Connect Shortpen and Planfix to Build Intelligent Automations
Enable Integrations or automations with these events of Shortpen and Planfix
Enable Integrations or automations with these events of Shortpen and Planfix
Actions
Create Short URL
Create a short link and optional QR code
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.
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Frequently Asked Questions
To start, connect both your Shortpen and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in Shortpen triggers actions in Planfix (or vice versa).
Absolutely. You can customize how Shortpen data is recorded in Planfix. This includes choosing which data fields go into which fields of Planfix, setting up custom formats, and filtering out unwanted information.
The data sync between Shortpen and Planfix 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 Shortpen and Planfix. 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 Shortpen
Shortpen is a streamlined tool designed for creating and managing short, impactful written content. It helps users craft concise messages, notes, and documents efficiently, making it ideal for quick communication and documentation.
Learn MoreAbout Planfix
Planfix is a platform for creating Enterprise Management Systems and allows you to configure various business processes of the company without programming.
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