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Connect Axonaut and Plane.so

Integrate Axonaut with Plane.so to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.

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Supported Triggers & Actions

Everything you can automate between Axonaut and Plane.so.

When this happensTriggers

A trigger is an event that starts a workflow.

New Company

New Company

Trigger when New Company created.

New Quotation

New Quotation

Trugger when new Quotation is created.

New Task

New Task

Trigger when new Task created.

New Expense

New Expense

Triggers when a new Expense is created.

New Invoice

New Invoice

This action creates a new invoice.

New Issue Created

New Issue Created

This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.

Do thisActions

Action is the task that follows automatically within your Axonaut integrations.

Create Company

Create Company

Create a company in Axonaut via API

Create Quotation

Create Quotation

Create a Quotation

Create Event

Create Event

Create an Event

Create Task

Create Task

Create Task

Create Product

Create Product

Creates a product.

Create Employee

Create Employee

This action creates a new employee.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Axonaut
Axonaut + Plane.so
Axonaut  logo

About Axonaut

Axonaut is a CRM and more: follow your customer from before the first contact, beginning at the marketing campaign, though negotiations, billing, bank reconciliation.

Learn more
Integrations Plane.so
Plane.so + Axonaut
Plane.so logo

About Plane.so

Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.

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Frequently Asked Questions

How do I connect Axonaut and Plane.so?

Sign up for a free viaSocket account, then authorize both your Axonaut and Plane.so 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.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Axonaut and Plane.so as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Axonaut to Plane.so?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Plane.so. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Axonaut triggers actions in Plane.so, and a separate workflow where Plane.so triggers actions in Axonaut . Both run independently and in real time.

What happens if a step in the workflow fails?

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.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Axonaut and Plane.so. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Axonaut and Plane.so integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.