Connect Planfix and VectorShift to Build Intelligent Automations
Enable Integrations or automations with these events of Planfix and VectorShift
Enable Integrations or automations with these events of Planfix and VectorShift
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 Pipeline
Creates a new VectorShift pipeline with the provided name and optional description.
List Pipelines
Retrieve the pipelines available to the current user. Optional parameters: include pipelines shared with you and return full pipeline objects instead of only IDs.
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Frequently Asked Questions
To start, connect both your Planfix and VectorShift accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in VectorShift (or vice versa).
Absolutely. You can customize how Planfix data is recorded in VectorShift. This includes choosing which data fields go into which fields of VectorShift, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and VectorShift 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 VectorShift. 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 VectorShift
VectorShift is an advanced AI platform designed to enhance data analysis and visualization. It leverages cutting-edge machine learning algorithms to transform complex datasets into actionable insights, making it an essential tool for businesses looking to optimize their decision-making processes.
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