Full list

Supported Triggers & Actions

Everything you can automate between Slite and Planable.

When this happensTriggers

A trigger is an event that starts a workflow.

When a new post is created

When a new post is created

Runs the workflow automatically when a new post is created in the workspace.

When a post becomes fully approved in the workspace

When a post becomes fully approved in the workspace

Runs the workflow automatically whenever a post becomes fully approved in the workspace.

When a post is published

When a post is published

Runs the workflow automatically whenever a post is published in your Planable account.

Request a new Trigger for Slite

Do thisActions

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

Search Docs

Search Docs

Performs a search using keywords in the docs you have access to.

Fetch Doc

Fetch Doc

Returns a readable Doc by ID.

Create Doc

Create Doc

Creates a doc inside a parent doc or private channel.

Fetch Sub Docs

Fetch Sub Docs

Returns a paginated list of sub docs.

Replace Doc

Replace Doc

Replaces the entire content and/or title of a doc.

Update Doc

Update Doc

Updates a specific part of a doc.

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 Slite
Slite + Planable
Slite logo

About Slite

Slite is a team collaboration app for creating, organizing, and sharing notes and documents. It allows real-time collaboration, rich text editing, and easy organization, helping teams stay aligned and efficient.

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Integrations Planable
Planable + Slite
Planable logo

About Planable

Planable is a collaboration‑first social media management platform for teams and agencies to create, plan, collaborate, approve, schedule, engage, and analyze content in one place. It offers native‑like post previews, a unified calendar, grid and feed views, in‑context comments, suggestions and annotations, customizable multi‑step approvals (including kanban approvals), bulk actions across brands and locations, client‑friendly share links, and reporting—supporting Facebook, Instagram, LinkedIn, TikTok, YouTube, Pinterest, Threads, X (Twitter), and Google Business Profile.

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Frequently Asked Questions

How do I connect Slite and Planable?

Sign up for a free viaSocket account, then authorize both your Slite and Planable 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 Slite and Planable 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 Slite to Planable?

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

Can the integration run in both directions?

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