Connect Planfix and GenPage to Build Intelligent Automations
Enable Integrations or automations with these events of Planfix and GenPage
Enable Integrations or automations with these events of Planfix and GenPage
Actions
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
Create or Update Lead
Create a new lead or update an existing lead in GenPage.
Search Lead
Fetches lead from GenPage based on filters like job_id
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Frequently Asked Questions
To start, connect both your Planfix and GenPage accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in GenPage (or vice versa).
Absolutely. You can customize how Planfix data is recorded in GenPage. This includes choosing which data fields go into which fields of GenPage, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and GenPage typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Planfix and GenPage. For instance, you can specify that data should only be sent if certain conditions are met, or you can create if/else statements to manage different outcomes.
About Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
Learn MoreAbout GenPage
GenPage is an AI-powered platform designed to streamline the creation and management of web pages, offering intuitive tools for seamless design and deployment.
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