Connect ProductPlan and Easybill to Build Intelligent Automations

Choose a Trigger

ProductPlan

When this happens...

Choose an Action

Easybill

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Ready to use ProductPlan and Easybill automations

Actions and Triggers

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

New Document Created

New Document Created

Triggered when a new Document is created in Easybill.

Project Updated

Project Updated

Triggered when an project is updated in Easybill.

New Project Created

New Project Created

Triggered when a new Project is created in Easybill.

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 Customer

Create Customer

Create a customer in a accout

Delete Customer

Delete Customer

Delete a Customer from account

Update Customer

Update Customer

Update a customer in a account.

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Frequently Asked Questions

How do I start an integration between ProductPlan and Easybill?

To start, connect both your ProductPlan and Easybill accounts to viaSocket. Once connected, you can set up a workflow where an event in ProductPlan triggers actions in Easybill (or vice versa).

Can we customize how data from ProductPlan is recorded in Easybill?

Absolutely. You can customize how ProductPlan data is recorded in Easybill. This includes choosing which data fields go into which fields of Easybill, setting up custom formats, and filtering out unwanted information.

How often does the data sync between ProductPlan and Easybill?

The data sync between ProductPlan and Easybill typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from ProductPlan to Easybill?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between ProductPlan and Easybill?

Yes, you can set conditional logic to control the flow of data between ProductPlan and Easybill. 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.

ProductPlan

About ProductPlan

Integrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.

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Easybill

About Easybill

Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.

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