily debug your workflow: you can check past executions to isolate and fix the mistake. Once you've tested everything, make sure to save your workflow and activate it.

DocsBot AI and Planview Leankit integration: Test and activate your DocsBot AI and Planview Leankit workflow

Build your own DocsBot AI and Planview Leankit integration

Create custom DocsBot AI and Planview Leankit workflows by choosing triggers and actions. Nodes come with global operations and settings, as well as app-specific parameters that can be configured. You can also use the HTTP Request node to query data from any app or service with a REST API.

Supported API Endpoints for DocsBot AI

To set up DocsBot AI integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to DocsBot AI to query the data you need using the API endpoint URLs you provide.

Teams
Chat
Chat-agent
Search

Create chat

This endpoint allows you to create a chat by sending a question along with optional chat history.

POST

/teams/[teamId]/bots/[botId]/chat

List teams

Retrieve a list of all teams associated with the user account.

GET

/api/teams/

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the DocsBot AI official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create chat

This endpoint allows you to send a question to the chat API.

POST

/teams/ZrbLG98bbxZ9EFqiPvyl/bots/oFFiXuQsakcqyEdpLvCB/chat

Stream chat

This endpoint is used to create a full chat interface in your product.

POST

wss://api.docsbot.ai/teams/[teamId]/bots/[botId]/chat

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Create chat

This endpoint accepts a POST request to interact with the chat agent.

POST

/teams/[teamId]/bots/[botId]/chat-agent

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Search query

This endpoint allows you to search for a given query in the documentation.

POST

/teams/[teamId]/bots/[botId]/search

These API endpoints were generated using n8n

View workflow

Or explore 800+ other templates here

Supported API Endpoints for Planview Leankit

To set up Planview Leankit integration, add the HTTP Request node to your workflow canvas and authenticate it using a generic authentication method. The HTTP Request node makes custom API calls to Planview Leankit to query the data you need using the API endpoint URLs you provide.

Update card

Updates the details of a specific card.

PUT

/v2/card/update

Edit card

Updates the details of an existing card.

PUT

/v2/cards/edit

Prioritize cards

Sets the order of cards based on priority.

POST

/v2/cards/prioritize

Save card

Persists the current state of a card.

POST

/v2/cards/save

Create card

Create a new card in the system.

POST

/api/v2/cards/create

Create card type

Create a new type for cards.

POST

/api/v2/cards/types/create

Delete card

Remove an existing card from the system.

DELETE

/api/v2/cards/delete

Move card

Change the position of a card within a board.

PUT

/api/v2/cards/move

Duplicate card

Create a copy of an existing card.

POST

/api/v2/cards/duplicate

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Delete board

This endpoint allows you to delete a board.

DELETE

/Planview_AgilePlace/Boards/Managing_Boards/Delete_a_Board

Create board

Creates a new board or duplicates an existing one.

POST

/Planview_AgilePlace/Boards/Managing_Boards/Create_A_New_Board_Or_Duplicate_Existing

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Connect to new cards

Links new cards to existing items.

POST

/v2/connections/connect/new

Remove connections

Deletes existing card connections.

DELETE

/v2/connections/remove

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create user

Create or Add a User in the system.

POST

/Planview_AgilePlace/Account/User_Administration/Create_or_Add_a_User

Delete user

Delete a User from the system.

DELETE

/Planview_AgilePlace/Account/User_Administration/Delete_a_User

Change user password

Change a User's Password in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Change_a_User's_Password

Edit user date format

Edit a User's Date Format in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Edit_a_User's_Date_Format

Edit user email

Edit a User's Email/Login in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Edit_a_User's_Email%2F%2FLogin

Edit user name

Edit a User's Name in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Edit_a_User's_Name

Edit user time zone

Edit a User's Time Zone in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Edit_a_User's_Time_Zone

Enable user

Enable or Disable a User in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Enable_or_Disable_a_User

Configure advanced security

Configure Advanced Security settings for Users in the system.

PUT

/Planview_AgilePlace/Account/User_Administration/Configure_Advanced_Security

Upload user avatars

Upload User Avatars for users in the system.

POST

/Planview_AgilePlace/Account/User_Administration/Upload_User_Avatars

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get my account settings

Retrieve the current user's account settings.

GET

/01_v2/account/get-my-account

Update my account settings

Update the current user's account settings.

PUT

/01_v2/account/update

Create user

Creates a new user in the system.

POST

/v1/api/account/create

Delete user

Deletes a user from the system.

DELETE

/v1/api/account/delete

Change user's password

Changes the password for a user.

PUT

/v1/api/account/change-password

Get account settings

Retrieve the current account settings.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/account/get-my-account

Update account settings

Update the account settings.

PUT

/Planview_AgilePlace/AgilePlace_API/01_v2/account/update

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get recent card activity

Retrieve the recent activity of cards.

GET

/01_v2/card/activity

Create a card

Create a new card.

POST

/01_v2/card/create

Assign or unassign one or more users to cards

Manage user assignments on cards.

POST

/01_v2/card/assign-users

Delete a card by id

Delete a specific card by its ID.

DELETE

/01_v2/card/delete

Get a list of cards

Retrieve a list of all cards available in the system.

