Connect Planfix and Agiled to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Agiled

Automatically do this!

Enable Integrations or automations with these events of Planfix and Agiled

Enable Integrations or automations with these events of Planfix and Agiled

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.

Add Product

Add Product

Use this action to add products in agiled.app

Add Project

Add Project

Use this action to add Projects in agiled.app

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Frequently Asked Questions

How do I start an integration between Planfix and Agiled?

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

Can we customize how data from Planfix is recorded in Agiled?

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

How often does the data sync between Planfix and Agiled?

The data sync between Planfix and Agiled 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 Agiled?

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 Agiled?

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

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Agiled

About Agiled

Agiled.app is a comprehensive business and work management platform designed to help users manage their entire business operations in one place. It integrates several key functionalities, including Customer Relationship Management (CRM), Human Resource Management (HRM), financial management, project and task management, contracts, and professional proposals.

Learn More