Connect planfix and shape to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between planfix and shape?

To start, connect both your planfix and shape accounts to viaSocket. Once connected, you can set up a workflow where an event in planfix triggers actions in shape (or vice versa).

Can we customize how data from planfix is recorded in shape?

Absolutely. You can customize how planfix data is recorded in shape. This includes choosing which data fields go into which fields of shape, setting up custom formats, and filtering out unwanted information.

How often does the data sync between planfix and shape?

The data sync between planfix and shape typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.

Can I filter or transform data before sending it from planfix to shape?

Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.

Is it possible to add conditions to the integration between planfix and shape?

Yes, you can set conditional logic to control the flow of data between planfix and shape. 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.

planfix

About planfix

Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.

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shape

About shape

Shape is a CRM, sales, and marketing automation platform to enhance productivity and streamline your sales process.

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