OnePlan and Salesflare
How to connect OnePlan
- Via Zapier — 9 operations available. Set it up ↗
About OnePlan
OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource and Work Management Platform that fits the needs of every organization.
OnePlan operations on Zapier
Triggers (2)
Start a workflow when this happens
- Plan Updated — Triggers when a plan has been updated.
- Step Changed — Triggers when a step has been changed in a Plan.
Actions (4)
Things Salesflare can make it do
- Create Plan — Creates a new plan in OnePlan.
- Step Approve — Select the approval state of a step on a plan.
- Step Update — Updates the current step on a Plan.
- Update Plan — Update an existing plan in OnePlan.
Searches (3)
Look up existing records
- Get Plan — Looks for an existing plan in OnePlan.
- Get Plan Type Guid by Name — Retrieve an id for a plan type given the plan type name.
- Get Resource Id — Retrieves an Id for a resource by a given name or email.
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