Connect Planfix and zenlist to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

zenlist

Automatically do this!

Enable Integrations or automations with these events of Planfix and zenlist

Enable Integrations or automations with these events of Planfix and zenlist

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 zenlist?

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

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

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

How often does the data sync between Planfix and zenlist?

The data sync between Planfix and zenlist 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 zenlist?

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 zenlist?

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

Learn More
zenlist

About zenlist

Zenlist is an agent and client collaboration tool to find a home using the most powerful search available and including the best inventory available.

Learn More