Connect ProcessPlan to WooSender

Both apps 34ProcessPlan 17WooSender 17

• Trigger
  Field Updated

  Triggers when a field value on a running process is changed.

• Trigger
  Process Instance Completed

  Triggers when a process is completed.

• Trigger
  Process Instance Started

  Triggers when a new process is started.

• Trigger
  Task Assigned

  Triggers when a task is assigned to someone.

• Trigger
  Task Canceled

  Triggers when a task is canceled.

• Trigger
  Task Completed

  Triggers when a task is completed.

• Trigger
  Task Due Date Changed

  Triggers when a pending task's due date is set or changed.

• Trigger
  Task Notes Updated

  Triggers when the notes on a pending task are updated.

• Trigger
  Task Past Due

  Triggers when a pending task becomes past due.

• Trigger
  Task Start Date Changed

  Triggers when a pending task's start date is set or changed.

• Action
  Cancel a Process

  Cancels a running process.

• Action
  Cancel a Process Task

  Cancels a pending task in a running process.

• Action
  Complete a Task

  Completes a pending task by submitting one of its responses.

• Action
  Find a Process Instance

  Finds process instances whose properties match a filter, such as the instance description.

• Action
  Start a New Process

  Starts a new process from a process template and fills in its starting fields.

• Action
  Start a Process Task

  Starts a task in a running process out of its normal order. Use with caution.

• Action
  Update Process Fields

  Saves new values into one or more fields of a running process.

• Action
  Create Appointment

  Creates an appointment between a contact and an assigned user in WooSender.

• Action
  Create Contact

  Creates a new contact in WooSender, optionally assigning it to a campaign, user, tags and lead status.

• Action
  Create or Update Contact

  Creates a WooSender contact, or updates the existing contact matching the email or phone number.

• Action
  Create Webhook

  Subscribes a URL to receive WooSender event notifications.

• Action
  Delete Appointment

  Deletes an appointment from WooSender.

• Action
  Delete Contact

  Deletes a contact (prospect) from WooSender.

• Action
  Delete Webhook

  Removes a WooSender event subscription.

• Action
  Find Appointments

  Finds the appointments booked with a contact.

• Action
  Find Contact

  Finds contacts whose name, email or phone matches a keyword. Returns up to 100 matching contacts.

• Action
  Get Appointment

  Returns a single appointment by its id, including its title, times, assignee and contact.

• Action
  Get Contact

  Returns a single WooSender contact by its ID, including name, email, phone, campaign, tags, notes and custom field values.

• Action
  List Campaigns

  Returns all campaigns in the WooSender account with their ids and names.

• Action
  List Conversations

  Returns the account's inbox conversations, optionally filtered by keyword, campaign, assignee, status or date range.

• Action
  Send email message

  Sends an email message to a contact through WooSender.

• Action
  Send SMS message

  Sends an SMS text message to a contact's phone number from your WooSender account.

• Action
  Update Appointment

  Updates an existing WooSender appointment's title, time, assignee, contact and status.

• Action
  Update Contact

  Updates an existing WooSender contact's name, email, phone, campaign, company, revenue, lead status, assignee and custom fields.

No trigger or action matches that. Ask your agent to add it: it reads the API documentation and builds what you describe.