Connect Planfix and officely to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

officely

Automatically do this!

Enable Integrations or automations with these events of Planfix and officely

Enable Integrations or automations with these events of Planfix and officely

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 given, return all tasks.

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Frequently Asked Questions

How do I start an integration between Planfix and officely?

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

Can we customize how data from Planfix is recorded in officely?

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

How often does the data sync between Planfix and officely?

The data sync between Planfix and officely 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 officely?

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 officely?

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

About officely

Officely allows for a business virtual assistants to run the business easily directly from WhatsApp through a chatbot.

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