Connect Taskade and Planfix to Build Intelligent Automations

Choose a Trigger

Taskade

When this happens...

Choose an Action

Planfix

Automatically do this!

Enable Integrations or automations with these events of Taskade and Planfix

Enable Integrations or automations with these events of Taskade and Planfix

Actions

Create Task

Create Task

Creates a Task.

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

Find Task by Name

Find a task by name and return its full details; if no name is provided, return all tasks.

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Frequently Asked Questions

How do I start an integration between Taskade and Planfix?

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

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

Absolutely. You can customize how Taskade 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 Taskade and Planfix?

The data sync between Taskade 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 Taskade 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 Taskade and Planfix?

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

Taskade

About Taskade

Taskade is a collaborative task management and mind mapping tool designed to help teams organize, plan, and execute projects efficiently. It offers features such as real-time collaboration, task assignments, and project templates to streamline workflows.

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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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