Salesflare Salesflare Integrations

AgilePlace and Salesflare

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How to connect AgilePlace

What you can automate

  • When new Existing Card Moved on a Board in AgilePlace, create a task in Salesflare.
  • When new Existing Card Updated on Board in AgilePlace, create a task in Salesflare.
  • When new Card in a Board in AgilePlace, create a task in Salesflare.
  • When new Card in a Lane in AgilePlace, create a task in Salesflare.
  • When new Tasks in Salesflare, create a Card in AgilePlace.

AgilePlace operations on Make

Triggers (4)

Start a workflow when this happens

  • Watch Existing Card Moved on a Board — Triggers when an existing card moved on a board.
  • Watch Existing Card Updated on Board — Triggers when an existing card is updates on board.
  • Watch New Card in a Board — Triggers when a new card is created in a specific board.
  • Watch New Card in a Lane — Triggers when a new card is created in a specific lane.

Actions (21)

Things Salesflare can make it do

  • Assign a User — Assigns a user to specific cards.
  • Connect a Card — Connects a card to a child or parent cards.
  • Create Custom Fields — Creates custom fields.
  • Create a Card — Creates a new card on the board.
  • Create a Card Type — Creates a card type.
Show 16 more actions
  • Create a Comment — Creates a new comment.
  • Create a Task — Creates a new task in the specified card.
  • Delete Custom Fields — Removes custom fields.
  • Delete a Card — Deletes a specific card.
  • Delete a Card Connections — Deletes one or more parent or child connection from a card.
  • Delete a Card Type — Removes a specific card type.
  • Get a Card — Retrieves a card details.
  • Get a Card Type — Retrieves a specific card type.
  • Make an API Call — Performs an arbitrary authorized API call.
  • Move a Card to Another Board — Moves selected cards to the default lane of the specified board.
  • Move a Card to Another Lane — Moves selected cards to the specified lane of the same board.
  • Move a Task to a Lane — Moves a task into the 'ToDo', 'Doing' or 'Done' lane.
  • Unassign a User — Unassigns a user from specific cards.
  • Update a Card — Updates an existing card.
  • Update a Card Type — Updates a specific card type.
  • Update a Custom Field — Updates an existing custom field.

Searches (7)

Look up existing records

  • List Card Activity — Retrieves a list of recent events for a card.
  • List Card Types — Searches for a list of card types for a specific board.
  • List Card's Tasks — Lists all tasks of the specified card.
  • List Custom Fields — Searches custom fields.
  • Search Boards — Searches for the boards.
Show 2 more searches
  • Search Card Comments — Searches for card comments.
  • Search Cards or Tasks — Searches for the cards.

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