Connect Planfix and urlbox to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

urlbox

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Enable Integrations or automations with these events of Planfix and urlbox

Enable Integrations or automations with these events of Planfix and urlbox

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

Find Task by Name or Description

Find Task by Name or Description

Find a task by name or description and return full details; if no criteria, return all tasks.

Full Page Screenshots Using URL

Full Page Screenshots Using URL

Capture an entire scrollable webpage from a URL and return the screenshot image.

Render HTML Screenshot

Render HTML Screenshot

Generate a PNG, JPG, or PDF from provided HTML (with optional CSS), supporting viewport size, full-page capture, and high-resolution scaling.

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Frequently Asked Questions

How do I start an integration between Planfix and urlbox?

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

Can we customize how data from Planfix is recorded in urlbox?

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

How often does the data sync between Planfix and urlbox?

The data sync between Planfix and urlbox 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 urlbox?

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 urlbox?

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

About urlbox

Urlbox is a screenshot API that allows you to generate images from a URL or HTML

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