Connect Plane.so and LionDesk
Integrate Plane.so with LionDesk to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in LionDesk when New Issue Created in Planeso
Start Campaign in Liondesk when New Issue Created in Planeso
Update Hotness in LionDesk when New Issue Created in Planeso
Find a Contact in LionDesk when New Issue Created in Planeso
List Campaigns in Liondesk when New Issue Created in Planeso
Popular Plane.so + LionDesk flows
Start from a real workflow other teams are already running.
Choose a trigger
Plane.so
When this happens...
New Issue Created
Issue Updated
Choose an action
LionDesk
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
Create Contact in LionDesk when New Issue Created in Planeso
Use this flowStart Campaign in Liondesk when New Issue Created in Planeso
Use this flowUpdate Hotness in LionDesk when New Issue Created in Planeso
Use this flowFind a Contact in LionDesk when New Issue Created in Planeso
Use this flowList Campaigns in Liondesk when New Issue Created in Planeso
Use this flowList Contacts from LionDesk when New Issue Created in Planeso
Use this flowList Custom Fields from LionDesk when New Issue Created in Planeso
Use this flowList Sources from LionDesk when New Issue Created in Planeso
Use this flowList Hotnesses from LionDesk when New Issue Created in Planeso
Use this flowList Events from LionDesk when New Issue Created in Planeso
Use this flowSupported Triggers & Actions
Everything you can automate between Plane.so and LionDesk.
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.
New Contact
Triggers when a new contact is created in Liondesk.
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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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 moreSimilar apps
About LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
Learn moreSimilar apps
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Plane.so and LionDesk 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 LionDesk 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 LionDesk. No coding required.
Yes. You can set up a workflow where Plane.so triggers actions in LionDesk, and a separate workflow where LionDesk 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 LionDesk. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Plane.so and LionDesk integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
