Connect Planable and Raynet CRM
Integrate Planable with Raynet CRM to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Modifying Price List in Raynetcrm when When a post becomes fully approved in the workspace in Planable
Modifying Event in Raynetcrm when When a post becomes fully approved in the workspace in Planable
Modifying Contact in Raynetcrm when When a post is published in Planable
Create Deal in Raynet CRM when When a post is published in Planable
Create Account in Raynetcrm when When a post is published in Planable
Popular Planable + Raynet CRM 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
Raynet CRM
Automatically do this!
Modifying Call
Modifying Event
Modifying Letter
Modifying Task
Modifying Deal
Modifying Price List
Modifying Sales Order
Modifying Account
Modifying Contact
Modifying Lead
Create Task
Create Deal
Create Price List
Create Product
Create Account
Create Contacts
Details of Activity - Call
Details of Activity - Task
Details of Activity - Meeting
Details of Activity - Letter
Details of Activity - Deal
Details of Activity - Price List
Details of Activity - Product
Details of Activity - Project
Details of Activity - Sales Orders
List Leads
List Deals
Modifying Price List in Raynetcrm when When a post becomes fully approved in the workspace in Planable
Use this flowModifying Event in Raynetcrm when When a post becomes fully approved in the workspace in Planable
Use this flowModifying Contact in Raynetcrm when When a post is published in Planable
Use this flowCreate Deal in Raynet CRM when When a post is published in Planable
Use this flowCreate Account in Raynetcrm when When a post is published in Planable
Use this flowModifying Call in Raynetcrm when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Price List in Raynetcrm when When a post becomes fully approved in the workspace in Planable
Use this flowModifying Task in Raynetcrm when When a post becomes fully approved in the workspace in Planable
Use this flowModifying Sales Order in Raynetcrm when When a post is published in Planable
Use this flowCreate Task in Raynetcrm when When a post becomes fully approved in the workspace in Planable
Use this flowSupported Triggers & Actions
Everything you can automate between Planable and Raynet CRM.
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.
Trigger Record
Triggers when a record is updated , created or deleted
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 Raynet CRM
Raynet CRM is a comprehensive customer relationship management platform designed to help businesses manage their customer interactions, sales processes, and data effectively. It offers a user-friendly interface and a range of features including contact management, sales tracking, and reporting tools to enhance productivity and drive business growth.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planable and Raynet 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 Raynet 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 Raynet CRM. No coding required.
Yes. You can set up a workflow where Planable triggers actions in Raynet CRM, and a separate workflow where Raynet 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 Raynet CRM. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Planable and Raynet CRM integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
