Connect Planable and ActiveCampaign
Integrate Planable with ActiveCampaign to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
View Campaign Details in Planable when Updated Contact in ActiveCampaign
List Posts from Planable when Updated Contact in ActiveCampaign
Create Campaign in Planable when New Deal Task in Activecampaign
List Posts from Planable when New Deal Task in Activecampaign
Create a Story in Planable when New Deal Task in Activecampaign
Popular Planable + ActiveCampaign flows
Start from a real workflow other teams are already running.
Choose a trigger
Planable
When this happens...
When a new post is created
When a post becomes fully approved in the workspace
When a post is published
Choose an action
ActiveCampaign
Automatically do this!
Find a User
Find a Deal Task
Find a Deal
Find a Contact
Create Contact
Create an Account
Create or Update a Deal
Update a Deal
Find all Campaigns
Find a Campaign
Add or Remove Tag From Contact
Find a Account
Add Secondary Contact to Deal
Update Account
Add a Contact to Account
Update Contact
View Campaign Details in Planable when Updated Contact in ActiveCampaign
Use this flowList Posts from Planable when Updated Contact in ActiveCampaign
Use this flowCreate Campaign in Planable when New Deal Task in Activecampaign
Use this flowList Posts from Planable when New Deal Task in Activecampaign
Use this flowCreate a Story in Planable when New Deal Task in Activecampaign
Use this flowList Posts from Planable when New Deal Note in Activecampaign
Use this flowAdd Comment to Post on Planable when New Contact Added to List in Activecampaign
Use this flowUpdate Campaign in Planable when New Contact Added to List in Activecampaign
Use this flowCreate Post in Planable when Tag Added or Removed From Contact in ActiveCampaign
Use this flowAdd Comment to Post on Planable when Tag Added or Removed From Contact in ActiveCampaign
Use this flowSupported Triggers & Actions
Everything you can automate between Planable and ActiveCampaign.
When this happensTriggers
A trigger is an event that starts a workflow.
When a new post is created
Runs the workflow automatically when a new post is created in the workspace.
When a post becomes fully approved in the workspace
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
When a post is published
Runs the workflow automatically whenever a post is published in your Planable account.
Updated Contact
Triggers when an existing contact details are updated.
New Deal Task
Triggers when a new deal task is added.
New Deal Note
Triggers when a new deal note is created.
Do thisActions
Action is the task that follows automatically within your Planable integrations.
Create Post
Creates a new social media post in Planable.
Add Comment to Post
Add a comment to a post for review or collaboration.
Update Post
Edit a Planable post's text, schedule, media, labels, and publishing options.
Create Campaign
Create a campaign to organize content, manage approvals, and schedule posts.
Update Campaign
Update a campaign's name, status, dates, color, icon, or links.
View Campaign Details
Retrieve campaign details including name, status, posts, schedule, and approval settings.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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About Planable
Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.
Learn moreSimilar apps
About ActiveCampaign
ActiveCampaign combines various aspects of small business marketing into an integrated and user-friendly platform. It helps businesses grow by maintaining meaningful connections with their customers, automating the marketing process, and utilizing campaign optimization.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planable and ActiveCampaign accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Planable and ActiveCampaign as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ActiveCampaign. No coding required.
Yes. You can set up a workflow where Planable triggers actions in ActiveCampaign, and a separate workflow where ActiveCampaign triggers actions in Planable. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Planable and ActiveCampaign. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Planable and ActiveCampaign integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.