
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
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Search Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Tag
Update Tag
Search Tag
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.
Update the details of an existing task by its ID.
Find the details of a task by its id.
Delete the task by its id.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your vPlan and GoHighLevel accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in GoHighLevel (or vice versa).
Absolutely. You can customize how vPlan data is recorded in GoHighLevel. This includes choosing which data fields go into which fields of GoHighLevel, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and GoHighLevel 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 GoHighLevel. 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.
GoHighlevel is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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