Connect Planfix and Crisp to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Send Note Message
Create Conversation
Change Conversation State
Search for a Profile
Add Segments to Conversation
Send Text Message
Search for Conversation
Enable Integrations or automations with these events of Planfix and Crisp
Enable Integrations or automations with these events of Planfix and Crisp
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.
Send Note Message
Send a note message in a conversation.
Create Conversation
Creates a conversation.
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Frequently Asked Questions
To start, connect both your Planfix and Crisp accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Crisp (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Crisp. This includes choosing which data fields go into which fields of Crisp, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Crisp 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 Crisp. 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 Crisp
Crisp is a messaging app that unifies your user communication from Crisp Live Chat, Email, Messenger, Twitter, and SMS into one platform
Learn More
