Connect planfix and sortd to Build Intelligent Automations

Choose a Trigger

planfix

When this happens...

Choose an Action

sortd

Automatically do this!

We'll help you get started

Our team is all set to help you!

Customer support expert avatarTechnical support expert avatarAutomation specialist expert avatarIntegration expert avatar

Frequently Asked Questions

How do I start an integration between planfix and sortd?

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

Can we customize how data from planfix is recorded in sortd?

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

How often does the data sync between planfix and sortd?

The data sync between planfix and sortd 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 sortd?

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 sortd?

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

Learn More
sortd

About sortd

Sortd allows you to organise email & teamwork in Gmail. Collaborate around Tasks, Emails, Meetings and Projects is made easy with customised boards and workflows

Learn More