Connect planfix and switch to Build Intelligent Automations

Choose a Trigger

planfix

When this happens...

Choose an Action

switch

Automatically do this!

Enable Integrations or automations with these events of planfix and switch

Enable Integrations or automations with these events of planfix and switch

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

Request a new Action for planfix

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Frequently Asked Questions

How do I start an integration between planfix and switch?

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

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

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

How often does the data sync between planfix and switch?

The data sync between planfix and switch 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 switch?

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 switch?

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

About switch

Easily and securely send business mail online. Switch eliminates your mail preparation time and helps you avoid trips to the Post Office.

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