
When this happens...
New Bar Appears on Roadmap
Roadmap Is Updated
Roadmap Bar Is Updated

Automatically do this!
Create Contact
Find Contact
Find Listing
Upload Image for Listing
Upload Document for Listing
Create Lead
Create Contact Note
Update Contact Note
Update Lead
Find Contact By Email
Find Lead
Create Notification
Create Listings Note
Update Listings Note
Create Listings
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When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Bar Appears on Roadmap
Runs when roadmap is updated
Runs when roadmap bar is updated
Triggers when a contact is created.
Triggers when a contact is updated.
Triggers when a lead is created.
Action is the task that follows automatically within your ProductPlan integrations.
Add a new bar to your roadmap.
Get all bars for a roadmap.
Update a roadmap bar by ID.
Creates a new contact
Finds a specific contact reference by the ID
Returns the listing specified by the ID.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your ProductPlan and Apex27 accounts to viaSocket. Once connected, you can set up a workflow where an event in ProductPlan triggers actions in Apex27 (or vice versa).
Absolutely. You can customize how ProductPlan data is recorded in Apex27. This includes choosing which data fields go into which fields of Apex27, setting up custom formats, and filtering out unwanted information.
The data sync between ProductPlan and Apex27 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 ProductPlan and Apex27. 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.
Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
Learn MoreApex27 is a comprehensive real estate platform designed to streamline property management, sales, and lettings. It offers a suite of tools for estate agents to manage listings, client interactions, and transactions efficiently.
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