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.
As a trigger
First thing you need to do is 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, and choose if the trigger should be a "New activity" or "New media uploaded."
The next step is to configure the trigger: choose the workspace and the specific activity. You can choose between the following:
New activity:
- 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
Some popular use-cases:
- Setting a notification in a dedicated channel
- Creating or marking a task as done
Afterwards, choose what action should be done in the desired app (ex. Slack, Gmail, Asana, Monday, Teamwork, etc.)
As an action
Based on a trigger from a different app, you can either:
- Create a post
- Upload a file
Some popular use-cases:
- When uploading a file in drive, automatically upload a file to Planable
- Create a draft post based on a task