Attach call recordings to project tasks

Once a call recording becomes available in SMS.to, post a comment with the audio details to the corresponding task in vPlan.

Try:

See all vPlan + SMS.to integrations or talk to a human

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How Knit builds this workflow

The Agent researches both APIs and wires the trigger on one side to the action on the other — no pre-built connector required. Here is the vocabulary it has to work with.

vPlan Explore vPlan →

Triggers

New task created

Fires when a new task, job or item is created in vPlan.

Task completed

Fires when a task in vPlan is marked complete.

Due date approaching

Fires when a task's due date in vPlan is coming up.

Status changed

Fires when a task, job or project changes status in vPlan.

Actions

Create task

Creates a new task, job or item in vPlan.

Update task

Updates a task's status or assignee in vPlan.

Add comment

Posts a comment on a task in vPlan.

Assign task

Assigns a task in vPlan to a team member.

SMS.to Explore SMS.to →

Triggers

New inbound SMS

Fires when a new text message is received in SMS.to.

New call

Fires when a new call comes in or out through SMS.to.

Missed call

Fires when a call is missed in SMS.to.

Call recording ready

Fires when a call recording finishes processing in SMS.to.

Actions

Send an SMS or MMS

Sends a text message through SMS.to.

Place an outbound call

Starts an outbound call via SMS.to.

Create or update a contact

Creates or updates a contact in SMS.to.

Send a voice message

Sends a recorded voice message via SMS.to.

Log missed calls as follow-up tasks When a customer call goes unanswered in SMS.to, automatically create a follow-up task in vPlan so team members can return the call. See details

Send SMS notifications when tasks are completed When a project task is marked complete in vPlan, automatically send a confirmation text message to the client through SMS.to. See details

See all vPlan + SMS.to integrations → · Browse the full workflow library →

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FAQ

Common questions

Can Knit build “Attach call recordings to project tasks” between vPlan and SMS.to?

Yes — describe it in the box above and Knit's Integrations Agent researches vPlan and SMS.to's public API docs (or your own uploaded docs) and builds a working workflow, whether or not either app already has a pre-built connector.

How long does it take to build?

Minutes to a first working version, not weeks — you test it against real data before it goes anywhere near production.

How can connecting SMS.to with vPlan help manage missed customer calls?

You can set up an integration so every missed call in SMS.to creates a task in vPlan, ensuring your team follows up promptly.

Can project updates in vPlan send notifications to clients?

Yes, completing a task or reaching a due date in vPlan can prompt SMS.to to send a text message directly to the customer.