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Quickly connect Planview AgilePlace to Zendesk with a Zapier template.

Our most popular template

Create AgilePlace cards from new Zendesk tickets
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Zendesk + Planview AgilePlace

Create AgilePlace cards from new Zendesk tickets

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Zendesk + Planview AgilePlace

How Zapier works

Zapier makes it easy to integrate Planview AgilePlace with Zendesk - no code necessary. See how you can get setup in minutes.

Select a trigger from Planview AgilePlace

A trigger is an event that starts your Zap and runs the workflow. For example, with Planview AgilePlace, a trigger could be "Card Entered a Specific Lane."

A trigger is the event that kicks off your automated workflow.

Setup an action from Zendesk

An action is what takes place after the automation is triggered. For example, with Zendesk, the action could be "Delete User."

An action is the event that your automated workflow performs when triggered.

That’s it! You just connected Planview AgilePlace to Zendesk

With Zapier, it’s never been easier to connect your apps together and automate your most tedious work. Save hours every month.

Triggers and actions are the main components of every automated workflow.

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25m

Customers have created over 25 million Zaps on the platform

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The average user takes less than 6 minutes to set up a Zap

Make work flow with AI

Level up your Planview AgilePlace to Zendesk integration with AI. Extract, summarize, and transform your integration data with leading AI models like OpenAI, Anthropic, and more.

Learn about AI automation

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Connect Planview AgilePlace and Zendesk 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.

Automate your lead management and improve conversions

With Zapier, you can automate every part of your lead funnel and give yourself the best chance at converting leads. Automate everything from lead capture to outreach to reporting—and close more deals as a result.

An illustration representing how to automate lead management with Zapier.

Create more impactful campaigns with automation

Measuring campaign performance across platforms can get chaotic. Plus, digging up the right metrics costs you precious time and effort. With Zapier, you can create a centralized view of your performance, skillfully manage your lists, and ensure your campaigns drive ROI across the business.

An illustration representing how to measure campaign impact with Zapier.

Provide world-class support with a little help from automation

Support reps can't be productive when they have to track down crucial information for every incident or ticket. With Zapier, you can automatically send your reps the context they need to resolve tickets quickly and create a seamless customer experience.

An illustration representing how to automate customer support with Zapier.

Automate your way to actionable, up-to-date data

The days of manually exporting and importing data are over. With Zapier, you can send data where it needs to go, in the format you need it—so you can centralize your data and unlock more insights.

An illustration representing how to move and manage data with Zapier.

Resolve incidents faster with automation

Your technical support team wants to focus on tech tickets rather than admin work. With Zapier, you can automate everything from ticket creation to routing to inter-team communication—eliminating friction from incident management and increasing speed to resolution.

An illustration of a flow chart representing how to resolve tickets and incidents with Zapier.

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.

- Note
  Required
- Board
  Required
- Lane
  Required
Trigger
Scheduled
Try It
- Note
  Required
- Board
  Required
Trigger
Scheduled
Try It
- Note
  Required
- Board
  Required
Trigger
Scheduled
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/Task ID
  Required
- Card Title
  Required
- Description
- Board
  Required
- Card Type ID
Action
Write
- Card ID
  Required
Action
Write
- Child Card ID
  Required
- Board
  Required
- Lane ID for Active
  Required
- Lane ID for Done
  Required
- WIP Override Comment
Action
Write
- Board
  Required
- Custom Field Id
  Required
- New Custom Field Choice Item
  Required
Action
Write
- Card/Task ID
  Required
- Tags
  Required
Action
Write
- Board
  Required
- User Email or ID
  Required
- Card/Task ID
  Required
Action
Write
- Card ID
  Required
- Card Title
  Required
- Description
- Priority
- Size
- Planned Start
- Planned Finish
- Custom ID
- External Link Label
- External Link Url
- Board
  Required
- Card Type ID
- Custom Icon ID
Action
Write
- Board
  Required
- Search
  Required
Action
Search
New Group
Triggers when a new group is created.
Trigger
Scheduled
Try It
- Organization
Trigger
Scheduled
Try It
New Organization
Triggers when a new organization is created.
Trigger
Scheduled
Try It
- Organization
Trigger
Scheduled
Try It
New View
Triggers when a new view is created.
Trigger
Scheduled
Try It
- Name
  Required
- Details
- Notes
- Tags
  Required
- Domain_names
- External_id
- Group_id
- Shared_tickets
- Shared_comments
Action
Write
- Subject
  Required
- Assignee
- Collaborators
- Collaborator Emails
- Group_id
- Name
  Required
- Requester Email
- First Comment/Description format
- First Comment/Description
  Required
- Should the first Comment be public?
- Tags
  Required
- Status
- Type
- Priority
- Submitter
- Ticket form
- Sharing Agreements
- Brand
- External_id
- Email CC
- Attachment
Action
Write
- Ticket (Required for non-admins)
- Comment
  Required
- First Comment/Description format
- Should the comment be public?
Action
Write
- Organization
  Required
- Name
  Required
- Details
- Notes
- Tags
  Required
- Domain_names
- External_id
- Shared_tickets
- Shared_comments
Action
Write
- User
  Required
- Name
  Required
- Requester Email
- Details
- Notes
- Phone
- Tags
  Required
- Role
- Organization
- External_id
- Verified
Action
Write
- HTTP Method
  Required
- URL
  Required
- Query String Parameters
- Headers
- Additional Request Headers
- Body
Action
Write
- Info
- Type
Action
Search
- Ticket_id
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
- Name
  Required
- Details
- Notes
- Tags
  Required
- Domain_names
- External_id
- Group_id
- Shared_tickets
- Shared_comments
Action
Search or write

