Connect SMS and Planfix to Build Intelligent Automations
Enable Integrations or automations with these events of SMS and Planfix
Enable Integrations or automations with these events of SMS and Planfix
Actions
Send SMS
Sends a new SMS message to a specified phone number.
Create Contact
Create a new contact
Delete Comment
Delete a comment
Find Contact By Name
Return contact details by name
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
To start, connect both your SMS and Planfix accounts to viaSocket. Once connected, you can set up a workflow where an event in SMS triggers actions in Planfix (or vice versa).
Absolutely. You can customize how SMS 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 SMS 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 SMS 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 SMS
MSG91 is a comprehensive communication platform that provides robust SMS solutions for businesses. It enables seamless and efficient messaging services, allowing businesses to reach their customers through SMS for notifications, alerts, and marketing campaigns.
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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