Connect Planado and ProAct to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

ProAct

Automatically do this!

Enable Integrations or automations with these events of Planado and ProAct

Enable Integrations or automations with these events of Planado and ProAct

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 ProAct?

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

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

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

How often does the data sync between Planado and ProAct?

The data sync between Planado and ProAct 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 ProAct?

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 ProAct?

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

About ProAct

ProAct is a productivity and workflow management tool designed to help teams streamline tasks, track progress, and collaborate effectively. It offers features such as task assignment, real-time updates, customizable dashboards, and reporting tools to enhance efficiency and accountability across projects.

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