Connect Planfix and Well Proz to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Well Proz

Automatically do this!

Enable Integrations or automations with these events of Planfix and Well Proz

Enable Integrations or automations with these events of Planfix and Well Proz

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 Well Proz?

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

Can we customize how data from Planfix is recorded in Well Proz?

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

How often does the data sync between Planfix and Well Proz?

The data sync between Planfix and Well Proz 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 Well Proz?

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 Well Proz?

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

About Well Proz

With Well ProZ, you can provide better patient outcomes and experiences with an all-in-one e-commerce platform built for healthcare professionals.

Learn More