Connect Evernote and Planview AgilePlace to power AI-driven automation

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Choose a Trigger

Choose an Action

Launch your first automated workflow

Start with a template that brings Evernote and Planview AgilePlace together. Build enterprise-grade automation in minutes.

Our most popular template

Create AgilePlace cards from new Evernote notes
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Evernote + Planview AgilePlace

Create AgilePlace cards from new Evernote notes

Details

Try it

Evernote + Planview AgilePlace

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Zapier makes it easy to integrate Evernote with Planview AgilePlace - no code necessary. See how you can get setup in minutes.

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Note" from Evernote.

Add your action

An action happens after the trigger—such as "Add a Card Type to a Board" in Planview AgilePlace.

You’re connected!

Zapier seamlessly connects Evernote and Planview AgilePlace, automating your workflow.

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.

- Rate_limit_warning
- Notebook
Trigger
Polling
Try It
- Notebook
Trigger
Polling
Try It
- Tags
  Required
- Note
  Required
Action
Write
- Notebook
  Required
- Make links public
- Title
  Required
- Content
  Required
- Tags
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Write
- Name
  Required
Action
Write

- Name
  Required
- Notebook
Action
Search
- Name
  Required
- Notebook
Action
Search or write

- Board
  Required
- Lane
  Required
Trigger
Polling
Try It
- Board
  Required
Trigger
Polling
Try It
- Board ID
  Required
- Card Type Name
  Required
- Card Type Color
Action
Write
- Board ID
  Required
- Custom Field Id
  Required
- New Custom Field Choice Item
  Required
Action
Write
- Board ID
- User Email or ID
  Required
- Card/Task ID
  Required
Action
Write
- Board ID
  Required
- Card Title
  Required
- 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 ID
  Required
- Child Card ID
  Required
Action
Write
- Card/Task ID
  Required
Action
Write
- Card ID
  Required
- Board
- Lane ID
  Required
- WIP Override Comment (optional)
Action
Write
- Card ID
  Required
- Board ID
  Required
- Lane ID
- WIP Override Comment (optional)
Action
Write
- Parent Card ID
  Required
- Child Card ID
  Required
Action
Write
- Task ID
  Required
- Card ID (for card that contains the task)
  Required
Action
Write
- Unblock Reason
  Required
- Card/Task ID
  Required
Action
Write
- Card/Task ID
  Required
- Board ID
- Custom Field ID
  Required
- Value
  Required
Action
Write
- Board ID
  Required
- Search
  Required
- Card Title
  Required
- 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 Notebook
Triggers when a new notebook is added to Evernote.
Trigger
Polling
Try It
- Tag
  Required
- Notebook
Trigger
Polling
Try It
- Notebook
  Required
- Title
  Required
- Content
  Required
Action
Write
- Name
  Required
- Stack
Action
Write
- Title
  Required
- Notebook
- Tags
Action
Search
- Title
  Required
- Notebook
  Required
- Tags
- Make links public
- Content
  Required
- Reminder_time
- Reminder_done_time
- Attachment
- Source_url
Action
Search or write
- Note
  Required
- Board
  Required
- Lane
  Required
Trigger
Polling
Try It
- Note
  Required
- Board
  Required
Trigger
Polling
Try It
- Note
  Required
- Board
  Required
Trigger
Polling
Try It
- Comment
  Required
- Card/Task ID
  Required
Action
Write
- Card/Task ID
  Required
- Tags
  Required
Action
Write
- Block Reason
  Required
- Card/Task ID
  Required
Action
Write
- Task ID
  Required
- Card ID (for card that contains the task)
  Required
Action
Write
- Card ID
  Required
- Title
  Required
- Description
- Board ID
- Task Type
  Required
Action
Write
- Card ID
  Required
Action
Write
- Card ID
  Required
- Board ID (where parent card lives)
  Required
- Lane ID for Active
  Required
- Lane ID for Done
  Required
- WIP Override Comment (optional)
Action
Write
- Board ID
  Required
- Custom Field Id
  Required
- Custom Field Choice Item to Remove
  Required
Action
Write
- Card/Task ID
  Required
- Tags
  Required
Action
Write
- Board ID
- User Email or ID
  Required
- Card/Task ID
  Required
Action
Write
- Card/Task ID
  Required
- 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
- Board
  Required
- Search
  Required
Action
Search

For AI agents & developers

Use Evernote and Planview AgilePlace with AI agents and code

Beyond Zap workflows. Call Evernote and Planview AgilePlace actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Evernote and Planview AgilePlace actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Tag Note
Add a Card Type to a Board

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Evernote and Planview AgilePlace actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* evernote / planview-leankit action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

G2 Badge - Most Implementable - Winter 2024

G2 Badge - Leader Mid-Market - Winter 2024

93%

Customers who say using Zapier has made them better at their job

25m

Customers have created over 25 million Zaps on the platform

6 mins

The average user takes less than 6 minutes to set up a Zap

Connect Evernote 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.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

Learn how to automate Evernote on the Zapier blog

Make work flow with AI

Level up your Evernote to Planview AgilePlace integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Evernote

Evernote is a powerful note taking application that makes it easy to capture ideas, images, contacts, and anything else you need to remember. Bring your life's work together in one digital workspace—available on all major mobile platforms and devices. Using Evernote for work? See Evernote Business.

Learn moreLearn moreHelpHelp

Related categories

Notes

Similar apps

Microsoft OneNote

Microsoft, Notes

Quip

Documents

Zoho Notebook

Notes, Zoho

About Planview AgilePlace

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

HelpHelp

Related categories

Project Management

Similar apps

Trello

Project Management

Kanban Tool

Project Management

Targetprocess

Project Management

Connect Evernote and Planview AgilePlace to power AI-driven automation

Launch your first automated workflow

Create AgilePlace cards from new Evernote notes

Create AgilePlace cards from new Evernote notes

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Evernote and Planview AgilePlace with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

Zapier is the automation platform of choice for 87% of Forbes Cloud 100 companies in 2023

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

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Learn how to automate Evernote on the Zapier blog

7 ways to automate Evernote with Zapier

Create a new note in Evernote when an Outlook meeting is scheduled

Make work flow with AI

Connect Evernote to Planview AgilePlace on the world's largest no-code automation platform