Connect easir and planado to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between easir and planado?

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

Can we customize how data from easir is recorded in planado?

Absolutely. You can customize how easir data is recorded in planado. This includes choosing which data fields go into which fields of planado, setting up custom formats, and filtering out unwanted information.

How often does the data sync between easir and planado?

The data sync between easir and planado 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 easir to planado?

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 easir and planado?

Yes, you can set conditional logic to control the flow of data between easir and planado. 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.

easir

About easir

EASI'R is Sales Enablement Platform that helps your dealerships and salespeople to convert opportunities into sales like never before.

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planado

About planado

Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers

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