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vPlan + BoardCrm

Connect vPlan and BoardCrm to Build Intelligent Automations

Choose a Trigger

When this happens...

New or Changed Collection
New or Updated Card
Attached or Detached Label on a Card
Attached or Detached Resource on a Card
New or Changed Comment
Card Deleted
Collection Deleted

Choose an Action

Automatically do this!

Add Comment
UpdateLead
Create Deal

Ready to use vPlan and BoardCrm automations

Explore more automations built by businesses and experts

Automate Instagram Comment Replies with Smart DMs

When

Instagram for Business

Instant Trigger

getRandomCommentReplyFunction

cmntp4d3SwSR

- text is ai
  ReplytoComment
  Send a Private Reply
  Add Step
- Is guide comment
  ReplytoComment Guide
  Send a Private Reply Guide
  Add Step
- multi keyword match
  cmntdqJzLMYS
  ReplytoCommentMultiKeyword
  Add Step

Continue from here

View Template

Automate Expense Report Approvals via Slack & QuickBooks

When

Google Forms

Runs Every 15 Minutes

Send for Approval

- Send for Approval accept
  Create Entry of expenses
  Add Step
- Send for reject
  Mail for Rejection
  Add Step

Continue from here

Add Expense Details

View Template

Automate Instagram DM Replies, Reactions, and Team Alerts

When

Instagram for Business

Instant Trigger

convertTimestampToIST_Message_Time

Give Prompt and Get Structured Response

- has response
  SendDMMessage
  Add Step
- Notify team
  SendMail
  Add Step
- has react
  SendDMMessage React
  Add Step

Continue from here

View Template

Actions and Triggers

When this happensTriggers
A trigger is an event that starts a workflow.

New or Changed Collection

Triggers when a new collection is added or changed.

New or Updated Card

Triggers when a card is added or updated.

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

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

New or Changed Comment

Triggers when a new comment is added or changed.

Card Deleted

Triggers when a card is deleted.

Do thisActions
Action is the task that follows automatically within your vPlan integrations.

Create Activity

Create a new Activity.

Create Resource

Create a new resource.

Add Comment

Add a comment to a specified deal in BoardCrm.

UpdateLead

Update an existing lead in BoardCrm by Lead ID to modify name, contact details, company, position, and notes.

Create Deal

Create a new deal (offer) in BoardCrm using the provided lead details and deal field values.

Request a new Action for vPlan

We'll help you get started

Our team is all set to help you!

Know More About Vplan and Boardcrm Integrations

How viaSocket Works | A Complete Guide

Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.

Know more

5 Simple Automation Hacks to Make Your Team Free

Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.

Know more

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.

Know more

Frequently Asked Questions

How do I start an integration between vPlan and BoardCrm?

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

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

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

How often does the data sync between vPlan and BoardCrm?

The data sync between vPlan and BoardCrm 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 vPlan to BoardCrm?

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 vPlan and BoardCrm?

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

About vPlan

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

Task Management

Learn More

About BoardCrm

BoardCrm is a comprehensive CRM solution designed to streamline customer relationship management and enhance sales processes. With features tailored for efficient contact management, sales tracking, and customer engagement, BoardCrm empowers businesses to build stronger relationships and drive growth.

CRM (Customer Relationship Management)Sales & CRM

Learn More

Connect vPlan and BoardCrm to Build Intelligent Automations

Choose a Trigger

Choose an Action

Ready to use vPlan and BoardCrm automations

Automate Instagram Comment Replies with Smart DMs

Automate Expense Report Approvals via Slack & QuickBooks

Automate Instagram DM Replies, Reactions, and Team Alerts

Actions and Triggers

When this happensTriggersA trigger is an event that starts a workflow.

New or Changed Collection

New or Updated Card

Attached or Detached Label on a Card

Attached or Detached Resource on a Card

New or Changed Comment

Card Deleted

Do thisActionsAction is the task that follows automatically within your vPlan integrations.

Create Activity

Create Resource

Add Comment

UpdateLead

Create Deal

We'll help you get started

Know More About Vplan and Boardcrm Integrations

How viaSocket Works | A Complete Guide

5 Simple Automation Hacks to Make Your Team Free

What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide

Frequently Asked Questions

About vPlan

About BoardCrm

For SaaS

For AI Agent Builders

Support

Automation Experts

MCP

Compare

Company

Plans, Pricing and Offer

AI & Automation

When this happensTriggers
A trigger is an event that starts a workflow.

Do thisActions
Action is the task that follows automatically within your vPlan integrations.