Connect Planfix and OnceHub to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Find Contact
List Bookings
List Booking Calendars
List Booking Pages
List Event Types
List Master Pages
List Users
List Teams
List Contacts
Ready to use Planfix and OnceHub automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Booking Scheduled
Triggers when a new booking is scheduled.
Booking Rescheduled
Triggers when a booking is rescheduled.
Booking No-Show
Triggers when the status of a booking is manually changed to “No-show”.
Booking Canceled
Triggers when an existing booking is cancelled.
Booking Lifecycle Event
Triggers when the status of a booking is changed to “Scheduled”, “Rescheduled”, “Canceled”, “Completed”, or “No-show”.
Conversation Started
Triggers when a website visitor starts interacting with your chatbot.
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.
Find Contact
Find Contact in your oncehub account.
List Bookings
Get a list all bookings in the account.
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Frequently Asked Questions
To start, connect both your Planfix and OnceHub accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in OnceHub (or vice versa).
Absolutely. You can customize how Planfix data is recorded in OnceHub. This includes choosing which data fields go into which fields of OnceHub, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and OnceHub 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 OnceHub. 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 OnceHub
Capture, qualify, and engage with inbound leads using ScheduleOnce, ChatOnce, FormOnce and SubmitOnce.
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