Connect vPlan and Retell 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!
Get an Agent
Create a Phone Number
Make a Phone Call
Get a Call
Get a Phone Number
Get a Voice
Get a Retell LLM
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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.
Get an Agent
Retrieve details of a specific agent.
Create a Phone Number
Buys a new phone number and binds agents.
Make a Phone Call
Create a new outbound phone call
Get a Call
Retrieves all call details.
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Frequently Asked Questions
To start, connect both your vPlan and Retell AI accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in Retell AI (or vice versa).
Absolutely. You can customize how vPlan data is recorded in Retell AI. This includes choosing which data fields go into which fields of Retell AI, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and Retell 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 Retell 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 Retell AI
Retell AI is a cutting-edge platform that leverages artificial intelligence to transform and enhance storytelling experiences. It offers tools and features that allow users to create, edit, and optimize narratives, making it ideal for content creators, marketers, and educators looking to engage their audience with compelling stories.
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