Integrations Planfix Zoho Teaminbox
Planfix + Zoho Teaminbox

Connect Planfix and Zoho Teaminbox to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

Zoho Teaminbox

Automatically do this!

Enable Integrations or automations with these events of Planfix and Zoho Teaminbox

Enable Integrations or automations with these events of Planfix and Zoho Teaminbox

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.

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Frequently Asked Questions

How do I start an integration between Planfix and Zoho Teaminbox?

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

Can we customize how data from Planfix is recorded in Zoho Teaminbox?

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

How often does the data sync between Planfix and Zoho Teaminbox?

The data sync between Planfix and Zoho Teaminbox 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 Zoho Teaminbox?

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 Zoho Teaminbox?

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

About Zoho Teaminbox

Zoho TeamInbox is a shared inboxes tool that teams can use to enhance productivity, transparency and collaboration. Connect your group emails with Zoho TeamInbox to have clutter-free, organized inboxes.

Learn More