Ideawake + OnePlan
Create OnePlan plans when new opportunities are created in Ideawake
Set up this Zap to automatically create a plan in OnePlan whenever a new opportunity in Ideawake is created. This will ensure a smooth experience navigating between both platforms, saving time and boosting productivity.
Set up this Zap to automatically create a plan in OnePlan whenever a new opportunity in Ideawake is created. This will ensure a smooth experience navigating between both platforms, saving time and boosting productivity.
- When this happens...New Opportunity Posted
Triggers when new opportunity added in the community.
- automatically do this...Get Plan Type Guid by Name
Retrieve an id for a plan type given the plan type name.
- then do this!Create Plan
Creates a new plan in OnePlan.
- Free forever for core features
- 14 day trial for premium features & apps
About Ideawake
Ideawake is a collaborative innovation platform to help surface the best ideas at any company.
Related categories
About OnePlan
OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource and Work Management Platform that fits the needs of every organization.