Integrations Planado totalbrokerage
Planado + totalbrokerage

Connect Planado and totalbrokerage to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

totalbrokerage

Automatically do this!

Enable Integrations or automations with these events of Planado and totalbrokerage

Enable Integrations or automations with these events of Planado and totalbrokerage

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 totalbrokerage?

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

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

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

How often does the data sync between Planado and totalbrokerage?

The data sync between Planado and totalbrokerage 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 totalbrokerage?

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 totalbrokerage?

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