
When this happens...

Automatically do this!
Create New Bar
Get Roadmap Bars
Update Bar
When this happensTriggers
A trigger is an event that starts a workflow.
Runs when New Bar Appears on Roadmap
Runs when roadmap is updated
Runs when roadmap bar is updated
Action is the task that follows automatically within your Webengage integrations.
Adds a new user to your WebEngage account.
Add a new bar to your roadmap.
Get all bars for a roadmap.
Update a roadmap bar by ID.

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To start, connect both your Webengage and ProductPlan accounts to viaSocket. Once connected, you can set up a workflow where an event in Webengage triggers actions in ProductPlan (or vice versa).
Absolutely. You can customize how Webengage data is recorded in ProductPlan. This includes choosing which data fields go into which fields of ProductPlan, setting up custom formats, and filtering out unwanted information.
The data sync between Webengage and ProductPlan 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 Webengage and ProductPlan. 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.
Webengage is a comprehensive marketing automation platform that helps businesses engage with their customers through personalized communication across multiple channels. It offers tools for customer segmentation, journey mapping, and analytics to enhance customer retention and conversion rates.
Learn MoreIntegrate with ProductPlan to streamline your product roadmap planning and visualization. Automate updates, share roadmaps, and synchronize data across your product management tools.
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