Gmail + Planview AgilePlace

Send emails in Gmail when cards enter a specific lane in Planview AgilePlace

Stay on top of your project management by automating your email notifications with this workflow. Whenever a card is moved to a specific lane in Planview AgilePlace, an email is sent from your Gmail account. This way, you’ll never miss a critical update, ensuring that your project stays on track and everyone is always kept in the loop.

When this happens...
Card Entered a Specific Lane
Triggers when a card enters a specified lane.
TriggerPolling
automatically do this!
Send Email
Triggers when a new email appears in the specified mailbox.
ActionWrite

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Supported triggers and actions

- NoteRequired
- BoardRequired
- LaneRequired
Trigger
Polling
Try It
- NoteRequired
- BoardRequired
Trigger
Polling
Try It
- NoteRequired
- BoardRequired
Trigger
Polling
Try It
- CommentRequired
- Card/Task IDRequired
Action
Write
- Card/Task IDRequired
- TagsRequired
Action
Write
- Block ReasonRequired
- Card/Task IDRequired
Action
Write
- Task IDRequired
- Card ID (for card that contains the task)Required
Action
Write
- Card IDRequired
- TitleRequired
- Description
- Board ID
- Task TypeRequired
Action
Write
- Card IDRequired
Action
Write
- Card IDRequired
- Board ID (where parent card lives)Required
- Lane ID for ActiveRequired
- Lane ID for DoneRequired
- WIP Override Comment (optional)
Action
Write
- Board IDRequired
- Custom Field IdRequired
- Custom Field Choice Item to RemoveRequired
Action
Write
- Card/Task IDRequired
- TagsRequired
Action
Write
- Board ID
- User Email or IDRequired
- Card/Task IDRequired
Action
Write
- Card/Task IDRequired
- Card Title
- Description
- Priority
- Size
- Planned Start
- Planned Finish
- Custom Id / Header
- External Link Label
- External Link Url
- Board ID
- Card/Task Type ID
- Custom Icon ID
Action
Write
- BoardRequired
- SearchRequired
Action
Search
- Label or mailbox
- Search keywords
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Label or mailbox
Trigger
Polling
Try It
New Starred Email
Triggers when you receive a new email and star it within two days.
Trigger
Polling
Try It
- Label
- MessageRequired
Action
Write
- Email message to be DeletedRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- ThreadRequired
- Label(s) to removeRequired
Action
Write
- Search StringRequired
Action
Search

- BoardRequired
- LaneRequired
Trigger
Polling
Try It
- BoardRequired
Trigger
Polling
Try It
- Board IDRequired
- Card Type NameRequired
- Card Type Color
Action
Write
- Board IDRequired
- Custom Field IdRequired
- New Custom Field Choice ItemRequired
Action
Write
- Board ID
- User Email or IDRequired
- Card/Task IDRequired
Action
Write
- Board IDRequired
- Card TitleRequired
- Lane ID
- Description
- Priority
- Card Type ID
- Size
- Planned Start
- Planned Finish
- Tags
- Custom ID
- Assigned User Email or ID
- Custom Icon ID
- WIP Override Comment
- Copied From Card ID
- External Link Label
- External Link Url
- Parent Card ID
Action
Write
- Parent Card IDRequired
- Child Card IDRequired
Action
Write
- Card/Task IDRequired
Action
Write
- Card IDRequired
- Board
- Lane IDRequired
- WIP Override Comment (optional)
Action
Write
- Card IDRequired
- Board IDRequired
- Lane ID
- WIP Override Comment (optional)
Action
Write
- Parent Card IDRequired
- Child Card IDRequired
Action
Write
- Task IDRequired
- Card ID (for card that contains the task)Required
Action
Write
- Unblock ReasonRequired
- Card/Task IDRequired
Action
Write
- Card/Task IDRequired
- Board ID
- Custom Field IDRequired
- ValueRequired
Action
Write
- Board IDRequired
- SearchRequired
- Card TitleRequired
- Lane ID
- Description
- Priority
- Card Type ID
- Size
- Planned Start
- Planned Finish
- Tags
- Custom ID
- Assigned User Email or ID
- Custom Icon ID
- WIP Override Comment
- Copied From Card ID
- External Link Label
- External Link Url
- Parent Card ID
Action
Search or write
New Label
Triggers when you add a new label.
Trigger
Polling
Try It
- Label or mailboxRequired
Trigger
Polling
Try It
- Search keywordsRequired
Trigger
Polling
Try It
- Label/Mailbox
Trigger
Polling
Try It
- MessageRequired
Action
Write
- Recipient Instructions
- To
- Cc
- Bcc
- SubjectRequired
- From
- From Name
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Name of labelRequired
Action
Write
- MessageRequired
- Label(s) to removeRequired
Action
Write
- Trigger Instructions
- ThreadRequired
- To
- Cc
- Bcc
- From
- From Name
- Reply To
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Write
- Search StringRequired
- To
- Send message to Google Contacts Group/Label
- Cc
- Bcc
- From
- From Name
- Reply To
- SubjectRequired
- Body type
- BodyRequired
- Add signature default
- Label or mailbox
- Attachments
Action
Search or write

About Gmail

One of the most popular email services, Gmail keeps track of all your emails with threaded conversations, tags, and Google-powered search to find any message you need.

Learn more

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About Planview AgilePlace

Push new Cards, Card moves, and Card updates to your instance of Planview AgilePlace.

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Project Management

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Create AgilePlace cards from Gmail messages [Business Gmail Accounts Only]

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Create AgilePlace cards from Gmail messages [Business Gmail Accounts Only]

Gmail + Planview AgilePlace

Send emails in Gmail when cards enter a specific lane in Planview AgilePlace

Supported triggers and actions

Card Entered a Specific Lane

Card Created on Board

Card Updated on Board

Add Comment to Card (Or Task)

Add Tags to a Card (Or Task)

Block a Card (Or Task)

Complete a Task

Create Task

Get Card by ID

Move Parent Cards Based on Status of Children

Remove Custom Field Choice Item From Dropdown

Remove Tags From a Card (Or Task)

Unassign User

Update Card (Or Task)

Find First Matching Card

New Attachment

New Labeled Conversation

New Email

New Starred Email

Add Label to Email

Delete Email

Create Draft Reply

Send Email

Remove Label From Conversation

Find Email

Card Created in a Specific Lane

Card Moved on a Board

Add a Card Type to a Board

Add Custom Field Choice Item to Dropdown

Assign User

Create Card

Create a Parent/Child Connection

Duplicate a Card (Or Task)

Move Card to a Lane

Move Card to Another Board

Remove Parent/Child Connection

Start a Task

Unblock a Card (Or Task)

Update Custom Field Value on a Card

Find or Create Card

New Label

New Labeled Email

New Email Matching Search

New Conversation

Archive Email

Create Draft

Create Label

Remove Label From Email

Reply to Email

Find or Send Email

About Gmail

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IMAP by Zapier

SMTP by Zapier

Microsoft Office 365

About Planview AgilePlace

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Kanban Tool

Targetprocess

Related Zap Templates

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