Planly Zapier integrationAutomate Planly with Zapier.
The Planly Zapier integration offers 1 action and no trigger: Create Schedule, fed by another tool. That shapes everything else, from the trigger you pick to what the Zap costs. Planly is not reserved for paid plans, so a simple two-step Zap runs on Free.
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What the Planly Zapier integration is for
Planly lines up your social posts for several networks in one place, so you see what goes out and when. The Planly Zapier integration connects it to Zapier, which runs automations between apps without code. Here the traffic goes one way: another app sends something, and Zapier creates a schedule in Planly with it.
A content calendar fed from a spreadsheet. Your team drafts posts as rows in a sheet; each new row reaches Planly through Create Schedule, so nobody copies text from one tab to another.
Announcements that follow your other tools. A new blog article, a product added to your shop or an event published elsewhere can become a Planly schedule when that tool's trigger fires in Zapier.
Campaign ideas collected by form. A form your marketing team fills in can hand its answers to Create Schedule, and the idea sits in Planly instead of an inbox.
Now the limits. Planly has no trigger on Zapier, so nothing that happens inside Planly can start a Zap: no alert when a post goes out, no copy to another tool. There is no search, so a Zap can't look up an existing schedule, and no action to update or delete one. Everything starts in another app.
If this one-way setup feels too narrow, Zapier alternatives and Make vs Zapier are worth a look before you commit.
Zapier terms, in plain English
Seven words used on this page, each explained once.
- Zap
- The automation you set up on Zapier: one trigger, then one or more actions that run each time the trigger event happens.
- Trigger
- The event in an app that starts a Zap. For Planly it always lives in another app, since Planly offers none.
- Action
- What the Zap does once it starts. With Planly, that's Create Schedule, the only action available.
- Task
- The unit Zapier bills: one action that went through. Every schedule created in Planly by a Zap counts as one.
- Polling vs instant
- Zapier checks a polling trigger on a timer. An instant trigger is reported by its app straight away. Your trigger app decides which.
- Filter
- A step that lets the Zap go on only when the incoming data meets your condition, and stops it otherwise.
- Connection
- Your Planly account linked to Zapier once, then reused by every Create Schedule step you add.
What a Planly Zap costs
The trigger costs nothing, whatever app it comes from. Each Create Schedule that succeeds costs one task, and one that fails is not counted.
- Planly on the free planYes, not a paid-only app
- Free tasks per month100
- Free plan Zap length2 steps (trigger + action)
- Planly triggers0, start from another app
The free plan gives 100 tasks a month and unlimited Zaps, each limited to two steps: one trigger and one action. A trigger from another app plus Create Schedule fits exactly. Add a filter to keep only approved rows, or a second action, and you have a multi-step Zap that needs a paid plan. Speed depends on the trigger app: if its trigger is polling, the interval grid below applies to the whole Zap.
Connect Planly to Zapier in 3 steps
- 01
Open the connection dialog
Go to the Apps page of your Zapier account and click + Add connection. A dialog opens; search for Planly by name and select it in the list of results.
- 02
Sign in to Planly
Click Add connection. Planly opens in a new tab: sign in with the account whose schedule the Zaps will fill. You need an account of your own on Planly.
- 03
Grant access
Allow Zapier to use the account. If the Zap should write to anything you don't own in Planly, your account needs write rights on it, or the step will fail.
Your first Planly Zap
GoalOnly rows marked as approved in your content sheet become a Planly schedule.
- 01
Pick the trigger app
Start a new Zap and choose Google Sheets with New Spreadsheet Row as the event, then the sheet your team uses. Planly has no trigger, so the Zap always starts elsewhere.
- 02
Test the trigger
Run the test. Zapier brings back the three most recent rows, so you pick a real draft and map the next steps on actual content, not on blanks.
- 03
Add a filter
Click the plus icon, choose Filter, and set the status column, a text rule and the word approved. Rows that don't match stop here and cost nothing.
- 04
Add Create Schedule
Add a Planly step with Create Schedule, select your Planly connection, and map the columns of the row into the fields the step shows.
- 05
Test and publish
Run the action once and open Planly to check the result. Then click Publish. With a filter inside, this Zap needs a paid plan.
The Planly action in Zapier
Planly gives you 1 action. For each one: what it does for you, when to reach for it, and what to watch out for.
Create Schedule
ActionIn Zapier“Create schedule on Planly”
Creates a schedule in Planly from what the trigger app sends: the text of a row, a new article, a form answer. It's the only Planly step Zapier offers, so every Planly Zap ends with it.
When a Planly Zap breaks
Zapier ties no help article of its own to Planly. The cases below are Zapier's general limits, seen through a Zap that always starts in another app.
Three cases to keep in mind before publishing. For anything else, the Zapier troubleshooting guide is the next stop.
Old rows are ignored
A Zap only reacts to what happens after you switch it on. Drafts already sitting in your sheet or tool won't reach Planly; moving that backlog is a separate job.Bulk paste held back
Pasting a large batch of rows or importing many items at once fires the trigger for all of them, and Zapier's flood protection can hold that wave back.Nothing to check afterwards
Planly has no trigger and no search on Zapier, so no Zap can confirm what was created. Check Planly by hand after the first runs.
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