Integrate vPlan with PipelineDeals
Send information between vPlan and PipelineDeals automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate vPlan and PipelineDeals using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Detached resource on card
Triggers when a resource is detached from a card
Card updated
Triggers when the details of an existing card is updated
Collection created
Triggers when a new collection is created
Time tracking created
Triggers when new time tracking is created
Attached resource on card
Triggers when a resource is attached to a card
Collection updated
Triggers when the details of an existing collection is updated
Comment updated
Triggers when the details of an existing comment is updated
Detached label on card
Triggers when a label is detached from card
Comment added
Triggers when a new comment is added
Attached label on card
Triggers when a label is attached to a card
Card created
Triggers when a new card is created
New person, lead, or contact
Triggers when a new person, lead, or contact is created
New deal
Triggers when a new deal is created
Updated deal status
Triggers when the status of an existing deal is updated
Updated deal stage
Triggers when a deal is moved from one stage to another
All Actions - Actions are the automated tasks
Create time tracking
Creates new time tracking
Create card on board
Creates a new card on board
Add comment
Adds a comment to the specified collection
Create resource
Creates a new resource
Create activity
Creates a new activity
Add person
Adds a new person
Create deal
Creates a new deal
Create activity
Creates a new activity associated with an existing person, company, or deal
Create task
Creates a new calendar task
What is vPlan?
vPlan is a planning software that allows you to create a visual overview of data in different formats, helping you organize, manage, and communicate your plans efficiently.
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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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