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Plane.so

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HelloLeads CRM

Integrations Plane.soHelloLeads CRM

Create integrations between Plane.so and HelloLeads CRM

whenNew Issue Created
Create Lead

Create Lead in HelloLeads CRM when New Issue Created in Planeso

whenWhen Lead Becomes Customer
Add a Project

Add a Project in Planeso when When Lead Becomes Customer in HelloLeads CRM

whenWhen Lead Becomes Customer
Fetch all projects

Fetch all projects from Plane.so when When Lead Becomes Customer in HelloLeads CRM

whenWhen Lead Becomes Customer
Get Project Details

Get Project Details in Planeso when When Lead Becomes Customer in HelloLeads CRM

whenWhen Lead Becomes Customer
Update project details

Update project details in Planeso when When Lead Becomes Customer in HelloLeads CRM

whenWhen Lead Becomes Customer
Create an Issue

Create an Issue in Planeso when When Lead Becomes Customer in HelloLeads CRM

whenWhen Lead Becomes Customer
Retrieve Project Issues

Retrieve Project Issues in Planeso when When Lead Becomes Customer in HelloLeads CRM

whenWhen Lead Becomes Customer
Get a issue details

Get a issue details in Planeso when When Lead Becomes Customer in HelloLeads CRM

whenWhen Lead Becomes Customer
Delete an issue

Delete an issue in Planeso when When Lead Becomes Customer in HelloLeads CRM

whenNew Lead Added
Add a Project

Add a Project in Planeso when New Lead Added to HelloLeads CRM

Actions and Triggers

When this happensTriggers

Plane.so

New Issue Created

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

Plane.so

When Lead Becomes Customer

Triggers when Lead stage is changed to Won stage.

Plane.so

New Lead Added

Triggers when a new lead is added to HelloLeads CRM.

Do thisActions

Plane.so

Add a Project

Add project in a workspace.

Plane.so

Fetch all projects

Fetches a list of all projects within a specified workspace.

Plane.so

Get Project Details

Get project details in a workspace.

Plane.so

Update project details

Update a project in a workspace.

Plane.so

Create an Issue

Adds a new issue to a specified project.

Plane.so

Retrieve Project Issues

Retrieves a list of all issues within a specific project.

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.
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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.

Project ManagementProductivity
Learn More
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About HelloLeads CRM

HelloLeads CRM is a customer relationship management tool designed to help businesses streamline their lead management processes, improve customer interactions, and enhance sales productivity. It offers features such as lead tracking, follow-up reminders, and analytics to optimize sales efforts.

Customer Relationship ManagementSales Automation
Learn More
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