Connect DataScope and Planfix to Build Intelligent Automations

Choose a Trigger

DataScope

When this happens...

Choose an Action

Planfix

Automatically do this!

Enable Integrations or automations with these events of DataScope and Planfix

Enable Integrations or automations with these events of DataScope and Planfix

Actions

Assign  New Task

Assign New Task

Create a new tasks assigned to specific form and user.

Modify Form Answer

Modify Form Answer

Create or change a new answer

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.

Request a new Action for DataScope

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Frequently Asked Questions

How do I start an integration between DataScope and Planfix?

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

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

Absolutely. You can customize how DataScope 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 DataScope and Planfix?

The data sync between DataScope 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 DataScope 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 DataScope and Planfix?

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

DataScope

About DataScope

DataScope is a comprehensive data management platform designed to streamline data collection, analysis, and reporting processes. It offers robust tools for businesses to efficiently handle their data needs, ensuring accuracy and compliance.

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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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