Planview AgilePlace Integrations

Project Management

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Jira Software Cloud

Project Management

Basecamp 2

Project Management

Salesforce

CRM (Customer Relationship Management)

Freshservice

Server Monitoring

Podio

Project Management

FogBugz

Developer Tools

Microsoft Teams

Microsoft, Team Chat

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Developer Tools, Zapier

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Developer Tools, Zapier

Jira Software Cloud

Project Management

Basecamp 2

Project Management

Salesforce

CRM (Customer Relationship Management)

Freshservice

Server Monitoring

Filter by Zapier

Developer Tools, Zapier

Paths by Zapier

Developer Tools, Zapier

Jira Software Cloud

Project Management

Basecamp 2

Project Management

Salesforce

CRM (Customer Relationship Management)

Freshservice

Server Monitoring

Podio

Project Management

FogBugz

Developer Tools

Microsoft Teams

Microsoft, Team Chat

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Quickly automate Planview AgilePlace integrations with Zapier's templates

Share moved cards in AgilePlace via Slack messages
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Planview AgilePlace + Slack
Create AgilePlace cards when new Google Calendar events start
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Google Calendar + Planview AgilePlace
Create new AgilePlace cards from email
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Email by Zapier + Planview AgilePlace
Add weekly cards to Leankit
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Schedule by Zapier + Planview AgilePlace
Add monthly cards to Leankit
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Schedule by Zapier + Planview AgilePlace
Create AgilePlace cards from new Zendesk tickets
Premium
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Zendesk + Planview AgilePlace
Create AgilePlace cards from Gmail messages [Business Gmail Accounts Only]
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Gmail + Planview AgilePlace

Create AgilePlace cards from new or moved Trello cards
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Trello + Planview AgilePlace

Share moved cards in AgilePlace via Slack messages

Planview AgilePlace + Slack

Create AgilePlace cards when new Google Calendar events start

Google Calendar + Planview AgilePlace

Create new AgilePlace cards from email

Email by Zapier + Planview AgilePlace

Add weekly cards to Leankit

Schedule by Zapier + Planview AgilePlace

Add monthly cards to Leankit

Schedule by Zapier + Planview AgilePlace

Create AgilePlace cards from new Zendesk tickets

Premium

Zendesk + Planview AgilePlace

Create AgilePlace cards from Gmail messages [Business Gmail Accounts Only]

Gmail + Planview AgilePlace

Create AgilePlace cards from new or moved Trello cards

Trello + Planview AgilePlace

Supported triggers and actions

What does this mean?

- NoteRequired
  Note: For improved performance, consider using AgilePlace Card Automation to trigger a Zapier webhook instead.
- BoardRequired
  Select board containing the lane you want to watch (or choose to enter the ID manually)
- LaneRequired
  The lane you want to watch
Trigger
Scheduled
Try It
- NoteRequired
  Note: For improved performance, consider using AgilePlace Card Automation to trigger a Zapier webhook instead.
- BoardRequired
  Select board to watch (or choose to enter the id manually)
Trigger
Scheduled
Try It
- NoteRequired
  Note: For improved performance, consider using AgilePlace Card Automation to trigger a Zapier webhook instead.
- BoardRequired
  Select board you want to watch for card updates (or choose to enter the id manually)
Trigger
Scheduled
Try It
- CommentRequired
  The comment you want to add
- Card/Task IDRequired
  Card ID you want to add the comment to
Action
Write
- Card/Task IDRequired
  Can be found in the url when viewing the card
- TagsRequired
  Comma-delimited list of tags to add to the card
Action
Write

- Block ReasonRequired
  The reason the card is being blocked
- Card/Task IDRequired
  Card (or Task) ID that you want to block
Action
Write
- Task IDRequired
  Task ID to move
- Card ID (for card that contains the task)Required
  Card ID of the card that contains the task
Action
Write

- Card IDRequired
  Card ID that will contain the tasks
- TitleRequired
  The task title
- Description
  The task description
- Board ID
  Select a board if you want to use the task type drop down instead of manually entering a task type ID (important - must be the same board the containing card is on!).
- Task TypeRequired
  Pick 'Use a Custom Value' to manually enter a task type ID, or select a board to see this drop down populated with available task types.
Action
Write
- Card IDRequired
  Can be found in the url when viewing the card
Action
Write
- Card IDRequired
  Identify parent cards that will be moved by entering the ID of any connected child card.
- Board ID (where parent card lives)Required
  Board ID of where the parent card lives
- Lane ID for ActiveRequired
  Lane ID where the parent card should be moved when the first child moves into an active lane
- Lane ID for DoneRequired
  Lane ID where the parent card should be moved when the children are complete
- WIP Override Comment (optional)
  If moving a card could exceed the target lane's WIP limit, include a message to be used in a WIP override
Action
Write
- Board IDRequired
  Select a board to configure it's custom choice fields.
- Custom Field IdRequired
  Enter an id or select from the drop down.
- Custom Field Choice Item to RemoveRequired
  The value entered will be removed from the choice list, if present.
Action
Write
- Card/Task IDRequired
  Can be found in the url when viewing the card
- TagsRequired
  Comma-delimited list of tags to remove from the card
Action
Write
- Board ID
  Select a board if you want to use a drop down menu to unassign a user instead of manually entering a user email or id (important - must be the same board the card is on!).
- User Email or IDRequired
  Pick 'Use a Custom Value' to manually enter a user Email or ID, or select a board to see this drop down populated with available users.
- Card/Task IDRequired
  Card/Task ID you want to unassign the user from
Action
Write
- Card/Task IDRequired
  Can be found in the url when viewing the card or task
- Card Title
  Sets the title of the card
- Description
  The Description of the card
- Priority
  Choose the priority of the Card
- Size
  An integer representing the size of the card
- Planned Start
  The date the card is planned to start
- Planned Finish
  The date the card is planned to finish
- Custom Id / Header
- External Link Label
  The label for the card's external link
- External Link Url
  The external link (url) for the card
- Board ID
  Select a board if you want to use the card type or custom icon drop downs instead of manually entering IDs (important - must be the same board the card is on!).
- Card/Task Type ID
  Pick 'Use a Custom Value' to manually enter a card type ID, or select a board to see this drop down populated with available card types.
- Custom Icon ID
  Pick 'Use a Custom Value' to manually enter a custom icon ID, or select a board to see this drop down populated with available custom icons.
Action
Write
- BoardRequired
  Specify the board ID you wish to search
- SearchRequired
  Search card Title and Header (Custom ID) fields
Action
Search

