Connect Planfix and Pastel to Build Intelligent Automations
Ready to use Planfix and Pastel automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Canvases
Triggers when a new canvas is created.
New Project
Triggers when a new Project is created.
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.
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Frequently Asked Questions
To start, connect both your Planfix and Pastel accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Pastel (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Pastel. This includes choosing which data fields go into which fields of Pastel, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Pastel 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 Pastel. 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 Pastel
Pastel helps web designers and developers collect and organize contextual feedback from colleagues and clients on the web projects they're building.
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