Connect Planable and Copilot
Integrate Planable with Copilot to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Client in Copilot when When a new post is created in Planable
Create Company in Copilot when When a new post is created in Planable
Create Message Channel in Copilot when When a new post is created in Planable
Create Link on Copilot when When a new post is created in Planable
Create Folder in Copilot when When a new post is created in Planable
Popular Planable + Copilot flows
Start from a real workflow other teams are already running.
Choose a trigger
Planable
When this happens...
When a new post is created
When a post becomes fully approved in the workspace
When a post is published
Choose an action
Copilot
Automatically do this!
Create Client
Create Company
Create Message Channel
Create Link
Create Folder
Create File
Create Note
Update a Note
Update Client
Update Company
Send a Message
Request Form Responses
Create Client in Copilot when When a new post is created in Planable
Use this flowCreate Company in Copilot when When a new post is created in Planable
Use this flowCreate Message Channel in Copilot when When a new post is created in Planable
Use this flowCreate Link on Copilot when When a new post is created in Planable
Use this flowCreate Folder in Copilot when When a new post is created in Planable
Use this flowCreate File in Copilot when When a new post is created in Planable
Use this flowCreate Note in Copilot when When a new post is created in Planable
Use this flowUpdate a Note in Copilot when When a new post is created in Planable
Use this flowUpdate Client in Copilot when When a new post is created in Planable
Use this flowUpdate Company in Copilot when When a new post is created in Planable
Use this flowSupported Triggers & Actions
Everything you can automate between Planable and Copilot.
When this happensTriggers
A trigger is an event that starts a workflow.
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
Runs the workflow automatically whenever a post becomes fully approved in the workspace.
When a post is published
Runs the workflow automatically whenever a post is published in your Planable account.
New Client
Trigger whenever any new client is created.
Do thisActions
Action is the task that follows automatically within your Planable integrations.
Create Post
Creates a new social media post in Planable.
Add Comment to Post
Add a comment to a post for review or collaboration.
Update Post
Edit a Planable post's text, schedule, media, labels, and publishing options.
Create Campaign
Create a campaign to organize content, manage approvals, and schedule posts.
Update Campaign
Update a campaign's name, status, dates, color, icon, or links.
View Campaign Details
Retrieve campaign details including name, status, posts, schedule, and approval settings.
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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AI will build it for you
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 Copilot
Create a client portal to combine messaging, payments, and other modules to offer clients a branded, streamlined experience.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planable and Copilot 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 Copilot 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 Copilot. No coding required.
Yes. You can set up a workflow where Planable triggers actions in Copilot, and a separate workflow where Copilot 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 Copilot. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Planable and Copilot integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
