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Plane.so

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Salesforce

Integrations Plane.soSalesforce

Create integrations between Plane.so and Salesforce

whenNew Issue Created
Add Contact to Campaign

Add Contact to Campaign in Salesforce when New Issue Created in Planeso

whenNew Issue Created
Add File to Record

Add File to Record in Salesforce when New Issue Created in Planeso

whenNew Issue Created
Add Lead to Campaign

Add Lead to Campaign in Salesforce when New Issue Created in Planeso

whenNew Issue Created
Create Contact

Create Contact in Salesforce when New Issue Created in Planeso

whenNew Issue Created
Create Note

Create Note in Salesforce when New Issue Created in Planeso

whenNew Issue Created
Update Contact

Update Contact in Salesforce when New Issue Created in Planeso

whenNew Issue Created
Create Lead

Create Lead in Salesforce when New Issue Created in Planeso

whenNew Issue Created
Update Lead

Update Lead in Salesforce when New Issue Created in Planeso

whenNew Issue Created
Create Record

Create Record in Salesforce when New Issue Created in Planeso

whenNew Issue Created
Update Record

Update Record in Salesforce when New Issue Created in Planeso

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

New Contact

Triggers when a new Contact is created.

Plane.so

New Lead

Triggers when a new Lead is created.

Plane.so

New Record

Triggers when a record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is created.

Plane.so

Updated Record

Triggers when any record of the specified Salesforce object (ie. Contact, Lead, Opportunity, etc.) is updated.

Plane.so

New Case Attachment

Triggers when a new Attachment is added to a case.

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
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About Salesforce

Salesforce is a leading cloud-based customer relationship management (CRM) platform that provides businesses with tools to manage customer interactions, sales processes, and marketing campaigns. It offers a comprehensive suite of applications for sales, service, marketing, and more, enabling organizations to streamline operations and enhance customer engagement.

CRMSales and CRM
Learn More
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