Connect ERP Docs and Planable
Integrate ERP Docs with Planable to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Templates from ERP Docs when When a new post is created in Planable
Create Document from Template in ERP Docs when When a new post is created in Planable
List Workspaces in ERP Docs when When a new post is created in Planable
List Brand Profiles from ERP Docs when When a new post is created in Planable
Create Brand Profile in ERP Docs when When a new post is created in Planable
Popular ERP Docs + Planable flows
Start from a real workflow other teams are already running.
Choose a trigger
ERP Docs
When this happens...
- Request a new Trigger for ERP Docs
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
List Templates from ERP Docs when When a new post is created in Planable
Use this flowCreate Document from Template in ERP Docs when When a new post is created in Planable
Use this flowList Workspaces in ERP Docs when When a new post is created in Planable
Use this flowList Brand Profiles from ERP Docs when When a new post is created in Planable
Use this flowCreate Brand Profile in ERP Docs when When a new post is created in Planable
Use this flowList Templates from ERP Docs when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Document from Template in ERP Docs when When a post becomes fully approved in the workspace in Planable
Use this flowList Workspaces in ERP Docs when When a post becomes fully approved in the workspace in Planable
Use this flowList Brand Profiles from ERP Docs when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Brand Profile in ERP Docs when When a post becomes fully approved in the workspace in Planable
Use this flowSupported Triggers & Actions
Everything you can automate between ERP Docs and Planable.
When this happensTriggers
A trigger is an event that starts a workflow.
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 ERP Docs integrations.
List Templates
List all templates or fetch a specific template by ID.
Create Document from Template
Create an unsent document draft from a template, setting sender, recipients, prefill, title, expiry days, and brand.
List Workspaces
List all organization workspaces for the connected account.
List Brand Profiles
List all brand profiles or fetch a specific profile by ID; indicates the default profile.
Create Brand Profile
Creates an ERP Docs brand profile with optional colors, email branding, and logo configuration.
Create Post
Creates a new social media post in Planable.
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 ERP Docs
ERPDocs is an AI-native document platform for securely preparing, sending, signing, tracking, and managing business agreements. It provides reusable templates, automated document insights, e-signatures, audit trails, contract reminders, secure sharing, and API-driven workflows.
Learn moreSimilar apps
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 ERP Docs 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 ERP Docs 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 ERP Docs triggers actions in Planable, and a separate workflow where Planable triggers actions in ERP Docs. 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 ERP Docs and Planable. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire ERP Docs 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.
