Connect Planado and Custom Views to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

Custom Views

Automatically do this!

Enable Integrations or automations with these events of Planado and Custom Views

Enable Integrations or automations with these events of Planado and Custom Views

Actions

Create Job

Create Job

Create a new job assignment for a field worker

Request a new Action for Planado

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Frequently Asked Questions

How do I start an integration between Planado and Custom Views?

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

Can we customize how data from Planado is recorded in Custom Views?

Absolutely. You can customize how Planado data is recorded in Custom Views. This includes choosing which data fields go into which fields of Custom Views, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Planado and Custom Views?

The data sync between Planado and Custom Views 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 Planado to Custom Views?

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 Planado and Custom Views?

Yes, you can set conditional logic to control the flow of data between Planado and Custom Views. 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.

Planado

About Planado

Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers

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Custom Views

About Custom Views

Custom Views allows users to personalize how data, dashboards, and workflows are displayed. It enables filtering, sorting, and creating role-based or task-specific views for improved productivity. By tailoring interfaces to individual or team needs, Custom Views helps organizations boost efficiency, collaboration, and decision-making.

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