Automate anything with plane.so & pipedrive Integrations!

When this happens

Triggers

plane.so
New Issue Created

This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.

pipedrive
New Deal Created

Triggers when a new deal is created.

pipedrive
New Lead Created

Triggers when a lead is created.

pipedrive
New Organization Created

Triggers when a organization is created.

Do this

Actions

plane.so
Add a Project

Add project in a workspace.

plane.so
Fetch all projects

Fetches a list of all projects within a specified workspace.

plane.so
Get Project Details

Get project details in a workspace.

plane.so
Update project details

Update a project in a workspace.

plane.so
Create an Issue

Adds a new issue to a specified project.

plane.so
Retrieve Project Issues

Retrieves a list of all issues within a specific project.

plane.so
Get a issue details

Retrieves detailed information about a specific issue within a project.

plane.so
Delete an issue

Deletes a specified issue from a project.

pipedrive
Create a Activity

Creates a new activity.

Frequently Asked Questions

How do you map data in viaSocket workflows?

Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.

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How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

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Is it possible to customize automated workflows according to my business needs?

Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.

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What happens if one of the connected apps changes its API or functionality?

viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.

Pipedrive
About Pipedrive

Pipedrive is a CRM software designed to streamline sales processes. It helps businesses manage sales pipelines, track deals, organize contacts, schedule activities, and gain insights through reporting and analytics. By centralizing sales-related tasks and data, Pipedrive enables sales teams to prioritize activities, build stronger relationships with customers, and make data-driven decisions to improve sales performance.

Plane.so
About Plane.so

Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.

Integrations run at

viasocket