Connect Planfix and Emelia to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Create a campaign
Add contact to a campaign
Create a LinkedIn campaign
Add contact to a LinkedIn campaign
Create an advanced campaign
List campaigns
Add Contact to blacklist
Search Linkedin Campaign
Search advanced campaigns
Ready to use Planfix and Emelia automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Fetch advanced campaign
Do thisActions
Action is the task that follows automatically within your Planfix integrations.
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details 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 a campaign
Create a new campaign with targeted email lists and content setup.
Add contact to a campaign
Add a contact to a specific campaign for targeted outreach and engagement.
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Frequently Asked Questions
To start, connect both your Planfix and Emelia accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Emelia (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Emelia. This includes choosing which data fields go into which fields of Emelia, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Emelia typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Planfix and Emelia. 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.
About Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
Learn MoreAbout Emelia
Emilia is the only platform dedicated to Growth Marketing teams and B2B automation companies that has 3 e-mail addresses for cold-emailing.
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