Connect Planfix and Wati to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Planfix
Choose an Action
Automatically do this!
Send Template Based WhatsApp Message
Add Contact
Send Session Message
Update Contact Attributes
Start Chat Bot
Assign User
Ready to use Planfix and Wati automations
Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Event Occurs
Runs when a specific event occurs in Wati.
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.
Send Template Based WhatsApp Message
Send a predefined WhatsApp message template.
Add Contact
Create a new Contact in Wati.
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Frequently Asked Questions
To start, connect both your Planfix and Wati accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Wati (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Wati . This includes choosing which data fields go into which fields of Wati , setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Wati 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 Wati . 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 Wati
Wati is an end-to-end customer communication platform on WhatsApp with Team Inbox, No Code Chatbot Builder, Broadcasts & more.
Learn More
