Full list

Supported Triggers & Actions

Everything you can automate between ProductPlan and Bolna.

When this happensTriggers

A trigger is an event that starts a workflow.

New Bar Appears on Roadmap

New Bar Appears on Roadmap

Runs when New Bar Appears on Roadmap

Roadmap Is Updated

Roadmap Is Updated

Runs when roadmap is updated

Roadmap Bar Is Updated

Roadmap Bar Is Updated

Runs when roadmap bar is updated

When a call is completed and answered by a person

When a call is completed and answered by a person

Runs the workflow automatically whenever a call is completed and answered by a person (voicemail answers are excluded) and the conversation lasted longer than 0 seconds.

Request a new Trigger for ProductPlan

Do thisActions

Action is the task that follows automatically within your ProductPlan integrations.

Create New Bar

Create New Bar

Add a new bar to your roadmap.

Get Roadmap Bars

Get Roadmap Bars

Get all bars for a roadmap.

Update Bar

Update Bar

Update a roadmap bar by ID.

Make a Phone Call

Make a Phone Call

Create outbound calls.

List Agent Executions

List Agent Executions

Retrieve executions for a specific agent with filtering, pagination, date-range options, and optional field selection.

List Voice AI Agents

List Voice AI Agents

Get a list of all Voice AI agents under your account.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Bolna
Bolna + ProductPlan
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About Bolna

Bolna is an innovative AI-powered platform designed to enhance communication and interaction through advanced natural language processing capabilities. It offers tools and solutions for seamless and efficient communication, making it ideal for businesses and individuals looking to improve their conversational experiences.

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Frequently Asked Questions

How do I connect ProductPlan and Bolna?

Sign up for a free viaSocket account, then authorize both your ProductPlan and Bolna accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between ProductPlan and Bolna as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from ProductPlan to Bolna?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach Bolna. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where ProductPlan triggers actions in Bolna, and a separate workflow where Bolna triggers actions in ProductPlan. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between ProductPlan and Bolna. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire ProductPlan and Bolna integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.