Integrate vPlan with Gist
Send information between vPlan and Gist automatically, without writing any code, using Zoho Flow.
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Supported triggers and actions
Integrate vPlan and Gist using the below triggers and actions
All Triggers - A trigger kickstarts the flow
Comment added
Triggers when a new comment is added
Attached label on card
Triggers when a label is attached to a card
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
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
Card created
Triggers when a new card is created
Detached resource on card
Triggers when a resource is detached from a card
Lead created
Triggers when a new lead is created
User created
Triggers when a new user is created
All Actions - Actions are the automated tasks
Add comment
Adds a comment to the specified collection
Create resource
Creates a new resource
Create card on board
Creates a new card on board
Create activity
Creates a new activity
Create time tracking
Creates new time tracking
Tag lead
Adds a tag to the specified lead
Create or update lead
Creates or updates a lead
Tag user
Adds a tag to the specified user
Subscribe to campaign
Subscribes a user to the selected campaign
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
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 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.
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