Integrations Planfix collaborate space
Planfix + collaborate space

Connect Planfix and collaborate space to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

collaborate space

Automatically do this!

Enable Integrations or automations with these events of Planfix and collaborate space

Enable Integrations or automations with these events of Planfix and collaborate space

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 or Description

Find Task by Name or Description

Find a task by name or description and return full details; if no criteria, return all tasks.

Request a new Action for Planfix

Explore more automations built by businesses and experts

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 collaborate space?

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

Can we customize how data from Planfix is recorded in collaborate space?

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

How often does the data sync between Planfix and collaborate space?

The data sync between Planfix and collaborate space 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 collaborate space?

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 collaborate space?

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

About collaborate space

COLLABORATE Space (by ClearOne) is a cloud video collaboration app that connects hundreds of users joining from any device, anytime, and anywhere for messaging, calling, and meetings.

Learn More