Connect Planado and leadinfo to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

leadinfo

Automatically do this!

Enable Integrations or automations with these events of Planado and leadinfo

Enable Integrations or automations with these events of Planado and leadinfo

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 leadinfo?

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

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

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

How often does the data sync between Planado and leadinfo?

The data sync between Planado and leadinfo 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 leadinfo?

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 leadinfo?

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

About leadinfo

Identify B2B website visitors, simple and realtime. Free 14-day trial and no credit card required. Inbox with no complicated statistics, view your visitors as you view your e-mail.

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