Integrations AlgoDocs Integration Planfix
AlgoDocs Integration + Planfix

Connect AlgoDocs Integration and Planfix to Build Intelligent Automations

Choose a Trigger

AlgoDocs Integration

When this happens...

Choose an Action

Planfix

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Extracted Data Available

Extracted Data Available

Triggers when a new Document is processed and extracted data is available

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Do thisActions

Action is the task that follows automatically within your AlgoDocs Integration integrations.

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 name and return its full details; if no name is provided, return all tasks.

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Frequently Asked Questions

How do I start an integration between AlgoDocs Integration and Planfix?

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

Can we customize how data from AlgoDocs Integration is recorded in Planfix?

Absolutely. You can customize how AlgoDocs Integration 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 AlgoDocs Integration and Planfix?

The data sync between AlgoDocs Integration 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 AlgoDocs Integration 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 AlgoDocs Integration and Planfix?

Yes, you can set conditional logic to control the flow of data between AlgoDocs Integration 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.

AlgoDocs Integration

About AlgoDocs Integration

Integrate with AlgoDocs API to seamlessly manage and process your documents. Automate document extraction, data processing, and more with ease.

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Planfix

About Planfix

Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.

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