Connect Chatrace and Planfix to Build Intelligent Automations

Choose a Trigger

Chatrace

When this happens...

Choose an Action

Planfix

Automatically do this!

Enable Integrations or automations with these events of Chatrace and Planfix

Enable Integrations or automations with these events of Chatrace and Planfix

Actions

Create Custom Fields

Create Custom Fields

Create's a custom fields

Create Contact

Create Contact

Create a contact.

Find Contact By Id

Find Contact By Id

Retrieve a contact detail's by id.

Create Tag

Create Tag

create a tag.

Create Contact

Create Contact

Create a new contact

Delete Comment

Delete Comment

Delete a comment

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Frequently Asked Questions

How do I start an integration between Chatrace and Planfix?

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

Can we customize how data from Chatrace is recorded in Planfix?

Absolutely. You can customize how Chatrace 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 Chatrace and Planfix?

The data sync between Chatrace 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 Chatrace 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 Chatrace and Planfix?

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

Chatrace

About Chatrace

Chatrace is a dynamic platform designed to enhance team communication and collaboration. It offers seamless chat functionalities, enabling teams to stay connected and productive.

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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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