Connect Planado and lassocrm to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

lassocrm

Automatically do this!

Enable Integrations or automations with these events of Planado and lassocrm

Enable Integrations or automations with these events of Planado and lassocrm

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 lassocrm?

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

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

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

How often does the data sync between Planado and lassocrm?

The data sync between Planado and lassocrm 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 lassocrm?

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 lassocrm?

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

About lassocrm

LassoCRM is a CRM that empowers home selling teams by taking the guess work out of reporting, sales and the marketing process.

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