Integrations Planado Saasant Transactions
Planado + Saasant Transactions

Connect Planado and Saasant Transactions to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

Saasant Transactions

Automatically do this!

Enable Integrations or automations with these events of Planado and Saasant Transactions

Enable Integrations or automations with these events of Planado and Saasant Transactions

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 Saasant Transactions?

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

Can we customize how data from Planado is recorded in Saasant Transactions?

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

How often does the data sync between Planado and Saasant Transactions?

The data sync between Planado and Saasant Transactions 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 Saasant Transactions?

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 Saasant Transactions?

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

About Saasant Transactions

SaasAnt Transactions helps you to automate the imports of invoices, bills, sales, estimates, journals and payments to your accounting platforms.

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