Plane.so

Project Management, Productivity

Sangam CRM

CRM, Sales

Integrations Plane.so Sangam CRM

Create integrations between Plane.so and Sangam CRM

Create a lead in Sangam-crm when New Issue Created in Plane.so

Create an opportunity in Sangam-crm when New Issue Created in Plane.so

Fetch all available fields in a specific module in Sangam-crm when New Issue Created in Plane.so

Create a Contact in Sangam-crm when New Issue Created in Plane.so

Create a Ticket in Sangam-crm when New Issue Created in Plane.so

Create a Company in Sangam-crm when New Issue Created in Plane.so

Create a Campaign in Sangam-crm when New Issue Created in Plane.so

Update a lead in Sangam-crm when New Issue Created in Plane.so

Insert or Update Data With Linking Module in Sangam-crm when New Issue Created in Plane.so

List all enabled module in Sangam CRM when New Issue Created in Plane.so

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 Lead

Trigger when new lead is created

New Contact

Trigger when new contact is created

New Opportunity

Triggerv when new opportunity is created

New Ticket

Trigger when new tickey=t is created

New Account

Trigger when new account is created

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

How viaSocket Works | A Complete Guide

Are you looking to automate your day-to-day tasks and save time for other important stuff? Well, you’re in the right place! .

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5 Simple Automation Hacks to make your Team free.

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.

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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.

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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 Sangam CRM

Sangam CRM is a comprehensive customer relationship management platform designed to streamline your business processes, enhance customer interactions, and drive sales growth. With features like contact management, sales automation, and analytics, Sangam CRM helps businesses of all sizes manage their customer data efficiently and improve their overall customer experience.

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