Connect Planview AgilePlace and Qoyod to unlock the power of automation

Block a Card (Or Task)

Moves a task into it's taskboard 'done' lane

Gets a Card by ID

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 tags from an existing card (or task).

Unassign a User from a Card (Or Task)

Updates an existing card (or task card).

Finds the first matching card on a board by searching Title and Header (Custom ID).

Creates a purchase bill

creates a credit note

Creates a debit note

Creates a paid of partially paid invoice

Creates a purchase order

Action that creates a project

This action creates a receipt

This action creates a vendor

Finds a product by searching for product ID or product SKU

Find a customer to include in an Invoice or Quotation

Find a vendor to include in a Bill or Purchase Order

Creates a new card.

Creates a parent/child relationship between two cards

Moves a card to a different lane.

Move a card to another board

Removes a parent/child connection between two cards

Moves a task card into the 'doing' lane

Unblock a Card (Or Task)

Update Custom Field Value on a Card

Finds the first matching card on a board by searching Title and Header (Custom ID).

Creates a paid of partially paid bill

This action creates a customer

Creates an Invoice

Create a Manual Journal Entry

Creates a product

Creates a Quotation

An action that Creates a Task

Find a customer to include in an Invoice or Quotation

Find a vendor to include in a Bill or Purchase Order

Finds a product by searching for product ID or product SKU