Connect Planfix and groopit to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

groopit

Automatically do this!

Enable Integrations or automations with these events of Planfix and groopit

Enable Integrations or automations with these events of Planfix and groopit

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

Find Task by Name

Find a task by title and return its full details; if no title is provided, return all tasks.

Request a new Action for Planfix

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Frequently Asked Questions

How do I start an integration between Planfix and groopit?

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

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

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

How often does the data sync between Planfix and groopit?

The data sync between Planfix and groopit 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 groopit?

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 groopit?

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

About groopit

Groopit makes it easy to collect real-time data and engage the extended team to keep them contributing.

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