- BoardRequired
  Select board containing the lane you want to watch (or choose to enter the ID manually)
- LaneRequired
  The lane you want to watch
Trigger
Scheduled
Try It
- BoardRequired
  Select board to watch (or choose to enter the ID manually)
Trigger
Scheduled
Try It
- Board IDRequired
  Select a board or pick 'Use a Custom Value' to manually enter a board ID
- Card Type NameRequired
  The name of the card type you want to add to the board
- Card Type Color
  (optional) A valid hex color for the card type
Action
Write
- Board IDRequired
  Select a board to configure it's custom choice fields.
- Custom Field IdRequired
  Enter an id or select from the drop down.
- New Custom Field Choice ItemRequired
  Enter a value to add to the choice list.
Action
Write
- Board ID
  Select a board if you want to use a drop down menu to assign a user instead of manually entering a user email or id (important - must be the same board the card is on!).
- User Email or IDRequired
  Pick 'Use a Custom Value' to manually enter a user ID, or select a board to see this drop down populated with available users.
- Card/Task IDRequired
  Card (or Task) ID you want to assign the user to
Action
Write
- Board IDRequired
  Can be found in the url when viewing the board
- Card TitleRequired
  Sets the title of the card
- Lane ID
  The lane you want to create the card in
- Description
  The Description of the card
- Priority
  Choose the priority of the Card
- Card Type ID
  The ID of the card type
- Size
  An integer representing the size of the card
- Planned Start
  The date the card is planned to start
- Planned Finish
  The date the card is planned to finish
- Tags
  Comma-delimited list of text values that will become tags on the card
- Custom ID
  Custom ID - appears in the card header
- Assigned User Email or ID
  Email or ID of the user to be assigned to the card
- Custom Icon ID
  The ID of the custom icon
- WIP Override Comment
  The reason the lane's WIP is being overridden
- Copied From Card ID
  The ID of a card being copied (only copies tasks)
- External Link Label
  The label for the card's external link
- External Link Url
  The external link (url) for the card
- Parent Card ID
  Create a connection by including the ID of the intended parent card
Action
Write
- Parent Card IDRequired
  Card ID of the intended parent card
- Child Card IDRequired
  Card ID of the intended child card
Action
Write
- Card/Task IDRequired
  Card/Task ID that you want to duplicate
Action
Write
- Card IDRequired
  Card ID to move
- Board
  Use this drop down if you need to search for lanes rather than enter the lane ID
- Lane IDRequired
  Lane ID of where you want to move the cards
- WIP Override Comment (optional)
  If moving a card could exceed the target lane's WIP limit, include a message to be used in a WIP override
Action
Write
- Card IDRequired
  Card ID to move
- Board IDRequired
  Board ID you want to move the card to
- Lane ID
  The Lane ID on the target board (optional)
- WIP Override Comment (optional)
  If moving a card could exceed the target lane's WIP limit, include a message to be used in a WIP override
Action
Write
- Parent Card IDRequired
  Card ID of the parent card you want to disconnect
- Child Card IDRequired
  Card ID of the child card you want to disconnect
Action
Write
- Task IDRequired
  Task ID to move
- Card ID (for card that contains the task)Required
  Card ID of the card that contains the task
Action
Write
- Unblock ReasonRequired
  The reason the card is being unblocked
- Card/Task IDRequired
  Card/Task ID you want to unblock
Action
Write
- Card/Task IDRequired
  The Card/Task ID
- Board ID
  Select a board if you want to use the custom field drop down instead of manually enter a custom field ID (important - must be the same board the card is on!).
- Custom Field IDRequired
  Pick 'Use a Custom Value' to manually enter a custom field ID, or select a board to see this drop down populated with available custom fields.
- ValueRequired
  The value of you want to set the custom field to
Action
Write
- Board IDRequired
  Can be found in the url when viewing the board
- SearchRequired
  Search card Title and Header (Custom ID) fields
- Card TitleRequired
  Sets the title of the card
- Lane ID
  The lane you want to create the card in
- Description
  The Description of the card
- Priority
  Choose the priority of the Card
- Card Type ID
  The ID of the card type
- Size
  An integer representing the size of the card
- Planned Start
  The date the card is planned to start
- Planned Finish
  The date the card is planned to finish
- Tags
  Comma-delimited list of text values that will become tags on the card
- Custom ID
  Custom ID - appears in the card header
- Assigned User Email or ID
  Email or ID of the user to be assigned to the card
- Custom Icon ID
  The ID of the custom icon
- WIP Override Comment
  The reason the lane's WIP is being overridden
- Copied From Card ID
  The ID of a card being copied (only copies tasks)
- External Link Label
  The label for the card's external link
- External Link Url
  The external link (url) for the card
- Parent Card ID
  Create a connection by including the ID of the intended parent card
Action
Search or write

About Planview AgilePlace

Push new Cards, Card moves, and Card updates to your instance of Planview AgilePlace.

Related categories

Project Management

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Popular Planview AgilePlace Integrations