
When this happens...
New Ledger Entry Created

Automatically do this!
Create New Bar
Get Roadmap Bars
Update Bar
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when ledger entry created
Runs when New Bar Appears on Roadmap
Runs when roadmap is updated
Runs when roadmap bar is updated
Action is the task that follows automatically within your Giddh integrations.
Generates a new invoice in Giddh.
Creates a Customer or Account.
Create Address in Your Account
Find a Company using uniqueId.
Creates a Group
Delete a Group.

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To start, connect both your Giddh and ProductPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Giddh triggers actions in ProductPlan (or vice versa).
Absolutely. You can customize how Giddh data is recorded in ProductPlan. This includes choosing which data fields go into which fields of ProductPlan, setting up custom formats, and filtering out unwanted information.
The data sync between Giddh and ProductPlan typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Giddh and ProductPlan. 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.
Giddh is a comprehensive accounting software designed to simplify financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting, making it an ideal solution for small to medium-sized enterprises looking to streamline their accounting processes.
Learn MoreIntegrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
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