Connect Planfix and SatisMeter to Build Intelligent Automations

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Planfix

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SatisMeter

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Ready to use Planfix and SatisMeter automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Survey Response Arrives

New Survey Response Arrives

Runs when new survey response arrives

Request a new Trigger for Planfix

Do thisActions

Action is the task that follows automatically within your Planfix integrations.

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.

Get Statistics of a Survey

Get Statistics of a Survey

Retrieve survey statistics for a campaign within the chosen date range.

Request a new Action for Planfix

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Frequently Asked Questions

How do I start an integration between Planfix and SatisMeter?

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

Can we customize how data from Planfix is recorded in SatisMeter?

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

How often does the data sync between Planfix and SatisMeter?

The data sync between Planfix and SatisMeter 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 SatisMeter?

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 SatisMeter?

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

About SatisMeter

SatisMeter is a powerful tool designed to help businesses measure and improve customer satisfaction through insightful surveys and feedback collection. It provides actionable data to enhance customer experience and drive growth.

Learn More