Integrate Gist with Planio
Send information between Gist and Planio automatically, without writing any code, using Zoho Flow.
Build your own integrations between Gist and Planio
Connect Gist and Planio 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 Gist and Planio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
User created
Triggers when a new user is created
Lead created
Triggers when a new lead is created
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
All Actions - Actions are the automated tasks
Create or update lead
Creates or updates a lead
Tag lead
Adds a tag to the specified lead
Subscribe to campaign
Subscribes a user to the selected campaign
Tag user
Adds a tag to the specified user
Create or update user
Creates or updates a user
Untag user
Removes a tag from the specified user
Untag lead
Removes a tag from the specified lead
Fetch lead
Fetches the details of an existing lead by ID
Fetch user
Fetches the details of an existing user by ID or email address
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
What is Gist?
Gist is an email marketing automation, help desk, and live chat platform. You can track customer interactions, configure chat bots to schedule sales calls, and engage customers with relevant emails.
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.
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.
Learn more >
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.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
Zoho Flow has automated our entire "Security Operations" process, saving us a lot of manual work and admin overhead, in turn enabling us to focus our efforts on providing clients with accurate and quality services.
Neville Mader
Director, Perth Security Services
Zoho Flow has helped us add a new sales channel. It has helped us integrate our existing and new sales channels, and manage our inventory in real time. Learn more
Siddharth Ahuja
CEO, Fabricroot
