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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Corpora
Retrieve corpora created within the last specified minutes.
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 Corpus
Create a new Vectara corpus to store and index documents for search and retrieval.
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Frequently Asked Questions
To start, connect both your Planado and Vectara accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in Vectara (or vice versa).
Absolutely. You can customize how Planado data is recorded in Vectara. This includes choosing which data fields go into which fields of Vectara, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and Vectara 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 Vectara. 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 Vectara
Vectara offers advanced AI-driven solutions for natural language processing and understanding, enabling businesses to enhance their customer interactions and data insights.
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