Integrations Planfix Zendesk Support
Planfix + Zendesk Support

Connect Planfix and Zendesk Support to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Zendesk Support

Automatically do this!

Ready to use Planfix and Zendesk Support automations

Actions and Triggers

When this happensTriggers

A trigger is an event that starts a workflow.

New Organization

New Organization

Triggers when a new organization is created.

New User

New User

Triggers when a new user is created.

New Group

New Group

Triggers when a new group is created.

Updated Ticket

Updated Ticket

Triggers when an existing ticket is updated.

New View

New View

Triggers when a new view is created.

New  Ticket

New Ticket

Trigger when new ticket is created.

Do thisActions

Action is the task that follows automatically within your Planfix integrations.

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.

Find a User

Find a User

Finds an existing user by query

Find an Agent

Find an Agent

Finds an existing Agent by query

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Frequently Asked Questions

How do I start an integration between Planfix and Zendesk Support?

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

Can we customize how data from Planfix is recorded in Zendesk Support?

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

How often does the data sync between Planfix and Zendesk Support?

The data sync between Planfix and Zendesk Support 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 Zendesk Support?

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 Zendesk Support?

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

About Zendesk Support

Zendesk Support is a customer service platform designed to create better customer relationships. It lets businesses offer support, scale with self-service options, and differentiate with proactive engagement.

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