A link between vPlan and the many available apps on the Zapier platform is very easy to set up. Using the example below, we explain how this works in practice. Do you not yet know what Zapier is? Then you can read more on What is Zapier.
Would you like to know more about the various possibilities and apps of Zapier? Then feel free to take a look at the extensive Zapier help center.
Practical example: vPlan link with Google sheets:
You have the following spreadsheet:
Each new row must become a plan card in vPlan.
First create a trigger in your Zapier account. Find the app Google Sheets:
Select the appropriate trigger event:
Log in with your Google account for access and authorization to retrieve data from Google Sheets:
Choose your account and select the correct spreadsheet and worksheet:
You can now test the trigger:
The trigger is successful! We can now continue to set up the Action. Find vPlan and select the desired action:
Log in with your vPlan account to authorise data exchange:
Select the newly authorised account and set up the action. You will find the standard fields available on a card. Then select the board and phase in which the card is to be planned. Use additional fields to fill other columns in the Google Sheet. All required fields must be filled and saved:
Now that the action has been set up, you can test the whole zap:
You can now 'turn on' the Zap. From now on, every new line in my sheet becomes a plan card in vPlan.