Connect Planado and CustomerX Tracking 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 CustomerX Tracking
Enable Integrations or automations with these events of Planado and CustomerX Tracking
Enable Integrations or automations with these events of Planado and CustomerX Tracking
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 CustomerX Tracking accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in CustomerX Tracking (or vice versa).
Absolutely. You can customize how Planado data is recorded in CustomerX Tracking. This includes choosing which data fields go into which fields of CustomerX Tracking, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and CustomerX Tracking 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 CustomerX Tracking. 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 CustomerX Tracking
CustomerX is a customer success platform that helps you manage engagement and relationships with your customers
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