Connect planfix and Maybe to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for planfix
Choose an Action
Automatically do this!
Create User
Create Task
List Tasks
Delete Task
Update Task
Find Task
Get Account
Update Account
List Users
List Assistants
Create Conversation
Enable Integrations or automations with these events of planfix and Maybe
Enable Integrations or automations with these events of planfix and Maybe
Actions
Create User
Create a new user.
Create Task
Create a new task.
List Tasks
Retrieve all the tasks.
Delete Task
Delete a specific task.
Update Task
Update the specific task.
Find Task
Retrieve the details of a specific task.
Explore more automations built by businesses and experts
Automate Instagram Comment Replies with Smart DMs
- text is aiReplytoCommentSend a Private ReplyAdd Step
- Is guide commentReplytoComment GuideSend a Private Reply GuideAdd Step
- multi keyword matchcmntdqJzLMYSReplytoCommentMultiKeywordAdd Step
Automate Expense Report Approvals via Slack & QuickBooks
- Send for Approval acceptCreate Entry of expensesAdd Step
- Send for rejectMail for RejectionAdd Step
Automate Instagram DM Replies, Reactions, and Team Alerts
- has responseSendDMMessageAdd Step
- Notify teamSendMailAdd Step
- has reactSendDMMessage ReactAdd Step
Know More About Planfix and Maybe Integrations
How viaSocket Works | A Complete Guide
Gain insights into how viaSocket functions through our detailed guide. Understand its key features and benefits to maximize your experience and efficiency.
5 Simple Automation Hacks to Make Your Team Free
Unlock your team's potential with 5 straightforward automation hacks designed to streamline processes and free up valuable time for more important work.
What is Workflow Automation - Definition, Importance & Benefits | A Complete Guide
Workflow automation is the process of using technology to execute repetitive tasks with minimal human intervention, creating a seamless flow of activities.
Frequently Asked Questions
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).
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.
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.
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 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.
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 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.
Learn MoreviaSocket
For SaaS
For AI Agent Builders
Support
Automation Experts
Plans, Pricing and Offer
AI & Automation
© 2025 viaSocket |Privacy,TermsandData Retention & Deletion Policy
Walkover Web Solutions Pvt Ltd. | All rights reserved.