Connect planfix and Captisa Forms to Build Intelligent Automations

Choose a Trigger

planfix

When this happens...

Choose an Action

Captisa Forms

Automatically do this!

Enable Integrations or automations with these events of planfix and Captisa Forms

Enable Integrations or automations with these events of planfix and Captisa Forms

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

Request a new Action for planfix

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Frequently Asked Questions

How do I start an integration between planfix and Captisa Forms?

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

Can we customize how data from planfix is recorded in Captisa Forms?

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

How often does the data sync between planfix and Captisa Forms?

The data sync between planfix and Captisa Forms 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 Captisa Forms?

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 Captisa Forms?

Yes, you can set conditional logic to control the flow of data between planfix and Captisa Forms. 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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Captisa Forms

About Captisa Forms

Captisa Forms is an online form builder with cloud database storage.

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