Connect Planado and Memory to Build Intelligent Automations
Enable Integrations or automations with these events of Planado and Memory
Enable Integrations or automations with these events of Planado and Memory
Actions
Create Job
Create a new job assignment for a field worker
Create a record
Add a new record to Memory or update an existing one.
Find record
Find items by ID or matching fields.
Update a record
Modify specific records using the Update by ID action. This allows you to directly update a particular entry in your MongoDB storage by its unique identifier, ensuring precise changes to your stored data.
Delete record by Id
Maintain an organized and efficient workflow by removing unnecessary data with the Delete action. This allows you to securely delete obsolete records, optimizing your storage for active and relevant information.
Create or update record
Create a new entry or update an existing entry in your Memory vault.
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Frequently Asked Questions
To start, connect both your Planado and Memory accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in Memory (or vice versa).
Absolutely. You can customize how Planado data is recorded in Memory. This includes choosing which data fields go into which fields of Memory, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and Memory 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 Memory. 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 Memory
A seamless, secure vault for your crucial data. The "Memory" integration offers MongoDB-based storage, enabling Create, Read, Update, and Delete operations. Effortlessly manage and safeguard your data within your automation flows, ensuring easy access and precise control throughout the process.
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