Integrate ConvergeHub with Planio
Send information between ConvergeHub and Planio automatically, without writing any code, using Zoho Flow.
Build your own integrations between ConvergeHub and Planio
Connect ConvergeHub and Planio with over 1000+ apps and build your own integrations using our no-code drag and drop builder and comprehensive workflow elements
Supported triggers and actions
Integrate ConvergeHub and Planio using the below triggers and actions
All Triggers - A trigger kickstarts the flow
New lead
Triggers when a new lead is created
New event
Triggers when a new event is created
New contact
Triggers when new contact is created
New target
Triggers when a new target is created
New account
Triggers when a new account is created
Contact added
Triggers when a new contact is added
Company added
Triggers when a new company is added
Issue added
Triggers when a new issue is added
All Actions - Actions are the automated tasks
Create account
Creates a new account
Create target
Creates a new target
Create lead
Creates a new lead
Create contact
Creates a new contact
Create event
Creates a new event
Update lead
Updates the details of an existing lead
Fetch lead
Fetches an existing lead by ID
Fetch account
Fetches an existing account by ID
Fetch event
Fetches an existing event by ID
Fetch target
Fetches an existing target by ID
Fetch contact
Fetches an existing contact by ID
Update company
Updates the details of an existing company
Add company
Adds a new company
Create issue
Creates a new issue
Update contact
Updates the details of an existing contact
Create contact
Creates a new contact
What is ConvergeHub?
ConvergeHub is CRM software that lets you send customized campaigns, track payments, and collaborate with employees, partners and customers.
What is Planio?
Planio is a cloud-based project management and issue tracking solution that enables users to manage workflows, track bugs and issues, and build a central database for document management.
Similar apps
Build comprehensive workflows using
Webhook triggers
Receive your data from a wider range of services in multiple formats, like JSON, form data, and plain text.
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Logic
Create customized business workflows by including advanced logic elements like if-then branches, time delays, and more.
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Custom functions
Write simple scripting functions to format data, call web APIs, send emails, and more.
Learn more >All the interactions, including customer relationship management, are automated and pre-determined in Zoho Flow. This allows our employees to concentrate on the tasks that are more important than the manual data inputs. Learn more
Louis Castellano
CEO, Lakeside CNC Group
We use Zoho Flow to connect Zoho Billing with JotForm. As our customers fill their preferences in JotForm, Zoho Flow passes it to Zoho Billing and creates a subscription automatically. It was impressive that we were able to configure all this on a simple drag-and-drop interface!
Josh Lucas
Head of Operations, AAA Band Rentals
Fabricroot's manual process of maintaining and managing inventory was then automated using Zoho Flow. Without Zoho Flow, the project would have taken longer to integrate and encountered unknown challenges. Zoho Flow now acts as the backbone of their online business. Learn more
Harnoor Abroll
Technical and Operations Head, TruAct
