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Actions and Triggers
When this happensTriggers
A trigger is an event that starts a workflow.
New Document
Triggers when a new document is created.
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.
Upload Document With URL
Uploads a new document with the given URL.
Upload Document With Text
Uploads a document file.
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Frequently Asked Questions
To start, connect both your Planfix and Zoho Writer accounts to viaSocket. Once connected, you can set up a workflow where an event in Planfix triggers actions in Zoho Writer (or vice versa).
Absolutely. You can customize how Planfix data is recorded in Zoho Writer. This includes choosing which data fields go into which fields of Zoho Writer, setting up custom formats, and filtering out unwanted information.
The data sync between Planfix and Zoho Writer 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 Zoho Writer. 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 Zoho Writer
Zoho Writer is a powerful online word processor that allows you to create, edit, and collaborate on documents seamlessly. With a range of features including real-time collaboration, advanced formatting options, and cloud storage integration, Zoho Writer is designed to enhance your document creation and management experience.
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