Connect Planfix and vext to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

vext

Automatically do this!

Enable Integrations or automations with these events of Planfix and vext

Enable Integrations or automations with these events of Planfix and vext

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

Find Task by Name

Find a task by title and return its full details; if no title is provided, return all tasks.

Request a new Action for Planfix

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Frequently Asked Questions

How do I start an integration between Planfix and vext?

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

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

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

How often does the data sync between Planfix and vext?

The data sync between Planfix and vext 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 vext?

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 vext?

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

About vext

Vext is a platform that enables users to build custom AI/LLM on top of well-known AI models that leverage business data.

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