Planview AgilePlace + Zendesk Sell + Google Sheets Integrations
How to connect Planview AgilePlace + Zendesk Sell + Google Sheets
Zapier lets you send info between Planview AgilePlace and Zendesk Sell and Google Sheets automatically—no code required. With 6,000+ supported apps, the possibilities are endless.
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Do even more with Planview AgilePlace + Zendesk Sell + Google Sheets
With Zapier, you can do more than just connect your apps - you can automate entire processes from beginning to end! Check out the following list of triggers and actions you can use with Planview AgilePlace, Zendesk Sell, and Google Sheets. And don’t forget that you can add more apps and actions to create complex workflows.
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 app
New Deal
Triggers when a new deal is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Deal
Triggers when an existing deal is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planUpdated Lead
Triggers when an existing lead is updated.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNew Product in Catalog
Triggers when a new product in catalog is created. Requires Sell Enterprise Plan or higher.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNameRequired
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last NameRequired
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Primary ContactRequired
Value
Currency
Hot
Owner
Pipeline
Stage
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Resource IDRequired
Resource TypeRequired
Sequence ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Status
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ContentRequired
Related toRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ProductRequired
NameRequired
Description
SKU
Active
Max Discount
Max Markup
Unit Cost
Unit Cost Currency
Placeholder
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Company ID
Company Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appSource ID
Source Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSource ID
Source Name
ActionThis is an event a Zap performs.SearchFind existing data in your appSequence ID
Sequence Name
ActionThis is an event a Zap performs.SearchFind existing data in your appUser ID
Full Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appPerson ID
First Name
Last Name
Email
First Name
Last NameRequired
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundLead ID
Company Name
First Name
Last Name
Email
First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Status
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDrive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planNo Team Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Column NameRequired
Index
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.TitleRequired
Spreadsheet to Copy
Headers
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Api Docs Info
HTTP MethodRequired
URLRequired
Query String Parameters
Headers
Additional Request Headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Bottom-Up
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Bottom-Up
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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 foundNew Lead
Triggers when a new lead is created.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planCompanyRequired
Name
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.PersonRequired
First Name
Last Name
Title
Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.DealRequired
Name
Primary Contact
Value
Currency
Hot
Owner
Pipeline
Stage
Source
Tags
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.SequenceRequired
Resource IDRequired
Resource TypeRequired
Sequence Owner ID
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.LeadRequired
First Name
Last Name
Company Name
Email
Work Number
Mobile Number
Title
Source
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Status
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.NameRequired
Description
SKU
Active
Max Discount
Max Markup
Unit Cost
Unit Cost Currency
Placeholder
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Task ContentRequired
Owner
Due Date
Alert
Related to
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Contact ID
Name
First Name
Last Name
Email
Is Company?
ActionThis is an event a Zap performs.SearchFind existing data in your appDeal ID
Deal Name
ActionThis is an event a Zap performs.SearchFind existing data in your appLead ID
Company Name
First Name
Last Name
Email
ActionThis is an event a Zap performs.SearchFind existing data in your appProduct ID
Product Name
Product SKU
ActionThis is an event a Zap performs.SearchFind existing data in your appStage ID
Stage Name
Pipeline Name
ActionThis is an event a Zap performs.SearchFind existing data in your appCompany ID
Company Name
Email
NameRequired
Parent Company
Email
Work Number
Mobile Number
Industry
Tags
Street
City
Zip/Post Code
State or Region
Country
Owner
Website
Skype
Facebook
Twitter
LinkedIn
Fax
Description
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundDeal ID
Deal Name
NameRequired
Primary ContactRequired
Value
Currency
Hot
Owner
Pipeline
Stage
Source
Tags
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundProduct ID
Product Name
Product SKU
NameRequired
Description
SKU
Active
Max Discount
Max Markup
Unit Cost
Unit Cost Currency
Placeholder
Unit PriceRequired
CurrencyRequired
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is foundNo Team Drive
SpreadsheetRequired
WorksheetRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Drive
SpreadsheetRequired
WorksheetRequired
Trigger Column
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free planDrive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
Spreadsheet Containing the Worksheet to CopyRequired
Worksheet to CopyRequired
Copy To
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
RowRequired
Background Color
Text Color
Text Bold
Text Italic
Text Strikethrough
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Drive
SpreadsheetRequired
WorksheetRequired
Lookup ColumnRequired
Lookup ValueRequired
Supporting Lookup Column
Supporting Lookup Value
Bottom-Up
Row Count
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
WorksheetRequired
ColumnsRequired
Row CountRequired
First Row
ActionThis is an event a Zap performs.SearchFind existing data in your appDrive
SpreadsheetRequired
TitleRequired
Headers
Overwrite?
ActionThis is an event a Zap performs.Search or writeFind existing data in your app, or create a new record if no data is found
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How Planview AgilePlace + Zendesk Sell + Google Sheets Integrations Work
- Step 1: Authenticate Planview AgilePlace, Zendesk Sell, and Google Sheets.30 seconds
- Step 2: Pick one of the apps as a trigger, which will kick off your automation.15 seconds
- Step 3: Choose a resulting action from the other app.15 seconds
- Step 4: Select the data you want to send from one app to the other.2 minutes
- That’s it! More time to work on other things.
About Planview AgilePlace
Push new Cards, Card moves, and Card updates to your instance of Planview AgilePlace.
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About Zendesk Sell
Zendesk Sell (formerly Base) is a sales automation tool to enhance productivity, processes, and pipeline visibility for sales teams.
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About Google Sheets
Create, edit, and share spreadsheets wherever you are with Google Sheets, and get automated insights from your data.
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