Connect Planable and Sellsy
Integrate Planable with Sellsy to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Sellsy when When a post becomes fully approved in the workspace in Planable
Create Task in Sellsy when When a post becomes fully approved in the workspace in Planable
Create Opportunity in Sellsy when When a post becomes fully approved in the workspace in Planable
Find or Create Contact in Sellsy when When a post becomes fully approved in the workspace in Planable
Create Or Update Contact in Sellsy when When a post becomes fully approved in the workspace in Planable
Popular Planable + Sellsy 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
Sellsy
Automatically do this!
Create Contact
Create Task
Create Opportunity
Find or Create Contact
Create Or Update Contact
Find or Create Company
Create Contact in Sellsy when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Task in Sellsy when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Opportunity in Sellsy when When a post becomes fully approved in the workspace in Planable
Use this flowFind or Create Contact in Sellsy when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Or Update Contact in Sellsy when When a post becomes fully approved in the workspace in Planable
Use this flowFind or Create Company in Sellsy when When a post becomes fully approved in the workspace in Planable
Use this flowCreate Post in Planable when New Contact in Sellsy
Use this flowUpdate Post in Planable when New Contact in Sellsy
Use this flowCreate Campaign in Planable when New Contact in Sellsy
Use this flowUpdate Campaign in Planable when New Contact in Sellsy
Use this flowSupported Triggers & Actions
Everything you can automate between Planable and Sellsy.
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 Contact
Triggers when a new contact is created.
New Opportunity
Triggers when a new opportunity is Created.
New Company
Triggers when a new company (client or prospect) is created.
New Task
Triggers when a new task is created.
Deleted Task
Triggers when a task is deleted.
Do thisActions
Action is the task that follows automatically within your Planable integrations.
Create Post
Creates a new social media post in Planable.
Update Post
Edit a Planable post's text, schedule, media, labels, and publishing options.
Create Campaign
Create a campaign to group content, manage approvals, and schedule posts.
Update Campaign
Update a campaign’s details such as name, status, dates, color, icon, and links.
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.
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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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 Sellsy
Sellsy is a comprehensive business management platform that offers tools for CRM, invoicing, accounting, and project management, designed to streamline operations and enhance productivity for businesses of all sizes.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planable and Sellsy 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 Sellsy 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 Sellsy. No coding required.
Yes. You can set up a workflow where Planable triggers actions in Sellsy, and a separate workflow where Sellsy 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 Sellsy. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Planable and Sellsy integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
