Connect VATSense and vPlan to Build Intelligent Automations

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VATSense

When this happens...

Choose an Action

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 VATSense integrations.

Validate VAT number

Validate VAT number

Check if a VAT number is valid and return its registration details

Convert Currency

Convert Currency

Convert an amount to another currency

Get countries

Get countries

Get the available countries for VAT settings

Get currency conversion rates

Get currency conversion rates

Get the latest currency conversion rates.

Create invoice

Create invoice

Create a new invoice with line items, VAT rates, currency, and notes.

Add items to invoice

Add items to invoice

Add one or more items to an existing invoice.

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Frequently Asked Questions

How do I start an integration between VATSense and vPlan?

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

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

Absolutely. You can customize how VATSense 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 VATSense and vPlan?

The data sync between VATSense 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 VATSense 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 VATSense and vPlan?

Yes, you can set conditional logic to control the flow of data between VATSense 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.

VATSense

About VATSense

VATSense is a comprehensive platform designed to streamline and enhance your VAT management processes. With advanced tools for tracking, calculating, and reporting VAT, it ensures compliance and efficiency for businesses of all sizes.

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vPlan

About vPlan

vPlan is a planning tool to plan and track your work.

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