Connect Planfix and Freshchat Classic to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Create a User
Search Users
Create a conversation
Search User
Enable Integrations or automations with these events of Planfix and Freshchat Classic
Enable Integrations or automations with these events of Planfix and Freshchat Classic
Actions
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 User
Add a new user to Freshchat.
Search Users
Find users by email, name, phone number, or reference ID and return matching user records. Supports pagination and sorting.
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Frequently Asked Questions
To start, connect both your Planfix and Freshchat Classic accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Freshchat Classic (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Freshchat Classic. This includes choosing which data fields go into which fields of Freshchat Classic, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Freshchat Classic 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 Freshchat Classic. 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 Freshchat Classic
Freshchat is a modern messaging software designed to help businesses engage with their customers through various communication channels. It offers features like live chat, chatbots, and in-app messaging to enhance customer support and improve customer experience.
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