Connect Sanchay Crm and Planly to Build Intelligent Automations
Choose a Trigger
When this happens...
New Lead Is Created
Ticket Is Updated
Lead Is Updated
Contact Created
Choose an Action
Automatically do this!
- Request a new Action for Planly
Enable Integrations or automations with these events of Sanchay Crm and Planly
Enable Integrations or automations with these events of Sanchay Crm and Planly
Triggers
New Lead Is Created
Runs when new lead is created
Ticket Is Updated
Runs when ticket is updated
Lead Is Updated
Runs when lead is updated
Contact Created
Runs when contact created
Actions
Add Contact
Create a new contact
Create a Lead
Add lead and set follow-up
Create Task
Create a task with due date
Create Product
Add a new product to CRM
Insert or Update Data With Linking Module
Save record and link modules
Get Module Fields
Get all fields in a module
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Frequently Asked Questions
To start, connect both your Sanchay Crm and Planly accounts to viaSocket. Once connected, you can set up a workflow where an event in Sanchay Crm triggers actions in Planly (or vice versa).
Absolutely. You can customize how Sanchay Crm data is recorded in Planly. This includes choosing which data fields go into which fields of Planly, setting up custom formats, and filtering out unwanted information.
The data sync between Sanchay Crm and Planly 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 Sanchay Crm and Planly. 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 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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