Connect Planfix and handle to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

handle

Automatically do this!

Enable Integrations or automations with these events of Planfix and handle

Enable Integrations or automations with these events of Planfix and handle

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 given, 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 handle?

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

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

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

How often does the data sync between Planfix and handle?

The data sync between Planfix and handle 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 handle?

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 handle?

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