Connect vPlan and Email to Build Intelligent Automations

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vPlan

When this happens...

Choose an Action

Email

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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.

Send approval email

Send approval email

Ask someone to review or approve a step and capture their response via action buttons

Request a new Action for vPlan

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Frequently Asked Questions

How do I start an integration between vPlan and Email?

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

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

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

How often does the data sync between vPlan and Email?

The data sync between vPlan and Email 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 Email?

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 Email?

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

Learn More
Email

About Email

Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.

Learn More