Full list

Supported Triggers & Actions

Everything you can automate between ProductPlan and CallHub.

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

Agent Activates Account

Agent Activates Account

Runs when Agent Activates Account.

New Note Added

New Note Added

Triggers when a new note is added by an agent for any call center campaign in your CallHub account.

New Text Message Received

New Text Message Received

Triggers when you receive a text message for any SMS campaign in your CallHub account.

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.

Create Contact

Create Contact

Add a new contact to CallHub.

Invite an agent

Invite an agent

Create a new agent account and send them an invitation email.

Update a contact

Update a contact

Update a contact in CallHub using their phone number or contact ID.

Request a new Action for ProductPlan
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 CallHub
CallHub + ProductPlan
CallHub logo

About CallHub

CallHub is a comprehensive communication platform designed to streamline and enhance your outreach efforts. It offers a suite of tools for voice and SMS broadcasting, call center management, and peer-to-peer texting, making it ideal for businesses, political campaigns, and non-profits looking to engage with their audience effectively.

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Frequently Asked Questions

How do I connect ProductPlan and CallHub?

Sign up for a free viaSocket account, then authorize both your ProductPlan and CallHub 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 CallHub 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 CallHub?

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

Can the integration run in both directions?

Yes. You can set up a workflow where ProductPlan triggers actions in CallHub, and a separate workflow where CallHub 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 CallHub. 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 CallHub integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.