
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!
Create Task
Get all Tasks
List all Users
List all Product Items
List Products
List Commitments
List Invoice Items
List Invoices
List Organizations
List Contacts
List Leads
List Accounts
Get Tasks List
Create Account
Delete Account
Delete Workflow Tasks
Delete Unit
Delete Product Manufacturer
Delete Price ITem List
Delete CRM Relation
Delete Task List
Delete Estimate Contact
Delete Estimate
Delete Invoice Contact
Delete Organization
Delete Portfolio
Delete CRM Source
Delete Contact
Delete CRM Industry
Delete CRM Lead
Delete Transaction
Delete Custom Field
Delete Invoice Item
Delete Bank Account
Delete Calendar
Delete Loss Reason
Delete Customer Payment
Delete Custom Field Option
Delete Task
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.
Creates a new task in Flowlu.
Get all existing tasks
List all existing users.
List all product items.

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To start, connect both your vPlan and Flowlu accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in Flowlu (or vice versa).
Absolutely. You can customize how vPlan data is recorded in Flowlu. This includes choosing which data fields go into which fields of Flowlu, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and Flowlu 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 Flowlu. 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.
Flowlu is a comprehensive business management software that offers a suite of tools for project management, CRM, invoicing, and team collaboration. It is designed to streamline business processes and enhance productivity.
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