Connect Plane.so and heiapply-crm to Build Intelligent Automations

Choose a Trigger

Plane.so

When this happens...

Choose an Action

heiapply-crm

Automatically do this!

Enable Integrations or automations with these events of Plane.so and heiapply-crm

Enable Integrations or automations with these events of Plane.so and heiapply-crm

Triggers

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.

Request a new Trigger for Plane.so

Actions

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 heiapply-crm?

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

Can we customize how data from Plane.so is recorded in heiapply-crm?

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

How often does the data sync between Plane.so and heiapply-crm?

The data sync between Plane.so and heiapply-crm 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 heiapply-crm?

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 heiapply-crm?

Yes, you can set conditional logic to control the flow of data between Plane.so and heiapply-crm. 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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heiapply-crm

About heiapply-crm

This an App to transfer enquiries to Heiapply System

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