Connect LiveAgent and vPlan to Build Intelligent Automations
Choose a Trigger
When this happens...
New Customer
Choose an Action
Automatically do this!
Create Activity
Create Resource
Ready to use LiveAgent and vPlan automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Customer
Triggers when a new customer is added.
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.
Do thisActions
Action is the task that follows automatically within your LiveAgent integrations.
List Customers
Get details of all customers.
List Conversations
Get details of all conversations.
Add New Customer
Add new customer in LiveAgent.
Add Customer to Group
Add a customer to an existing group.
Remove Customer From Group
Removes customer form a particular group.
List Companies
Retrieve list of companies
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Frequently Asked Questions
To start, connect both your LiveAgent and vPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in LiveAgent triggers actions in vPlan (or vice versa).
Absolutely. You can customize how LiveAgent 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 LiveAgent 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 LiveAgent 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 LiveAgent
LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.
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