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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Card Created
runs when New Card Created
Card Is Moved
runs when Card Is Moved
Do thisActions
Action is the task that follows automatically within your Kanban Zone integrations.
Get Board Statistics
Get card statistics for a specific board
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 Kanban Zone and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in Kanban Zone triggers actions in Planfix (or vice versa).
Absolutely. You can customize how Kanban Zone 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 Kanban Zone 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 Kanban Zone 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 Kanban Zone
Get into the Kanban Zone to collaborate online using Kanban with a laser focus on the right work at the right 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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