What you can automate

When card Created in a Specific Lane in Planview AgilePlace, create task in Salesflare.

When card Created on Board in Planview AgilePlace, create task in Salesflare.

When card Updated on Board in Planview AgilePlace, create task in Salesflare.

When new Task in Salesflare, add a Card Type to a Board in Planview AgilePlace.

About Planview AgilePlace

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

Planview AgilePlace operations on Zapier

Start a workflow when this happens

Card Created in a Specific Lane — Triggers when a card is created in a specific lane.
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.
Card Moved on a Board — Triggers when a card moves to/from any lane on a board.
Card Updated on Board — Triggers when a card is updated anywhere on a board.

Things Salesflare can make it do

Add Comment to Card (Or Task) — Add a Comment to a Card or Task
Add Custom Field Choice Item to Dropdown — Add Custom Field Choice Item to Dropdown
Add Tags to a Card (Or Task) — Add tags to an existing card (or task).
Add a Card Type to a Board — Adds a card type to a board if it doesn't already exist
Assign User — Assign a User to a Card (Or Task)

Show 19 more actions

Block a Card (Or Task) — Block a Card (Or Task)
Complete a Task — Moves a task into it's taskboard 'done' lane
Create Card — Creates a new card.
Create Task — Create a Task Card.
Create a Parent/Child Connection — Creates a parent/child relationship between two cards
Duplicate a Card (Or Task) — Duplicate a Card (Or Task)
Find or Create Card — Finds the first matching card on a board by searching Title and Header (Custom ID).
Get Card by ID — Gets a Card by ID
Move Card to Another Board — Move a card to another board
Move Card to a Lane — Moves a card to a different lane.
Move Parent Cards Based on Status of Children — Move a parent based on children (1st child moved to an active lane moves the parents into the specified active lane. Once all children are complete, moves the parents to the specified 'done' lane)
Remove Custom Field Choice Item From Dropdown — Remove Custom Field Choice Item From Dropdown
Remove Parent/Child Connection — Removes a parent/child connection between two cards
Remove Tags From a Card (Or Task) — Remove tags from an existing card (or task).
Start a Task — Moves a task card into the 'doing' lane
Unassign User — Unassign a User from a Card (Or Task)
Unblock a Card (Or Task) — Unblock a Card (Or Task)
Update Card (Or Task) — Updates an existing card (or task card).
Update Custom Field Value on a Card — Update Custom Field Value on a Card

Look up existing records

Find First Matching Card — Finds the first matching card on a board by searching Title and Header (Custom ID).

Planview AgilePlace and Salesflare