Connect Drip and Plane.so to Build Intelligent Automations

Choose a Trigger

Drip

When this happens...

Choose an Action

Plane.so

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Subscriber

New Subscriber

Triggers when a new subscriber is added to Drip.

New Subscriber Tag

New Subscriber Tag

Triggers when a new tag is applied to a subscriber.

Remove Subscriber Tag

Remove Subscriber Tag

Triggers when a tag is removed from a subscriber.

New Custom Event

New Custom Event

Triggers when a subscriber performs a custom event.

Update Custom Field

Update Custom Field

Triggers when a subscriber custom field is updated.

Complete Campaign

Complete Campaign

Triggers when a subscriber completes a campaign.

Do thisActions

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

Add Tag to Subscriber

Add Tag to Subscriber

Adds a tag to a subscriber.

Remove Tag From Subscriber

Remove Tag From Subscriber

Removes a tag from a subscriber.

Subscribe to Campaign

Subscribe to Campaign

Subscribes someone to a campaign.

Trigger Event

Trigger Event

Creates an event for a subscriber (e.g. "Signed up for a trial").

Add a Project

Add a Project

Add project in a workspace.

Fetch all  projects

Fetch all projects

Fetches a list of all projects within a specified workspace.

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Frequently Asked Questions

How do I start an integration between Drip and Plane.so?

To start, connect both your Drip and Plane.so accounts to viaSocket. Once connected, you can set up a workflow where an event in Drip triggers actions in Plane.so (or vice versa).

Can we customize how data from Drip is recorded in Plane.so?

Absolutely. You can customize how Drip data is recorded in Plane.so. This includes choosing which data fields go into which fields of Plane.so, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Drip and Plane.so?

The data sync between Drip and Plane.so typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Drip to Plane.so?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Drip and Plane.so?

Yes, you can set conditional logic to control the flow of data between Drip and Plane.so. 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.

Drip

About Drip

Drip is a powerful email marketing platform designed to help businesses engage and communicate with their customers effectively. It offers tools for automation, personalization, and analytics to enhance marketing strategies.

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Plane.so

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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