Connect Planfix and Instapage to Build Intelligent Automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Workspace
Trigger when new workspace 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 Workspace
Creates a workspace.
Rename Workspace
Rename an existing workspace.
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Frequently Asked Questions
To start, connect both your Planfix and Instapage accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Instapage (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Instapage. This includes choosing which data fields go into which fields of Instapage, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Instapage 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 Instapage. 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 Instapage
Instapage is the leader in post-click optimization and maximizes conversions for advertisers and marketers by enabling them to create, optimize, and personalize landing pages at scale.
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