Connect Planado and Keep In Touch to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

Keep In Touch

Automatically do this!

Enable Integrations or automations with these events of Planado and Keep In Touch

Enable Integrations or automations with these events of Planado and Keep In Touch

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 Keep In Touch?

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

Can we customize how data from Planado is recorded in Keep In Touch?

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

How often does the data sync between Planado and Keep In Touch?

The data sync between Planado and Keep In Touch 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 Keep In Touch?

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 Keep In Touch?

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

About Keep In Touch

Keep In Touch is a cloud based CRM system for Builders looking to improve their sales process and follow up enquiries automatically using software that can be learnt in under 60 minutes… guaranteed.

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