Connect vPlan and Drift to Build Intelligent Automations

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Do thisActions

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

Create Activity

Create Activity

Create a new Activity.

Create Resource

Create Resource

Create a new resource.

Update Known Contact

Update Known Contact

Updates an existing contact.

Create or Update Contact From External

Create or Update Contact From External

Creates or updates a contact.

Find User by End User Id

Find User by End User Id

Lookup User information by their end user id.

Find User by Anonymous Id

Find User by Anonymous Id

Lookup data for an existing user by their anonymous id.

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Frequently Asked Questions

How do I start an integration between vPlan and Drift?

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

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

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

How often does the data sync between vPlan and Drift?

The data sync between vPlan and Drift 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 Drift?

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 Drift?

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

About Drift

Drift is a conversational marketing and sales platform that helps businesses connect with their customers in real-time through chat, email, video, and more. It enables companies to engage with website visitors, qualify leads, and accelerate the sales cycle.

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