Connect Plane.so and upsales to Build Intelligent Automations
Choose a Trigger
When this happens...
New Issue Created
Issue Updated
Choose an Action
Automatically do this!
- Request a new Action for upsales
Enable Integrations or automations with these events of Plane.so and upsales
Enable Integrations or automations with these events of Plane.so and upsales
Triggers
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.
Actions
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.
Know More About Planeso and Upsales Integrations
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Frequently Asked Questions
To start, connect both your Plane.so and upsales accounts to viaSocket. Once connected, you can set up a workflow where an event in Plane.so triggers actions in upsales (or vice versa).
Absolutely. You can customize how Plane.so data is recorded in upsales. This includes choosing which data fields go into which fields of upsales, setting up custom formats, and filtering out unwanted information.
The data sync between Plane.so and upsales typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Plane.so and upsales. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
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 MoreAbout upsales
The revenue engine for fast-growing businesses. You need to move fast and sell more. You need a revenue engine with CRM and Marketing Automation that can handle it. Unite sales and marketing with one platform for the whole customer journey.
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