Connect Planable and Apptivo CRM
Integrate Planable with Apptivo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
List Opportunities from Apptivo CRM when When a post becomes fully approved in the workspace in Planable
List Cases from Apptivo CRM when When a post becomes fully approved in the workspace in Planable
List Leads from Apptivo CRM when When a post becomes fully approved in the workspace in Planable
List Customers from Apptivo CRM when When a post becomes fully approved in the workspace in Planable
List Contacts from Apptivo CRM when When a post becomes fully approved in the workspace in Planable
Popular Planable + Apptivo CRM flows
Start from a real workflow other teams are already running.
Choose a trigger
Planable
When this happens...
When a post becomes fully approved in the workspace
Choose an action
Apptivo CRM
Automatically do this!
List Opportunities
List Cases
List Leads
List Customers
List Contacts
Search Leads by Email ID
Create Contact
List Opportunities from Apptivo CRM when When a post becomes fully approved in the workspace in Planable
Use this flowList Cases from Apptivo CRM when When a post becomes fully approved in the workspace in Planable
Use this flowList Leads from Apptivo CRM when When a post becomes fully approved in the workspace in Planable
Use this flowList Customers from Apptivo CRM when When a post becomes fully approved in the workspace in Planable
Use this flowList Contacts from Apptivo CRM when When a post becomes fully approved in the workspace in Planable
Use this flowSearch Leads by Email ID in Apptivo CRM when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Contact in Apptivo when When a post becomes fully approved in the workspace in Planable
Use this flowSupported Triggers & Actions
Everything you can automate between Planable and Apptivo CRM.
When this happensTriggers
A trigger is an event that starts a workflow.
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 Planable integrations.
Create Post
Creates a new social media post in Planable.
Update Post
Edit a Planable post's text, schedule, media, labels, and publishing options.
Create Campaign
Create a campaign to group content, manage approvals, and schedule posts.
View Campaign Details
Retrieve campaign details including name, status, posts, schedule, and approval settings.
List Campaigns
List campaigns in a workspace, with optional status filtering and pagination.
Find Post By ID
Retrieve a post by ID, including its content, status, schedule, and metadata.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About Apptivo CRM
Apptivo CRM is a comprehensive customer relationship management platform designed to streamline and enhance the way businesses manage their customer interactions, sales processes, and marketing efforts. It offers a suite of tools to help businesses track leads, manage contacts, automate workflows, and gain insights through analytics, all in one integrated platform.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planable and Apptivo CRM 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.
Yes. viaSocket uses instant triggers where available, so data moves between Planable and Apptivo CRM as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Apptivo CRM. No coding required.
Yes. You can set up a workflow where Planable triggers actions in Apptivo CRM, and a separate workflow where Apptivo CRM triggers actions in Planable. Both run independently and in real time.
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.
Yes, there is a free plan that covers basic workflows between Planable and Apptivo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Planable and Apptivo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
