Connect Planfix and PHC GO to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

PHC GO

Automatically do this!

Enable Integrations or automations with these events of Planfix and PHC GO

Enable Integrations or automations with these events of Planfix and PHC GO

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 provided, return all tasks.

Request a new Action for Planfix

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Frequently Asked Questions

How do I start an integration between Planfix and PHC GO?

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

Can we customize how data from Planfix is recorded in PHC GO?

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

How often does the data sync between Planfix and PHC GO?

The data sync between Planfix and PHC GO 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 PHC GO?

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 PHC GO?

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

About PHC GO

PHC GO is more than just online management software. It is the perfect ally for your day-to-day: zero initial investment, cloud management, continuous updating and high-speed transformation. Sales, purchases, treasury, legal obligations and much more.

Learn More