Connect factorial and Planfix to Build Intelligent Automations

Choose a Trigger

factorial

When this happens...

Choose an Action

Planfix

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Enable Integrations or automations with these events of factorial and Planfix

Enable Integrations or automations with these events of factorial and Planfix

Actions

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 or Description

Find Task by Name or Description

Find a task by name or description and return full details; if no criteria, return all tasks.

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Frequently Asked Questions

How do I start an integration between factorial and Planfix?

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

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

Absolutely. You can customize how factorial 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 factorial and Planfix?

The data sync between factorial 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 factorial 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 factorial and Planfix?

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