Connect Planable and Espo CRM
Integrate Planable with Espo CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Lead in Espo CRM when When a post becomes fully approved in the workspace in Planable
Get Lead from Espo CRM when When a post becomes fully approved in the workspace in Planable
Update Lead in Espo CRM when When a post becomes fully approved in the workspace in Planable
Find Leads by Text Filter in Espo CRM when When a post becomes fully approved in the workspace in Planable
List Labels from Planable when Lead Status Updated in Espo CRM
Popular Planable + Espo 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
Espo CRM
Automatically do this!
Create Lead
Get Lead
Update Lead
Find Leads by Text Filter
Create Lead in Espo CRM when When a post becomes fully approved in the workspace in Planable
Use this flowGet Lead from Espo CRM when When a post becomes fully approved in the workspace in Planable
Use this flowUpdate Lead in Espo CRM when When a post becomes fully approved in the workspace in Planable
Use this flowFind Leads by Text Filter in Espo CRM when When a post becomes fully approved in the workspace in Planable
Use this flowList Labels from Planable when Lead Status Updated in Espo CRM
Use this flowFind Media in Planable when Lead Status Updated in Espo CRM
Use this flowCreate Post in Planable when Lead Status Updated in Espo CRM
Use this flowView Campaign Details in Planable when Lead Status Updated in Espo CRM
Use this flowList Campaigns from Planable when Lead Status Updated in Espo CRM
Use this flowFind Post By ID in Planable when Lead Status Updated in Espo CRM
Use this flowSupported Triggers & Actions
Everything you can automate between Planable and Espo 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.
New Lead
Runs when New Lead Is Created
Lead Status Updated
Runs when Lead Status Updated
Do thisActions
Action is the task that follows automatically within your Planable integrations.
Create Post
Creates a new social media post in Planable.
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.
List Posts
Retrieve posts from Planable, optionally filtered by workspace, brand, calendar, status, date range, or campaign.
List Workspaces
List workspaces in your Planable account.
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 Espo CRM
Espo CRM is a versatile customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and marketing efforts efficiently. It offers a range of features including contact management, sales automation, and analytics to enhance customer engagement and drive business growth.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planable and Espo 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 Espo 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 Espo CRM. No coding required.
Yes. You can set up a workflow where Planable triggers actions in Espo CRM, and a separate workflow where Espo 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 Espo CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Planable and Espo CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
