Enable Integrations or automations with these events of Planfix and Clappia
Create a new contact
Delete a comment
Return contact details by name
Find a task by title and return its full details; if no title is provided, return all tasks.
Create a new submission in a chosen Clappia app using the provided form data and requester email.
Update an existing submission's form data.
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Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
To start, connect both your Planfix and Clappia accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Clappia (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Clappia. This includes choosing which data fields go into which fields of Clappia, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Clappia typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Planfix and Clappia. 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 is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
Learn MoreClappia provides a cloud workplace where a suite of custom apps can be created within minutes by any business user.
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