
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

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Create User
Create user note
Archive users
Create jobs
Clock IN
Clock Out
Create Task
Get schedulers
Get custom fields
Get smart groups
Get indicators
Get task boards
Get publishers
Get conversations
Get jobs
Get time clocks
Get policy types
Get forms
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new collection is added or changed.
Triggers when a card is added or updated.
Triggers when a label is attached or detached from a card.
Triggers when a resource is attached or detached from a card.
Triggers when a new comment is added or changed.
Triggers when a card is deleted.
Action is the task that follows automatically within your vPlan integrations.
Create a new Activity.
Create a new resource.
Create a new user
Create new note on the profile of the specified user.
Archive individual or multiple users associated with the account by their unique userID.
Create a new job in a app.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your vPlan and Connecteam accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in Connecteam (or vice versa).
Absolutely. You can customize how vPlan data is recorded in Connecteam. This includes choosing which data fields go into which fields of Connecteam, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and Connecteam typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between vPlan and Connecteam. 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.
Connecteam is a comprehensive platform designed to streamline business operations by providing tools for communication, task management, scheduling, and more. It is ideal for businesses looking to enhance team collaboration and improve productivity through a centralized app.
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