Connect Planfix and katana mrp to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

katana mrp

Automatically do this!

Enable Integrations or automations with these events of Planfix and katana mrp

Enable Integrations or automations with these events of Planfix and katana mrp

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 katana mrp?

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

Can we customize how data from Planfix is recorded in katana mrp?

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

How often does the data sync between Planfix and katana mrp?

The data sync between Planfix and katana mrp 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 katana mrp?

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 katana mrp?

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

About katana mrp

Katana gives thousands of manufacturers a live look at their business. Manage all the moving parts of your business and unite the apps and services you use in one visual platform.

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