Connect Planfix and Revolut Business to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
List Transactions
List Accounts
List Expenses
Ready to use Planfix and Revolut Business automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Transaction Created
Runs when transaction created
Watch Transaction State Change
Notifies on transactions state changes
Do thisActions
Action is the task that follows automatically within your Planfix integrations.
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
List Transactions
Get transactions with filters
List Accounts
List all accounts details.
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Frequently Asked Questions
To start, connect both your Planfix and Revolut Business accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Revolut Business (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Revolut Business. This includes choosing which data fields go into which fields of Revolut Business, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Revolut Business 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 Planfix and Revolut Business. 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 Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
Learn MoreAbout Revolut Business
A platform for managing business accounts, payments, expenses and corporate cards.
Learn More
