Connect Fellow and Planfix to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Fellow
Choose an Action
Automatically do this!
Create Contact
Delete Comment
Find Contact By Name
Find Task by Name
Enable Integrations or automations with these events of Fellow and Planfix
Enable Integrations or automations with these events of Fellow and Planfix
Actions
List Action Items
Show meeting action items
Mark Action Item Complete
Mark or unmark an action item
Archive Action Item
Archive an action item
List Meeting Recordings
Find meeting recordings
Retrieve Recording
Get a meeting recording
List Meeting Notes
Get meeting notes and actions
Know More About Fellow and Planfix Integrations
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Frequently Asked Questions
To start, connect both your Fellow and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in Fellow triggers actions in Planfix (or vice versa).
Absolutely. You can customize how Fellow 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.
The data sync between Fellow and Planfix typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Fellow 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.
About Fellow
Tool for teams to create meeting agendas, capture notes, and assign action items.
Learn MoreAbout Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
Learn More
