Connect smartfile and planfix to Build Intelligent Automations

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Frequently Asked Questions

How do I start an integration between smartfile and planfix?

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

Can we customize how data from smartfile is recorded in planfix?

Absolutely. You can customize how smartfile 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 smartfile and planfix?

The data sync between smartfile 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 smartfile 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 smartfile and planfix?

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