Connect Planfix and zotabox to Build Intelligent Automations

Choose a Trigger

Planfix

When this happens...

Choose an Action

zotabox

Automatically do this!

Enable Integrations or automations with these events of Planfix and zotabox

Enable Integrations or automations with these events of Planfix and zotabox

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 zotabox?

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

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

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

How often does the data sync between Planfix and zotabox?

The data sync between Planfix and zotabox 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 zotabox?

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 zotabox?

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