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Planview AgilePlace + Salesforce

Create AgilePlace cards from Salesforce custom objects

Your team can easily create AgilePlace task cards in Salesforce just by adding a new custom object. Once set up, each time a new custom object is created in Salesforce, Zapier will create a new card in AgilePlace. Take your team's performance and efficiency up a notch with this automation.

Your team can easily create AgilePlace task cards in Salesforce just by adding a new custom object. Once set up, each time a new custom object is created in Salesforce, Zapier will create a new card in AgilePlace. Take your team's performance and efficiency up a notch with this automation.

  1. When this happens...
    SalesforceSalesforce
    New Record

    Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

    TriggerScheduled
  2. automatically do this!
    Planview AgilePlacePlanview AgilePlace
    Create Card

    Creates a new card.

    ActionWrite
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Supported triggers and actions

What does this mean?
  • Salesforce triggers, actions, and search

    New Contact

    Triggers when a new Contact is created.

    Trigger
    Scheduled
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    • Salesforce ObjectsRequired

    Trigger
    Scheduled
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    • Salesforce ObjectRequired

    Trigger
    Scheduled
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    • History ObjectRequired

    Trigger
    Scheduled
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  • Salesforce triggers, actions, and search

    New Outbound Message

    Triggers when a new outbound message is received in Salesforce.

    Trigger
    Instant
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    • Disclaimer

    • Salesforce ObjectRequired

    Trigger
    Scheduled
    Try It
    • CampaignRequired

    • ContactRequired

    Action
    Write
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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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  • Project Management

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