Automate anything with plane.so & salesflare Integrations!

When this happens

Triggers

plane.so
New Issue Created

This trigger returns details of any issues that have been created in the specified project within the last 15 minutes.

salesflare
New Account

Trigger When a new Account is created

salesflare
New Opportunity

Trigger when new opportunity is created

salesflare
New Task

Trigger when a new task is created

Do this

Actions

plane.so
Add a Project

Add project in a workspace.

plane.so
Fetch all projects

Fetches a list of all projects within a specified workspace.

plane.so
Get Project Details

Get project details in a workspace.

plane.so
Update project details

Update a project in a workspace.

plane.so
Create an Issue

Adds a new issue to a specified project.

plane.so
Retrieve Project Issues

Retrieves a list of all issues within a specific project.

plane.so
Get a issue details

Retrieves detailed information about a specific issue within a project.

plane.so
Delete an issue

Deletes a specified issue from a project.

salesflare
Find account

Find an account

salesflare
Find Contact

Find a contact

salesflare
Find Opportunity

Find an Opportunity

salesflare
Find Person

Find a Person

salesflare
Find Pipeline Stage

Find a Pipeline Stage

salesflare
Find User

Find a User

salesflare
Find a Workflow

Find a workflow by its ID

salesflare
Add Contact to Account

Add a Contact to Account

salesflare
Add User to Account

Add a User to an Account bu user ID

salesflare
Create Account

Create a New Account

salesflare
Create Call

Create a new Call

salesflare
Create Contact

Creates a New contact

salesflare
Create Internal Note

Create a New Internal Note

salesflare
Create Meeting

Create a New Meeting

salesflare
Remove a Contact From Workflow

Remove a Contact from a Certain Workflow

salesflare
Create Opportunity

Create a New Opportunity

salesflare
Create Task

Creates a New Task

salesflare
Update Account

Update An Existing Account by account ID

salesflare
Update Contact

Update An Existing Contact by its ID

salesflare
Update Opportunity

Update an existing Opportunity by its ID

Frequently Asked Questions

How do you map data in viaSocket workflows?

Data mapping in viaSocket involves defining how information flows from one application to another in your automation. You specify which data from the trigger event should be used in your action step.

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How does viaSocket handle errors or exceptions in automated workflows?

viaSocket includes error handling mechanisms in automated workflows to detect and address errors or exceptions that may occur during execution.

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Is it possible to customize automated workflows according to my business needs?

Yes, viaSocket offers flexibility and customization options for automated workflows. Users can tailor workflows to fit their specific business requirements by configuring triggers, actions, conditions, and integrations to suit their unique processes and workflows.

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What happens if one of the connected apps changes its API or functionality?

viaSocket regularly updates its integrations to ensure compatibility with new app versions, features, and APIs released by app developers. These updates help maintain seamless functionality and ensure that integrations continue to work effectively over time.

salesflare
About salesflare

Salesflare is an intelligent CRM startups and small businesses love to use. It's a zero-input sales pipeline tool that thinks and works for its user, not the other way around

Plane.so
About Plane.so

Plane.so is a platform designed to streamline project management and collaboration. It offers tools for task tracking, team communication, and project planning, making it easier for teams to stay organized and productive.

Integrations run at

viasocket