Connect Planfix and Simplesat to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Simplesat

Automatically do this!

Enable Integrations or automations with these events of Planfix and Simplesat

Enable Integrations or automations with these events of Planfix and Simplesat

Actions

Create Contact

Create Contact

Create a new contact

Delete Comment

Delete Comment

Delete a comment

Find Contact By Name

Find Contact By Name

Return contact details by name

Find Task by Name

Find Task by Name

Find a task by name and return its full details; if no name is provided, return all tasks.

Get Surveys

Get Surveys

Get surveys in simplesat.

List Questions

List Questions

Get a questions in Simplesat.

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Frequently Asked Questions

How do I start an integration between Planfix and Simplesat?

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

Can we customize how data from Planfix is recorded in Simplesat?

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

How often does the data sync between Planfix and Simplesat?

The data sync between Planfix and Simplesat 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 Simplesat?

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 Simplesat?

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

About Simplesat

Simplesat is a survey tool that makes it easy for any business to collect, analyze and publish customer feedback.

Learn More