Create integrations between Planview AgilePlace and Kobana (previously Boleto Simples) to automate any workflow
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
Now it's time for action
And that's it! You've just created a Zap.
Connect Planview AgilePlace and Kobana (previously Boleto Simples) 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
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.
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.
NoteRequired
BoardRequired
LaneRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCommentRequired
Card/Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card/Task IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Block ReasonRequired
Card/Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Card ID (for card that contains the task)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
TitleRequired
Description
Board ID
Task TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
Board ID (where parent card lives)Required
Lane ID for ActiveRequired
Lane ID for DoneRequired
WIP Override Comment (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Custom Field IdRequired
Custom Field Choice Item to RemoveRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card/Task IDRequired
TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
User Email or IDRequired
Card/Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card/Task IDRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.BoardRequired
SearchRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appPagamento De Boleto Criado (bank_billet_payment.created)
Evento disparado quando um pagamento de boleto é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Pagamento De Boleto Atualizado (bank_billet_payment.updated)
Evento disparado quando um pagamento de boleto é atualizado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Criado (bank_billet.created)
Evento disparado quando um boleto é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Vencido (bank_billet.overdue)
Evento disparado quando um boleto fica vencido.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Registrado (bank_billet.registered)
Evento disparado quando um boleto é registrado no banco.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Atualizado (bank_billet.updated)
Evento disparado quando os dados de um boleto são atualizados.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assinatura Excluída (customer_subscription.deleted)
Evento disparado quando uma assinatura é excluída.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cliente Criado (customer.created)
Evento disparado quando um cliente é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cliente Atualizado (customer.updated)
Evento disparado quando os dados de um cliente são atualizados.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Retorno Processado (discharge.processed)
Evento disparado quando um arquivo cnab de retorno é processado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Carnê Excluído (installment.deleted)
Evento disparado quando um carnê é excluído.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Parcelas Do Carnê Criadas (installment.processed)
Evento disparado quando todas as parcelas de um carnê foram criadas.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Baixado (remittance.downloaded)
Evento disparado quando o download de um arquivo cnab de remessa é realizado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Enviado (remittance.sent)
Evento disparado quando um arquivo cnab de remessa é enviado para o banco (somente quando a carteira de cobrança está com a VAN ativada).
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ID do BoletoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NomeRequired
CNPJ/CPFRequired
Apelido/Nome Fantasia
Pessoa de Contato
E-mail
E-mail opcional
Nunca enviar e-mail para este cliente. Se marcado como true, o cliente não receberá e-mails automáticos.
Telefone
DDD do Celular
Número do Celular
CEPRequired
EndereçoRequired
N⁰ do Endereço
Complemento
BairroRequired
EstadoRequired
CidadeRequired
Endereço para arquivo remessa
Observações
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Arquivo CNAB (.ret)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Carteira de CobrançaRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
ID do Boleto
Carteira de Cobrança
Data de Pagamento (De)
Data de Pagamento (Até)
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ActionThis is an event a Zap performs.SearchFind existing data in your app
Board IDRequired
Card Type NameRequired
Card Type Color
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Custom Field IdRequired
New Custom Field Choice ItemRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board ID
User Email or IDRequired
Card/Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
Card TitleRequired
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
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent Card IDRequired
Child Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card/Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
Board
Lane IDRequired
