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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
User Created
Trigger when a new user created.
Do thisActions
Action is the task that follows automatically within your Planado integrations.
Create Job
Create a new job assignment for a field worker
Create a Story
Create new story.
Update Story
Update existing story.
Search Story
Search Story.
Delete Story
Delete story seach by name.
Create segment
Create segment.
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Frequently Asked Questions
To start, connect both your Planado and ChatBot accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in ChatBot (or vice versa).
Absolutely. You can customize how Planado data is recorded in ChatBot. This includes choosing which data fields go into which fields of ChatBot, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and ChatBot 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 ChatBot. 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 ChatBot
ChatBot.com is an AI-powered conversational platform designed to automate customer interactions across multiple channels, including websites, Facebook Messenger, Slack, and more. Developed by LiveChat Software, it enables businesses—particularly small to medium-sized enterprises—to deploy intelligent chatbots without the need for coding expertise.
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