Integrate vPlan with Zoho Marketing Automation
Send information between vPlan and Zoho Marketing Automation automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate vPlan and Zoho Marketing Automation using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Comment updated
Triggers when the details of an existing comment is updated
Collection created
Triggers when a new collection is created
Detached label on card
Triggers when a label is detached from card
Attached label on card
Triggers when a label is attached to a card
Comment added
Triggers when a new comment is added
Detached resource on card
Triggers when a resource is detached from a card
Card created
Triggers when a new card is created
Attached resource on card
Triggers when a resource is attached to a card
Time tracking created
Triggers when new time tracking is created
Card updated
Triggers when the details of an existing card is updated
Collection updated
Triggers when the details of an existing collection is updated
Lead removed from list
Triggers when a lead is removed from the selected list
Lead added to list
Triggers when a lead is added to the selected list
All Actions - Actions are the automated tasks
Add comment
Adds a comment to the specified collection
Create card on board
Creates a new card on board
Create activity
Creates a new activity
Create resource
Creates a new resource
Create time tracking
Creates new time tracking
Create list
Creates a new list
Create lead tag
Creates a new lead tag
Create or update lead
Creates a new lead or updates the details of an existing lead
Clone campaign
Clones an existing campaign
Send email campaign
Sends an existing email campaign
Tag lead
Adds the specified tag to a lead
Add lead to journey
Adds the specified lead to a journey
Add lead score
Adds lead score for the specified email address
Untag lead
Removes the specified tag from a lead
Unsubscribe lead
Removes a lead from the selected list
Move lead to do-not-mail list
Moves the specified lead to the do-not-mail list
Update list
Updates the details of an existing list
Fetch lead
Fetches the details of an existing lead by email address
Delete tag
Deletes an existing tag
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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What is Zoho Marketing Automation?
Zoho Marketing Automation is marketing automation software that allows you to manage leads, analyze the online activity of your audience, and curate content for users based on their interactions.
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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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Once we put Flow into place, we saw zero errors through manual entry and significantly faster, simpler order processing. Learn more
Owain ap Rees
Sales Director, Artico
Endless integrations. End to manual work.
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