Connect Planfix and Sisense to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Sisense

Automatically do this!

Enable Integrations or automations with these events of Planfix and Sisense

Enable Integrations or automations with these events of Planfix and Sisense

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 title and return its full details; if no title is provided, 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 Sisense?

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

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

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

How often does the data sync between Planfix and Sisense?

The data sync between Planfix and Sisense 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 Sisense?

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 Sisense?

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

About Sisense

Sisense is a leading business intelligence and data analytics platform that empowers organizations to make data-driven decisions. It provides powerful tools for data visualization, reporting, and dashboard creation, enabling users to transform complex data into actionable insights. With its user-friendly interface and robust analytics capabilities, Sisense helps businesses of all sizes to harness the power of their data for strategic growth and operational efficiency.

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