Connect Privyr and Planado to Build Intelligent Automations
Choose a Trigger
When this happens...
- Request a new Trigger for Privyr
Choose an Action
Automatically do this!
Create Job
Enable Integrations or automations with these events of Privyr and Planado
Enable Integrations or automations with these events of Privyr and Planado
Actions
Create Client
Creates a new client
Create Job
Create a new job assignment for a field worker
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Frequently Asked Questions
To start, connect both your Privyr and Planado accounts to viaSocket. Once connected, you can set up a workflow where an event in Privyr triggers actions in Planado (or vice versa).
Absolutely. You can customize how Privyr data is recorded in Planado. This includes choosing which data fields go into which fields of Planado, setting up custom formats, and filtering out unwanted information.
The data sync between Privyr and Planado 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 Privyr and Planado. 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 Privyr
Privyr is a mobile CRM built for sales professionals who run their businesses from their phone. It works with WhatsApp, iMessage, SMS, email, and other popular chat apps.
Learn MoreAbout Planado
Planado is a cloud service for the company’s fieldwork management and performance quality control of mobile workers
Learn More
