vPlan and Salesflare

How to connect vPlan

What you can automate

  • When new or Changed Card in vPlan, create task in Salesflare.
  • When new or Changed Comment in vPlan, create internal note in Salesflare.
  • When new Card on Backlog in vPlan, create task in Salesflare.
  • When new Task in Salesflare, create Card on Board in vPlan.

About vPlan

vPlan is a planning tool to plan and track your work.

vPlan operations on Zapier

Triggers (6)

Start a workflow when this happens

  • 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 — Triggers when a resource is attached or detached from a card.
  • New Card on Backlog — Triggers when a card is created on the backlog.
  • New or Changed Card — Triggers when a new card is added or changed.
  • New or Changed Collection — Triggers when a new collection is added or changed.
Show 1 more triggers
  • New or Changed Comment — Triggers when a new comment is added or changed.

Actions (4)

Things Salesflare can make it do

  • Create Activity — Creates an Activity
  • Create Card on Backlog — Creates a card on the backlog
  • Create Card on Board — Creates a card on the board
  • Create Resource — Creates a new Resource

vPlan operations on Make

Triggers (6)

Start a workflow when this happens

  • Watch all events — Watches all events
  • Watch attached events — Watches attached events
  • Watch created events — Watches created events
  • Watch deleted events — Watches deleted events
  • Watch detached events — Watches detached events
Show 1 more triggers
  • Watch updated events — Watches updated events

Actions (42)

Things Salesflare can make it do

  • Create a board — Creates a board
  • Create a card — Creates a card
  • Create a collection — Creates a collection
  • Create a comment — Creates a comment
  • Create a resource — Creates a resource
Show 37 more actions
  • Create an activity — Creates an activity
  • Create an attachment — Creates an attachment
  • Create an attachment link — Creates an attachment link
  • Create an order — Creates an order
  • Create an order row — Creates an order row
  • Delete a board — Deletes board
  • Delete a card — Deletes a collection card
  • Delete a collection — Deletes collection
  • Delete a comment — Deletes a comment
  • Delete a resource — Deletes a resource
  • Delete an activity — Deletes an activity
  • Delete an attachment — Deletes an attachment
  • Delete an order — Deletes an order
  • Delete an order row — Deletes an order row
  • Get a board — Retrieves a single board
  • Get a card — Retrieves a single card
  • Get a collection — Retrieves a single collection
  • Get a comment — Retrieves a single comment
  • Get a resource — Retrieves a single resource
  • Get an activity — Retrieves a single activity
  • Get an attachment — Retrieves a single attachment
  • Get an order — Retrieves a single order
  • Get an order row — Retrieves a single order row
  • Get info about connection — Retrieves info about the current connection
  • Make an API call — Performs an arbitrary authorized API call.
  • Move a collection to the backlog — Moves a collection to the backlog
  • Plan a collection on a board — Plans a collection on a board
  • Update a board — Updates a board
  • Update a card — Updates a card
  • Update a card custom field — Updates a custom field from a card
  • Update a collection — Updates a collection
  • Update a collection custom field — Updates a custom field from a collection
  • Update a comment — Updates a comment
  • Update a resource — Updates a resource
  • Update an activity — Updates an activity
  • Update an order — Updates an order
  • Update an order row — Updates an order row

Searches (10)

Look up existing records

  • List activities — Lists all activities
  • List attachments — Lists all attachments
  • List boards — Lists all boards
  • List cards — Lists all cards
  • List collection cards — Lists all collection cards
Show 5 more searches
  • List collections — Lists all collections
  • List comments — Lists all comments
  • List order rows — Lists all order rows
  • List orders — Lists all orders
  • List resources — Lists all resources

Similar apps

Not using Salesflare yet?

Salesflare is a CRM for small and medium-sized B2B businesses — it fills itself in automatically so your team actually keeps it up to date.

Try it for free