Connect Planado and docsgenflow to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

docsgenflow

Automatically do this!

Enable Integrations or automations with these events of Planado and docsgenflow

Enable Integrations or automations with these events of Planado and docsgenflow

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 docsgenflow?

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

Can we customize how data from Planado is recorded in docsgenflow?

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

How often does the data sync between Planado and docsgenflow?

The data sync between Planado and docsgenflow 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 docsgenflow?

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 docsgenflow?

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

About docsgenflow

DocsGenFlow offers hassle-free document generation & workflow automation. Generate dynamic documents from various data sources and automate your workflows

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