Connect vPlan and klenty 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!
Create Prospect
Change Status To Do Not Contact
Revert Prospect Status From Do Not Contact
Start Cadence
Stop All Mails to Prospect
Stop Cadence
Unsubscribe Prospect
Update Prospect
Ready to use vPlan and klenty 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.
Create Prospect
Create a new prospect in Klenty
Change Status To Do Not Contact
Mark a prospect as Do Not Contact to prevent future emails
Revert Prospect Status From Do Not Contact
Set a prospect's status to Do Not Contact using their email address.
Start Cadence
Update Start Cadence action to remove manual auth, fix cadenceName value access, and add explicit account email input.
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Frequently Asked Questions
To start, connect both your vPlan and klenty accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in klenty (or vice versa).
Absolutely. You can customize how vPlan data is recorded in klenty. This includes choosing which data fields go into which fields of klenty, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and klenty 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 klenty. 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 klenty
Klenty is a sales engagement and lead generation tool that helps you send personalized emails and automated followups at scale.
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