Integrate Planio with ChatBot
Send information between Planio and ChatBot automatically, without writing any code, using Zoho Flow.
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Connect Planio and ChatBot with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate Planio and ChatBot using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Company added
Triggers when a new company is added
Contact added
Triggers when a new contact is added
Issue added
Triggers when a new issue is added
User created
Triggers when a new user is created
Entity created
Triggers when a new entity is created
Story created
Triggers when a new story is created
Segment created
Triggers when a new segment is created
All Actions - Actions are the automated tasks
Update company
Updates the details of an existing company
Create issue
Creates a new issue
Add company
Adds a new company
Create contact
Creates a new contact
Update contact
Updates the details of an existing contact
Create segment
Creates a new segment
Create story
Creates a new story
Create user
Creates a new user
Add segment to user
Adds a segment to the user
Create entity
Creates a new entity
Update user
Updates the details of an existing user
Ban or unban user
Marks an existing user as banned or unbanned
Update segment to user
Updates the details of an existing user segment
Fetch user by ID
Fetches the details of an existing user using ID
Fetch story by ID
Fetches the details of an existing story using ID
Fetch entity by ID
Fetches the details of an existing entity using ID
Fetch user by search parameter
Fetches the details of an existing user using search parameter
What is Planio?
Planio is a cloud-based project management and issue tracking solution that enables users to manage workflows, track bugs and issues, and build a central database for document management.
What is ChatBot?
Chatbot is an AI-driven chatbot application that can help customers provide quick and accurate AI-generated answers to customer questions.
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
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Using Zoho Flow, we have automated two full-time jobs and outsourced all sales and support roles. It has been huge and we couldn’t imagine going back Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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