Connect Helpcrunch and Planado to Build Intelligent Automations

Choose a Trigger

Helpcrunch

When this happens...

Choose an Action

Planado

Automatically do this!

Enable Integrations or automations with these events of Helpcrunch and Planado

Enable Integrations or automations with these events of Helpcrunch and Planado

Actions

Create Contact

Create Contact

Create an Contact

Add Tag to Customer

Add Tag to Customer

Add a Tag to Customer.

Create Job

Create Job

Create a new job assignment for a field worker

Request a new Action for Helpcrunch

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Frequently Asked Questions

How do I start an integration between Helpcrunch and Planado?

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

Can we customize how data from Helpcrunch is recorded in Planado?

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

How often does the data sync between Helpcrunch and Planado?

The data sync between Helpcrunch and Planado 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 Helpcrunch to Planado?

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 Helpcrunch and Planado?

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

Helpcrunch

About Helpcrunch

HelpCrunch is a customer communication platform offering live chat for web and mobile apps, knowledge base, and email automation software.

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Planado

About Planado

Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers

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