Connect Kendo Email and Planfix to Build Intelligent Automations

Choose a Trigger

Kendo Email

When this happens...

Choose an Action

Planfix

Automatically do this!

Enable Integrations or automations with these events of Kendo Email and Planfix

Enable Integrations or automations with these events of Kendo Email and Planfix

Actions

Get Company Leads by Domain

Get Company Leads by Domain

Find leads by company domain

Search Company Profile

Search Company Profile

Find company details by name

Create Contact

Create Contact

Create a new contact

Delete Comment

Delete Comment

Delete a comment

Find Contact By Name

Find Contact By Name

Return contact details by name

Find Task by Name

Find Task by Name

Find a task by title and return its full details; if no title is provided, return all tasks.

Request a new Action for Kendo Email

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Frequently Asked Questions

How do I start an integration between Kendo Email and Planfix?

To start, connect both your Kendo Email and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in Kendo Email triggers actions in Planfix (or vice versa).

Can we customize how data from Kendo Email is recorded in Planfix?

Absolutely. You can customize how Kendo Email data is recorded in Planfix. This includes choosing which data fields go into which fields of Planfix, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Kendo Email and Planfix?

The data sync between Kendo Email and Planfix typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from Kendo Email to Planfix?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between Kendo Email and Planfix?

Yes, you can set conditional logic to control the flow of data between Kendo Email and Planfix. 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.