Connect planfix and myhm to Build Intelligent Automations

Choose a Trigger

planfix

When this happens...

Choose an Action

myhm

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between planfix and myhm?

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

Can we customize how data from planfix is recorded in myhm?

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

How often does the data sync between planfix and myhm?

The data sync between planfix and myhm 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 myhm?

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 myhm?

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

Learn More
myhm

About myhm

myhm is a CRM and communication tool for residential construction companies.

Learn More