
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!
Send an Email
Retrieve balance
List Unsubscribers
List Voice Records
List WhatsApp Business Accounts
List WhatsApp Business Phone Numbers
List WhatsApp Templates
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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.
Send an email to the customers
Get balance from ycloud.
Get all unsubscribers from ycloud.
Get all Voice Records from ycloud.

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To start, connect both your vPlan and YCloud accounts to viaSocket. Once connected, you can set up a workflow where an event in vPlan triggers actions in YCloud (or vice versa).
Absolutely. You can customize how vPlan data is recorded in YCloud. This includes choosing which data fields go into which fields of YCloud, setting up custom formats, and filtering out unwanted information.
The data sync between vPlan and YCloud 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 YCloud. 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.
YCloud is a comprehensive cloud-based platform designed to streamline business operations by offering a suite of tools for communication, collaboration, and productivity. It provides businesses with the ability to manage their workflows efficiently, enhance team collaboration, and improve overall productivity through its integrated services.
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