Connect Plane.so and Membrain
Integrate Plane.so with Membrain to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Company in Membrain when New Issue Created in Planeso
Create Contact in Membrain when New Issue Created in Planeso
Create Prospect in Membrain when New Issue Created in Planeso
Create Activity in Membrain when New Issue Created in Planeso
Create Sales Opportunity in Membrain when New Issue Created in Planeso
Popular Plane.so + Membrain 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
Membrain
Automatically do this!
Create Company
Create Contact
Create Prospect
Create Activity
Create Sales Opportunity
Create Company in Membrain when New Issue Created in Planeso
Use this flowCreate Contact in Membrain when New Issue Created in Planeso
Use this flowCreate Prospect in Membrain when New Issue Created in Planeso
Use this flowCreate Activity in Membrain when New Issue Created in Planeso
Use this flowCreate Sales Opportunity in Membrain when New Issue Created in Planeso
Use this flowCreate Company in Membrain when Issue Updated in Plane.so
Use this flowCreate Contact in Membrain when Issue Updated in Plane.so
Use this flowCreate Prospect in Membrain when Issue Updated in Plane.so
Use this flowCreate Activity in Membrain when Issue Updated in Plane.so
Use this flowCreate Sales Opportunity in Membrain when Issue Updated in Plane.so
Use this flowSupported Triggers & Actions
Everything you can automate between Plane.so and Membrain.
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 Activity Created
Runs when new activity is created in Membrain.
New Sales Project Created
Runs when a new sales project is created.
Contact Is Updated
Runs when contact is updated
Company Is Updated
Runs when company 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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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 Membrain
Membrain's software and services make it easy for sales teams to execute a sales strategy to consistently reach sales targets.
Learn more
Frequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Plane.so and Membrain 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 Membrain 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 Membrain. No coding required.
Yes. You can set up a workflow where Plane.so triggers actions in Membrain, and a separate workflow where Membrain 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 Membrain. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Plane.so and Membrain integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
