Connect Planfix and Vouchery to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Create Customer
Create Redemption
Find Voucher
List Customers
Get Not Cancelled Redemptions
List Invalid Redemptions
Get All Cancelled Redemptions
List Project Integrations
List Project Subscriptions
List Users
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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
Voucher Created
Triggered when a new voucher 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.
Create Customer
Create a Customer
Create Redemption
Pass redemption data and get discount data back to your app.
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Frequently Asked Questions
To start, connect both your Planfix and Vouchery accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Vouchery (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Vouchery. This includes choosing which data fields go into which fields of Vouchery, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Vouchery 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 Vouchery. 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 Vouchery
Vouchery is a comprehensive platform designed to streamline the creation, management, and optimization of promotional campaigns and vouchers. It offers businesses the tools to enhance customer engagement and drive sales through targeted promotions.
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