
When this happens...

Automatically do this!
Create New Bar
Get Roadmap Bars
Update Bar
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Bar Appears on Roadmap
Runs when roadmap is updated
Runs when roadmap bar is updated
Action is the task that follows automatically within your Alteryx integrations.
Creates a new plan in your Alteryx account.
Retrieves a list of Alteryx plans.
Add a new bar to your roadmap.
Get all bars for a roadmap.
Update a roadmap bar by ID.

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To start, connect both your Alteryx and ProductPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Alteryx triggers actions in ProductPlan (or vice versa).
Absolutely. You can customize how Alteryx data is recorded in ProductPlan. This includes choosing which data fields go into which fields of ProductPlan, setting up custom formats, and filtering out unwanted information.
The data sync between Alteryx and ProductPlan 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 Alteryx and ProductPlan. 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.
Alteryx is a leading platform for data blending and advanced analytics, empowering data analysts and scientists to easily prepare, blend, and analyze data from various sources. With its intuitive drag-and-drop interface, Alteryx simplifies complex data processes, enabling users to generate insights and make data-driven decisions efficiently.
Learn MoreIntegrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
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