Integrate Planable and birthdaybot with viaSocket

Planable already connects with hundreds of apps. Birthdaybot's automation is still on its way. Want to speed that up?

Full list

Supported Triggers & Actions

Everything you can automate between Planable and birthdaybot.

When this happensTriggers

A trigger is an event that starts a workflow.

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.

When a post is published

When a post is published

Runs the workflow automatically whenever a post is published in your Planable account.

Request a new Trigger for Planable

Do thisActions

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

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.

View Campaign Details

View Campaign Details

Retrieve campaign details including name, status, posts, schedule, and approval settings.

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 Planable
Planable + birthdaybot
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.

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Integrations birthdaybot
birthdaybot + Planable
birthdaybot logo

About birthdaybot

BirthdayBot is the app to keep track of office birthdays and anniversaries. BirthdayBot keeps everyone informed about upcoming birthdays. It also ensures all the members of your team get a proper b-day celebration whether they are working in the office or remote!

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Frequently Asked Questions

How do I connect Planable and birthdaybot?

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

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

Can the integration run in both directions?

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