Planview AgilePlace Triggers and Actions
Below is a list of triggers and actions available on Planview AgilePlace via Zapier at the time of publication. Keep in mind that additional options may now be available on Zapier, Power Automate, or Workato to further streamline your workflows.
Triggers
Card Moved on a Board
Triggers when a card moves to/from any lane on a board.
Card Created in a Specific Lane
Triggers when a card is created in a specific lane.
Card Updated on Board
Triggers when a card is updated anywhere on a board.
Card Created on Board
Triggers when a card is created anywhere on a board.
Card Entered a Specific Lane
Triggers when a card enters a specified lane.
and more triggers
Planview AgilePlace doesn't offer (yet) any Trigger on Zapier.
Actions
Find or Create Card
Finds the first matching card on a board by searching Title and Header (Custom ID).
Update Custom Field Value on a Card
Update Custom Field Value on a Card
Remove Parent/Child Connection
Removes a parent/child connection between two cards
Move Card to Another Board
Move a card to another board
Move Card to a Lane
Moves a card to a different lane.
and 5 more actions
Planview AgilePlace doesn't offer (yet) any Action on Zapier.