Connect Reply and vPlan to Build Intelligent Automations

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Reply

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vPlan

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New or Changed Collection

New or Changed Collection

Triggers when a new collection is added or changed.

New or Updated Card

New or Updated Card

Triggers when a card is added or updated.

Attached or Detached Label on a Card

Attached or Detached Label on a Card

Triggers when a label is attached or detached from a card.

Attached or Detached Resource on a Card

Attached or Detached Resource on a Card

Triggers when a resource is attached or detached from a card.

New or Changed Comment

New or Changed Comment

Triggers when a new comment is added or changed.

Card Deleted

Card Deleted

Triggers when a card is deleted.

Do thisActions

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

Mark as Finished

Mark as Finished

Marks a person as finished in the campaign (i.e., they have completed all required steps or the campaign has ended for them).

Remove Person From Campaign

Remove Person From Campaign

Removes a person from a specific campaign in an array of campaigns.

Create Person and Push to Campaign

Create Person and Push to Campaign

Creates a person and immediately adds them to a campaign.

Create Person

Create Person

Creates a new person.

Add Step to Campaign

Add Step to Campaign

Adds a new step to an existing campaign.

List Campaigns

List Campaigns

Get List of Campaigns

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Frequently Asked Questions

How do I start an integration between Reply and vPlan?

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

Can we customize how data from Reply is recorded in vPlan?

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

How often does the data sync between Reply and vPlan?

The data sync between Reply and vPlan 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 Reply to vPlan?

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 Reply and vPlan?

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