Connect Planfix and Scalekit to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Create an Organization
Create New User
Enable Integrations or automations with these events of Planfix and Scalekit
Enable Integrations or automations with these events of Planfix and Scalekit
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.
Create an Organization
Creates an Organization.
Create New User
Creates new user in organization.
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Frequently Asked Questions
To start, connect both your Planfix and Scalekit accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Scalekit (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Scalekit. This includes choosing which data fields go into which fields of Scalekit, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Scalekit 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 Scalekit. 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 Scalekit
Scalekit is a powerful platform designed to enhance productivity and streamline project management processes. It offers a suite of tools to help teams collaborate efficiently, manage tasks, and track progress seamlessly.
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