Ideawake + OnePlan
Create OnePlan plans when new Ideawake opportunities change status
This Zap will create a plan in OnePlan whenever a new opportunity's status in Ideawake changes. This integration allows for enhanced tracking and managing in OnePlan for these status changes, leading to a more efficient and timely delivery.
This Zap will create a plan in OnePlan whenever a new opportunity's status in Ideawake changes. This integration allows for enhanced tracking and managing in OnePlan for these status changes, leading to a more efficient and timely delivery.
- When this happens...Opportunity Stage Change
Triggers when opportunity stage changes.
- 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.
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About Ideawake
Ideawake is a collaborative innovation platform to help surface the best ideas at any company.
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About OnePlan
OnePlan offers an AI-enabled Strategic Portfolio, Financial, Resource and Work Management Platform that fits the needs of every organization.