Connect Planado and White Swan to Build Intelligent Automations
Enable Integrations or automations with these events of Planado and White Swan
Enable Integrations or automations with these events of Planado and White Swan
Actions
Create Job
Create a new job assignment for a field worker
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Frequently Asked Questions
To start, connect both your Planado and White Swan accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in White Swan (or vice versa).
Absolutely. You can customize how Planado data is recorded in White Swan. This includes choosing which data fields go into which fields of White Swan, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and White Swan 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 White Swan. 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
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About White Swan
White Swan is a brokerage platform that allows businesses to offer any type of life insurance product through an embeddable experience.
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