Integrations Planfix Heights Platform
Planfix + Heights Platform

Connect Planfix and Heights Platform to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Heights Platform

Automatically do this!

Enable Integrations or automations with these events of Planfix and Heights Platform

Enable Integrations or automations with these events of Planfix and Heights Platform

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 Heights Platform?

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

Can we customize how data from Planfix is recorded in Heights Platform?

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

How often does the data sync between Planfix and Heights Platform?

The data sync between Planfix and Heights Platform 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 Heights Platform?

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 Heights Platform?

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

About Heights Platform

Heights Platform is online course building software that helps you host and build the most powerful online school to sell your courses and digital products.

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