Connect Planfix and SerwerSMS to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Add Phone Number to Blacklist
Add Contact
Send SMS
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Actions and Triggers
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.
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Frequently Asked Questions
To start, connect both your Planfix and SerwerSMS accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in SerwerSMS (or vice versa).
Absolutely. You can customize how Planfix data is recorded in SerwerSMS. This includes choosing which data fields go into which fields of SerwerSMS, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and SerwerSMS 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 SerwerSMS. 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 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.
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