Connect Planado and leadspin to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

leadspin

Automatically do this!

Enable Integrations or automations with these events of Planado and leadspin

Enable Integrations or automations with these events of Planado and leadspin

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 leadspin?

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

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

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

How often does the data sync between Planado and leadspin?

The data sync between Planado and leadspin 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 leadspin?

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 leadspin?

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