Connect Planfix and Messenger Bot to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Messenger Bot

Automatically do this!

Enable Integrations or automations with these events of Planfix and Messenger Bot

Enable Integrations or automations with these events of Planfix and Messenger Bot

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.

Request a new Action for Planfix

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Frequently Asked Questions

How do I start an integration between Planfix and Messenger Bot?

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

Can we customize how data from Planfix is recorded in Messenger Bot?

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

How often does the data sync between Planfix and Messenger Bot?

The data sync between Planfix and Messenger Bot 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 Messenger Bot?

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 Messenger Bot?

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

About Messenger Bot

Messenger Bot is a multi channel marketing suite that combines Messenger Marketing, SMS Marketing, Email Marketing, Social Media Marketing, and eCommerce into one dashboard.

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