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Formstack + Planview AgilePlace

Create Planview AgilePlace cards for new Formstack submissions to streamline project tracking

Effortlessly manage new Formstack submissions by creating cards in Planview AgilePlace. With this workflow, every time a new submission is received in Formstack, a corresponding card will be generated in Planview AgilePlace, ensuring seamless organization and tracking of all form data. Streamline your processes and never worry about manual data transfers again.

Effortlessly manage new Formstack submissions by creating cards in Planview AgilePlace. With this workflow, every time a new submission is received in Formstack, a corresponding card will be generated in Planview AgilePlace, ensuring seamless organization and tracking of all form data. Streamline your processes and never worry about manual data transfers again.

  1. When this happens...
    FormstackFormstack
    New Submission

    Triggers when a new added submission for a form is submitted. Uses webhooks for instant triggering.

    TriggerInstant
  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?
  • Formstack triggers, actions, and search

    New Form

    Triggers when a new Form is created.

    Trigger
    Scheduled
    Try It
    • FormRequired

    • User Agent

    • Remote Address

    • Mark Submission as "read"?

    Action
    Write
    • NoteRequired

    • BoardRequired

    • LaneRequired

    Trigger
    Scheduled
    Try It
    • NoteRequired

    • BoardRequired

    Trigger
    Scheduled
    Try It
    • FormRequired

    • Field identification

    Trigger
    Instant
    Try It
    • Api Docs Info

    • HTTP MethodRequired

    • URLRequired

    • Query String Parameters

    • Headers

    • Additional Request Headers

    • Body

    Action
    Write
    • BoardRequired

    • LaneRequired

    Trigger
    Scheduled
    Try It
    • BoardRequired

    Trigger
    Scheduled
    Try It
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formstack logo

About Formstack

Formstack is one of the easiest ways to build custom forms that let you collect data your way.
Learn moreHelp

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  • Forms & Surveys

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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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