Connect Planfix and Domo to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Domo

Automatically do this!

Ready to use Planfix and Domo automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New DataSet Is Created

New DataSet Is Created

Runs when new DataSet is created

New Card Created

New Card Created

Runs when a new card is created in Domo.

New Task Created

New Task Created

Runs when a new task is created.

New Project Created

New Project Created

Runs when a new project is created.

Request a new Trigger for Planfix

Do thisActions

Action is the task that follows automatically within your Planfix integrations.

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

Find Task by Name

Find a task by title and return its full details; if no title is provided, return all tasks.

Create DataSet

Create DataSet

Create a new DataSet in Domo.

Create List

Create List

Creates a new list in a Domo project with a specified name and type, and an optional order.

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Frequently Asked Questions

How do I start an integration between Planfix and Domo?

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

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

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

How often does the data sync between Planfix and Domo?

The data sync between Planfix and Domo 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 Domo?

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 Domo?

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

About Domo

Domo is a cloud-based business intelligence platform that provides data visualization, analytics, and reporting tools to help organizations make data-driven decisions.

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