Integrations Planado ProAgent Websites
Planado + ProAgent Websites

Connect Planado and ProAgent Websites to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

ProAgent Websites

Automatically do this!

Enable Integrations or automations with these events of Planado and ProAgent Websites

Enable Integrations or automations with these events of Planado and ProAgent Websites

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 ProAgent Websites?

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

Can we customize how data from Planado is recorded in ProAgent Websites?

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

How often does the data sync between Planado and ProAgent Websites?

The data sync between Planado and ProAgent Websites 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 ProAgent Websites?

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 ProAgent Websites?

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