Connect Planfix and Keka to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Keka

Automatically do this!

Ready to use Planfix and Keka automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Employee Added

New Employee Added

Triggered when a new employee is added to Keka.

Employee Clocks In

Employee Clocks In

Runs when an employee clocks in.

Request a new Trigger for Planfix

Do thisActions

Action is the task that follows automatically within your Planfix integrations.

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.

Deactivate Employee

Deactivate Employee

Create an exit request to record an employee’s resignation date, last working day, reason, and rehire eligibility.

List leave types

List leave types

List all leave types in your Keka account.

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Frequently Asked Questions

How do I start an integration between Planfix and Keka?

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

Can we customize how data from Planfix is recorded in Keka?

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

How often does the data sync between Planfix and Keka?

The data sync between Planfix and Keka 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 Keka?

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 Keka?

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

About Keka

Keka is a comprehensive HR and payroll management platform designed to streamline and automate various human resource processes. It offers features such as employee management, attendance tracking, leave management, payroll processing, and performance evaluation, making it an essential tool for businesses looking to enhance their HR operations.

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