Connect Planado and Preview (Mac) to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planado
Choose an Action
Automatically do this!
- Request a new Action for Preview (Mac)
Enable Integrations or automations with these events of Planado and Preview (Mac)
Enable Integrations or automations with these events of Planado and Preview (Mac)
Actions
Create Job
Create a new job assignment for a field worker
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Frequently Asked Questions
To start, connect both your Planado and Preview (Mac) accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in Preview (Mac) (or vice versa).
Absolutely. You can customize how Planado data is recorded in Preview (Mac). This includes choosing which data fields go into which fields of Preview (Mac), setting up custom formats, and filtering out unwanted information.
The data sync between Planado and Preview (Mac) 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 Preview (Mac). 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 Preview (Mac)
Preview is a versatile application for macOS users, designed to view and edit PDF files and images. It offers a range of features including annotation, document merging, and image editing, making it an essential tool for productivity and document management on Mac devices.
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