Connect kobana and Planfix to Build Intelligent Automations

Choose a Trigger

kobana

When this happens...

Choose an Action

Planfix

Automatically do this!

Enable Integrations or automations with these events of kobana and Planfix

Enable Integrations or automations with these events of kobana and Planfix

Actions

Create Contact

Create Contact

Create a new contact

Delete Comment

Delete Comment

Delete a comment

Find Contact By Name

Find Contact By Name

Return contact details by name

Find Task by Name

Find Task by Name

Find a task by title and return its full details; if no title is given, return all tasks.

Request a new Action for kobana

Explore more automations built by businesses and experts

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between kobana and Planfix?

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

Can we customize how data from kobana is recorded in Planfix?

Absolutely. You can customize how kobana 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.

How often does the data sync between kobana and Planfix?

The data sync between kobana and Planfix 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 kobana to Planfix?

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 kobana and Planfix?

Yes, you can set conditional logic to control the flow of data between kobana 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.

kobana

About kobana

Kobana connects your company's or your users' internal systems through a unique API interface that automates billing, updates statements, makes payments at more than 30 Brazilian banks in a scalable and secure way.

Learn More
Planfix

About 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