Connect Planfix and Nomi AI to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Nomi AI

Automatically do this!

Ready to use Planfix and Nomi AI automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

Nomi Is Created

Nomi Is Created

Runs when a new Nomi is created in Nomi AI.

Request a new Trigger for Planfix

Do thisActions

Action is the task that follows automatically within your Planfix integrations.

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.

Send Message to Nomi

Send Message to Nomi

Sends a message to a selected Nomi AI.

Find Nomis

Find Nomis

Finds Nomis that match your filters or a specific ID.

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 Nomi AI?

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

Can we customize how data from Planfix is recorded in Nomi AI?

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

How often does the data sync between Planfix and Nomi AI?

The data sync between Planfix and Nomi AI 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 Nomi AI?

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 Nomi AI?

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

About Nomi AI

Nomi AI is a cutting-edge platform that leverages artificial intelligence to provide advanced solutions for various business needs. It offers tools and services that enhance decision-making, automate processes, and improve overall efficiency through AI-driven insights and analytics.

Learn More