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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
New or Changed Comment
Triggers when a new comment is added or changed.
Card Deleted
Triggers when a card is deleted.
Do thisActions
Action is the task that follows automatically within your Leadzen.ai integrations.
Get Credits
Get credits availability of your account.
Create Activity
Create a new Activity.
Create Resource
Create a new resource.
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Frequently Asked Questions
To start, connect both your Leadzen.ai and vPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Leadzen.ai triggers actions in vPlan (or vice versa).
Absolutely. You can customize how Leadzen.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 Leadzen.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 Leadzen.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 Leadzen.ai
Leadzen.ai is a powerful tool designed to streamline and enhance your lead generation process. By leveraging advanced AI algorithms, it helps businesses identify and connect with potential customers more efficiently. Whether you're looking to expand your customer base or improve your sales pipeline, Leadzen.ai provides the insights and data you need to succeed.
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