Connect vPlan and levvy to Build Intelligent Automations

Choose a Trigger

vPlan

When this happens...

Choose an Action

levvy

Automatically do this!

Enable Integrations or automations with these events of vPlan and levvy

Enable Integrations or automations with these events of vPlan and levvy

Triggers

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.

Actions

Create Activity

Create Activity

Create a new Activity.

Create Resource

Create Resource

Create a new resource.

Request a new Action for vPlan

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Frequently Asked Questions

How do I start an integration between vPlan and levvy?

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

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

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

How often does the data sync between vPlan and levvy?

The data sync between vPlan and levvy 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 levvy?

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 levvy?

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

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levvy

About levvy

Levvy is a next generation operating system for financial services firms.

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