Connect Planfix and Basin to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Basin

Automatically do this!

Enable Integrations or automations with these events of Planfix and Basin

Enable Integrations or automations with these events of Planfix and Basin

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.

Create Project

Create Project

Creates new project.

Create Form

Create Form

Creates a new form

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Frequently Asked Questions

How do I start an integration between Planfix and Basin?

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

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

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

How often does the data sync between Planfix and Basin?

The data sync between Planfix and Basin 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 Basin?

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 Basin?

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

About Basin

Basin is a powerful tool designed to streamline form management and data collection for businesses and developers. It offers a seamless way to handle form submissions without the need for server-side code, making it ideal for web developers and businesses looking to simplify their form handling processes.

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