Connect Planfix and Maybe to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Maybe

Automatically do this!

Enable Integrations or automations with these events of Planfix and Maybe

Enable Integrations or automations with these events of Planfix and Maybe

Actions

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 User

Create User

Create a new user.

Create Task

Create Task

Create a new task.

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Frequently Asked Questions

How do I start an integration between Planfix and Maybe?

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

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

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

How often does the data sync between Planfix and Maybe?

The data sync between Planfix and Maybe 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 Maybe?

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 Maybe?

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

About Maybe

Maybe* is a tool that helps organisations listen and engage with their customers through social media, benchmark their results, and optimise the ROI of their activity.

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