Connect Planfix and formatter to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

formatter

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Enable Integrations or automations with these events of Planfix and formatter

Enable Integrations or automations with these events of Planfix and formatter

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 or Description

Find Task by Name or Description

Find a task by name or description and return full details; if no criteria, return all tasks.

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Frequently Asked Questions

How do I start an integration between Planfix and formatter?

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

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

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

How often does the data sync between Planfix and formatter?

The data sync between Planfix and formatter 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 formatter?

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 formatter?

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

About formatter

Data isn't always in the format you need. Perhaps a date is in International format, but your app needs it in American format. Or maybe you need to Title Case a subject, truncate text for a Tweet, or turn Markdown text into HTML for your blog. Zapier's Formatter tool can help.

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