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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Submission
Triggers when a form is submitted.
Do thisActions
Action is the task that follows automatically within your Formo integrations.
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
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Frequently Asked Questions
To start, connect both your Formo and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in Formo triggers actions in Planfix (or vice versa).
Absolutely. You can customize how Formo 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 Formo 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 Formo 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 Formo
Formo is a versatile platform designed for creating and managing online forms and surveys, enabling users to collect data efficiently and analyze responses in real-time.
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.
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