Connect CallHippo and Planfix to Build Intelligent Automations
Choose a Trigger
When this happens...
Call Log Activity
New SMS Activity
Choose an Action
Automatically do this!
Create Contact
Delete Comment
Find Contact By Name
Find Task by Name
Ready to use CallHippo and Planfix automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Call Log Activity
Triggers when there's a new call.
New SMS Activity
Triggers when CallHippo sends or receives an SMS and delivers the SMS details to your configured webhook.
Do thisActions
Action is the task that follows automatically within your CallHippo integrations.
Get All Users
Get all users in the account
Create a Contact
Create a new contact.
List All Campaign
List all the campaign in the account.
Send SMS
Send SMS through CallHippo
Create Contact
Create a new contact
Delete Comment
Delete a comment
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Frequently Asked Questions
To start, connect both your CallHippo and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in CallHippo triggers actions in Planfix (or vice versa).
Absolutely. You can customize how CallHippo 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.
The data sync between CallHippo and Planfix 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 CallHippo 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.
About CallHippo
CallHippo is a cloud-based call center solution that helps mid to large size businesses with workflow automation and virtual telephony. The platform enables users to give detailed analysis to customers through call recordings.
Learn MoreAbout 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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