
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

Automatically do this!
Add Contact to List
Create Contact
Tag Contact
Remove Contact From List
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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.
Add a contact to one or more Constant Contact lists and save optional details like name, phone, company, birthday, and anniversary.
Create a Constant Contact contact (or update via sign-up form). Optionally add to lists and set contact details, phone, notes, and custom fields.
Apply one or more existing tags to selected contacts (select by contact ID or provide email addresses). Optionally exclude contacts and add a short note.
Remove one or more contacts from selected Constant Contact list(s) using Contact IDs or email addresses.

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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 Constant Contact accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in Constant Contact (or vice versa).
Absolutely. You can customize how vPlan data is recorded in Constant Contact. This includes choosing which data fields go into which fields of Constant Contact, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and Constant Contact 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 Constant Contact. 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.
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