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Planview AgilePlace + Zoho Notebook

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 LaneTriggers when a card enters a specified lane.
TriggerPolling
automatically do this!
Create Text CardCreates a new Text Card.
ActionWrite

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More things you can do with Planview AgilePlace and Zoho Notebook

Discover other triggers and actions you can use with Planview AgilePlace and Zoho Notebook

- 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
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 Notebook
  Required
- Attachment
  Required
- Title
  Required
Action
Write
- Notebook Cover
  Required
- Notebook Name
  Required
- Description
  Required
Action
Write
- Select Notebook
  Required
- Attachment
  Required
- Title
  Required
Action
Write
- Select Notebook
  Required
- Select Note Card
  Required
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
- Select Notebook
  Required
Trigger
Instant
Try It
New File Card
Triggers when a new File Card is created.
Trigger
Instant
Try It
- Select Notebook
  Required
- Attachment
  Required
- Title
  Required
Action
Write
- Select Notebook
  Required
- Attachment
  Required
- Title
  Required
Action
Write
- Select Notebook
  Required
- Title
  Required
- Content
  Required
Action
Write
- Select Notebook
  Required
- Select Note Card
  Required
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- 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.

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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.

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