Connect Planable and Giddh
Integrate Planable with Giddh to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Invoice in Giddh when When a new post is created in Planable
Create Customer in Giddh when When a new post is created in Planable
Create Address in Giddh when When a new post is created in Planable
Find Company in Giddh when When a new post is created in Planable
Create Group in Giddh when When a new post is created in Planable
Popular Planable + Giddh 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
Giddh
Automatically do this!
Create Invoice
Create Customer
Create Address
Find Company
Create Group
Delete Group
Create Branch
Search Invoice
Download Voucher PDF
Export Ledger
Get Account Ledger
Get Account Balance
Create Credit Note
List All Customers
List Accounts
Get Credit Notes
Export Sales Register
Bulk Export Voucher of an Account
Bulk Export Vouchers
Get Detailed Sales Register
List Account Groups
List Vouchers
Get Due Amount Report
Get Account Columnar Report
Create Invoice in Giddh when When a new post is created in Planable
Use this flowCreate Customer in Giddh when When a new post is created in Planable
Use this flowCreate Address in Giddh when When a new post is created in Planable
Use this flowFind Company in Giddh when When a new post is created in Planable
Use this flowCreate Group in Giddh when When a new post is created in Planable
Use this flowDelete Group in Giddh when When a new post is created in Planable
Use this flowCreate Branch in Giddh when When a new post is created in Planable
Use this flowSearch Invoice in Giddh when When a new post is created in Planable
Use this flowDownload Voucher PDF from Giddh when When a new post is created in Planable
Use this flowExport Ledger from Giddh when When a new post is created in Planable
Use this flowSupported Triggers & Actions
Everything you can automate between Planable and Giddh.
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.
When new ledger entries are created
Runs the workflow automatically whenever one or more new ledger entries are added to the selected account.
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 Giddh
Giddh is a comprehensive accounting software designed to simplify financial management for businesses. It offers features such as invoicing, expense tracking, and financial reporting, making it an ideal solution for small to medium-sized enterprises looking to streamline their accounting processes.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planable and Giddh 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 Giddh 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 Giddh. No coding required.
Yes. You can set up a workflow where Planable triggers actions in Giddh, and a separate workflow where Giddh 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 Giddh. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Planable and Giddh integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
