Connect Planfix and 7Shifts to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

7Shifts

Automatically do this!

Enable Integrations or automations with these events of Planfix and 7Shifts

Enable Integrations or automations with these events of Planfix and 7Shifts

Actions

Create Contact

Create Contact

Create a new contact

Delete Comment

Delete Comment

Delete a comment

Find Contact By Name

Find Contact By Name

Return contact details by name

Find Task by Name

Find Task by Name

Find a task by title and return its full details; if no title is provided, return all tasks.

Get Hours and Wages report Detailed

Get Hours and Wages report Detailed

Retrieves either scheduled or actual hours and wages

List Departments

List Departments

List Departments for a company.

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Planfix and 7Shifts?

To start, connect both your Planfix and 7Shifts accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in 7Shifts (or vice versa).

Can we customize how data from Planfix is recorded in 7Shifts?

Absolutely. You can customize how Planfix data is recorded in 7Shifts. This includes choosing which data fields go into which fields of 7Shifts, setting up custom formats, and filtering out unwanted information.

How often does the data sync between Planfix and 7Shifts?

The data sync between Planfix and 7Shifts 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 Planfix to 7Shifts?

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 Planfix and 7Shifts?

Yes, you can set conditional logic to control the flow of data between Planfix and 7Shifts. 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.

Planfix

About Planfix

Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.

Learn More
7Shifts

About 7Shifts

7shifts offers robust settings for managing labor visibility and schedule configuration, including Time Clocking and integration settings for tracking labor data and hiding certain staff members from the schedule.

Learn More