Integrate Planable and Capterra with viaSocket

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

Full list

Supported Triggers & Actions

Everything you can automate between Planable and Capterra.

When this happensTriggers

A trigger is an event that starts a workflow.

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.

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.

Update Post

Update Post

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

Create Campaign

Create Campaign

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

View Campaign Details

View Campaign Details

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

List Campaigns

List Campaigns

List campaigns in a workspace, with optional status filtering and pagination.

Find Post By ID

Find Post By ID

Retrieve a post by ID, including its content, status, schedule, and metadata.

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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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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Integrations Planable
Planable + Capterra
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
Integrations Capterra
Capterra + Planable
Capterra logo

About Capterra

Capterra is a leading online marketplace for software solutions. It helps businesses and professionals compare software, read verified reviews, and find the right tools for their needs across categories like project management, CRM, accounting, HR, and more.

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Frequently Asked Questions

How do I connect Planable and Capterra?

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

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

Can the integration run in both directions?

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