Connect LiveAgent and planso to Build Intelligent Automations

Choose a Trigger

LiveAgent

When this happens...

Choose an Action

planso

Automatically do this!

Enable Integrations or automations with these events of LiveAgent and planso

Enable Integrations or automations with these events of LiveAgent and planso

Triggers

New Customer

New Customer

Triggers when a new customer is added.

Request a new Trigger for LiveAgent

Actions

List Customers

List Customers

Get details of all customers.

List Conversations

List Conversations

Get details of all conversations.

Add New Customer

Add New Customer

Add new customer in LiveAgent.

Add Customer to Group

Add Customer to Group

Add a customer to an existing group.

Remove Customer From Group

Remove Customer From Group

Removes customer form a particular group.

List Companies

List Companies

Retrieve list of companies

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Frequently Asked Questions

How do I start an integration between LiveAgent and planso?

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

Can we customize how data from LiveAgent is recorded in planso?

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

How often does the data sync between LiveAgent and planso?

The data sync between LiveAgent and planso 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 LiveAgent to planso?

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 LiveAgent and planso?

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

LiveAgent

About LiveAgent

LiveAgent is an all-in-one customer support platform that integrates email, live chat, and social media for seamless interaction management.

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planso

About planso

PlanSo Forms is a form management and creation tool. It can be used directly or via wordpress plugin.

Learn More