Planview AgilePlace + Slack
Create AgilePlace cards from Slack messages
Manage projects easily and respond to messages quickly with the Slack to AgilePlace automation. Once set up, when you receive a new message in Slack, Zapier will create a new card in AgilePlace. This automation helps your team collaborate and focus on your projects even while you're chatting in Slack.
Manage projects easily and respond to messages quickly with the Slack to AgilePlace automation. Once set up, when you receive a new message in Slack, Zapier will create a new card in AgilePlace. This automation helps your team collaborate and focus on your projects even while you're chatting in Slack.
- When this happens...
New Message Posted to ChannelTriggers when a new message is posted to a specific #channel you choose.
TriggerInstantThis event starts a Zap instantly. - automatically do this!
Create CardCreates a new card.
ActionWriteCreate a new record or update an existing record in your app.
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Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Optimized data
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Channel
User Name
Shared
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Search QueryRequired
Optimized data
Try ItTriggerThis is the start of your ZapPollingZapier checks for new data every 15 min on the Free planConversation ID
Reaction
Member ID
Message Author ID
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Zap Identifier
Access type
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.
New User
Triggers when a new Slack user is created / first joins your org.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Conversation IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
UsersRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Delete Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Allowed Edit Copy
Conversation IDRequired
Message TS (ID)Required
Posted By
Content Type
Reply Broadcast
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
File
Thread
Send Channel Message?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
TopicRequired
Topic set by
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Text
Status Emoji
Expiration Time
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Remove User from Channel
This action removes a specified user from a specified channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appSearch QueryRequired
Sort By
Sort Direction
ActionThis is an event a Zap performs.SearchFind existing data in your appIDRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appUsernameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appBoard 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 found
New Channel
Triggers when a new #channel is created.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.Username
Highlight Word
Trigger for Bot Messages?
Only Public Channels?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.ChannelRequired
Trigger for Bot Messages?
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.New Saved Message
Triggers when you save a message.
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.TextRequired
Remind when?Required
Remind who?
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
Scheduled AsRequired
Scheduled Message IDRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.ChannelRequired
Add Zapier app to channel automatically?
Message TextRequired
Send as a bot?
Bot Name
Bot Icon
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
File
Thread
Send Channel Message?
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Send Multi Message
Message TextRequired
Send as a bot?
Include a link to this Zap?
Attach Image by URL
Auto-Expand Links?
Link Usernames and Channel Names?
Schedule At
Zap Id
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Channel NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Status Copy
Approval request messageRequired
Send message asRequired
Approval typeRequired
Zap Id
Include a link to this Zap?
Approve button URL
Approve button label
Add decline button
Add details button
Require confirmation
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.First Name
Last Name
Title
Email
Display Name
User
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Stop on errorRequired
HTTP MethodRequired
URLRequired
Query string parameters
Additional request headers
Body
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Create Private Channel
This action creates a private channel in Slack.
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.Conversation IDRequired
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message ID (ts)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appConversation IDRequired
Message TS (ID)Required
ActionThis is an event a Zap performs.SearchFind existing data in your appEmailRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appFull NameRequired
Return Raw Results?
ActionThis is an event a Zap performs.SearchFind existing data in your appNoteRequired
BoardRequired
LaneRequired
Try ItTriggerThis is the start of your ZapPollingZapier 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
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