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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Draft
Triggered when you creates a summary and hit save, this will gets triggered.
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.
Create a Summary
Creates a summary of a given url.
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Frequently Asked Questions
To start, connect both your Planfix and inksprout accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in inksprout (or vice versa).
Absolutely. You can customize how Planfix data is recorded in inksprout. This includes choosing which data fields go into which fields of inksprout, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and inksprout 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 inksprout. 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 inksprout
Inksprout is a platform designed to streamline and enhance your social media marketing efforts. It provides tools for creating engaging content, scheduling posts, and analyzing performance to optimize your social media strategy.
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