Connect anvil and planso to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between anvil and planso?

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

Can we customize how data from anvil is recorded in planso?

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

How often does the data sync between anvil and planso?

The data sync between anvil and planso 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 anvil to planso?

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 anvil and planso?

Yes, you can set conditional logic to control the flow of data between anvil and planso. 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.

anvil

About anvil

Anvil lets you automate your paperwork and business processes: Data-capture, PDF preparation, and e-sign working seamlessly together.

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planso

About planso

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

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