Create tasks from records

When a new record is created in Quickbase, create a task in Planview AgilePlace.

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See all Quickbase + Planview AgilePlace integrations or talk to a human

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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.

Quickbase Explore Quickbase →

Triggers

New record

Fires when a new record is added to an app built in Quickbase.

Record updated

Fires when a record changes in an Quickbase app.

Record deleted

Fires when a record is deleted in an Quickbase app.

Actions

Create record

Adds a new record to an app built in Quickbase.

Update record

Updates an existing record in an Quickbase app.

Delete record

Removes a record from an Quickbase app.

Planview AgilePlace Explore Planview AgilePlace →

Triggers

New task created

Fires when a new task, job or item 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.

Status changed

Fires when a task, job or project changes status in Planview AgilePlace.

Actions

Create task

Creates a new task, job or item 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.

Assign task

Assigns a task in Planview AgilePlace to a team member.

Complete records when tasks finish When a task is completed in Planview AgilePlace, update the record in Quickbase. See details

Log new projects in your app When a project is created in Planview AgilePlace, create a record in Quickbase. See details

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

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FAQ

Common questions

Can Knit build “Create tasks from records” between Quickbase and Planview AgilePlace?

Yes — describe it in the box above and Knit's Integrations Agent researches Quickbase and Planview AgilePlace'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.

Can a record create a task?

Yes. When a record is created in Quickbase, Planview AgilePlace can create a task or project with its details.

Does task progress update the record?

When a task is completed in Planview AgilePlace, the matching record in Quickbase can be marked done.