Integrations Planfix easelly design service
Planfix + easelly design service

Connect Planfix and easelly design service to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

easelly design service

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Enable Integrations or automations with these events of Planfix and easelly design service

Enable Integrations or automations with these events of Planfix and easelly design service

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.

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Frequently Asked Questions

How do I start an integration between Planfix and easelly design service?

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

Can we customize how data from Planfix is recorded in easelly design service?

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

How often does the data sync between Planfix and easelly design service?

The data sync between Planfix and easelly design service 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 easelly design service?

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 easelly design service?

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

About easelly design service

Trusted by thousand of customers, Easelly Design is a professional services for fast and high quality design needs. This application provides access to to create, retrieve status, update, request revision, get design files and approve order per customer/partner.

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