
When this happens...

Automatically do this!
Create Activity
Create Resource
When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new collection is added or changed.
Triggers when a card is added or updated.
Triggers when a label is attached or detached from a card.
Triggers when a resource is attached or detached from a card.
Triggers when a new comment is added or changed.
Triggers when a card is deleted.
Action is the task that follows automatically within your Aero Workflow integrations.
Gets a list of all Contact Names.
Gets a list of Aero Type Names.
Gets a list of Task Aeros.
Gets a list of Team Member Names.
Creates a new Aero Task.
Creates a new Aero Email.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Aero Workflow and vPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Aero Workflow triggers actions in vPlan (or vice versa).
Absolutely. You can customize how Aero Workflow data is recorded in vPlan. This includes choosing which data fields go into which fields of vPlan, setting up custom formats, and filtering out unwanted information.
The data sync between Aero Workflow and vPlan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Aero Workflow and vPlan. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
Aero Workflow management designed by accountants for accountants. It is a robust and flexible automation platform designed to streamline business processes across various domains.
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