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Create integrations between Convo and Planview AgilePlace to automate any workflow

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An event a Zap performs after it starts
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Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.

A trigger is where automation begins

A trigger is an event that starts your Zap. Say you want to receive an email every time someone fills in a Facebook form—the trigger would be "new Facebook lead.
A trigger is the event that kicks off your automated workflow.

Now it's time for action

An action is the event an automation performs after it is triggered. Say you want to send a Slack message any time you receive a Facebook lead—the action would be "send a Slack message.
An action is the event that your automated workflow performs when triggered.

And that's it! You've just created a Zap.

A Zap is an automated workflow—consisting of a trigger and one or more actions—that connects your apps.
Triggers and actions are the main components of every automated workflow.

Connect Convo and Planview AgilePlace to integrate crucial parts of your business

With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.
An illustration representing how to automate lead management with Zapier.

Connect your tools and unlock the power of automation

With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.

Choose a Trigger
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Start herearrow pointing down
Choose an Action

Supported triggers and actions

Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.

  • Convo triggers, actions, and search

    Create Post

    Creates a new post in Convo.

    Action
    Write
    • NoteRequired

    • BoardRequired

    • LaneRequired

    Trigger
    Scheduled
    Try It
    • NoteRequired

    • BoardRequired

    Trigger
    Scheduled
    Try It
    • NoteRequired

    • BoardRequired

    Trigger
    Scheduled
    Try It
  • Convo triggers, actions, and search

    Create Template Post

    Creates a new post in Convo. This action should ideally be used through Guided Zaps and should not be made directly.

    Action
    Write
    • BoardRequired

    • LaneRequired

    Trigger
    Scheduled
    Try It
    • BoardRequired

    Trigger
    Scheduled
    Try It
    • Board IDRequired

    • Card Type NameRequired

    • Card Type Color

    Action
    Write
convo logo
convo logo

About Convo

Convo is an Enterprise Social Network that helps you have actionable work conversations and file collaboration.
Help

Related categories

  • Team Collaboration

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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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