Planview AgilePlace + Zoho Notebook

Create Zoho Notebook text cards when new Planview AgilePlace cards enter a specific lane

Streamline your project management and note-taking with this efficient workflow. When a card enters a specific lane in Planview AgilePlace, a text card is instantly created in Zoho Notebook. This automation takes care of routine data transfers, letting you swiftly move ideas from your project management platform to your digital notebook. This setup effectively eliminates manual input, saving you time and reducing potential errors.

When this happens...
Card Entered a Specific Lane
Triggers when a card enters a specified lane.
TriggerPolling
automatically do this!
Create Text Card
Creates a new Text Card.
ActionWrite

Start free with email

Start free with Google

Start free with email

Start free with Google

Free forever for core features
14 day trial for premium features & apps

Supported triggers and actions

- NoteRequired
- BoardRequired
- LaneRequired
Trigger
Polling
Try It
- NoteRequired
- BoardRequired
Trigger
Polling
Try It
- NoteRequired
- BoardRequired
Trigger
Polling
Try It
- CommentRequired
- Card/Task IDRequired
Action
Write
- Card/Task IDRequired
- TagsRequired
Action
Write

- Block ReasonRequired
- Card/Task IDRequired
Action
Write
- Task IDRequired
- Card ID (for card that contains the task)Required
Action
Write

- Card IDRequired
- TitleRequired
- Description
- Board ID
- Task TypeRequired
Action
Write
- Card IDRequired
Action
Write
- Card IDRequired
- Board ID (where parent card lives)Required
- Lane ID for ActiveRequired
- Lane ID for DoneRequired
- WIP Override Comment (optional)
Action
Write
- Board IDRequired
- Custom Field IdRequired
- Custom Field Choice Item to RemoveRequired
Action
Write
- Card/Task IDRequired
- TagsRequired
Action
Write
- Board ID
- User Email or IDRequired
- Card/Task IDRequired
Action
Write
- 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
Action
Write
- BoardRequired
- SearchRequired
Action
Search
New Audio Card
Triggers when a new Audio Card is created.
Trigger
Instant
Try It
New Checklist Card
Triggers when a new Checklist Card is created.
Trigger
Instant
Try It
New Photo Card
Triggers when a new Photo Card is created.
Trigger
Instant
Try It
- Select NotebookRequired
- AttachmentRequired
- TitleRequired
Action
Write
- Notebook CoverRequired
- Notebook NameRequired
- DescriptionRequired
Action
Write
- Select NotebookRequired
- AttachmentRequired
- TitleRequired
Action
Write
- Select NotebookRequired
- Select Note CardRequired
Action
Write

- BoardRequired
- LaneRequired
Trigger
Polling
Try It
- BoardRequired
Trigger
Polling
Try It
- Board IDRequired
- Card Type NameRequired
- Card Type Color
Action
Write
- Board IDRequired
- Custom Field IdRequired
- New Custom Field Choice ItemRequired
Action
Write
- Board ID
- User Email or IDRequired
- Card/Task IDRequired
Action
Write
- 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
Action
Write
- Parent Card IDRequired
- Child Card IDRequired
Action
Write
- Card/Task IDRequired
Action
Write
- Card IDRequired
- Board
- Lane IDRequired
- WIP Override Comment (optional)
Action
Write
- Card IDRequired
- Board IDRequired
- Lane ID
- WIP Override Comment (optional)
Action
Write
- Parent Card IDRequired
- Child Card IDRequired
Action
Write
- Task IDRequired
- Card ID (for card that contains the task)Required
Action
Write
- Unblock ReasonRequired
- Card/Task IDRequired
Action
Write
- Card/Task IDRequired
- Board ID
- Custom Field IDRequired
- ValueRequired
Action
Write
- 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
Action
Search or write
- Select NotebookRequired
Trigger
Instant
Try It
New File Card
Triggers when a new File Card is created.
Trigger
Instant
Try It
- Select NotebookRequired
- AttachmentRequired
- TitleRequired
Action
Write
- Select NotebookRequired
- AttachmentRequired
- TitleRequired
Action
Write
- Select NotebookRequired
- TitleRequired
- ContentRequired
Action
Write
- Select NotebookRequired
- Select Note CardRequired
Action
Write
- Stop on errorRequired
- HTTP MethodRequired
- URLRequired
- Query string parameters
- Additional request headers
- Body
Action
Write

About Planview AgilePlace

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

Related categories

Project Management

Similar apps

About Zoho Notebook

Notebook is a beautifuly simple note taking app. Take notes, make lists, record audio, capture moments and sync your notes across devices.

Planview AgilePlace + Zoho Notebook

Create Zoho Notebook text cards when new Planview AgilePlace cards enter a specific lane

Card Entered a Specific Lane

Card Created on Board

Card Updated on Board

Add Comment to Card (Or Task)

Add Tags to a Card (Or Task)

Block a Card (Or Task)

Complete a Task

Create Task

Get Card by ID

Move Parent Cards Based on Status of Children

Remove Custom Field Choice Item From Dropdown

Remove Tags From a Card (Or Task)

Unassign User

Update Card (Or Task)

Find First Matching Card

New Audio Card

New Checklist Card

New Photo Card

Create File Card

Create Notebook

Create Photo Card

Read Note Card as Plain Text

Card Created in a Specific Lane

Card Moved on a Board

Add a Card Type to a Board

Add Custom Field Choice Item to Dropdown

Assign User

Create Card

Create a Parent/Child Connection

Duplicate a Card (Or Task)

Move Card to a Lane

Move Card to Another Board

Remove Parent/Child Connection

Start a Task

Unblock a Card (Or Task)

Update Custom Field Value on a Card

Find or Create Card

New Note Card in Notebook

New File Card

Create Audio Card

Create Meeting Note

Create Text Card

Read Note Card as HTML

API Request (Beta)

About Planview AgilePlace

Related categories

Similar apps

Trello

Kanban Tool

Targetprocess

About Zoho Notebook

Related categories