Connect Planfix and curated to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

curated

Automatically do this!

Enable Integrations or automations with these events of Planfix and curated

Enable Integrations or automations with these events of Planfix and curated

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

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Frequently Asked Questions

How do I start an integration between Planfix and curated?

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

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

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

How often does the data sync between Planfix and curated?

The data sync between Planfix and curated 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 curated?

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 curated?

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

About curated

Curated is the quickest and easiest way to publish a digest newsletter by email and also on the web. Collect links, pick the best, add your commentary and publish it to your subscribers.

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