Connect vPlan and Encharge 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!
Add or Update Person
Add Tag To User
Remove Tag
Archive or Delete Person
Unsubscribe Person
Ready to use vPlan and Encharge automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
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.
Do thisActions
Action is the task that follows automatically within your vPlan integrations.
Create Activity
Create a new Activity.
Create Resource
Create a new resource.
Add or Update Person
Create a new person or update an existing person in Encharge using the provided email and profile details.
Add Tag To User
Add a single tag to an existing user identified by their email in Encharge.
Remove Tag
Remove a specified tag from the user identified by the provided email address.
Archive or Delete Person
Archive a person by email, or permanently delete them if 'Delete Permanently' is set to true.
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Frequently Asked Questions
To start, connect both your vPlan and Encharge accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in Encharge (or vice versa).
Absolutely. You can customize how vPlan data is recorded in Encharge. This includes choosing which data fields go into which fields of Encharge, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and Encharge 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 Encharge. 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.
About Encharge
Encharge is a powerful marketing automation platform designed to streamline your marketing efforts and enhance customer engagement. With its intuitive interface, Encharge allows businesses to create personalized customer journeys, automate email campaigns, and integrate seamlessly with other tools to optimize marketing strategies.
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