Zendesk integration with Planview AgilePlace
How to Create AgilePlace cards from new Zendesk tickets
Steps to automate
Use Nekton workflow automation service.Preparation
Create Nekton account. You can also use your existing Google account
to sign in.
Create automation
-
Click on the "Create new workflow" button, and then add "Automated step".
-
Set the step description to "Create AgilePlace cards from new Zendesk tickets" and then click on "Automate".
-
Provide the necessary parameters and click on the "Test it" button to check your automation. If you had issues with it, you can click on "Automate" again to try a different one.
Create a schedule (optional)
If you want to run this automation on a schedule, click on the gear button on the workflow editor
screen
to configure it. For example, you can run this flow every hour or every day.
Automate Planview AgilePlace integrations
If your organisation uses Leankit for internal task planning and management, and you have fixed monthly tasks that need to be included, then use Nekton to create Leank...
Planview AgilePlace actions
Nekton can use any feature that is available in Planview AgilePlace API.
Using our advanced AI, you can easily create custom automations for Planview AgilePlace.
Here are some typical actions you can do in your automated workflows.
Add Comment to Card (Or Task)
Add a Comment to a Card or Task
Add Tags to a Card (Or Task)
Add tags to an existing card (or task).
Block a Card (Or Task)
Block a Card (Or Task)
Complete a Task
Moves a task into it's taskboard 'done' lane
Create Task
Create a Task Card.
Get Card by ID
Gets a Card by ID
About Planview AgilePlace
Push new Cards, Card moves, and Card updates to your instance of Planview AgilePlace.