Connect Planfix and SerwerSMS
Integrate Planfix with SerwerSMS to automate workflows, sync data between apps, and eliminate repetitive tasks with AI-powered automation.
Create Contact in Planfix when New Message Received in SerwerSMS
Delete Comment in Planfix when New Message Received in SerwerSMS
Find Contact By Name in Planfix when New Message Received in SerwerSMS
Find Task by Name in Planfix when New Message Received in SerwerSMS
Create Contact in Planfix when New Message Sent via SerwerSMS
Popular Planfix + SerwerSMS flows
Start from a real workflow other teams are already running.
Choose a trigger
Planfix
When this happens...
- Request a new Trigger for Planfix
Choose an action
SerwerSMS
Automatically do this!
Add Phone Number to Blacklist
Add Contact
Send SMS
Create Contact in Planfix when New Message Received in SerwerSMS
Use this flowDelete Comment in Planfix when New Message Received in SerwerSMS
Use this flowFind Contact By Name in Planfix when New Message Received in SerwerSMS
Use this flowFind Task by Name in Planfix when New Message Received in SerwerSMS
Use this flowCreate Contact in Planfix when New Message Sent via SerwerSMS
Use this flowDelete Comment in Planfix when New Message Sent via SerwerSMS
Use this flowFind Contact By Name in Planfix when New Message Sent via SerwerSMS
Use this flowFind Task by Name in Planfix when New Message Sent via SerwerSMS
Use this flowSupported Triggers & Actions
Everything you can automate between Planfix and SerwerSMS.
When this happensTriggers
A trigger is an event that starts a workflow.
New Message Received
Triggers when a new message is received.
New Message Sent
Triggers when a new message is sent.
Do thisActions
Action is the task that follows automatically within your Planfix integrations.
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.
Add Phone Number to Blacklist
Add a phone number to the blacklist to prevent it from receiving SMS.
Add Contact
Add a new contact.
Learn how to build your first workflow
Follow a simple walkthrough to create, test, and launch your first automation.
- 1
Connect your apps
Link the apps you want to automate.
- 2
Configure your workflow
Set up triggers, actions, and map your data.
- 3
Test & publish
Test your workflow and publish it.
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Just describe the task in plain English. viaSocket AI selects the right apps, builds the workflow, maps the fields, and prepares everything for review before you publish.
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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 more
About SerwerSMS
SerwerSMS is a comprehensive platform for managing SMS communication, offering tools for sending bulk messages, notifications, and marketing campaigns. It is designed to enhance customer engagement and streamline communication processes.
Learn moreFrequently Asked Questions
Sign up for a free viaSocket account, then authorize both your Planfix and SerwerSMS accounts. From there, pick a trigger in one app and an action in the other. Your first workflow can be live in under five minutes.
Yes. viaSocket uses instant triggers where available, so data moves between Planfix and SerwerSMS as soon as the event happens. Scheduled polling triggers run at a maximum interval of 15 minutes.
Yes. You can map specific fields, apply filters to skip records that do not match your conditions, and transform values before they reach SerwerSMS. No coding required.
Yes. You can set up a workflow where Planfix triggers actions in SerwerSMS, and a separate workflow where SerwerSMS triggers actions in Planfix. Both run independently and in real time.
viaSocket logs every run so you can see exactly what succeeded and what failed. Failed tasks can be retried from the dashboard without re-configuring the workflow.
Yes, there is a free plan that covers basic workflows between Planfix and SerwerSMS. Paid plans unlock higher task limits, faster polling, and advanced features like multi-step workflows and conditional logic.
No. The entire Planfix and SerwerSMS integration is built through a visual, point-and-click interface. Code blocks are available if you want them, but they are never required.
