Connect Planfix and Monetizze to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Search Transactions
Enable Integrations or automations with these events of Planfix and Monetizze
Enable Integrations or automations with these events of Planfix and Monetizze
Actions
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.
Search Transactions
Get all transactions, filtering by product, sales code (transaction), sale start date, completion date, status, payment method with the possibility of paginating the results.
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Frequently Asked Questions
To start, connect both your Planfix and Monetizze accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Monetizze (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Monetizze. This includes choosing which data fields go into which fields of Monetizze, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Monetizze 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 Monetizze. 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 Monetizze
Monetizze is a versatile payment platform that also integrates affiliate marketing. It allows users to become either product creators or affiliates, enabling the sale of digital and physical products. With Monetizze, you can manage your payments, subscriptions, and affiliate relationships in one place, making it ideal for businesses looking to sell info products, physical items, or run affiliate programs.
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