Connect Planado and Conversion Cloud 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 Conversion Cloud
Enable Integrations or automations with these events of Planado and Conversion Cloud
Enable Integrations or automations with these events of Planado and Conversion Cloud
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 Conversion Cloud accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in Conversion Cloud (or vice versa).
Absolutely. You can customize how Planado data is recorded in Conversion Cloud. This includes choosing which data fields go into which fields of Conversion Cloud, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and Conversion Cloud 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 Conversion Cloud. 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 Conversion Cloud
The Conversion Cloud is a lead generation and reporting tool for multiple industries.
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