Full list

Supported Triggers & Actions

Everything you can automate between Wbiztool and ProductPlan.

When this happensTriggers

A trigger is an event that starts a workflow.

New Bar Appears on Roadmap

New Bar Appears on Roadmap

Runs when New Bar Appears on Roadmap

Roadmap Is Updated

Roadmap Is Updated

Runs when roadmap is updated

Roadmap Bar Is Updated

Roadmap Bar Is Updated

Runs when roadmap bar is updated

Request a new Trigger for Wbiztool

Do thisActions

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

Send Advance Whatapp Message

Send Advance Whatapp Message

Send customized transctional WhatsApp message from your personal WhatsApp account with any trigger.

Send Image File With Text on WhatsApp

Send Image File With Text on WhatsApp

Send Image WhatsApp message from your personal WhatsApp account with any trigger.

Send Text Only Whatsapp Message

Send Text Only Whatsapp Message

Send transctional text WhatsApp message from your personal WhatsApp account with any trigger.

Send PDF File With Text on WhatsApp

Send PDF File With Text on WhatsApp

Send Pdf WhatsApp message from your personal WhatsApp account with any trigger.

Create New Bar

Create New Bar

Add a new bar to your roadmap.

Get Roadmap Bars

Get Roadmap Bars

Get all bars for a roadmap.

How to build your first workflow with viaSocket
2-Minute Guide

Learn how to build your first workflow

Follow a simple walkthrough to create, test, and launch your first automation.

  1. 1

    Connect your apps

    Link the apps you want to automate.

  2. 2

    Configure your workflow

    Set up triggers, actions, and map your data.

  3. 3

    Test & publish

    Test your workflow and publish it.

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Integrations Wbiztool
Wbiztool + ProductPlan
Wbiztool logo

About Wbiztool

Wbiz Tool is a comprehensive platform designed to streamline business operations and enhance productivity through a suite of tools tailored for small to medium-sized enterprises. It offers solutions for project management, team collaboration, and workflow automation, enabling businesses to optimize their processes and achieve their goals efficiently.

Learn more

Frequently Asked Questions

How do I connect Wbiztool and ProductPlan?

Sign up for a free viaSocket account, then authorize both your Wbiztool and ProductPlan accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.

Does this integration work in real time?

Yes. viaSocket uses instant triggers where available, so data moves between Wbiztool and ProductPlan as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.

Can I control which data gets sent from Wbiztool to ProductPlan?

Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach ProductPlan. No coding required.

Can the integration run in both directions?

Yes. You can set up a workflow where Wbiztool triggers actions in ProductPlan, and a separate workflow where ProductPlan triggers actions in Wbiztool. Both run independently and in real time.

What happens if a step in the workflow fails?

viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.

Is viaSocket free to use?

Yes, there is a free plan that covers basic workflows between Wbiztool and ProductPlan. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.

Do I need to know how to code to set this up?

No. The entire Wbiztool and ProductPlan integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.