Connect vPlan and Webex 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!
Create Contact List
List Senders
Delete List
Create Short Link
Ready to use vPlan and Webex automations
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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.
Create Contact List
Creates a new contact list in Webex Interact.
List Senders
Show the list of senders available in Webex Interact.
Delete List
Deletes a contact list from Webex Interact.
Create Short Link
Creates a short link that sends people to a webpage and optionally tracks clicks and adds tags.
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Frequently Asked Questions
To start, connect both your vPlan and Webex accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in Webex (or vice versa).
Absolutely. You can customize how vPlan data is recorded in Webex. This includes choosing which data fields go into which fields of Webex, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and Webex 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 Webex. 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 Webex
Multi-channel messaging platform for businesses that supports SMS and WhatsApp campaigns, templates, two-way messaging and real-time reporting. Provides developer-friendly REST APIs, shortlinks, scheduling and campaign automation for transactional and marketing communication.
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