Connect Plane.so and Cakemail to Build Intelligent Automations

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Plane.so

When this happens...

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Cakemail

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Issue Created

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

Issue Updated

Triggers when a issue is modify.

New Contact

New Contact

Trigger when a new contact is added.

Contact Updated

Contact Updated

Triggers when a contact is updated.

Contact Deleted

Contact Deleted

Triggers when a contact is deleted.

Contact Tagged

Contact Tagged

Triggers when a contact is tagged.

Do thisActions

Action is the task that follows automatically within your Plane.so integrations.

Add a Project

Add a Project

Add project in a workspace.

Fetch all  projects

Fetch all projects

Fetches a list of all projects within a specified workspace.

Get Project Details

Get Project Details

Get project details in a workspace.

Update project details

Update project details

Update a project in a workspace.

Create an Issue

Create an Issue

Adds a new issue to a specified project.

Retrieve Project Issues

Retrieve Project Issues

Retrieves a list of all issues within a specific project.

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Frequently Asked Questions

How do I start an integration between Plane.so and Cakemail?

To start, connect both your Plane.so and Cakemail accounts to viaSocket. Once connected, you can set up a workflow where an event in Plane.so triggers actions in Cakemail (or vice versa).

Can we customize how data from Plane.so is recorded in Cakemail?

Absolutely. You can customize how Plane.so data is recorded in Cakemail. This includes choosing which data fields go into which fields of Cakemail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Plane.so and Cakemail?

The data sync between Plane.so and Cakemail typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Plane.so to Cakemail?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Plane.so and Cakemail?

Yes, you can set conditional logic to control the flow of data between Plane.so and Cakemail. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.

Plane.so

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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Cakemail

About Cakemail

Cake Mail provides an email marketing solution that helps businesses send promotional emails, automate tasks, and improve engagement with email campaigns.

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