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Plane.so

Plane.so

Create integrations between Plane.so and your favorite App

Create effective Plane.so automations in minutes by using pre-made templates that are customized for your needs

Select Any App to connect with Plane.so

Plane.so

Plane.so

daylite

daylite

Daylite is a CRM for macOS & iOS that helps you and your team manage more clients, close more deals, and finish more projects. It works with many of the built-in Apple features you know and love like Apple Mail, Contacts, Calendar, Siri, and more!

datalyse

datalyse

Datalyse is the all-in-one Cloud-based CRM, VoIP and Marketing solution your modern Engagement Contact Centre needs.

databox

databox

Databox is a business analytics platform built to help you understand what's going on with your business and keep KPIs from cloud services, spreadsheets, databases in one place.

cufinder

cufinder

CUFinder is an all-in-one B2B sales intelligence platform with tools to help you prospect, enrich, and drive more revenue.

Cube USA

Cube USA

Cube is comprehensive business management software for the building automation controls (BAC) industry. Developed by controls contractors for controls contractors, Cube reduces paperwork and costs while streamlining efficiency and boosting revenue.

CSG Forte Payments

CSG Forte Payments

CSG Forte Payments is a single platform to accept card and echeck/ACH payments, online, in-person or via IVR.

CRM Connector

CRM Connector

CRM Connector is a cloud based CRM and marketing automation platform offering robust automation and sales tools for small to medium sized businesses worldwide.

craftboxx

craftboxx

Craftboxx is a tool that brings together planning and documentation, time tracking, and real-time problem solving for construction sites.

Corpay One

Corpay One

Corpay One is the leading bill pay solution for small-and-medium-sized businesses. Automate your accounts payable tasks like payments, approvals, document scanning and reconciliation with one easy to use solution.

copperx

copperx

Copperx is a blockchain payment gateway to accept crypto payments, recurring billing, invoices, and more to streamline payments.

convergehub

convergehub

ConvergeHub is a new-age converged CRM software that functions as a comprehensive Business Management solution. It manages Sales, Marketing, Support and Billing from within its full-featured and easy-to-use platform. It is ideally suited for fast-growing small to medium businesses, in need for a single broad application rather than multiple standalone systems.

Contentstack

Contentstack

Contentstack is a headless CMS that helps businesses create, manage, and deliver content across websites, apps, and devices. It lets developers build with any front-end tools while content creators manage content easily. It supports APIs, collaboration, and multi-language content, making it ideal for flexible, scalable digital experiences.

Actions and Triggers

When this happensTriggers

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.

Request a new trigger

Do thisActions

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.

Real-World Use Cases of Plane.so Integrations

See how Plane.so integrates with popular apps to automate tasks and streamline your workflow.

Sync records with external applications and databases
Generate detailed reports and dashboards from data
Track project progress and task statuses in real-time
Manage and organize data efficiently with custom views
Integrate with collaboration tools for seamless workflows
Automate notifications and alerts based on data changes
Collaborate on data management and analysis with teams
  • Integrate planeso with Salesforce to sync records, ensuring that customer data is consistently updated across your CRM and planeso databases.
  • Integrate planeso with MySQL to automatically sync records, facilitating seamless data exchange between planeso and your SQL databases.

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Frequently asked questions

  • How do you map data in viaSocket workflows?
  • Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.
  • How does viaSocket handle errors or exceptions in automated workflows?
  • viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.
  • Is it possible to customize automated workflows according to my business needs?
  • Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.
  • What happens if one of the connected apps changes its API or functionality?
  • viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.
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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viaSocket

About viaSocket

viasocket is an innovative and versatile workflow automation platform designed to streamline and simplify the integration of your favorite applications and to

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