Connect Planado and Flash Lead 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 Flash Lead
Enable Integrations or automations with these events of Planado and Flash Lead
Enable Integrations or automations with these events of Planado and Flash Lead
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 Flash Lead accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in Flash Lead (or vice versa).
Absolutely. You can customize how Planado data is recorded in Flash Lead. This includes choosing which data fields go into which fields of Flash Lead, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and Flash Lead 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 Flash Lead. 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 Flash Lead
Flash lead is a sales management and a Revenue growth software on a mission to help sales people close more deals in less time; its features varies from lead management, VoIP, Omni channel conversations and more all available in Mobile and Web App.
Learn More
