Connect Planfix and Easybill to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Easybill

Automatically do this!

Ready to use Planfix and Easybill automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Document Created

New Document Created

Triggered when a new Document is created in Easybill.

Project Updated

Project Updated

Triggered when an project is updated in Easybill.

New Project Created

New Project Created

Triggered when a new Project is created in Easybill.

Project Deleted

Project Deleted

Triggered when an project is deleted in Easybill.

New Task Created

New Task Created

Triggered when a new Task is created in Easybill.

Task Updated

Task Updated

Triggered when a Task is updated in Easybill.

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 Customer

Create Customer

Create a customer in a accout

Delete Customer

Delete Customer

Delete a Customer from account

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Frequently Asked Questions

How do I start an integration between Planfix and Easybill?

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

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

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

How often does the data sync between Planfix and Easybill?

The data sync between Planfix and Easybill 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 Easybill?

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 Easybill?

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

About Easybill

Easybill is a comprehensive invoicing and billing platform designed to simplify the process of creating, managing, and sending invoices. It offers features such as automated invoice generation, expense tracking, and financial reporting, making it an ideal solution for businesses looking to streamline their billing operations.

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