Connect Planfix and simplecert to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Create Projects
Enable Integrations or automations with these events of Planfix and simplecert
Enable Integrations or automations with these events of Planfix and simplecert
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.
Create Projects
Create a new project in simplecert.
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Frequently Asked Questions
To start, connect both your Planfix and simplecert accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in simplecert (or vice versa).
Absolutely. You can customize how Planfix data is recorded in simplecert. This includes choosing which data fields go into which fields of simplecert, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and simplecert 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 simplecert. 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 simplecert
SimpleCert is a platform designed to streamline the process of creating, managing, and distributing certificates. It offers tools for designing custom certificates, automating the distribution process, and tracking certificate issuance. Ideal for educational institutions, training providers, and organizations that need to issue certificates regularly, SimpleCert simplifies the entire certification process, making it efficient and hassle-free.
Learn More
