Connect vPlan and click2mail to Build Intelligent Automations

Choose a Trigger

vPlan

When this happens...

Choose an Action

click2mail

Automatically do this!

Enable Integrations or automations with these events of vPlan and click2mail

Enable Integrations or automations with these events of vPlan and click2mail

Triggers

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.

Actions

Create Activity

Create Activity

Create a new Activity.

Create Resource

Create Resource

Create a new resource.

Request a new Action for vPlan

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Frequently Asked Questions

How do I start an integration between vPlan and click2mail?

To start, connect both your vPlan and click2mail accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in click2mail (or vice versa).

Can we customize how data from vPlan is recorded in click2mail?

Absolutely. You can customize how vPlan data is recorded in click2mail. This includes choosing which data fields go into which fields of click2mail, setting up custom formats, and filtering out unwanted information.

How often does the data sync between vPlan and click2mail?

The data sync between vPlan and click2mail 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 click2mail?

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 click2mail?

Yes, you can set conditional logic to control the flow of data between vPlan and click2mail. 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.

vPlan

About vPlan

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

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click2mail

About click2mail

Click2Mail provides a printing and mailing service tool for you to add physical mail to your processes. Send everything from marketing letters to invoices, follow-up postcards, product alerts, and more.

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