Connect Planado and Fidelimax to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

Fidelimax

Automatically do this!

Enable Integrations or automations with these events of Planado and Fidelimax

Enable Integrations or automations with these events of Planado and Fidelimax

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 Fidelimax?

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

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

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

How often does the data sync between Planado and Fidelimax?

The data sync between Planado and Fidelimax 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 Fidelimax?

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 Fidelimax?

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

About Fidelimax

Fidelimax is a loyalty program designed to automate relationship marketing and manage the entire loyalty program

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