WIP Override Comment (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card IDRequired
Board IDRequired
Lane ID
WIP Override Comment (optional)
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Parent Card IDRequired
Child Card IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task IDRequired
Card ID (for card that contains the task)Required
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Unblock ReasonRequired
Card/Task IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Card/Task IDRequired
Board ID
Custom Field IDRequired
ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Board IDRequired
SearchRequired
Card TitleRequired
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
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundPagamento De Boleto Excluído (bank_billet_payment.created)
Evento disparado quando um pagamento de boleto é excluído.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Cancelado (bank_billet.canceled)
Evento disparado quando um boleto é cancelado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PDF Do Boleto Gerado (bank_billet.generated)
Evento disparado quando o PDF do boleto é gerado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Pago (bank_billet.paid)
Evento disparado quando um boleto é pago.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Boleto Rejeitado (bank_billet.rejected)
Evento disparado quando um boleto é rejeitado pelo banco.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assinatura Criada (customer_subscription.created)
Evento disparado quando uma assinatura é criada.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Assinatura Atualizada (customer_subscription.updated)
Evento disparado quando uma assinatura é atualizada.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Cliente Excluído (customer.deleted)
Evento disparado quando um cliente é excluído.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Retorno Criado (discharge.created)
Evento disparado quando um arquivo cnab de retorno é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Carnê Criado (installment.created)
Evento disparado quando um carnê é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.PDF Das Parcelas Do Carnê Gerados (installment.generated)
Evento disparado quando os PDFs de todas as parcelas de um carnê foram gerados.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Criado (remittance.created)
Evento disparado quando um arquivo cnab de remessa é criado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.CNAB Remessa Processado (remittance.processed)
Evento disparado quando um arquivo cnab de remessa é processado.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Carteira de Cobrança
Quantia - R$Required
Data de VencimentoRequired
DemonstrativoRequired
Instruções para o Caixa
Cliente
Nome do cliente
CNPJ/CPF
E-mail do cliente
E-mail opcional
Telefone
CEP
Endereço
N⁰ do Endereço
Complemento
Bairro
Estado
Cidade
Número do Doc.
Tipo do Doc.
Data do Doc.
Valor do Doc. - R$
Local de Pagamento
Acceptance (Aceite)
Sacador/Avalista
CNPJ/CPF do Sacador/Avalista
Nome do arquivo em anexo
Evitar Registro no Banco
Etiquetas (Tags)
Observações
Meta
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID do BoletoRequired
Valor Pago - R$Required
Data do PagamentoRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Carteira de CobrançaRequired
Quantia - R$Required
Ciclo
Data da Primeira Cobrança
Antecedência (em dias)
Data da Última Cobrança
DemonstrativoRequired
Instruções para o Caixa
Cliente
Nome do cliente
CNPJ/CPF
E-mail do cliente
Telefone
CEP
Endereço
N⁰ do Endereço
Complemento
Bairro
Estado
Cidade
Número do Doc.
Tipo do Doc.
Data do Doc.
Valor do Doc. - R$
Local de Pagamento
Acceptance (Aceite)
Sacador/Avalista
CNPJ/CPF do Sacador/Avalista
Nome do arquivo em anexo
Evitar Registro no Banco
Etiquetas (Tags)
Observações
Meta
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Carteira de CobrançaRequired
Quantia - R$Required
Ciclo
Data da Primeira Cobrança
ParcelasRequired
DemonstrativoRequired
Instruções para o Caixa
Cliente
Nome do cliente
CNPJ/CPF
E-mail do cliente
Telefone
CEP
Endereço
N⁰ do Endereço
Complemento
Bairro
Estado
Cidade
Número do Doc.
Tipo do Doc.
Data do Doc.
Valor do Doc. - R$
Local de Pagamento
Acceptance (Aceite)
Sacador/Avalista
CNPJ/CPF do Sacador/Avalista
Nome do arquivo em anexo
Evitar Registro no Banco
Etiquetas (Tags)
Observações
Meta
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ID
Nosso Número (our_number)
Nosso Número com DV limpo (processed_our_number_raw)
Carteira de Cobrança
Situação
CNPJ/CPF do Cliente
Data de Vencimento (De)
Data de Vencimento (Até)
Data de Pagamento (De)
Data de Pagamento (Até)
Data do Registro (De)
Data do Registro (Até)
Data de Criação (De)
Data de Criação (Até)
ActionThis is an event a Zap performs.SearchFind existing data in your appID
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Carteira de Cobrança
ActionThis is an event a Zap performs.SearchFind existing data in your appID
Carteira de Cobrança
Código do Registro (our_code)
Data de Vencimento (De)
Data de Vencimento (Até)
ActionThis is an event a Zap performs.SearchFind existing data in your app