Connect Planly and Custom Views to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between Planly and Custom Views?

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

Can we customize how data from Planly is recorded in Custom Views?

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

How often does the data sync between Planly and Custom Views?

The data sync between Planly and Custom Views 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 Planly to Custom Views?

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 Planly and Custom Views?

Yes, you can set conditional logic to control the flow of data between Planly and Custom Views. 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.

Planly

About Planly

Planly is a comprehensive scheduling and booking platform designed to streamline appointment management for businesses and individuals. It offers features such as calendar integration, automated reminders, and customizable booking pages to enhance productivity and ensure seamless scheduling experiences.

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Custom Views

About Custom Views

Custom Views allows users to personalize how data, dashboards, and workflows are displayed. It enables filtering, sorting, and creating role-based or task-specific views for improved productivity. By tailoring interfaces to individual or team needs, Custom Views helps organizations boost efficiency, collaboration, and decision-making.

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