Connect Planfix and Canvas to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Canvas

Automatically do this!

Enable Integrations or automations with these events of Planfix and Canvas

Enable Integrations or automations with these events of Planfix and Canvas

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

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between Planfix and Canvas?

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

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

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

How often does the data sync between Planfix and Canvas?

The data sync between Planfix and Canvas 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 Canvas?

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 Canvas?

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

Learn More
Canvas

About Canvas

Canvas is a robust learning management system (LMS) designed to facilitate online education and enhance the learning experience for students and educators. It offers a comprehensive suite of tools for course creation, student engagement, and performance tracking, making it an ideal platform for educational institutions and corporate training programs.

Learn More