Connect Planfix and SuperSaaS to Build Intelligent Automations
Ready to use Planfix and SuperSaaS automations
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New User
Runs when user creates new login
New Appointment
Runs when new appointment is created
Appointment Changes
Runs when appointment is created, changed, or deleted
User Is Created, Updated, or Deleted
Runs when User Is Created, Updated, or Deleted
New Form
Runs when Stand-Alone Form Is Submitted
Credit Purchase
Runs when credit purchase
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.
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Frequently Asked Questions
To start, connect both your Planfix and SuperSaaS accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in SuperSaaS (or vice versa).
Absolutely. You can customize how Planfix data is recorded in SuperSaaS . This includes choosing which data fields go into which fields of SuperSaaS , setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and SuperSaaS 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 SuperSaaS . 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 SuperSaaS
Online appointment scheduling for any type of business. Flexible and affordable booking software that can be integrated into any site.
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