Connect Planado and siteleaf to Build Intelligent Automations
Ready to use Planado and siteleaf automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Collection
runs when New Collection Created
New Document Created
Runs when new document is created
New Page Is Created
runs when New Page Is Created
New Site
Runs when new site is created
Do thisActions
Action is the task that follows automatically within your Planado integrations.
Create Job
Create a new job assignment for a field worker
Create Document
Create a new document in Siteleaf
Create Page
Create a new page on the site
Publish Site
Publish your site
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Frequently Asked Questions
To start, connect both your Planado and siteleaf accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in siteleaf (or vice versa).
Absolutely. You can customize how Planado data is recorded in siteleaf. This includes choosing which data fields go into which fields of siteleaf, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and siteleaf 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 siteleaf. 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 siteleaf
Send invitations to clients, colleagues, and others to edit and review sites. Managing content in Siteleaf is easy enough anyone can do it, with nothing to install.
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