Full list

Supported Triggers & Actions

Everything you can automate between Freshdesk and vPlan.

When this happensTriggers

A trigger is an event that starts a workflow.

New Ticket

New Ticket

Trigger when a new ticket created.

New Contact

New Contact

Trigger when a new contect is cteated.

New or Changed Collection

New or Changed Collection

Triggers when a new collection is added or changed.

New or Updated Card

New or Updated Card

Triggers when a card is added or updated.

Attached or Detached Label on a Card

Attached or Detached Label on a Card

Triggers when a label is attached or detached from a card.

Attached or Detached Resource on a Card

Attached or Detached Resource on a Card

Triggers when a resource is attached or detached from a card.

Do thisActions

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

Create a Contact

Create a Contact

Creates a new contact

Create a Company

Create a Company

Creates a new company

Create Forum Category

Create Forum Category

Create a new forum category

Create a Forum

Create a Forum

Creates a new forum.

Create a Forum Topic

Create a Forum Topic

Creates a new forum topic

Add Notes to a Tickets

Add Notes to a Tickets

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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Frequently Asked Questions

How do I connect Freshdesk and vPlan?

Sign up for a free viaSocket account, then authorize both your Freshdesk and vPlan 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 Freshdesk and vPlan 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 Freshdesk to vPlan?

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

Can the integration run in both directions?

Yes. You can set up a workflow where Freshdesk triggers actions in vPlan, and a separate workflow where vPlan triggers actions in Freshdesk. 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 Freshdesk and vPlan. 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 Freshdesk and vPlan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.