Connect Planable and Jotform
Integrate Planable with Jotform to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Forms from Jotform when When a post becomes fully approved in the workspace in Planable
Create Submission in Jotform when When a post becomes fully approved in the workspace in Planable
List Form Questions from Jotform when When a post becomes fully approved in the workspace in Planable
Add Question to Jotform when When a post becomes fully approved in the workspace in Planable
List Forms from Jotform when When a post is published in Planable
Popular Planable + Jotform 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
Jotform
Automatically do this!
Create Form
List Forms
Create Submission
List Form Questions
Add Question
List Forms from Jotform when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Submission in Jotform when When a post becomes fully approved in the workspace in Planable
Use this flowList Form Questions from Jotform when When a post becomes fully approved in the workspace in Planable
Use this flowAdd Question to Jotform when When a post becomes fully approved in the workspace in Planable
Use this flowList Forms from Jotform when When a post is published in Planable
Use this flowCreate Submission in Jotform when When a post is published in Planable
Use this flowList Form Questions from Jotform when When a post is published in Planable
Use this flowAdd Question to Jotform when When a post is published in Planable
Use this flowCreate Post in Planable when New Submission in Jotform
Use this flowAdd Comment to Post on Planable when New Submission in Jotform
Use this flowSupported Triggers & Actions
Everything you can automate between Planable and Jotform.
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.
New Submission
Update New Submission trigger sample to return latest submission or a single-line no-data message.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Planable and Jotform workflows.
Learn how to automate Planable and Jotform workflows.
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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 Jotform
Jotform is an online form builder that allows users to create and manage forms for all types of data collection. It provides a user-friendly interface with drag-and-drop form elements and a wide range of integration options.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planable and Jotform 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 Jotform 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 Jotform. No coding required.
Yes. You can set up a workflow where Planable triggers actions in Jotform, and a separate workflow where Jotform 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 Jotform. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Planable and Jotform integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.