Connect Planfix and Savvycal to Build Intelligent Automations

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Planfix

When this happens...

Choose an Action

Savvycal

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Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Event

New Event

Trigger when new event is created

Event Canceled

Event Canceled

Trigger when an event is canceled

Rescheduled Event

Rescheduled Event

Trigger when an event is rescheduled.

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 name and return its full details; if no name is provided, return all tasks.

Get Account User

Get Account User

Get existing account user details

List Events

List Events

Get a list of your events scheduled via SavvyCal.

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Frequently Asked Questions

How do I start an integration between Planfix and Savvycal?

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

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

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

How often does the data sync between Planfix and Savvycal?

The data sync between Planfix and Savvycal 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 Savvycal?

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 Savvycal?

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

About Savvycal

Savvycal is a scheduling tool designed to make it easy for users to find mutually agreeable times for meetings. It offers a user-friendly interface and integrates with various calendar systems to streamline the scheduling process.

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