Connect Hedy AI and vPlan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Highlight Created
Session Ends
Choose an Action
Automatically do this!
Create Activity
Create Resource
Ready to use Hedy AI and vPlan automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Highlight Created
runs when New Highlight Created
Session Ends
runs when Session Ends
New or Changed Collection
Triggers when a new collection is added or changed.
New or Updated Card
Triggers when a card is added or updated.
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
Triggers when a resource is attached or detached from a card.
Do thisActions
Action is the task that follows automatically within your Hedy AI integrations.
Get Session Details
Get a session's details, including transcript, conversation and meeting minutes
Get Highlight Details
Get a highlight's original quote, cleaned quote, and AI insights.
Create Activity
Create a new Activity.
Create Resource
Create a new resource.
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Frequently Asked Questions
To start, connect both your Hedy AI and vPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Hedy AI triggers actions in vPlan (or vice versa).
Absolutely. You can customize how Hedy AI data is recorded in vPlan. This includes choosing which data fields go into which fields of vPlan, setting up custom formats, and filtering out unwanted information.
The data sync between Hedy AI and vPlan 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 Hedy AI and vPlan. 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.
About Hedy AI
Hedy AI is a cutting-edge platform that leverages artificial intelligence to enhance productivity and streamline workflows. It offers innovative solutions for automating tasks, improving decision-making, and optimizing business processes.
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