Connect Planfix and LionDesk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Create Contact
Start Campaign
Update Hotness
Find a Contact
List Campaigns
List Contacts
List Custom Fields
List Sources
List Hotnesses
List Events
List Lead Routes
List Lead Sources
List Static Lists
List Tags
List Teams
List Team Members
List Templates
List Template Folders
List User
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Contact
Triggers when a new contact is created in Liondesk.
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 Contact
Creates a new contact in Liondesk.
Start Campaign
Start an existing campaign for a contact.
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Frequently Asked Questions
To start, connect both your Planfix and LionDesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in LionDesk (or vice versa).
Absolutely. You can customize how Planfix data is recorded in LionDesk. This includes choosing which data fields go into which fields of LionDesk, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and LionDesk 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 LionDesk. 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 LionDesk
LionDesk CRM is a comprehensive customer relationship management platform designed to help real estate professionals and businesses manage their contacts, automate follow-ups, and track leads.
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