Connect IdeaPlan and SmartRoutes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for IdeaPlan
Choose an Action
Automatically do this!
Create a Order
Get Customer by ID
Update Customer by ID
Get All Vehicles
Delete Orders by Order Number
Get Orders
List Custom Fields
List Capacities
List Customers
List Notification Templates
List Orders
List Plans
List Routes
List Vehicles
List Zone Groups
Enable Integrations or automations with these events of IdeaPlan and SmartRoutes
Enable Integrations or automations with these events of IdeaPlan and SmartRoutes
Triggers
New Order Created
Triggers when a new order is created.
Actions
Create a Order
Creates a new order.
Get Customer by ID
Here you will get costumer details.
Update Customer by ID
Can update customer details.
Get All Vehicles
Here you will get all vehicle details.
Delete Orders by Order Number
The order will be deleted by providing order id.
Get Orders
To get all orders.
Explore more automations built by businesses and experts
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Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Social Media Post Creation and Scheduling Across Multiple Platforms
- InstagramInstagram CaptionGenerate ImagePublish Photo with TaggingAdd Step
- YoutubeYoutube Video ScriptYoutube Description VideoCreate an Avatar VideoDelayRetrieve Shareable Link for a Video1Upload VideoAdd Step
- TwitterTwitter TweetPost a TweetAdd Step
- LinkedinLinkedin ArticleCreate a linkedin Article or URL postAdd Step
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Frequently Asked Questions
To start, connect both your IdeaPlan and SmartRoutes accounts to viaSocket. Once connected, you can set up a workflow where an event in IdeaPlan triggers actions in SmartRoutes (or vice versa).
Absolutely. You can customize how IdeaPlan data is recorded in SmartRoutes. This includes choosing which data fields go into which fields of SmartRoutes, setting up custom formats, and filtering out unwanted information.
The data sync between IdeaPlan and SmartRoutes 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 IdeaPlan and SmartRoutes. 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 IdeaPlan
IdeaPlan is a comprehensive platform designed to help you capture, organize, and prioritize ideas and feedback from your team and customers. Streamline your product development process and ensure that the best ideas are implemented efficiently.
Learn MoreAbout SmartRoutes
SmartRoutes is a comprehensive route optimization and delivery management platform designed to streamline logistics operations for businesses. It offers features such as route planning, real-time tracking, and delivery analytics to enhance efficiency and customer satisfaction.
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