Connect minimo and Planfix to Build Intelligent Automations

Choose a Trigger

minimo

When this happens...

Choose an Action

Planfix

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Enable Integrations or automations with these events of minimo and Planfix

Enable Integrations or automations with these events of minimo and Planfix

Actions

Create Contact

Create Contact

Add a new contact to Minimo using an email, with optional phone and first/last name.

Send Email

Send Email

Send a transactional email to a recipient using a selected template and optional custom fields.

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 or Description

Find Task by Name or Description

Find a task by name or description and return full details; if no criteria, return all tasks.

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Frequently Asked Questions

How do I start an integration between minimo and Planfix?

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

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

Absolutely. You can customize how minimo 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 minimo and Planfix?

The data sync between minimo 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 minimo 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 minimo and Planfix?

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

minimo

About minimo

Minimo is a versatile platform designed to streamline your digital experiences, offering tools for efficient project management and team collaboration. Enhance productivity with intuitive features tailored for modern workflows.

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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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