Connect Planfix and Shiptheory to Build Intelligent Automations
Ready to use Planfix and Shiptheory automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Shipment
Triggers when a new shipment is created.
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.
Create Product
Add's a new product in shiptheory.
Create Shipment
Create's a new shipment.
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Frequently Asked Questions
To start, connect both your Planfix and Shiptheory accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Shiptheory (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Shiptheory. This includes choosing which data fields go into which fields of Shiptheory, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Shiptheory 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 Shiptheory. 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 Shiptheory
Automate your shipping processes for greater efficiency and reliability by integrating with Shiptheory. Access various carrier APIs to streamline your shipping operations and ensure smooth delivery management.
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