Connect Planfix and Agent AI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Web Page Content
Web Page Screenshot
YouTube Video Transcript
YouTube Channel Data
Get Company Earnings Info
Get Company Financial Profile
Get Domain Information
Google News Data
YouTube Search Results
Search Results
Get Recent Tweets
Get LinkedIn Profile
Find LinkedIn Profile
Get LinkedIn Activity
Enrich Company Data
Get Bluesky Posts
Search Bluesky Posts
Get Instagram Profile
Get Instagram Followers
Convert text to speech
Use GenAI [LLM]
Generate Image
Convert file
Enable Integrations or automations with these events of Planfix and Agent AI
Enable Integrations or automations with these events of Planfix and Agent AI
Actions
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.
Web Page Content
Extract text content from a specified web page or domain.
Web Page Screenshot
Capture a visual screenshot of a specified web page for documentation or analysis.
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Frequently Asked Questions
To start, connect both your Planfix and Agent AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Agent AI (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Agent AI. This includes choosing which data fields go into which fields of Agent AI, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Agent AI 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 Agent AI. 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 Agent AI
Agent AI is a cutting-edge platform that leverages artificial intelligence to enhance customer support and engagement. It provides automated solutions to streamline customer interactions, improve response times, and deliver personalized experiences. With its advanced AI capabilities, Agent AI helps businesses optimize their customer service operations and increase customer satisfaction.
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