Connect Planfix and Doppio to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Doppio

Automatically do this!

Enable Integrations or automations with these events of Planfix and Doppio

Enable Integrations or automations with these events of Planfix and Doppio

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

Find Task by Name

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

Render PDF Direct

Render PDF Direct

Render a PDF directly from a specified URL.

Render Screenshot Direct

Render Screenshot Direct

Render a Screenshot directly from a specified URL.

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Frequently Asked Questions

How do I start an integration between Planfix and Doppio?

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

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

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

How often does the data sync between Planfix and Doppio?

The data sync between Planfix and Doppio 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 Doppio?

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 Doppio?

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

About Doppio

Doppio is a cutting-edge platform designed to enhance productivity and streamline workflows for developers and tech enthusiasts. With its robust set of tools and integrations, Doppio empowers users to efficiently manage their development projects, automate repetitive tasks, and collaborate seamlessly with team members. Whether you're working on a solo project or part of a larger team, Doppio provides the necessary features to boost your productivity and ensure successful project delivery.

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