Full list

Supported Triggers & Actions

Everything you can automate between Pitchit and Planable.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new pitch is created

When a new pitch is created

Runs the workflow automatically when a new pitch is created in Pitchit.

When a meeting is booked

When a meeting is booked

Runs the workflow automatically whenever a meeting is booked in the account.

When a lead's priority changes

When a lead's priority changes

Runs the workflow automatically whenever any lead's priority is changed.

When a lead's insights are updated

When a lead's insights are updated

Runs the workflow automatically whenever any lead's insights are updated in the account.

When a new post is created

When a new post is created

Runs the workflow automatically when a new post is created in the workspace.

When a post becomes fully approved in the workspace

When a post becomes fully approved in the workspace

Runs the workflow automatically whenever a post becomes fully approved in the workspace.

Do thisActions

Action is the task that follows automatically within your Pitchit integrations.

Add Lead to Pitchit

Add Lead to Pitchit

Adds a new lead to Pitchit and assigns them to the selected campaign.

Create Post

Create Post

Creates a new social media post in Planable.

Add Comment to Post

Add Comment to Post

Add a comment to a post for review or collaboration.

Update Post

Update Post

Edit a Planable post's text, schedule, media, labels, and publishing options.

Create Campaign

Create Campaign

Create a campaign to organize content, manage approvals, and schedule posts.

Update Campaign

Update Campaign

Update a campaign's name, status, dates, color, icon, or links.

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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Integrations Pitchit
Pitchit + Planable
Pitchit logo

About Pitchit

Pitchit is an innovative AI-driven platform designed to enhance your pitching skills and presentations. It leverages advanced AI tools to provide feedback, suggestions, and improvements for your pitches, ensuring you deliver compelling and effective presentations every time.

Learn more
Integrations Planable
Planable + Pitchit
Planable logo

About Planable

Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.

Learn more

Frequently Asked Questions

How do I connect Pitchit and Planable?

Sign up for a free viaSocket account, then authorize both your Pitchit and Planable 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 Pitchit and Planable 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 Pitchit to Planable?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Planable. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Pitchit triggers actions in Planable, and a separate workflow where Planable triggers actions in Pitchit. 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 Pitchit and Planable. 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 Pitchit and Planable integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.