Connect Discourse and Planfix to Build Intelligent Automations

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Discourse

When this happens...

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Planfix

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Ready to use Discourse and Planfix automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Fetch New Posts

Fetch New Posts

Retrieve posts created on the Discourse forum since the specified recent time (returns posts from the last N minutes).

Request a new Trigger for Discourse

Do thisActions

Action is the task that follows automatically within your Discourse integrations.

Create Post

Create Post

Add a post to Discourse — reply to an existing topic or start a new topic with a title and category.

Create Discourse User

Create Discourse User

Create a new Discourse user account with name, email, username, and password. Optionally activate and approve the account; returns confirmation or activation instructions.

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 title and return its full details; if no title is provided, return all tasks.

Request a new Action for Discourse

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Frequently Asked Questions

How do I start an integration between Discourse and Planfix?

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

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

Absolutely. You can customize how Discourse 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 Discourse and Planfix?

The data sync between Discourse 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 Discourse 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 Discourse and Planfix?

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

Discourse

About Discourse

Discourse is a modern forum solution that facilitates community discussions, Q&A, and social interactions. It offers a range of features including real-time notifications, moderation tools, and customizable themes to enhance user engagement.

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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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