Connect Planfix and Speechnotes to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Transcribe Audio
Ready to use Planfix and Speechnotes automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Transcription Complete
Runs when transcription complete
Do thisActions
Action is the task that follows automatically within your Planfix integrations.
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
Find Task by Name
Find a task by title and return its full details; if no title is provided, return all tasks.
Transcribe Audio
Convert an audio or video file into a text transcript. Supports language selection, speaker count, and optional partial-range transcription.
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Frequently Asked Questions
To start, connect both your Planfix and Speechnotes accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Speechnotes (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Speechnotes. This includes choosing which data fields go into which fields of Speechnotes, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Speechnotes typically happens in real-time through instant triggers. And a maximum of 15 minutes in case of a scheduled trigger.
Yes, viaSocket allows you to add custom logic or use built-in filters to modify data according to your needs.
Yes, you can set conditional logic to control the flow of data between Planfix and Speechnotes. 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.
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 MoreAbout Speechnotes
Automatically transform all audio recordings to text. Most accurate AI transcription (speech to text) engines. Fast, affordable, secure & private.
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