Connect Planado and Yoobi Software to Build Intelligent Automations
Enable Integrations or automations with these events of Planado and Yoobi Software
Enable Integrations or automations with these events of Planado and Yoobi Software
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 Yoobi Software accounts to viaSocket. Once connected, you can set up a workflow where an event in Planado triggers actions in Yoobi Software (or vice versa).
Absolutely. You can customize how Planado data is recorded in Yoobi Software. This includes choosing which data fields go into which fields of Yoobi Software, setting up custom formats, and filtering out unwanted information.
The data sync between Planado and Yoobi Software 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 Yoobi Software. 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 Yoobi Software
Yoobi is Cloud software for CRM, project management, time tracking, leave, expenses, planning and invoicing in one tool. Yoobi is used by companies of all sizes.
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