Connect Planado and Capterra to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planado
Choose an Action
Automatically do this!
- Request a new Action for Capterra
Enable Integrations or automations with these events of Planado and Capterra
Enable Integrations or automations with these events of Planado and Capterra
Actions
Create Job
Create a new job assignment for a field worker
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Frequently Asked Questions
To start, connect both your Planado and Capterra accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in Capterra (or vice versa).
Absolutely. You can customize how Planado data is recorded in Capterra. This includes choosing which data fields go into which fields of Capterra, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and Capterra 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 Planado and Capterra. 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.
About Planado
Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers
Learn MoreAbout Capterra
Capterra is a leading online marketplace for software solutions. It helps businesses and professionals compare software, read verified reviews, and find the right tools for their needs across categories like project management, CRM, accounting, HR, and more.
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