Planview AgilePlace + Slack

Planview AgilePlace + Slack integrations

Create AgilePlace cards from Slack messages

Manage projects easily and respond to messages quickly with the Slack to AgilePlace automation. Once set up, when you receive a new message in Slack, Zapier will create a new card in AgilePlace. This automation helps your team collaborate and focus on your projects even while you're chatting in Slack.

When this happens...
New Message Posted to ChannelTriggers when a new message is posted to a specific #channel you choose.
TriggerInstant
automatically do this!
Create CardCreates a new card.
ActionWrite

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More things you can do with Slack and Planview AgilePlace

Discover other triggers and actions you can use with Slack and Planview AgilePlace

- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
- Optimized data
Trigger
Instant
Try It
- Channel
- User Name
- Shared
Trigger
Instant
Try It
- Search Query
  Required
- Optimized data
Trigger
Polling
Try It
- Channel ID
- Reaction
- Member ID
- Message Author ID
Trigger
Instant
Try It

- Zap Identifier
- Access type
Trigger
Instant
Try It
New User
Triggers when a new Slack user is created / first joins your org.
Trigger
Instant
Try It

- Text
  Required
- Remind when?
  Required
- Remind who?
Action
Write
- Conversation ID
  Required
- Scheduled As
  Required
- Scheduled Message ID
  Required
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- File
- Thread
- Send Channel Message?
- Zap_id
Action
Write
- Allowed_delete_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
Action
Write
- Canvas ID
  Required
- Operation
  Required
Action
Write
- Channel Name
  Required
Action
Write
- Status_copy
- Approval request message
  Required
- Send message as
  Required
- Approval type
  Required
- Zap_id
- Include a link to this Zap?
- Approve button URL
- Approve button label
- Add decline button
- Add details button
- Require confirmation
Action
Write
- First Name
- Last Name
- Title
- Email
- Display Name
- User
Action
Write
- Stop on error
  Required
- HTTP Method
  Required
- URL
  Required
- Query string parameters
- Additional request headers
- Body
Action
Write
Get Message by Timestamp
This action retrieves a specific message from a conversation history in Slack using the message's timestamp.
Action
Write
Retrieve Thread Messages
This action retrieves all the messages sent to a specific thread in a selected channel.
Action
Write
Create Private Channel
This action creates a private channel in Slack.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Conversation ID
  Required
- Message TS (ID)
  Required
Action
Search
- Email
  Required
- Return Raw Results?
Action
Search
- Full Name
  Required
- Return Raw Results?
Action
Search
- Note
  Required
- Board
  Required
- Lane
  Required
Trigger
Polling
Try It
- Note
  Required
- Board
  Required
Trigger
Polling
Try It
- Note
  Required
- Board
  Required
Trigger
Polling
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 ID
  Required
- Title
  Required
- Description
- Board ID
- Task Type
  Required
Action
Write
- Card ID
  Required
Action
Write
- Card ID
  Required
- Board ID (where parent card lives)
  Required
- Lane ID for Active
  Required
- Lane ID for Done
  Required
- WIP Override Comment (optional)
Action
Write
- Board ID
  Required
- Custom Field Id
  Required
- Custom Field Choice Item to Remove
  Required
Action
Write
- Card/Task ID
  Required
- Tags
  Required
Action
Write
- Board ID
- User Email or ID
  Required
- Card/Task ID
  Required
Action
Write
- Card/Task ID
  Required
- Card Title
- Description
- Priority
- Size
- Planned Start
- Planned Finish
- Custom Id / Header
- External Link Label
- External Link Url
- Board ID
- Card/Task Type ID
- Custom Icon ID
Action
Write
- Board
  Required
- Search
  Required
Action
Search

New Channel
Triggers when a new #channel is created.
Trigger
Instant
Try It
- Include_alias
Trigger
Instant
Try It
- Username
- Highlight Word
- Trigger for Bot Messages?
- Only Public Channels?
Trigger
Instant
Try It
- Channel
  Required
Trigger
Instant
Try It
- Channel
  Required
- Trigger for Bot Messages?
Trigger
Instant
Try It
New Saved Message
Triggers when you save a message.
Trigger
Instant
Try It
- Channel
  Required
- Message
  Required
- Reaction
  Required
Action
Write
- Conversation ID
  Required
Action
Write
- Channel
  Required
- Users
  Required
Action
Write
- Title
- Content
- Channel ID
Action
Write
- Send Multi Message
- Message Text
  Required
- Send as a bot?
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
Action
Write
- Allowed_edit_copy
- Conversation ID
  Required
- Message TS (ID)
  Required
- Posted By
- Content Type
- Reply Broadcast
Action
Write
- Channel
  Required
- Add Zapier app to channel automatically?
- Message Text
  Required
- Send as a bot?
- Bot Name
- Bot Icon
- Include a link to this Zap?
- Attach Image by URL
- Auto-Expand Links?
- Link Usernames and Channel Names?
- Schedule At
- Zap_id
- File
- Thread
- Send Channel Message?
Action
Write
- Channel
  Required
- Topic
  Required
- Topic set by
Action
Write
- Status Text
- Status Emoji
- Expiration Time
Action
Write
Remove User from Channel
This action removes a specified user from a specified channel in Slack.
Action
Write
Edit Message
This action updates a specific message sent by the same Authenticated user on Slack. You need to provide the Channel ID, the Timestamp of the message to be edited, and the new text for the message.
Action
Write
Find Public Channel
This action will find a public channel in Slack using either the channel's ID or name.
Action
Write
Delete Message
This action deletes an existing message in a specific channel on Slack. You need to provide the channel ID and the message timestamp as inputs.
Action
Write
- Conversation ID
  Required
Action
Search
- Conversation ID
  Required
- Message ID (ts)
  Required
Action
Search
- Search Query
  Required
- Sort By
- Sort Direction
- Include Bot Messages in Search Results?
Action
Search
- ID
  Required
- Return Raw Results?
Action
Search
- Username
  Required
- Return Raw Results?
Action
Search
- Board
  Required
- Lane
  Required
Trigger
Polling
Try It
- Board
  Required
Trigger
Polling
Try It
- Board ID
  Required
- Card Type Name
  Required
- Card Type Color
Action
Write
- Board ID
  Required
- Custom Field Id
  Required
- New Custom Field Choice Item
  Required
Action
Write
- Board ID
- User Email or ID
  Required
- Card/Task ID
  Required
Action
Write
- Board ID
  Required
- Card Title
  Required
- Lane ID
- Description
- Priority
- Card Type ID
- Size
- Planned Start
- Planned Finish
- Tags
- 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
  Required
- Child Card ID
  Required
Action
Write
- Card/Task ID
  Required
Action
Write
- Card ID
  Required
- Board
- Lane ID
  Required
- WIP Override Comment (optional)
Action
Write
- Card ID
  Required
- Board ID
  Required
- Lane ID
- WIP Override Comment (optional)
Action
Write
- Parent Card ID
  Required
- 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 ID
- Custom Field ID
  Required
- Value
  Required
Action
Write
- Board ID
  Required
- Search
  Required
- Card Title
  Required
- Lane ID
- Description
- Priority
- Card Type ID
- Size
- Planned Start
- Planned Finish
- Tags
- 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

About Planview AgilePlace

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

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About Slack

Slack is a platform for team communication: everything in one place, instantly searchable, available wherever you go. Offering instant messaging, document sharing and knowledge search for modern teams.

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Planview AgilePlace + Slack

Planview AgilePlace + Slack

Create AgilePlace cards from Slack messages

More things you can do with Slack and Planview AgilePlace

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