Planview AgilePlace SMS Integration
Yes - Mobile Message does integrate with Planview AgilePlace!
You can notify a customer when a card enters a delivery lane, alert a supervisor when a card is created in a particular lane, or send a text when a card moves on a board. Delivery Status Updated can also trigger Planview AgilePlace's Add Comment to Card action, giving the board a visible record that a message reached its delivery stage. The workflow is configured around the events that matter to your operation, rather than every board change. It helps turn board progress into timely, practical communication.
A Zapier account and subscription is required for this integration.
Please view Zapier's pricing page for further information.
What you can automate
Connect Planview AgilePlace and Mobile Message through Zapier and these run on their own, with no code and no developer.
Bulk SMS at 1.6¢ per SMS
Exceptional SMS pricing starting at just 1.6¢ per message with your first purchase, offering great value without compromising on quality.
100% Direct Delivery - Guaranteed
We don't route your messages offshore, like some bulk SMS providers. We deliver 100% of messages directly to Australian mobile carriers, for the fastest, most reliable delivery.
FREE Dedicated Number
Get a dedicated vitrual number to send and receive SMS messages, at no extra cost! Perfect for two-way SMS messaging.
Everything Planview AgilePlace supports on Zapier
Any of these can start or complete an SMS automation with Mobile Message.
Triggers 5
- 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.
Actions 23
- Add a Card Type to a Board — Adds a card type to a board if it doesn't already exist
- 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).
- Assign User — Assign a User to a 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 a Parent/Child Connection — Creates a parent/child relationship between two cards
Show all 23 actions
- Create Card — Creates a new card.
- Create Task — Create a Task Card.
- Duplicate a Card (Or Task) — Duplicate a Card (Or Task)
- Get Card by ID — Gets a Card by ID
- Move Card to a Lane — Moves a card to a different lane.
- Move Card to Another Board — Move a card to another board
- 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
Everything Your Integration Needs
Easy-to-Use Integration
Our SMS platform is simple to integrate with your existing application.
Custom Sender IDs
Personalise your messages with a branded sender name, improving trust and engagement with your audience.
Real-Time Delivery Receipts
Track your message statuses in real time, ensuring complete transparency and campaign effectiveness.
Inbound SMS Handling
Receive replies and incoming messages directly into your app for seamless two-way communication.
Planview AgilePlace + SMS: common questions
Can a Planview AgilePlace lane change send an SMS?
Yes. Card Entered a Specific Lane or Card Moved on a Board can start a Zap that uses Mobile Message's Send SMS action. This lets you notify a customer or team member when selected board progress occurs.
Can SMS delivery updates be recorded on an AgilePlace card?
Yes. Delivery Status Updated can trigger Add Comment to Card (Or Task). The Zap can place the delivery information on the relevant card so the board contains a visible communication record.
How do I set up the AgilePlace SMS workflow?
Create the Zap in Zapier with no code. You will need Planview AgilePlace, Mobile Message and Zapier accounts, then select the board event, map the card and mobile fields, and test the workflow.
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