Learn how to connect Planable with Zapier to automate workflows and integrate with other apps through Zaps.
→ Use Planable as a trigger
→ Use Planable as an action
You can connect Planable to Zapier to automate various workflows and connect with other apps. This is done through Zaps — you can find out more on how they work here.
Use Planable as a trigger
First, go to Zapier and create a new Zap. Actions performed in Planable can be used as triggers, allowing you to choose an action to be taken in another app.
To configure the trigger, go to the Setup section, connect your Planable account, and choose if the trigger should be New activity or New media uploaded.
Next, choose the workspace and the specific activity to trigger on. The available New activity options are:
- Created post
- Approved a post
- Scheduled a post
- Published a post
- Marked a post as published
- Publishing error on a post
- Updated label on a post
- Comment added
Popular use cases: Send a notification to a dedicated Slack channel, or create / mark a task as done in tools like Gmail, Asana, Monday, or Teamwork.
Use Planable as an action
Based on a trigger from another app, you can use Planable to:
- Create a post — for example, automatically draft a post in Planable when a task is created in your project management tool.
- Upload a file — for example, automatically transfer files to Planable when they're uploaded to Google Drive or another cloud storage app.
Still have questions? Reach out via the in-app chat or email us at support@planable.io.