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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Conversation Assigned
Triggers when a conversation is assigned to agent.
Tags Updated
Triggers when conversation tags are updated.
Update Customer
triggers when a customer is updated
Note Created
Triggers when a note is created
Tag Created
Triggers when tag is created
Do thisActions
Action is the task that follows automatically within your Planfix integrations.
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
Delete Customer
This action deletes the customer .
Create Email
This actions creates a new email
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Frequently Asked Questions
To start, connect both your Planfix and Help Scout accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Help Scout (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Help Scout. This includes choosing which data fields go into which fields of Help Scout, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Help Scout typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Planfix and Help Scout. 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.
About Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
Learn MoreAbout Help Scout
Help Scout is the ideal small business help desk. You can deliver great email support and get setup in minutes, without any of the typical help desk complexities.
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