GET

/01_v2/card/list

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create an attachment

Create a new attachment associated with a card.

POST

/01_v2/attachment/create

Delete an attachment

Remove an existing attachment from a card.

DELETE

/01_v2/attachment/delete

Get an attachment's contents

Retrieve the contents of a specified attachment.

GET

/01_v2/attachment/get

Get a list of attachments for a card

Get all attachments associated with a specific card.

GET

/01_v2/attachment/list

Create an attachment

Create a new attachment.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/attachment/create

Delete an attachment

Delete an existing attachment.

DELETE

/Planview_AgilePlace/AgilePlace_API/01_v2/attachment/delete

Get attachment contents

Retrieve the contents of a specific attachment.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/attachment/get

List attachments

Retrieve a list of attachments for a card.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/attachment/list

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Get a list of audits for the recent runs of an automation

Retrieve audit logs for recent automation runs.

GET

/01_v2/automation/audit-list

Create a card automation

Create a new automation for a card.

POST

/01_v2/automation/create

Delete a card automation

Remove an existing automation for a card.

DELETE

/01_v2/automation/delete

Get a specified card automation

Retrieve details of a specific card automation.

GET

/01_v2/automation/get

Get the list of card automations for a board

Retrieve all card automations associated with a specific board.

GET

/01_v2/automation/list

Update a card automation

Modify an existing card automation.

PUT

/01_v2/automation/update

Get audit list

Retrieve a list of audits for the recent runs of an automation.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/automation/audit-list

Create card automation

Create a new card automation.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/automation/create

Delete card automation

Delete an existing card automation.

DELETE

/Planview_AgilePlace/AgilePlace_API/01_v2/automation/delete

Get specified card automation

Retrieve details of a specified card automation.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/automation/get

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Archive a board

Archive a specified board, making it inactive.

POST

/01_v2/board/archive

List assigned users on a board

Retrieve the users assigned to a specific board.

GET

/01_v2/board/assigned-users

List all boards

Get a list of all boards.

GET

/01_v2/board/list

Update board settings

Update settings for a specific board.

PUT

/01_v2/board/update

Update a board's layout

Update the layout of a specific board.

PUT

/01_v2/board/update-layout

Update board roles

Update roles associated with a specific board.

PUT

/01_v2/board/update-roles

Bulk update board users and roles

Bulk update users and their roles on a specific board.

PUT

/01_v2/board/update-roles-bulk

List board users

Retrieve the list of users associated with a specific board.

GET

/01_v2/board/user-roles

Archive a board

Archive a specified board.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/board/archive

List assigned users

Retrieve a list of assigned users on a board.

GET

/Planview_AgilePlace/AgilePlace_API/01_v2/board/assigned-users

Create a new board

Set up a new board.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/board/create

Delete a board

Remove an existing board.

DELETE

/Planview_AgilePlace/AgilePlace_API/01_v2/board/delete

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create a board filter

Create a new filter for boards.

POST

/01_v2/board-filter/create

Delete a board filter

Delete a specific board filter.

DELETE

/01_v2/board-filter/delete

Get a board filter

Retrieve a specific board filter by its ID.

GET

/01_v2/board-filter/get

Get the list of board filters

Retrieve the list of all board filters.

GET

/01_v2/board-filter/list

Update a board filter

Update an existing board filter.

PUT

/01_v2/board-filter/update

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create, update, or delete board levels

Manage board levels through create, update, or delete operations.

POST

/01_v2/board-level/create

List board levels

Retrieve the list of board levels.

GET

/01_v2/board-level/list

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create a board template

Create a new board template.

POST

/01_v2/board-template/create

Delete a board template

Delete a specific board template.

DELETE

/01_v2/board-template/delete

Get a board template

Retrieve details about a specific board template by ID.

GET

/01_v2/board-template/get

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create comment

Creates a new comment in the system.

POST

/Planview_AgilePlace/AgilePlace_API/01_v2/comment/create

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

Create comment

Creates a new comment in AgilePlace.

POST

/v2/comment/create

Create comment

This endpoint allows you to create a comment on a card.

POST

/api/v2/comment/create

These API endpoints were generated using n8n

n8n AI workflow transforms web scraping into an intelligent, AI-powered knowledge extraction system that uses vector embeddings to semantically analyze, chunk, store, and retrieve the most relevant API documentation from web pages. Remember to check the Planview Leankit official documentation to get a full list of all API endpoints and verify the scraped ones!

View workflow

Or explore 800+ other templates here

DocsBot AI and Planview Leankit integration details

DocsBot AI is an advanced artificial intelligence tool designed to assist users in creating, editing, and formatting various types of documents. It utilizes natural language processing and machine learning techniques to understand user input and provide helpful suggestions and optimizations.

Using generic authentication

See DocsBot AI integrations

Related categories

Planview LeanKit is a project and workflow management software that helps organizations visualize work, optimize processes, and enhance collaboration. It enables teams to track progress, manage tasks, and deliver outcomes efficiently by adopting Lean principles and streamlining their workflows.

Using generic authentication

See Planview Leankit integrations

Related categories

Productivity