- Board
  Required
- Lane
  Required
Trigger
Scheduled
Try It
- Board
  Required
Trigger
Scheduled
Try It
- Board
  Required
- Card Type Name
  Required
- Card Type Color
Action
Write
- Board
  Required
- Custom Field Id
  Required
- New Custom Field Choice Item
  Required
Action
Write
- Board
  Required
- User Email or ID
  Required
- Card/Task ID
  Required
Action
Write
- Board
  Required
- Card Title
  Required
- Lane
  Required
- Description
- Priority
- Card Type ID
- Size
- Planned Start
- Planned Finish
- Tags
  Required
- 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
- Child Card ID
  Required
Action
Write
- Card/Task ID
  Required
Action
Write
- Card/Task ID
  Required
- Board
  Required
- Lane
  Required
- WIP Override Comment
Action
Write
- Card/Task ID
  Required
- Board
  Required
- Lane
  Required
- WIP Override Comment
Action
Write
- Parent Card ID
- 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
  Required
- Custom Field ID
  Required
- Value
  Required
Action
Write
- Board
  Required
- Search
  Required
- Card Title
  Required
- Lane
  Required
- Description
- Priority
- Card Type ID
- Size
- Planned Start
- Planned Finish
- Tags
  Required
- 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
- View
  Required
Trigger
Scheduled
Try It
- Tags
  Required
Trigger
Instant
Try It
- Ticket (Required for non-admins)
Trigger
Scheduled
Try It
New User
Triggers when a new user is created.
Trigger
Scheduled
Try It
- User
  Required
- user_delete_copy
- Permanent Deletion
- user_delete_test_copy
Action
Write
- Ticket (Required for non-admins)
- Tags
  Required
Action
Write
- Ticket (Required for non-admins)
- Comment
  Required
- Should the comment be public?
- Attachment
Action
Write
- Ticket (Required for non-admins)
- Tags
  Required
Action
Write
- Ticket (Required for non-admins)
- Subject
  Required
- Assignee
- Group_id
- Status
- Comment
  Required
- First Comment/Description format
- Should the comment be public?
- Tags
  Required
- Additional Tags
- Remove Tags
- Type
- Priority
- Submitter
- Brand
- External_id
- Requester
- Sharing Agreements
- Ticket form
- Collaborators
- Collaborator Emails
- Email CC
- Attachment
Action
Write
- Name
  Required
- Requester Email
- Details
- Notes
- Phone
- Tags
  Required
- Role
- Organization
- External_id
- Verified
Action
Write
- Query
  Required
Action
Search
- Query
  Required
Action
Search
- Query
  Required
Action
Search
- Info
- Type
- Subject
  Required
- Assignee
- Collaborators
- Collaborator Emails
- Group_id
- Name
  Required
- Requester Email
- First Comment/Description format
- First Comment/Description
  Required
- Should the first Comment be public?
- Tags
  Required
- Status
- Priority
- Submitter
- Ticket form
- Sharing Agreements
- Brand
- External_id
- Email CC
- Attachment
Action
Search or write
- Query
  Required
- Name
  Required
- Requester Email
- Details
- Notes
- Phone
- Tags
  Required
- Role
- Organization
- External_id
- Verified
Action
Search or write

Learn how to automate Planview AgilePlace on the Zapier blog

Learn how to automate Zendesk on the Zapier blog

About Planview AgilePlace

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

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About Zendesk

Zendesk is a web-based help desk support tool that makes it simple to provide great customer support.

Learn more Help

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