Connect Email and Planly to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Email and Planly?

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

Can we customize how data from Email is recorded in Planly?

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

How often does the data sync between Email and Planly?

The data sync between Email and Planly 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 Email to Planly?

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 Email and Planly?

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

Email

About Email

Human Intervention is a powerful tool designed to facilitate seamless human interaction within automated workflows. It allows users to pause automation processes and request human input or approval before proceeding, ensuring accuracy and compliance in critical tasks.

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Planly

About Planly

Planly is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses and individuals. It offers features such as calendar integration, automated reminders, and customizable booking pages to enhance productivity and ensure seamless scheduling experiences.

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