Connect Planfix and Smartlook to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Smartlook

Automatically do this!

Enable Integrations or automations with these events of Planfix and Smartlook

Enable Integrations or automations with these events of Planfix and Smartlook

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.

Get Event

Get Event

Retrieve the details of event

Get Funnel

Get Funnel

Retrieve the details of funnel

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Frequently Asked Questions

How do I start an integration between Planfix and Smartlook?

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

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

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

How often does the data sync between Planfix and Smartlook?

The data sync between Planfix and Smartlook 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 Smartlook?

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 Smartlook?

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

About Smartlook

Smartlook is an analytics tool that helps businesses understand user behavior on their websites and mobile apps. It provides features like session recordings, heatmaps, and event tracking to optimize user experience and improve conversion rates.

Learn More