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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Form Created
runs when New Form 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.
Get All Websites
Retrieve all websites in your account.
Get Website Details
Get detailed information for a specific website.
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Frequently Asked Questions
To start, connect both your Planfix and KwesForms accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in KwesForms (or vice versa).
Absolutely. You can customize how Planfix data is recorded in KwesForms. This includes choosing which data fields go into which fields of KwesForms, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and KwesForms 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 KwesForms. 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 KwesForms
KwesForms is a powerful tool for creating and managing forms with ease. It offers advanced features like form validation, spam protection, and seamless integration with various platforms, making it ideal for businesses and developers looking to streamline their data collection processes.
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