Connect vPlan and Onesta AI to Build Intelligent Automations

Choose a Trigger

vPlan

When this happens...

Choose an Action

Onesta AI

Automatically do this!

Enable Integrations or automations with these events of vPlan and Onesta AI

Enable Integrations or automations with these events of vPlan and Onesta AI

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

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between vPlan and Onesta AI?

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

Can we customize how data from vPlan is recorded in Onesta AI?

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

How often does the data sync between vPlan and Onesta AI?

The data sync between vPlan and Onesta AI 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 Onesta AI?

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 Onesta AI?

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

Learn More
Onesta AI

About Onesta AI

Onesta is an AI powered Sales CoPilot, automatically generating email responses for your sales leads.

Learn More