Connect Planfix and halosecurity to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

halosecurity

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Enable Integrations or automations with these events of Planfix and halosecurity

Enable Integrations or automations with these events of Planfix and halosecurity

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 halosecurity?

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

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

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

How often does the data sync between Planfix and halosecurity?

The data sync between Planfix and halosecurity 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 halosecurity?

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 halosecurity?

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

About halosecurity

Halo Security offers organizations a comprehensive platform to improve their external security posture from the attacker’s perspective.

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