Connect Planfix and Insighto.ai to Build Intelligent Automations
Ready to use Planfix and Insighto.ai automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact 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.
Create Contact
Creates a Contact in the system.
Add Text Blob Into Data Source
Adds a text blob into an existing Data Source.
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Frequently Asked Questions
To start, connect both your Planfix and Insighto.ai accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Insighto.ai (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Insighto.ai. This includes choosing which data fields go into which fields of Insighto.ai, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Insighto.ai 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 Insighto.ai. 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 Insighto.ai
Insighto.ai is a LLM-powered platform to create AI agents & automate business workflows
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