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Connect Metatask and Planview AgilePlace to unlock the power of automation

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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 Metatask with Planview AgilePlace - no code necessary. See how you can get setup in minutes.

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Metatask logo
Metatask
Metatask logo
Metatask
1. Choose trigger event
Planview AgilePlace logo
Planview AgilePlace
Planview AgilePlace logo
Planview AgilePlace
2. Choose action
Metatask logo
1. Select the event
Setup
Test
Metatask logo
Metatask
Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "New Process Completed" from Metatask.

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 Metatask and Planview AgilePlace, automating your workflow.

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

G2 Badge - Best Est. ROI - Winter 2024
G2 Badge - Best Results - Winter 2024
G2 Badge - Most Implementable - Winter 2024
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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

Make work flow with AI

Level up your Metatask 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
Illustration of AI enhancing Zapier workflows with automation and app integrations.

Connect Metatask 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.

Integration categories

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.
An illustration representing how to automate lead management with Zapier.

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.
An illustration representing how to measure campaign impact with Zapier.

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.
An illustration representing how to automate customer support with Zapier.

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.
An illustration representing how to move and manage data with Zapier.

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.
An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

triggers, actions, or triggers and actions
    • Template
      Required
    Trigger
    Instant
    Try It
    • Template
      Required
    • Task
    Trigger
    Instant
    Try It
    • Template
      Required
    • Task
    • Process
      Required
    Action
    Write
    • Template
      Required
    • Form Field
      Required
    Action
    Search
    • Template
      Required
    • Task
    Trigger
    Instant
    Try It
    • Template
      Required
    • Task
    • Process
      Required
    • Comment Text
      Required
    • Comment File
    Action
    Write
    • Template to Use
      Required
    • Process Title
      Required
    • Process Deadline
    Action
    Write
    • Note
      Required
    • Board
      Required
    • Lane
      Required
    Trigger
    Polling
    Try It
metatask logo
metatask logo
About Metatask
Metatask is a simple tool to organize and control internal processes that lets normal users quickly build and execute business workflows.
HelpHelp
Related categories
Task Management
planview-leankit logo
planview-leankit logo
About Planview AgilePlace
Push new Cards, Card moves, and Card updates to your instance of Planview AgilePlace.
HelpHelp
Related categories
Project Management
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