Connect Formsite and Planfix to Build Intelligent Automations
Choose a Trigger
When this happens...
New Form Result
Choose an Action
Automatically do this!
Create Contact
Delete Comment
Find Contact By Name
Find Task by Name
Ready to use Formsite and Planfix automations
Trigger an AI plugin action from a webhook and return the result
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Result
Runs when someone submits a form in Formsite.
Do thisActions
Action is the task that follows automatically within your Formsite 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 Formsite and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in Formsite triggers actions in Planfix (or vice versa).
Absolutely. You can customize how Formsite 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 Formsite 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 Formsite 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 Formsite
Formsite enables non-technical users to build professional quality web forms and surveys with no HTML or coding experience.
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
