Connect Bigin and Planable
Integrate Bigin with Planable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Post in Planable when New Contact Created in Bigin
Add Comment to Post on Planable when New Contact Created in Bigin
Update Post in Planable when New Contact Created in Bigin
Create Campaign in Planable when New Contact Created in Bigin
Update Campaign in Planable when New Contact Created in Bigin
Popular Bigin + Planable flows
Start from a real workflow other teams are already running.
Choose a trigger
Bigin
When this happens...
New Contact Created
New Deal Is Created
Choose an action
Planable
Automatically do this!
Create Post
Add Comment to Post
Update Post
Create Campaign
Update Campaign
View Campaign Details
List Campaigns
Find Post By ID
List Posts
Get Post Comments
Create a Story
List Workspaces
List Pages
List Labels
Find Media
Create Post in Planable when New Contact Created in Bigin
Use this flowAdd Comment to Post on Planable when New Contact Created in Bigin
Use this flowUpdate Post in Planable when New Contact Created in Bigin
Use this flowCreate Campaign in Planable when New Contact Created in Bigin
Use this flowUpdate Campaign in Planable when New Contact Created in Bigin
Use this flowView Campaign Details in Planable when New Contact Created in Bigin
Use this flowList Campaigns from Planable when New Contact Created in Bigin
Use this flowFind Post By ID in Planable when New Contact Created in Bigin
Use this flowList Posts from Planable when New Contact Created in Bigin
Use this flowGet Post Comments from Planable when New Contact Created in Bigin
Use this flowSupported Triggers & Actions
Everything you can automate between Bigin and Planable.
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created in Zoho Bigin.
New Deal Is Created
Runs when a new deal is created in Zoho Bigin.
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.
Do thisActions
Action is the task that follows automatically within your Bigin integrations.
Create Contact
Adds a new contact to Bigin with name, contact details, address, owner, tags, and associated company.
Update Contact
Updates an existing contact in Bigin with the provided details.
Update Company
Updates an existing company in Bigin with the provided details such as name, contact info, address, owner, and tags.
Get Organization Details
Retrieves the details of the organization.
Create Or Update Pipeline
Creates a new pipeline or updates an existing pipeline in Bigin.
Create Or Update Contact
Creates a new contact or updates an existing contact matched by email.
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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AI will build it for you
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 Bigin
Bigin by Zoho CRM is a customer relationship management system tailored for small businesses to streamline sales, marketing, and customer service. Its intuitive pipeline management tracks opportunities across sales stages with customizable workflows.
Learn more
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
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Bigin and Planable 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 Bigin and Planable 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 Planable. No coding required.
Yes. You can set up a workflow where Bigin triggers actions in Planable, and a separate workflow where Planable triggers actions in Bigin. 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 Bigin and Planable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Bigin and Planable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
