Connect Planfix and LeadConnector to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Create Task
Add Tags To Contact
Update Task
Search Task
Delete Task
Create Contact
Update Contact
Find Contact
Create Opportunity
Update Opportunity
Search Opportunity
Create Note
Create Tag
Update Tag
Search Tag
Get Calendar Free Slots
Search Calendar
Create Calendar Group
Create Appointment
Add Lead to Workflow
Remove Lead from Workflow
Add Contact Note
List Campaigns
Create Conversation
Search Conversation
Create Business
Get Conversation Messages
List Forms
Get Link
List Surveys
List White-label Integration Providers
List Payment Orders
List Transactions
List Subscriptions
Search Coupon
Retrieve Provider Config
Get Product Details
Search Custom Object
Create Link
Create White-label Integration Provider
Create Coupon
Create New Integration
Create Custom Object
Get Calendar Group
Search Appointment
Search Business
Create AI Agent
Search AI Agent
Update Custom Object
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact Created
Runs when a new contact is created in LeadConnector.
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 Task
Creates a new task.
Add Tags To Contact
Add one or more tags to a specific contact in LeadConnector.
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Frequently Asked Questions
To start, connect both your Planfix and LeadConnector accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in LeadConnector (or vice versa).
Absolutely. You can customize how Planfix data is recorded in LeadConnector. This includes choosing which data fields go into which fields of LeadConnector, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and LeadConnector 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 LeadConnector. 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 LeadConnector
LeadConnector is a comprehensive marketing and CRM platform designed for businesses to manage their sales, marketing, and customer relationship efforts seamlessly in one place.
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