Connect Planfix and Tiledesk to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Create a Contact
Send Message to Conversation
Invite a team member
Create saved reply
Create tag
Create support request
Update Contact
Create label
Create group
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New contact Arrives
runs when new contact arrives
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.
Create a Contact
Add a new Contact to Tiledesk.
Send Message to Conversation
Send a message into a support ticket or conversation
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Frequently Asked Questions
To start, connect both your Planfix and Tiledesk accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Tiledesk (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Tiledesk. This includes choosing which data fields go into which fields of Tiledesk, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Tiledesk 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 Tiledesk. 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 Tiledesk
Tiledesk is a comprehensive platform for customer support and communication, offering tools for live chat, chatbots, and multi-channel messaging to enhance customer engagement and streamline support processes.
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