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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Request Created
Triggers when a new request has been created with your Returnless form.
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.
Approve a Request
Approve a request for a return
List All Return Orders
List all the return orders.
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Frequently Asked Questions
To start, connect both your Planfix and Returnless accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Returnless (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Returnless. This includes choosing which data fields go into which fields of Returnless, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Returnless 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 Returnless. 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 Returnless
Returnless is a platform designed to streamline and simplify the process of managing product returns for eCommerce businesses. It offers tools to automate return workflows, enhance customer experience, and reduce the operational costs associated with returns.
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