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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Uploaded File
Triggers when new uploaded_file is created.
New Whatsapp Account
Triggers when new whatsapp_accounts is created.
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.
Send Message to New Chat
Sends a message to a new chat.
Send Uploaded File to Existing Chat
Sends an uploaded file to an existing chat.
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Frequently Asked Questions
To start, connect both your Planfix and TimelinesAI accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in TimelinesAI (or vice versa).
Absolutely. You can customize how Planfix data is recorded in TimelinesAI. This includes choosing which data fields go into which fields of TimelinesAI, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and TimelinesAI 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 TimelinesAI. 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 TimelinesAI
TimelinesAI allows you to share access to your personal or business Whatsapp account, integrate it with other applications and build automations for your business and marketing flows.
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