Connect Planfix and Segmetrics to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Get Contact by Email
Add or Update Contact
Add Tag to Contact
Add Purchase to Contact
Adds subscription
Remove Tags to Contact
Enable Integrations or automations with these events of Planfix and Segmetrics
Enable Integrations or automations with these events of Planfix and Segmetrics
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.
Get Contact by Email
Returns the full customer journey of a single contact by email
Add or Update Contact
Adds a contact to the specified SegMetrics integration.
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Frequently Asked Questions
To start, connect both your Planfix and Segmetrics accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Segmetrics (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Segmetrics. This includes choosing which data fields go into which fields of Segmetrics, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Segmetrics 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 Segmetrics. 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 Segmetrics
SegMetrics gives you clarity on where your leads come from, how they act, and how much your marketing is really worth.
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