Connect Plane.so and Apollo
Integrate Plane.so with Apollo to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Add a Project in Planeso when When a new account is created in Apollo in Apollo
Fetch all projects from Plane.so when When a new account is created in Apollo in Apollo
Update project details in Planeso when When a new account is created in Apollo in Apollo
Create an Issue in Planeso when When a new account is created in Apollo in Apollo
Retrieve Project Issues in Planeso when When a new account is created in Apollo in Apollo
Popular Plane.so + Apollo flows
Start from a real workflow other teams are already running.
Add a Project in Planeso when When a new account is created in Apollo in Apollo
Use this flowFetch all projects from Plane.so when When a new account is created in Apollo in Apollo
Use this flowUpdate project details in Planeso when When a new account is created in Apollo in Apollo
Use this flowCreate an Issue in Planeso when When a new account is created in Apollo in Apollo
Use this flowRetrieve Project Issues in Planeso when When a new account is created in Apollo in Apollo
Use this flowDelete an issue in Planeso when When a new account is created in Apollo in Apollo
Use this flowAdd a Project in Planeso when When a new contact is created in Apollo in Apollo
Use this flowFetch all projects from Plane.so when When a new contact is created in Apollo in Apollo
Use this flowSupported Triggers & Actions
Everything you can automate between Plane.so and Apollo.
When this happensTriggers
A trigger is an event that starts a workflow.
New Issue Created
This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.
Issue Updated
Triggers when a issue is modify.
When a new account is created in Apollo
Runs the workflow automatically whenever a new account is created in Apollo.
When a new contact is created in Apollo
Runs the workflow automatically whenever a new contact is created in Apollo.
When an existing contact is updated
Runs the workflow automatically whenever an existing contact is updated.
Do thisActions
Action is the task that follows automatically within your Plane.so integrations.
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.
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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Step-by-step video tutorials to help you connect apps, automate workflows, and save time.
Learn how to automate Plane.so and Apollo workflows.
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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.
Learn more
About Apollo
Apollo is a unified engagement platform that is the foundation for your entire end-to-end sales strategy. Teams get access to a database of over 200 million contacts, as well as a host of different engagement and analytics tools.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Plane.so and Apollo 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 Plane.so and Apollo 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 Apollo. No coding required.
Yes. You can set up a workflow where Plane.so triggers actions in Apollo, and a separate workflow where Apollo triggers actions in Plane.so. 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 Plane.so and Apollo. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Plane.so and Apollo integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
