Create integrations between Planado and Convoso to automate any workflow
How Zapier works
Zapier lets you build automated workflows between two or more apps—no code necessary. These workflows are called Zaps, and this is how they work.
A trigger is where automation begins
Now it's time for action
And that's it! You've just created a Zap.
Connect your tools and unlock the power of automation
With Zapier's 6,000 integrations, you can unify your tools within a connected system to improve your team's efficiency and deepen their impact.
Supported triggers and actions
Zapier helps you create workflows that connect your apps to automate repetitive tasks. A trigger is an event that starts a workflow, and an action is an event a Zap performs.
Template
Job Event Types
Status Event Types
Try ItCampaign Event
Triggers when a new convoso campaign workflow event is created.
Try ItInbound Number Event
Triggers when a new Convoso Inbound Number workflow event is created.
Try ItQueue Event
Triggers when a new Convoso queue workflow event is created.
Try It
Template
Job Type
Description
Scheduled At
Scheduled Duration (min)
Territory (name)
Assignee (email)
Client External ID
Client Address
Client Organization Name
Client First Name
Client Last Name
Client Middle Name
Site External ID
Site Address (text)
Site Name
Address (text)
Name
Value
Skills
Email Template Event
Triggers when a new Convoso email template workflow event is created.
Try ItList Event
Triggers when a new convoso list workflow event is created.
Try ItPhone NumberRequired
Country CodeRequired
Campaign IDRequired