Connect Planfix and Livestorm to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Livestorm

Automatically do this!

Ready to use Planfix and Livestorm automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Registrant

New Registrant

Triggers when a new participant register for an Event

Registrant Attended

Registrant Attended

Triggers when a registrant attended an Event Session that just ended

Registrant Didn't Attend

Registrant Didn't Attend

Triggers when a registrant didn't attend an Event Session that just ended

Registrant Watched Reply

Registrant Watched Reply

Triggers when a registrant has watched an replay of an Event Session

Session Created

Session Created

Triggers when a session is created

Session Started

Session Started

Triggers when an Event Session starts

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.

Create Session

Create Session

Create an Event Session

Remove Session

Remove Session

Deletes a Session

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Frequently Asked Questions

How do I start an integration between Planfix and Livestorm?

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

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

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

How often does the data sync between Planfix and Livestorm?

The data sync between Planfix and Livestorm 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 Livestorm?

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 Livestorm?

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

About Livestorm

Livestorm is an end-to-end engagement platform that enables you to connect, engage, and capture actionable insights in one place.

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