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Microsoft Excel + Planview AgilePlace

Create cards in Planview AgilePlace from new rows in Microsoft Excel

Stay organized and streamline your workflow with this seamless integration. Whenever a new row is added in your Microsoft Excel, a new card is instantly created in Planview AgilePlace. This helps to keep your projects up-to-date, reducing manual data entry and saving precious time. Stay on top of your tasks and improve your project management with this smart workflow.

Stay organized and streamline your workflow with this seamless integration. Whenever a new row is added in your Microsoft Excel, a new card is instantly created in Planview AgilePlace. This helps to keep your projects up-to-date, reducing manual data entry and saving precious time. Stay on top of your tasks and improve your project management with this smart workflow.

  1. When this happens...
    Microsoft ExcelMicrosoft Excel
    New Row

    Triggers when a new row is added to a worksheet in a spreadsheet.

    TriggerScheduled
  2. automatically do this!
    Planview AgilePlacePlanview AgilePlace
    Create Card

    Creates a new card.

    ActionWrite
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Supported triggers and actions

What does this mean?
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • Folder

    • SpreadsheetRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    Action
    Write
    • Storage Source

    • Folder

    • TitleRequired

    • Column Headers

    • Zap Step Id

    Action
    Write
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Trigger
    Scheduled
    Try It
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • Trigger Column

    Trigger
    Scheduled
    Try It
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • TableRequired

    Action
    Write
    • Storage Source

    • FolderRequired

    • SpreadsheetRequired

    • WorksheetRequired

    • RowRequired

    Action
    Write
excel logo
excel logo

About Microsoft Excel

Microsoft's Excel is a spreadsheet application used by millions of users across the world. It is part of the Office ecosystem and is considered the industry standard for spreadsheets. Only files on OneDrive for Business (available with Office 365 and Sharepoint server) are supported at this time with Zapier.
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Related categories

  • Microsoft
  • Spreadsheets

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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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