Connect Planfix and Cognito Forms to Build Intelligent Automations
Enable Integrations or automations with these events of Planfix and Cognito Forms
Enable Integrations or automations with these events of Planfix and Cognito Forms
Actions
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
List forms
Get a list of all forms in your Cognito Forms account.
Create form entry
Create a new submission in the selected Cognito Form to save the respondent's details.
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Frequently Asked Questions
To start, connect both your Planfix and Cognito Forms accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Cognito Forms (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Cognito Forms. This includes choosing which data fields go into which fields of Cognito Forms, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Cognito Forms 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 Cognito 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.
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 MoreAbout Cognito Forms
Cognito Forms is an easy-to-use form builder that allows users to quickly build a form, include it on their website, and start capturing entries without having to do any development.
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