Connect simplecert and Planfix to Build Intelligent Automations

Choose a Trigger

simplecert

When this happens...

Choose an Action

Planfix

Automatically do this!

Enable Integrations or automations with these events of simplecert and Planfix

Enable Integrations or automations with these events of simplecert and Planfix

Actions

Create Projects

Create Projects

Create a new project in simplecert.

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 or Description

Find Task by Name or Description

Find a task by name or description and return full details; if no criteria, return all tasks.

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Frequently Asked Questions

How do I start an integration between simplecert and Planfix?

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

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

Absolutely. You can customize how simplecert 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.

How often does the data sync between simplecert and Planfix?

The data sync between simplecert and Planfix 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 simplecert to Planfix?

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 simplecert and Planfix?

Yes, you can set conditional logic to control the flow of data between simplecert 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.

simplecert

About simplecert

SimpleCert is a platform designed to streamline the process of creating, managing, and distributing certificates. It offers tools for designing custom certificates, automating the distribution process, and tracking certificate issuance. Ideal for educational institutions, training providers, and organizations that need to issue certificates regularly, SimpleCert simplifies the entire certification process, making it efficient and hassle-free.

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Planfix

About 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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