Integrate Planio with Prospect.io

Send information between Planio and Prospect.io automatically, without writing any code, using Zoho Flow.

Build your own integrations between Planio and Prospect.io

Connect Planio and Prospect.io 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 Prospect.io using the below triggers and actions

All Triggers - A trigger kickstarts the flow

Issue added

Triggers when a new issue is added

Company added

Triggers when a new company is added

Contact added

Triggers when a new contact is added

New prospect reply

Triggers when a prospect replies to your email

Prospect converted

Triggers when a prospect is marked as converted

New prospect

Triggers when a new prospect is added

All Actions - Actions are the automated tasks

Update company

Updates the details of an existing company

Create contact

Creates a new contact

Update contact

Updates the details of an existing contact

Create issue

Creates a new issue

Add company

Adds a new company

Convert prospect

Converts the selected prospect

Qualify prospect

Qualifies the selected prospect

Create prospect

Creates a new prospect

Archive prospect

Archives the selected prospect

Create prospect in campaign

Creates a new prospect and adds it to the selected campaign

Fetch prospect

Fetches the details of an existing prospect by email address

Unarchive prospect

Unarchives the selected prospect

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.

Project Management

What is Prospect.io?

Prospect.io is a sales automation platform. It lets you verify email addresses, send drip campaigns and track conversions.

CRM Sales Automation

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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Technical Engineer, Master Liveaboards

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