Integrate LeanKit with Codat
LeanKit is a kanban board management tool designed specifically for Lean that makes it easy to visualize and manage the workflow of various projects. It works by allowing users to analyze their work and see bottlenecks, waste, and areas of slowdown so that they can quickly address these issues and maximize their productivity.
Codat is an API that allows for seamless, straightforward integrations with accountancy and financial software systems. By simplifying the integration process, it allows users to take their mind off of ETL and shift their focus to improving their business and their core offerings.
Popular Use Cases
Bring all your LeanKit data to Amazon Redshift
Load your LeanKit data to Google BigQuery
ETL all your LeanKit data to Snowflake
Move your LeanKit data to MySQL
Bring all your Codat data to Amazon Redshift
Load your Codat data to Google BigQuery
ETL all your Codat data to Snowflake
Move your Codat data to MySQL
Integrate LeanKit With Codat Today
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LeanKit's End Points
LeanKit Card Positions
Follow card movements through various lanes and retrieve the IDs of the board, card, and lane. Additionally, monitor when a card enters and exits the lane. This allows you to track speed of movement for these cards and send that lane movement information to other relevant tools.
Receive data about all available cards, including both identification info - like the card ID, card title, parent card ID and parent card title - and more action-oriented analytics data, such as card priority, start time, planned finish date, and current lane. Use this endpoint to track insights about specific cards or make card data accessible in other integrated data sources.
LeanKit Historic User Assignments
Get a card’s assignment history. This includes the assigned users’ IDs, names, and email as well as historical data about when the card was assigned. This helps gauge the efficiency of various users and understand the workflow speed of each card.
LeanKit Current User Assignments
Request a list of who is assigned to which cards. This list includes both data about the cards themselves (card ID, priority, and type) and information about the assigned users, such as their name, email address, and user ID. Use this data to track a specific user’s progress with their cards and/or visualize where and why bottlenecks occur.
LeanKit Custom Fields
View a list of cards with custom fields and access an array of information about them, such as their card IDs and the ID, label, type, and value of the related custom fields. Then, use this endpoint to export custom field data into data sources that provide valuable insights about those fields.
LeanKit Current Lanes
Examine all accessible lanes and get both identification data - like lane ID, title, class and type - and data about how the lane is used, such as the lane’s policy, creation date, position, and WiP limit. Integrate this endpoint with endpoints like ‘Cards” and “Current User Assignments” to get more specific analytics about the efficiency of different lanes in your workflow.
See the board IDs, card IDs, and titles of all tags that are attached to cards in your LeanKit. Use these tags to track more specific data from integrated data sources. This will allow for better, more detailed organizational structures.
Codat's End Points
Add company entities and organize them by various properties, including contact details, company name, registration number, etc. Then, retrieve this information as necessary or integrate it with other relevant customer platforms.
Use the bills resource to integrate your billing and organize it based on various properties, including ID, status, issue date, and currency. You can also retrieve all bills for a company as necessary to ensure that your information is always accurate and comprehensive.
Keep a record of the reduction in amount owed to a company resource by a customer. This information may also be linked to an invoice in the underlying accounting platform.
Monitor data on any invoice that was sent to a client. This includes both basic details about the invoice and details about the current status of the invoice i.e. if it was sent, paid, disputed, etc. This data can help you get a clearer view of your expected revenue gains and losses, which can help you to run accurate predictive analyses.
Gather data about payments made on the invoices that you have sent to your clients. Use this data to track how much you are making from specific customers or during specific time periods. This will allow you to hone your marketing efforts and score leads more effectively.