
When this happens...

Automatically do this!
Enable Integrations or automations with these events of Planado and dixa
Create a new job assignment for a field worker
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Planado and dixa accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in dixa (or vice versa).
Absolutely. You can customize how Planado data is recorded in dixa. This includes choosing which data fields go into which fields of dixa, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and dixa 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 dixa. 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 is a cloud service for the company’s fieldwork management and performance quality control of mobile workers
Learn MoreDixa is omnichannel customer service software that unifies voice, email, chat, and messaging apps into one single platform.
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