Enable Integrations or automations with these events of minimo and processplan
Add a new contact to Minimo using an email, with optional phone and first/last name.
Send a transactional email to a recipient using a selected template and optional custom fields.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your minimo and processplan accounts to viaSocket. Once connected, you can set up a workflow where an event in minimo triggers actions in processplan (or vice versa).
Absolutely. You can customize how minimo data is recorded in processplan. This includes choosing which data fields go into which fields of processplan, setting up custom formats, and filtering out unwanted information.
The data sync between minimo and processplan 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 minimo and processplan. 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 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.
Learn MoreProcessPlan is a process, procedure, project, and workflow tool. Visually diagram your processes and then let ProcessPlan automate and manage your daily operations so you don't have to worry about making sure things are done correctly. Make your business run like a well-oiled machine while you sit back and relax!
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