
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

Automatically do this!
Create Organization
Rename Organization
Delete organization
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When this happensTriggers
A trigger is an event that starts a workflow.
Triggers when a new collection is added or changed.
Triggers when a card is added or updated.
Triggers when a label is attached or detached from a card.
Triggers when a resource is attached or detached from a card.
Triggers when a new comment is added or changed.
Triggers when a card is deleted.
Action is the task that follows automatically within your vPlan integrations.
Create a new Activity.
Create a new resource.
This action create New Organization.
This action rename the Organization name.
This action delete an organization.
This action download the PDF of a SignNow document.

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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your vPlan and SignNow accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in SignNow (or vice versa).
Absolutely. You can customize how vPlan data is recorded in SignNow. This includes choosing which data fields go into which fields of SignNow, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and SignNow 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 SignNow. 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.
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