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How Zapier works
Zapier makes it easy to integrate Planview AgilePlace with ProjectPlace - no code necessary. See how you can get setup in minutes.
Select a trigger from Planview AgilePlace
Setup an action from ProjectPlace
That’s it! You just connected Planview AgilePlace to ProjectPlace
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The average user takes less than 6 minutes to set up a Zap
Connect Planview AgilePlace and ProjectPlace to integrate crucial parts of your business
With Zapier, you can integrate everything from basic data entry to end-to-end processes. Here are some of the business-critical workflows that people automate with Zapier.
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Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
- NoteRequired
- BoardRequired
- LaneRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- CommentRequired
- 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/Task IDRequired
- Card TitleRequired
- Description
- BoardRequired
- Card Type ID
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.- Child Card IDRequired
- BoardRequired
- Lane ID for ActiveRequired
- Lane ID for DoneRequired
- WIP Override Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- 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.- Card/Task IDRequired
- TagsRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- 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 IDRequired
- Card TitleRequired
- Description
- Priority
- Size
- Planned Start
- Planned Finish
- Custom ID
- External Link Label
- External Link Url
- BoardRequired
- Card 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- WorkspaceRequired
- BoardRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Templates
List an account's templates for workspace.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - WorkspaceRequired
- BoardRequired
- Column
- Activity on board
- New card createdRequired
- Change of statusRequired
- Change of titleRequired
- Due date todayRequired
- Card blockedRequired
- Card unblockedRequired
- Change of descriptionRequired
- Change of due dateRequired
Try ItTriggerThis is the start of your ZapInstantThis event starts a Zap instantly.- WorkspaceRequired
- NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- BoardRequired
- Card TitleRequired
- Description
- Assignee
- Column
- Activity on board
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- NameRequired
- Description
- Assignee
- PriorityRequired
- TypeRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- BoardRequired
- CardRequired
- Destination BoardRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- NameRequired
- Description
- Assignee
- ResponseRequired
- Description of response
- ImpactRequired
- ProbabilityRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- BoardRequired
- CardRequired
- Card TitleRequired
- Description
- Assignee
- Column
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- NameRequired
- Workspace template
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- BoardRequired
- Card TitleRequired
- Description
- Activity on board
- Column
- Assignee
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
- BoardRequired
- 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.- BoardRequired
- 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.- BoardRequired
- 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.- BoardRequired
- Card TitleRequired
- LaneRequired
- Description
- Priority
- Card Type ID
- Size
- Planned Start
- Planned Finish
- TagsRequired
- 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 ID
- 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/Task IDRequired
- BoardRequired
- LaneRequired
- WIP Override Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Card/Task IDRequired
- BoardRequired
- LaneRequired
- WIP Override Comment
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- Parent Card ID
- 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
- BoardRequired
- Custom Field IDRequired
- ValueRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- BoardRequired
- SearchRequired
- Card TitleRequired
- LaneRequired
- Description
- Priority
- Card Type ID
- Size
- Planned Start
- Planned Finish
- TagsRequired
- 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 Card Assignments
List user assignments on cards.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - New Workspaces I Am Member Of
Lists workspaces to which you have access.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - WorkspaceRequired
- IDRequired
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan- New Workspaces in Enterprise Account
Lists projects in the enterprise account.
Try ItTriggerThis is the start of your ZapScheduledZapier checks for new data every 15 min on the Free plan - WorkspaceRequired
- NameRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Activity on board
- Card TitleRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- NameRequired
- Description
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Email adresses of users to be invited to the projectRequired
- Language of the invitation
- Customised message for the invitees
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- Type of an artifactRequired
- IDRequired
- Time to be reportedRequired
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- CardRequired
- Activity on board
ActionThis is an event a Zap performs.WriteCreate a new record or update an existing record in your app.- WorkspaceRequired
- BoardRequired
- Card TitleRequired
- Description
- Activity on board
- Column
ActionThis is an event a Zap performs.SearchFind existing data in your app