Connect Planfix and Synthflow AI to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Create SMS Action
Create Transfer Call Action
Create Information Extractor Yes No Action
Create Information Extractor Open Question Action
Create Call
Enable Integrations or automations with these events of Planfix and Synthflow AI
Enable Integrations or automations with these events of Planfix and Synthflow AI
Actions
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.
Create SMS Action
Creates a SMS action
Create Transfer Call Action
Creates a transfer call action
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Frequently Asked Questions
To start, connect both your Planfix and Synthflow AI accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Synthflow AI (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Synthflow AI. This includes choosing which data fields go into which fields of Synthflow AI, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Synthflow AI 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 Synthflow AI. 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 Synthflow AI
Synthflow AI is a no-code platform for creating voice AI agents that automate inbound and outbound phone calls, from answering questions to booking appointments and sending SMS follow-ups at scale. It targets contact centers and BPOs with enterprise-ready, white-label agents, 200+ integrations, and multilingual support to reduce costs and improve response rates
Learn More
