Connect Planfix and Touch & Sell to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
- Request a new Action for Touch & Sell
Enable Integrations or automations with these events of Planfix and Touch & Sell
Enable Integrations or automations with these events of Planfix and Touch & Sell
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.
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Frequently Asked Questions
To start, connect both your Planfix and Touch & Sell accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Touch & Sell (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Touch & Sell. This includes choosing which data fields go into which fields of Touch & Sell, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Touch & Sell 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 Touch & Sell. 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 Touch & Sell
Touch & Sell is a sales enablement application to improve your presentations and align your marketing and sales teams.
Learn More
