Integrations Planfix Billy The Birthday Bot
Planfix + Billy The Birthday Bot

Connect Planfix and Billy The Birthday Bot to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Billy The Birthday Bot

Automatically do this!

Enable Integrations or automations with these events of Planfix and Billy The Birthday Bot

Enable Integrations or automations with these events of Planfix and Billy The Birthday Bot

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.

Request a new Action for Planfix

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Frequently Asked Questions

How do I start an integration between Planfix and Billy The Birthday Bot?

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

Can we customize how data from Planfix is recorded in Billy The Birthday Bot?

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

How often does the data sync between Planfix and Billy The Birthday Bot?

The data sync between Planfix and Billy The Birthday Bot 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 Billy The Birthday Bot?

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 Billy The Birthday Bot?

Yes, you can set conditional logic to control the flow of data between Planfix and Billy The Birthday Bot. 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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Billy The Birthday Bot

About Billy The Birthday Bot

Automate birthdays and work anniversaries celebrations in Slack

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