Connect Planfix and conexteo to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

conexteo

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Enable Integrations or automations with these events of Planfix and conexteo

Enable Integrations or automations with these events of Planfix and conexteo

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.

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Frequently Asked Questions

How do I start an integration between Planfix and conexteo?

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

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

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

How often does the data sync between Planfix and conexteo?

The data sync between Planfix and conexteo 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 conexteo?

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 conexteo?

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

About conexteo

Automate the sending of your Transactional and Marketing SMS with Conexteo.

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