Connect vPlan and Pipl.ai 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!
Add a new workspace
Create a new campaign
List all campaigns
Get campaign status
Get campaign email accounts
Set campaign name
Pause campaign
Add leads to a campaign
Delete leads from a campaign
Lead Update
Adds Emails to the blocklist
Ready to use vPlan and Pipl.ai 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.
Add a new workspace
Adds a new workspace to Pipl.ai using an existing workspace ID for reference.
Create a new campaign
Creates a new campaign under a specified workspace.
List all campaigns
Retrieve a list of campaigns for a specific workspace.
Get campaign status
Get campaign status
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Frequently Asked Questions
To start, connect both your vPlan and Pipl.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in Pipl.ai (or vice versa).
Absolutely. You can customize how vPlan data is recorded in Pipl.ai. This includes choosing which data fields go into which fields of Pipl.ai, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and Pipl.ai 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 Pipl.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.
About Pipl.ai
Pipl.ai is a powerful AI-driven platform designed to enhance and streamline your marketing efforts. It leverages artificial intelligence to provide insights, automate tasks, and optimize marketing strategies, making it an essential tool for businesses looking to improve their marketing efficiency and effectiveness.
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