Connect Planfix and Narrato to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Get all Project
Get all Workspaces
Find Task
Ready to use Planfix and Narrato automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Task
Triggers when a new task is created inside a project.
Update Task
Triggers when task is updated.
Do thisActions
Action is the task that follows automatically within your Planfix integrations.
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.
Get all Project
Get details of all Projects in a Workspace
Get all Workspaces
Get details all workspaces associated with a user.
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Frequently Asked Questions
To start, connect both your Planfix and Narrato accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Narrato (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Narrato. This includes choosing which data fields go into which fields of Narrato, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Narrato 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 Narrato. 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 Narrato
Narrato is a comprehensive content creation and collaboration platform designed to streamline the content production process. It offers tools for content planning, writing, editing, and team collaboration, making it ideal for content marketers, writers, and editors.
Learn More
