Connect Clappia and Planfix to Build Intelligent Automations

Choose a Trigger

Clappia

When this happens...

Choose an Action

Planfix

Automatically do this!

Enable Integrations or automations with these events of Clappia and Planfix

Enable Integrations or automations with these events of Clappia and Planfix

Actions

Create Clappia submission

Create Clappia submission

Create a new submission in a chosen Clappia app using the provided form data and requester email.

Update submission

Update submission

Update an existing submission's form data.

Update submission status

Update submission status

Update a submission's status and optionally add comments.

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

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Frequently Asked Questions

How do I start an integration between Clappia and Planfix?

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

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

Absolutely. You can customize how Clappia 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 Clappia and Planfix?

The data sync between Clappia 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 Clappia 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 Clappia and Planfix?

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

Clappia

About Clappia

Clappia provides a cloud workplace where a suite of custom apps can be created within minutes by any business user.

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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.

Learn More