Connect vPlan and crm4-solution 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!
- Request a new Action for crm4-solution
Enable Integrations or automations with these events of vPlan and crm4-solution
Enable Integrations or automations with these events of vPlan and crm4-solution
Triggers
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.
Actions
Create Activity
Create a new Activity.
Create Resource
Create a new resource.
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Frequently Asked Questions
To start, connect both your vPlan and crm4-solution accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in crm4-solution (or vice versa).
Absolutely. You can customize how vPlan data is recorded in crm4-solution. This includes choosing which data fields go into which fields of crm4-solution, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and crm4-solution 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 crm4-solution. 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.
