Connect Planado and Vitally to Build Intelligent Automations

Choose a Trigger

Planado

When this happens...

Choose an Action

Vitally

Automatically do this!

Enable Integrations or automations with these events of Planado and Vitally

Enable Integrations or automations with these events of Planado and Vitally

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 Vitally?

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

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

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

How often does the data sync between Planado and Vitally?

The data sync between Planado and Vitally 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 Vitally?

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 Vitally?

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