Connect Planfix and Savvy Folders to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
- Request a new Action for Savvy Folders
Enable Integrations or automations with these events of Planfix and Savvy Folders
Enable Integrations or automations with these events of Planfix and Savvy Folders
Actions
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.
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Frequently Asked Questions
To start, connect both your Planfix and Savvy Folders accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Savvy Folders (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Savvy Folders. This includes choosing which data fields go into which fields of Savvy Folders, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Savvy Folders 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 Savvy Folders. 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 Savvy Folders
Savvy Folders is a cutting-edge platform designed to streamline and enhance your file management and storage needs. With intuitive features and robust security, it offers a seamless experience for organizing, sharing, and accessing your digital files from anywhere, at any time. Ideal for both personal and professional use, Savvy Folders ensures that your documents are always at your fingertips, making collaboration and productivity effortless.
Learn More
