IntegrationsvPlanWhatsApp Business Cloud
vPlan + WhatsApp Business Cloud

Connect vPlan and WhatsApp Business Cloud to Build Intelligent Automations

Choose a Trigger

vPlan

When this happens...

Choose an Action

WhatsApp Business Cloud

Automatically do this!

Ready to use vPlan and WhatsApp Business Cloud automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

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.

Do thisActions

Action is the task that follows automatically within your vPlan integrations.

Create Activity

Create Activity

Create a new Activity.

Create Resource

Create Resource

Create a new resource.

List Templates

List Templates

List Templates available in the specific phone number.

Send Text Message

Send Text Message

Text messages can be sent in customer-initiated conversations only

Send Template Message

Send Template Message

Send Template Message

WhatsApp

WhatsApp

WhatsApp human inteterface.

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Frequently Asked Questions

How do I start an integration between vPlan and WhatsApp Business Cloud?

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

Can we customize how data from vPlan is recorded in WhatsApp Business Cloud?

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

How often does the data sync between vPlan and WhatsApp Business Cloud?

The data sync between vPlan and WhatsApp Business Cloud 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 WhatsApp Business Cloud?

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 WhatsApp Business Cloud?

Yes, you can set conditional logic to control the flow of data between vPlan and WhatsApp Business Cloud. 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.

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WhatsApp Business Cloud

About WhatsApp Business Cloud

WhatsApp is a widely-used messaging platform that allows users to send text messages, voice messages, make voice and video calls, and share images, documents, user locations, and other media. It is known for its end-to-end encryption, ensuring secure communication between users.

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