Connect Planfix and AiSensy to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

AiSensy

Automatically do this!

Enable Integrations or automations with these events of Planfix and AiSensy

Enable Integrations or automations with these events of Planfix and AiSensy

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.

Send Template Message

Send Template Message

Send a templated campaign message to a recipient phone number, optionally including template parameters, tags, custom attributes, location, and campaign metadata.

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Frequently Asked Questions

How do I start an integration between Planfix and AiSensy?

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

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

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

How often does the data sync between Planfix and AiSensy?

The data sync between Planfix and AiSensy 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 AiSensy?

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 AiSensy?

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

About AiSensy

AiSensy is a platform that leverages artificial intelligence to enhance customer communication and engagement. It provides tools for businesses to automate and optimize their messaging strategies, ensuring efficient and effective interactions with their audience.

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