Integrations Planfix simplesigncalls
Planfix + simplesigncalls

Connect Planfix and simplesigncalls to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

simplesigncalls

Automatically do this!

Enable Integrations or automations with these events of Planfix and simplesigncalls

Enable Integrations or automations with these events of Planfix and simplesigncalls

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 or Description

Find Task by Name or Description

Find a task by name or description and return full details; if no criteria, return all tasks.

Request a new Action for Planfix

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Frequently Asked Questions

How do I start an integration between Planfix and simplesigncalls?

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

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

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

How often does the data sync between Planfix and simplesigncalls?

The data sync between Planfix and simplesigncalls 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 simplesigncalls?

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 simplesigncalls?

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

About simplesigncalls

SimpleSignCalls is a way to automatically respond to your real estate sign's text for info.

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