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Formstack + Planview AgilePlace

Formstack + Planview AgilePlace

Formstack + Planview AgilePlace integrations

Create new Planview AgilePlace cards from new Formstack submissions

Streamline your project management by seamlessly connecting Formstack to Planview AgilePlace. With this workflow, every time a new form submission is received in Formstack, a card will be instantly created in Planview AgilePlace. It effectively links your data collection with project management, saving time and enhancing operational efficiency. You no longer need to manually move submission data into your project planning - it's all taken care of in one smart step.

When this happens...
New Form SubmissionTriggers when a Form recieives a Submission.
TriggerInstant
automatically do this!
Create CardCreates a new card.
ActionWrite

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More things you can do with Formstack and Planview AgilePlace

Discover other triggers and actions you can use with Formstack and Planview AgilePlace

New Form
Triggers when a new Form is created.
Trigger
Polling
Try It
- Form
  Required
- User Agent
- Remote Address
- Mark Submission as "read"?
Action
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

- Form
  Required
- Field identification
Trigger
Instant
Try It
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
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

About Formstack

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

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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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