Connect ProductPlan and Samvad to Build Intelligent Automations

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ProductPlan

When this happens...

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Samvad

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Ready to use ProductPlan and Samvad 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

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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 Lead

Create Lead

Creates a new lead in Samvad using selected custom fields and an optional next follow-up date.

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Frequently Asked Questions

How do I start an integration between ProductPlan and Samvad?

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

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

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

How often does the data sync between ProductPlan and Samvad?

The data sync between ProductPlan and Samvad 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 Samvad?

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 Samvad?

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

About Samvad

Samvad is a comprehensive telecalling solution designed to enhance communication and streamline customer interactions. Ideal for businesses looking to improve their telecommunication strategies, Samvad offers tools for efficient call management and customer engagement.

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