Connect Planfix and GorillaDesk to Build Intelligent Automations

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Planfix

When this happens...

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GorillaDesk

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Customer

New Customer

Triggers when a new customer is created.

Updated Customer

Updated Customer

Trigger when an existing customer is updated.

Request a new Trigger for Planfix

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 given, return all tasks.

Add a Customer

Add a Customer

Adds a new customer to GorillaDesk.

Add a Lead

Add a Lead

Adds a new lead to GorillaDesk.

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Frequently Asked Questions

How do I start an integration between Planfix and GorillaDesk?

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

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

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

How often does the data sync between Planfix and GorillaDesk?

The data sync between Planfix and GorillaDesk 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 GorillaDesk?

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 GorillaDesk?

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

About GorillaDesk

GorillaDesk is a comprehensive field service management software designed to streamline operations for service-based businesses. It offers features such as scheduling, invoicing, customer management, and reporting to enhance productivity and efficiency.

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