Integrations InvGate Service Management vPlan
InvGate Service Management + vPlan
Full list

Supported Triggers & Actions

Everything you can automate between InvGate Service Management and vPlan.

When this happensTriggers

A trigger is an event that starts a workflow.

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.

New or Changed Comment

New or Changed Comment

Triggers when a new comment is added or changed.

Card Deleted

Card Deleted

Triggers when a card is deleted.

Do thisActions

Action is the task that follows automatically within your InvGate Service Management integrations.

Create Incident

Create Incident

Create an incident with title, requester, creator, priority, category, and optional description, location, occurrence date, and related items.

Get Categories

Get Categories

Retrieve service categories used to classify incidents and service requests.

Get Users

Get Users

Action to list users

Get Incident Details

Get Incident Details

Retrieve details for a specific incident by ID, with options to include comments and format dates.

Create User

Create User

Create a new user with profile, contact, manager, and address details.

Create Activity

Create Activity

Create a new Activity.

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 InvGate Service Management and vPlan?

Sign up for a free viaSocket account, then authorize both your InvGate Service Management 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 InvGate Service Management 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 InvGate Service Management 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 InvGate Service Management triggers actions in vPlan, and a separate workflow where vPlan triggers actions in InvGate Service Management. 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 InvGate Service Management 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 InvGate Service Management 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.