Connect Planfix and ReadMe to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Show documentation branches
Create documentation category
Update category
Create custom page
Upload image
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Updated branches
Retrieve branches updated in the last N minutes.
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.
Show documentation branches
Show all documentation branches and their base, privacy, release stage, and last updated time.
Create documentation category
Create a new documentation category in the selected branch and section.
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Frequently Asked Questions
To start, connect both your Planfix and ReadMe accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in ReadMe (or vice versa).
Absolutely. You can customize how Planfix data is recorded in ReadMe. This includes choosing which data fields go into which fields of ReadMe, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and ReadMe 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 ReadMe. 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 ReadMe
ReadMe is a comprehensive platform designed to help businesses create, manage, and share API documentation effortlessly. It offers tools for interactive documentation, user guides, and developer portals, enhancing the developer experience and streamlining communication.
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