If you can’t wait, we can add the beta version to your viaSocket workspace within 24 hours.
Automate when something happens in Planok GCI
Login -> Create new flow -> Select trigger -> Search Planok GCI -> Choose the trigger from the list
Take action in Planok GCI when something happens in an app or you want to add step in flow
Login -> Create new flow -> Select action -> Search Planok GCI -> Choose the action from the list
Trigger
Action
See how Planok GCI integrates with popular apps to automate tasks and streamline your workflow.

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Common automations include auto-creating leads from forms, routing and assigning opportunities, syncing documents and signed contracts, updating calendars for viewings, and producing scheduled sales reports.
Most automations take minutes to an hour to set up using viaSocket’s visual workflow builder — no coding required. Simple flows (lead capture → assign agent) are fastest; multi-step workflows with documents or AI may take slightly longer.
Yes. viaSocket lets you add AI steps to Planok workflows — for example, lead scoring, automatic message drafting, or summarizing client notes — so your team acts on higher-value opportunities faster.
viaSocket connects to your Planok account through secure, encrypted connections and only accesses data you authorize. You control which records sync, the sync frequency, and audit logs for each automated workflow.
GCI is a real estate CRM to manage the complete sales cycle of real estate projects.
Learn MoreviaSocket is an AI-powered, workflow automation platform that helps people and businesses connect apps and automate repetitive tasks. With thousands of integrations, anyone can build workflows to move data, cut manual work, and save time. Whether for simple tasks or large-scale processes, viaSocket makes automation easy and helps teams focus on what matters most.
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