Plane.so

Project Management

Insightly

Project Management

Integrations Plane.so Insightly

Create integrations between Plane.so and Insightly

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Create Record in Insightly when New Issue Created in Plane.so

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Update Record in Insightly when New Issue Created in Plane.so

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Find Record in Insightly when New Issue Created in Plane.so

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Add a Project in Plane.so when New or Updated Contact in Insightly

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Fetch all projects from Plane.so when New or Updated Contact in Insightly

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Get Project Details in Plane.so when New or Updated Contact in Insightly

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Update project details in Plane.so when New or Updated Contact in Insightly

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Create an Issue in Plane.so when New or Updated Contact in Insightly

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Retrieve Project Issues in Plane.so when New or Updated Contact in Insightly

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Get a issue details in Plane.so when New or Updated Contact in Insightly

Actions and Triggers

Triggers

New Issue Created

This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.

New or Updated Contact

Triggers when a new contact is created or updated.

New Document Template

Triggers when new document template is created.

New Email

Triggers when new email is send.

New or Updated Event

Trigger when a event is created or updated.

New or Updated Lead

Triggers when new lead is created or updated.

Actions

Add a Project

Add project in a workspace.

Fetch all projects

Fetches a list of all projects within a specified workspace.

Get Project Details

Get project details in a workspace.

Update project details

Update a project in a workspace.

Create an Issue

Adds a new issue to a specified project.

Retrieve Project Issues

Retrieves a list of all issues within a specific project.

Know More About
Viasocket Integrations

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Hey, Are you feeling exhausted from repetitive tasks and overwhelmed by your workload?, then this blog is perfect for you.

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How viaSocket is going to help you with your business?

viaSocket helps you integrate multiple platforms in one place, that ultimately helps you in expanding your business.

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Frequently Asked Questions

Is there a limit to the number of apps I can integrate through viaSocket?

No, viaSocket does not impose a limit on the number of apps you can integrate. You can connect as many apps as needed to create comprehensive workflows and streamline your business processes.

Can I automate complex multi-step workflows across thousands of apps with viaSocket?

Absolutely! viaSocket supports the creation of complex workflows with multiple steps, conditional logic, and branching pathways across thousands of integrated apps. Whether you need to automate approval processes, trigger actions based on specific criteria, or organize a series of events, viaSocket offers the flexibility and functionality to meet your automation needs, no matter how complex.

Can I monitor the performance of integrations and troubleshoot issues?

Yes, viaSocket provides monitoring tools and dashboards that allow users to track the performance of integrations in real-time. You can view metrics such as data transfer rates, error logs, and integration status to identify and troubleshoot any issues that may arise.

How does viaSocket ensure the security of data exchanged between integrated apps?

Security is a top priority for viaSocket. All data transferred between various apps through viasocket is encrypted using industry-standard protocols to ensure confidentiality and integrity. viaSocket also employs robust authentication mechanisms to prevent unauthorized access and protect sensitive information.

About Plane.so

Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.

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About Insightly

Insightly is a powerful CRM and project management tool designed to help businesses manage customer relationships, track sales, and streamline project workflows. With Insightly, you can easily organize and manage your contacts, leads, and opportunities, as well as collaborate with your team on projects and tasks.

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