Planview AgilePlace Serviceaide

Convert escalated support tickets into development tasks

When a high-priority customer issue is logged in Serviceaide, create a matching task in Planview AgilePlace for product engineers to investigate.

Try:

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

Planview AgilePlace Explore Planview AgilePlace →

Triggers
New task created

Fires when a new task or card is created in Planview AgilePlace.

Task completed

Fires when a task in Planview AgilePlace is marked complete.

Due date approaching

Fires when a task's due date in Planview AgilePlace is coming up.

Comment added

Fires when a comment is added to a task in Planview AgilePlace.

Actions
Create task

Creates a new task in Planview AgilePlace.

Update task

Updates a task's status or assignee in Planview AgilePlace.

Add comment

Posts a comment on a task in Planview AgilePlace.

Move task

Moves a task in Planview AgilePlace to a different board or list.

Serviceaide Explore Serviceaide →

Triggers
New ticket created

Fires when a new support ticket is created in Serviceaide.

Ticket status changed

Fires when a ticket's status changes in Serviceaide.

Ticket assigned

Fires when a ticket in Serviceaide is assigned to an agent.

SLA breached

Fires when a ticket in Serviceaide breaches its response SLA.

Actions
Create ticket

Creates a new ticket in Serviceaide.

Update ticket status

Updates a ticket's status in Serviceaide.

Assign ticket

Assigns a ticket in Serviceaide to an agent.

Add ticket comment

Posts an internal or public comment on a ticket in Serviceaide.

Resolve customer tickets automatically when tasks complete When an engineer marks a bug fix task as complete in Planview AgilePlace, update the status of the related support ticket in Serviceaide so support can notify the customer. See details
Flag SLA breaches on project management task boards If a critical ticket breaches its resolution SLA in Serviceaide, post an urgent warning comment directly on the related task in Planview AgilePlace. See details

See all Planview AgilePlace + Serviceaide integrations →  ·  Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Convert escalated support tickets into development tasks” between Planview AgilePlace and Serviceaide?

Yes — describe it in the box above and Knit's Integrations Agent researches Planview AgilePlace and Serviceaide's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

What's the most common Project Management + Ticketing automation?

Creating a task in Planview AgilePlace whenever a ticket in Serviceaide is escalated or tagged as a bug, with a two-way status sync so support sees engineering progress without leaving Serviceaide.

Can status updates flow back to the original ticket?

Yes — when the linked task in Planview AgilePlace changes status, the Agent can post that update back onto the original ticket in Serviceaide automatically.

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