Connect Planview AgilePlace and Export SDK to power AI-driven automation

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9,000+ apps, 450+ AI tools
Free tier available

Choose a Trigger

Choose an Action

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

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Help

1. Choose trigger event

2. Choose action

1. Select the event

Setup

Test

App

Trigger event

Choose a trigger event

Choose a trigger

A trigger is the event that starts your Zap—like a "Card Entered a Specific Lane" from Planview AgilePlace.

Add your action

An action happens after the trigger—such as "Create PDF" in Export SDK.

You’re connected!

Zapier seamlessly connects Planview AgilePlace and Export SDK, automating your workflow.

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.

- 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
- Template ID
  Required
- Template Data (JSON)
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

For AI agents & developers

Use Planview AgilePlace and Export SDK with AI agents and code

Beyond Zap workflows. Call Planview AgilePlace and Export SDK actions directly from your AI client or your codebase, using the same 9,000+ app integrations Zapier already runs.

No code

Connect via Zapier MCP

Expose Planview AgilePlace and Export SDK actions as tools in any MCP client. Authenticate once, then call them in natural language.

Example actions on this page

Add a Card Type to a Board
Create PDF

Works with

Claude · ChatGPT · Cursor · any MCP-compatible client

Connect Zapier MCP

Typescript

Call from code with the Zapier SDK

Trigger Planview AgilePlace and Export SDK actions from backend services, scripts, or agent code.

Install

# TypeScript / Node
npm install @zapier/zapier-sdk

Run an action

import { createZapierSdk } from '@zapier/zapier-sdk';

const zapier = createZapierSdk();
await zapier.runAction({ /* planview-leankit / export-sdk action */ });

Run the SDK docs

There is no Python package yet. SDK is TypeScript-only (@zapier/zapier-sdk). The MCP server URL is personal to your account; get it at zapier.com/mcp.

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G2 Badge - Leader Mid-Market - Winter 2024

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

Connect Planview AgilePlace and Export SDK 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

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.

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.

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.

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.

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.

Make work flow with AI

Level up your Planview AgilePlace to Export SDK integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

About Planview AgilePlace

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

HelpHelp

Related categories

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About Export SDK

Export SDK is an all-in-one platform for designing and rendering PDF files using dynamic data.

HelpHelp

Related categories

Content & Files

Connect Planview AgilePlace and Export SDK to power AI-driven automation

Top companies trust Zapier to automate work that solves their unique business problems—no coding required.

How Zapier works

Choose a trigger

Add your action

You’re connected!

Supported triggers and actions

Use Planview AgilePlace and Export SDK with AI agents and code

Connect via Zapier MCP

Call from code with the Zapier SDK

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

Connect Planview AgilePlace and Export SDK to integrate crucial parts of your business

Automate your lead management and improve conversions

Create more impactful campaigns with automation

Provide world-class support with a little help from automation

Automate your way to actionable, up-to-date data

Resolve incidents faster with automation

Make work flow with AI

Connect Planview AgilePlace to Export SDK on the world's largest no-code automation platform