Connect Leadzen.ai and Planfix to Build Intelligent Automations

Choose a Trigger

Leadzen.ai

When this happens...

Choose an Action

Planfix

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Enable Integrations or automations with these events of Leadzen.ai and Planfix

Enable Integrations or automations with these events of Leadzen.ai and Planfix

Actions

Get Credits

Get Credits

Get credits availability of your account.

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 name and return its full details; if no name is provided, return all tasks.

Request a new Action for Leadzen.ai

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Frequently Asked Questions

How do I start an integration between Leadzen.ai and Planfix?

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

Can we customize how data from Leadzen.ai is recorded in Planfix?

Absolutely. You can customize how Leadzen.ai 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 Leadzen.ai and Planfix?

The data sync between Leadzen.ai 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 Leadzen.ai 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 Leadzen.ai and Planfix?

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

Leadzen.ai

About Leadzen.ai

Leadzen.ai is a powerful tool designed to streamline and enhance your lead generation process. By leveraging advanced AI algorithms, it helps businesses identify and connect with potential customers more efficiently. Whether you're looking to expand your customer base or improve your sales pipeline, Leadzen.ai provides the insights and data you need to succeed.

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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.

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